Strait of Hormuz — Blockade Monitor

Traffic Overview

Daily Throughput

1.9M DWT

17.96% of 10.3M avg

Transits (24H)

31 ships

51.7% of 60/day normal

Compliance

turned back · 0 breaches

Iran

Oman / UAE

← Persian Gulf

Gulf of Oman →

Entering Persian Gulf (Westbound)

Exiting Persian Gulf (Eastbound)

Compliance / turned back

Supply Chain Disruptions

+250%

Shipping Rates

+1.2%

CPI Impact

142d

SPR Reserve

Fertilizer crisis: 30–35% of global urea/ammonia from Gulf. Spring planting delayed. Brazil, India, China facing shortages.
Container shipping suspended: Maersk, CMA CGM, Hapag-Lloyd halted bookings. 147 ships (~470K TEU) trapped.
Methanol shortage: ~33% of global seaborne methanol transits Hormuz. China below-warning inventory.
Diesel emergency: Europe facing imminent shortages. Loadings plunged 80% (1.12M → 216K bpd). 205M barrels on water.
LPG crisis: India, Myanmar, Philippines facing acute shortages. 580K emergency piped gas connections installed in India.
GCC food: 80%+ of food imports disrupted. Consumer prices spiked 40–120%.

Alternative Routes

Cape of Good Hope

+12 days+$1.5M

Active rerouting with 112% surge in Cape diversions. Maersk, CMA CGM, Hapag-Lloyd suspended Hormuz transits.

Oman Coastal (Duqm / Salalah)

+2 days+$250K

Limited use. Duqm and Salalah targeted by Iranian drone strikes in March. War risk insurance expanded.

Saudi East-West Pipeline (Yanbu)

~27% capacity

~5.5M bbl/day vs. 20–21M normal Hormuz flow. Covers only 27% of disrupted volume.

UAE Abu Dhabi Pipeline (Fujairah)

17–27% combined

Combined with Yanbu: 3.5–5.5M bbl/day (17–27% of Hormuz volume).

China-Iran Railway (Central Asia)

+5 days+$800K

Emerging alternative. Operational since 2016. Limited capacity. Used for Iranian oil/goods to avoid blockade.

Regional Impact

China

Critical

13%

~40% of Middle East oil via Hormuz. PRC buys >90% of Iran's exports.

India

Critical

60% of oil imports transit Hormuz. Acute LPG shortage. Emergency piped gas connections installed.

Japan

Critical

~70% of Middle East oil via Hormuz. Near-zero domestic production. SPR under pressure.

Europe

High

12%

12–14% of LNG from Qatar through Hormuz. Diesel loadings plunged 80%.

South Korea

High

Significant Gulf oil dependency. Korean carriers halted Gulf bookings.

Philippines

High

15%

Imports 98% of oil from Middle East. Acute LPG shortage. Government emergency measures activated.