strait of hormuz shipping4 min
Strait of Hormuz: Shipping Intelligence Update
Hormuz throughput down 61% — from 21M to 8.2M bbl/day. 157 vessels stranded, 23 ships attacked, war risk insurance up 1,200%. Naval mines are the underreported threat. If throughput drops below 5M bbl/day, expect coordinated SPR releases and fuel rationing.
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