Hidden oil flows through Strait of Hormuz evade detection as night transits surge
AP reports that 6-7 million barrels per day still transit the Strait of Hormuz, over 40% of pre-war volume, but most ships now pass at night with navigation systems off, masking true flows. On Wednesday, only 10 vessels transmitted AIS data, indicating a significant shift to covert operations. This suggests official data understate actual oil traffic, complicating sanctions enforcement and market assessment.
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Iran — 190 developments
Hormuz Shipping: Covert Transits Mask Disruption Amid US-Iran Talks
Reported commodity vessel transits through the Strait of Hormuz have collapsed to 2-3 per day, an 80% reduction from the 10-day average. However, a significant volume of oil (6-7 million bpd) is reportedly still transiting covertly at night with AIS transponders off, complicating market assessment and sanctions enforcement. The discrepancy between detected and actual traffic suggests either severe disruption or deliberate concealment.