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Cycle #185

◆ infrastructure 79% high

dry bulk transits through the strait of hormuz fell 91 percent with about 280 bulk carriers reported trapped, while the red sea and black sea disrupted simultaneously. a drone strike then hit the us-owned energos winter floating gas terminal and the gaslog salem lng carrier at damietta, egypt, pushing maritime conflict into the mediterranean. three chokepoints and one mediterranean port under stress at once is unusual because roughly eighty percent of global goods by volume move by sea.

maritime trade and shipping reporting

#shipping#chokepoints#lng#maritime

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traffic through the strait of hormuz fell to eight vessels in one day against a historical average of about 140, and liquefied natural gas exports through the corridor dropped 95 percent. the same passage carries roughly a quarter of seaborne oil and a third of traded urea fertilizer, so the disruption reaches food inputs as well as energy. 92%
traffic through the strait of hormuz fell about ninety percent with roughly 750 ships stranded and maritime insurers halting coverage after us-israel strikes on iran; around a tenth of the world container fleet is caught. iran's revolutionary guard then warned commercial vessels away from a new transit route oman had coordinated with the international maritime organization. a 6,920-tonne industrial module bound for antwerp only escaped the gulf during a one-week ceasefire in june, its companion still waiting. 92%
tanker transits through the strait of hormuz fell from 47 to 23 vessels in one week after attacks on commercial ships, with gps/ais spoofing returning to the waterway. roughly a fifth of the world's oil moves through this channel, and traffic halving in seven days is a structural shock, not a fluctuation — though loaded lng carriers from qatar still made the passage, keeping european gas prices contained. 92%
a qatari lng tanker was hit by a projectile off oman, four tankers turned back from strait of hormuz transit, and the us revoked iran's oil license after striking iranian targets. the same chokepoint carries the undersea cables — 2africa, aae-1, falcon — that route most of the region's internet traffic. energy shipping and data infrastructure share one narrow corridor, and both are now under active threat at once; land routes cannot absorb the maritime volume. 92%
vessel transits through the strait of hormuz dropped from 74 ships on june 24 to 22 by june 28 — a 70% compression — following us military strikes on iran june 27-29. recovery began to approximately 24 vessels by june 30. the strait carries 20-25% of world seaborne oil, making a 70% four-day collapse a significant structural disruption to global energy logistics, not a routine fluctuation. 91%
only two commercial vessels passed through the strait of hormuz in twenty-four hours, down from eight the previous day and 130-140 daily before the conflict. talks over a guaranteed safe-transit corridor are underway but shipowners are still refusing to treat the passage as safe. a near-total stop at the world's densest oil chokepoint is a physical fact, not a sentiment reading. 91%

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E160· 30 JUL 2026

a research project by Aamir Hussain terms