Lead

The number of tankers crossing the Strait of Hormuz fell to just one on July 23, the lowest level since May 7, according to ship-tracking data from analytics firm Kpler, as ongoing shipping risks in the Middle East and sustained US military strikes on Iran disrupted maritime traffic. Oil prices surged back to $100 a barrel on the same day, reflecting heightened supply concerns.

Coverage comparison

The reported decline in Hormuz crossings is part of a broader pattern of reduced vessel traffic in the strategic waterway. On July 12, only six vessels transited the strait, the lowest number in five weeks, according to Kpler data. The drop was attributed to renewed strikes between the US and Iran and attacks on ships in the region, which heightened safety concerns.

The July 23 data showed that only one tanker crossed the strait, compared with three the day earlier. That vessel, the very large crude carrier New Giant, was loaded with 2 million barrels of Iraqi Basrah crude and is due to arrive at China's Rizhao port by mid-August. No ships entered the strait on July 23.

In contrast, crossings at the Bab el-Mandeb strait increased. Commodity tanker crossings totaled 32 on July 23, up from 26 the day before, according to Kpler data. Of those, 14 tankers were heading into the Red Sea and 18 were exiting into the Gulf of Aden. Nine of the exiting tankers carried crude oil, including two loaded Chinese supertankers bound for China.

Key claims

  • On July 23, only one tanker crossed the Strait of Hormuz, the lowest level since May 7, according to Kpler data.
  • The US military completed a 13th consecutive night of strikes on Iran on July 23.
  • No ships entered the Strait of Hormuz on July 23.
  • On July 12, six vessels transited the strait, the lowest number in five weeks, according to Kpler data.
  • Most tankers switched off their transponders when crossing the strait on July 12.
  • No liquefied natural gas tankers were visible on tracking data entering the strait over the weekend of July 10-12.
  • One tanker controlled by Abu Dhabi National Oil Co exited the strait between July 10 and July 12, heading for Dahej port in India.
  • At Bab el-Mandeb, nine of 18 exiting tankers were carrying crude oil, including two Chinese supertankers bound for China.
  • The clean tanker Torm Innovation, loaded with around 500,000 barrels of naphtha bound for Asia, rerouted via the Suez Canal exit instead of the typical Bab el-Mandeb exit, according to Kpler and LSEG ship-tracking data.
  • Rerouting ships via the Suez Canal to Asia instead of via the Bab el-Mandeb Strait could make voyages nearly three times as long, according to regional trade sources.

Perspectives

US government: President Donald Trump said on July 12 that the Strait of Hormuz is open to commercial traffic.

Iranian government: Iran declared earlier that it closed the strait after a vessel traveled on an unapproved route and was struck. Iran's Revolutionary Guards said on July 13 that its navy stopped two ships in the strait the previous night by shutting down their systems, without naming the vessels.

US Central Command: US forces completed another wave of strikes against Iran on July 12, hitting dozens of targets at multiple locations with precision munitions, the Central Command said.