Oil Tankers Flee Hormuz Strait After US-Iran Clash, Driving Oil Prices Toward a Spike

CommodityGeopolitics Impact 5
โดย CNBC·Read original
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Ship traffic through the Strait of Hormuz has plunged sharply since the blockade measures imposed by President Donald Trump took effect last week. Data from Lloyd’s List Intelligence recorded only 53 vessel transits in the week ending July 20, a drop of 66 percent from 157 the previous week. Tankers and gas carriers, which handle the bulk of crude oil and LNG shipments from the Persian Gulf, fell to just 30 from 90. Kpler data shows daily transits tumbled from an average of more than 20 before July 15 to single digits on July 16, and remained depressed through the rest of the week. S&P Global reported that only 40 ships passed through the strait between July 17 and 19, averaging about 13 per day, and weekly traffic for the period ending July 19 fell nearly 50 percent from the prior week. Commercial vessels still accounted for more than 70 percent of traffic, but only about one-third complied with maritime restrictions, while Iran-linked and sanctioned vessels continued to dominate many of the movements. Saul Kavonic, head of energy research at MST Marquee, said Hormuz throughput has collapsed to roughly 15 percent of pre-war levels, and oil prices could retest the 100-dollar-per-barrel mark if the intensity of fighting persists for several more weeks or if energy infrastructure in the region becomes a target of attack.

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Lloyd's List IntelligencePrivate± Mixed
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MST MarqueePrivate± Mixed
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