Strait of Hormuz closed to most shipping
Recorded transits through the Strait of Hormuz averaged 3.6 a day in September 2026, against 86 a day in 2025, after the United States and Israel struck Iran on 28 February. Iran said on 4 October that the strait would stay closed until its conditions were met.
Research and sources by Gavin McGreevy; severities assessed by Alex Rowsom on 13 October 2026.
Exposure
Who this reaches
Each entry states how the disruption reaches that company or sector, how well established the assessment is, and where it comes from.
Two tankers that IMO data list as managed or operated by ADNOC, the Mersin Prosperity and the Al Ruwais, were reported struck in the strait on 29 September.
1.Four vessels struck in Hormuz in 24 hours — Seatrade Maritime, read 08 Oct 2026
Its tanker Al Funtas was struck in the strait on 28 September and caught fire, which was put out; the crew were reported safe.
1.Four vessels struck in Hormuz in 24 hours — Seatrade Maritime, read 08 Oct 2026
The East-West pipeline to Yanbu, the route around the strait, carried more than 5 million barrels a day before it was attacked, and partially resumed flows on 22 September.
1.Short-Term Energy Outlook: global oil markets — US Energy Information Administration, read 13 Oct 2026
A.P. Moller-Maersk said inbound cargo to the Gulf had been rerouted to alternative ports as traffic through the strait was disrupted.
1.Maersk delivers strong Q2 and raises full-year guidance — A.P. Moller-Maersk, read 13 Oct 2026
Sources
Where this comes from
1.Daily chokepoint transit calls — IMF PortWatch, read 08 Oct 2026
2.Iran says Strait of Hormuz to remain closed until US meets conditions — Al Jazeera, read 13 Oct 2026
3.Short-Term Energy Outlook: global oil markets — US Energy Information Administration, read 13 Oct 2026