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Cycle #141
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traffic through the strait of hormuz collapsed to three commodity vessels, a small fraction of normal flow, as iranian tanker attacks continued and ships halted or turned back. oil traders separately reported that global inventory buffers are exhausted. a chokepoint carrying roughly a fifth of the world's oil moving from headline risk to actual flow disruption is structurally rare — it has not happened at this scale in decades.

shipping traffic data and commodity market commentary

#hormuz#oil#shipping#iran#chokepoint
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E160· 30 JUL 2026
a research project by Aamir Hussain terms