Hormuz traffic shifts as more than 80% of ships use Oman-side route

More than 80% of ships passing through the Strait of Hormuz over the past two weeks used the Oman-side route, according to Kpler data, up from almost none a month earlier. The route is authorized by the United Nations but had previously been opposed by Iran. Analysts say the shift suggests that neither the United States nor Iran fully controls the maritime chokepoint, although Iran can still use military action to create risk and disrupt shipping. Kpler’s head of crude oil analysis, Homayoun Farahshahi, said Iran had at least partly lost control. U.S. Energy Secretary Chris Wright said oil flows through or rerouted around the strait were about 15 million barrels per day, compared with roughly 20 million barrels before the conflict. Iran’s reduced influence over vessel choices has also weakened its ability to collect transit fees. Iran and Oman are discussing a return to free-navigation arrangements, which Qatar said could help bring the United States and Iran back to negotiations, although Trump said the two countries were not currently holding talks or dialogue.

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