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Strait of Hormuz oil exports recover toward pre-conflict levels
Middle East crude oil exports are seeing a significant recovery despite ongoing tensions in the Strait of Hormuz. Data from Kpler and Vortexa indicate that oil throughput is returning toward pre-conflict levels. Specifically, unprocessed crude oil and condensates flowing through the strait have reached approximately 80% of pre-war volumes.
One factor contributing to this recovery is the increasing use of 'stealth' tactics by tankers, which disable their Automatic Identification System (AIS) to reduce the risk of drone attacks or seizure by Iran. Additionally, a 'shuttle fleet'—reportedly supported by the US Navy—is facilitating transfers in the Persian Gulf to maintain supply flows.
Major producers such as Saudi Arabia and Iraq are increasing their reliance on the Strait of Hormuz. Saudi Arabia has also adjusted its logistics, utilizing the East-West Pipeline and conducting ship-to-ship transfers in the Oman Sea to manage exports following previous disruptions to its Red Sea routes.
Entities
Iran · Iraq · Kpler · Saudi Arabia · Saudi Aramco · Strait of Hormuz · Vortexa
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 3 SOURCES] In September, an average of 10 million barrels of oil passed daily through the Strait of Hormuz, according to Kpler. www.jnilbo.com · biz.heraldcorp.com · www.ekirikas.com
- [● 2 SOURCES] The weekly average for crude oil passing through the Strait of Hormuz is 11.2 million barrels per day, according to Vortexa. www.cash.ch · www.moneycab.com
- [● 3 SOURCES] Middle East producers exported 12.8 million barrels per day in September, compared to 18.8 million barrels in February. www.cash.ch · www.moneycab.com · www.haniotika-nea.gr
- [● 2 SOURCES] Approximately 80% of unprocessed crude oil and condensates are currently flowing through the Strait of Hormuz compared to pre-war levels. www.cash.ch · www.moneycab.com
- [● 2 SOURCES] A shuttle fleet, potentially protected by the US Navy, is facilitating oil transfers in the Persian Gulf. www.cash.ch · www.moneycab.com
- [● 2 SOURCES] Tankers are increasingly disabling their Automatic Identification System (AIS) to avoid drone attacks or seizure by Iran. www.jnilbo.com · biz.heraldcorp.com
- [● 4 SOURCES] An increase in energy deliveries since late July is partly due to the expansion of a so-called 'shuttle fleet'. www.jnilbo.com · biz.heraldcorp.com · www.cash.ch · www.moneycab.com
- [● 2 SOURCES] Crude oil throughput has recovered to approximately 60% of pre-conflict levels. www.jnilbo.com · biz.heraldcorp.com