Live Updates > Live Update Details
2026-04-08 18:50:12
[Ten Hours After Ceasefire, No Substantial Progress in Strait of Hormuz Traffic; Large Number of Iranian-Originating Ships Remain Stuck] ⑴ According to data from the Automatic Identification System (AIS), approximately ten hours after the ceasefire announcement, there has been no substantial resumption of ship traffic in the Strait of Hormuz. ⑵ The unfiltered view on the left shows all ship traffic; green icons represent bulk carriers and container ships, while red icons represent oil tankers. The filtered view on the right only shows ships departing from Iran, with a large number of ships still stuck. ⑶ From a psychological perspective, the market's previous reassuring rebound in response to the ceasefire announcement was based on expectations of a rapid resumption of traffic. However, the real-time data over the past ten hours contrasts with these expectations, suggesting that investors need to distinguish between political statements and actual implementation. ⑷ The focus going forward will be on the actual number of Iranian-originating ships moving within the next 24 to 48 hours. This will be the first quantifiable indicator of whether the ceasefire has truly translated into normalized traffic.
