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U.S. Navy blockade of Iran enters fourth day. Here’s the latest tanker traffic in Strait of Hormuz

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⚡ Quantum Brief
U.S. Navy blockade of Iranian ports entered its fourth day Thursday, with 14 vessels forced to reverse course since Monday, per U.S. Central Command. The operation has crippled maritime traffic in the strategically vital Strait of Hormuz. Only two vessels transited the strait Thursday—a tanker bound for India and a cargo ship heading to Iran—marking near-total paralysis, LSEG data shows. Pre-war, 20% of global oil passed through this chokepoint. Iran threatened to retaliate by shutting down traffic in the Persian Gulf, Gulf of Oman, and Red Sea, escalating risks to global energy flows. Two VLCCs (carrying 2M barrels each) crossed earlier this week before the blockade tightened. The disruption has triggered history’s largest oil supply shock, with no immediate resolution in sight. Markets face prolonged volatility as key routes remain contested. Tensions remain high as both sides dig in, with no diplomatic breakthrough reported. The standoff risks broader economic fallout beyond energy markets.
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Oil tanker traffic through the Strait of Hormuz was at a near standstill Thursday, as tensions between the U.S. and Iran remain high. Just two vessels were observed transiting the sea lane, according to data from LSEG. The tanker Race exited the strait into the Gulf of Oman bound for India, the data showed. The cargo ship Neshat crossed the strait and appeared destined for Iran. The U.S. blockade of Iran's ports began Monday. As it enters its fourth day, the Navy has forced 14 vessels to reverse course so far, according to U.S. Central Command. Iran, meanwhile, has threatened to shut down traffic in the Persian Gulf, the Gulf of Oman and the Red Sea in retaliation. At least two very large crude carriers, the RHN and the Alicia, crossed the strait into the Persian Gulf earlier this week. VLCCs are huge tankers that can carry about 2 million barrels of oil.Tanker traffic through the strait has plunged during the war, triggering the largest oil supply disruption in history. About 20% of global oil supplies passed through the sea lane before the war. Got a confidential news tip? We want to hear from you.Sign up for free newsletters and get more CNBC delivered to your inboxGet this delivered to your inbox, and more info about our products and services.© 2026 Versant Media, LLC.

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