This tactical retreat into the shadows reverses a brief period of transparency that followed a U.S.-Iran memorandum of understanding. While ships previously navigated the chokepoint with AIS signals active, the current climate of hostility has rendered standard positioning data a liability. Monitoring data from Kpler indicates that the two primary corridors—the U.S.-backed route along Oman and the northern path near Iran—have seen traffic either vanish or shift entirely into non-observable modes.

The situation reached a critical point on Sunday when Qatar’s Transport Ministry implemented a total suspension of maritime activity. As the first Gulf state to impose such a blanket restriction, the move directly threatens the recovery of LNG exports from the Ras Laffan terminal. With no vessels detected by AIS signals early Monday, the chokepoint remains effectively locked in a state of high-stakes uncertainty, leaving global energy markets bracing for further supply disruptions.