The disruption threatens global energy and LNG supplies—about a quarter of seaborne oil and a fifth of LNG transits the strait—risking higher fuel prices, supply-chain bottlenecks and increased insurance and shipping costs for international trade.
The Strait of Hormuz has become increasingly chaotic as satellite jamming, drone attacks and erratic vessel behavior disrupt one of the world’s busiest energy chokepoints amid escalating conflict between the US-Israel coalition and Iran. Ship tracking shows clusters of tankers, some moving at unusually high speeds and at least one tanker temporarily switching off its satellite transponder to evade detection while transiting the strait. Iran continues to move its own oil through the corridor, but most commercial ship owners are avoiding passage over fear of attack, and global seaborne trade flows have been severely curtailed. Despite US pledges of naval support, the waterway remains effectively obstructed for many traders.
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