Only a single sanctioned crude carrier and one Iranian container ship were tracked in the strait earlier today, a stark contrast to the 14 commodity-carrying vessels recorded just yesterday. Data from Kpler reveals a dramatic reversal; while the region saw an average of 34 daily crossings over the past three weeks—peaking at 59 on June 24—the route near the Omani coast, typically overseen by U.S. forces, now shows zero activity.

Shipping logistics have been thrown into chaos as vessels scramble to avoid the conflict zone. At least four oil and LNG tankers abandoned their transit plans on Wednesday, including three empty carriers heading toward Qatar’s Ras Laffan facility. A supertanker bound for India also performed an emergency U-turn after Iran struck three vessels in the waterway. These disruptions have sent oil prices surging, abruptly ending the market's recent slide and shattering expectations that a steady recovery in tanker traffic would alleviate supply concerns.