The US military has quietly established a shipping corridor through the Strait of Hormuz, facilitating the movement of millions of barrels of oil each day, according to a report by Axios cited by multiple outlets. The operation, which has been underway for several weeks, allows 15 to 20 tankers to transit the strait nightly through a southern channel along the coast of Oman, as reported by Daily Sabah and India Today.

Operation details

The corridor moves about 10 million barrels of oil per day out of the Gulf and into global markets, roughly half the pre-war volume, according to US officials cited by Axios. The reports indicate that US forces are also helping empty tankers travel from the Arabian Sea through the strait to Gulf ports, where they load oil from the United Arab Emirates, Bahrain, and Kuwait before returning through the strait.

The operation is coordinated by a US task force based at Army headquarters in Fort Bragg, North Carolina, with regional Gulf partners, as detailed by India Today. Daily Sabah added that the task force runs from the Army's 82nd Airborne Division headquarters. Tankers are organized into scheduled inbound and outbound convoys that transit the southern channel under US military guidance, with checkpoints assigned for ships to report their movements. US Air Force fighter jets patrol overhead to detect potential missile and drone attacks, according to the reports.

Strategic context and Iranian response

The operation was enabled by a recent two-week US Central Command campaign that damaged Iran's radar and maritime surveillance systems, the reports said. This has reduced Iran's ability to monitor traffic through the southern channel to a limited number of restored radars and observers aboard small Islamic Revolutionary Guard Corps boats, according to India Today.

Iranian forces have launched attacks toward suspected shipping routes, but many missiles and drones have been intercepted by US forces, the reports noted. One US official told Axios that American forces shot down eight Iranian drones and two cruise missiles on Monday night, as reported by Daily Sabah.

A US official was quoted by Daily Sabah as saying: "We have been controlling the southern lane of the Strait of Hormuz for two months now," and that Iran's Islamic Revolutionary Guard Corps "doesn't control the strait."

Presidential statements

President Donald Trump told Axios: "There is a tremendous amount of oil coming out of the Strait of Hormuz," and said Washington is not currently negotiating with Iran, as reported by Daily Sabah and India Today. Speaking to reporters, Trump said "The strait is open. A lot of boats are coming through," and added that "We are getting a lot of oil out," according to Jerusalem Post.

Trump also noted that the price of oil is decreasing, saying "they were talking about $350 a barrel, but today it's $84-$85." He predicted that "The Hormuz Strait is not going to be quite as important as it was in the past" because "people found other alternatives [to the strait], record numbers of pipelines are being built," as quoted by Jerusalem Post.

Shipping data and traffic

Despite the reported operation, shipping data shows traffic through the strait remains relatively low. Reuters reported that only six commodity vessels passed through the strait on Tuesday, well below normal traffic, according to India Today. Kpler data, cited by Jerusalem Post, showed six commodity vessels crossed on Tuesday, down from nine a day earlier and below the 10-day daily average of 11.

Kpler also noted that some vessels could be passing with transponders switched off and thus not counted in the tally, according to Jerusalem Post.

Background

The Strait of Hormuz, which carries roughly 20 percent of the world's oil consumption and about a quarter of globally traded oil, as well as around 11.4 billion cubic feet of LNG a day, has been a major flashpoint since the Iran war broke out on February 28, according to India Today. Trump declared the strategic waterway a US territory, India Today reported.

On Tuesday, Trump insisted the strait was open, contradicting Iran's assertion that it remained shut to shipping, as reported by Jerusalem Post. The development of the corridor came days after Trump ruled out extending a 60-day fragile ceasefire deal with Iran, saying the strait remains open and the US has "total control" of the key waterway, according to India Today.

Daily Sabah reported that Iran and the US signed a memorandum of understanding in June aimed at ending the war, but talks have stalled over implementation and navigation through the strait. Negotiations involving Iran and Oman over navigation arrangements have continued without a breakthrough.