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Commodity-vessel traffic through Hormuz fell to a 10-per-day average, with a Saudi-loaded tanker turned back and no VLCC exits since Wednesday.
Iran’s planned Hormuz exclusion zone turns Strait transit into a sanctions-list, routing and war-risk decision after U.S. strikes disabled three named Iranian crude carriers.
Ukraine’s reported Nefrit strike threatens CPC mooring repairs off Novorossiysk, putting Kazakhstan’s Black Sea crude export route into tanker-loading, laycan and terminal-resilience risk.
Hormuz AIS silence is controlled visibility, not disappearance, as radar, satellite, RF detection and LRIT still shape vessel exposure and bridge decision-making.
SIDR and SENEGAL PROSPERITY were struck outbound through Hormuz with about 4 million barrels of Saudi crude exposed, resetting war-risk and voyage authorization.
A tanker was hit by three projectiles east of Khasab as U.S. strikes on Larak launchers pushed Hormuz back into war-risk, routing and voyage-authorization files.
FILOJET capsized off Kyrenia with 267 aboard, leaving eight dead and 18 missing as crew detention, SAR response and passenger-vessel safety scrutiny intensify.
CENTCOM says Hormuz routes are mine-free, but only seven commodity vessels transited as IMO warns 400 ships and 6,000 seafarers remain trapped.
AL SALAM II was hit in Hormuz as MSC froze Novorossiysk bookings, tightening routing, insurance and charterparty exposure across Gulf and Black Sea trades.