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2026-07-13 13:17:35
[Covered Traffic Surges in Strait of Hormuz After US-Iran Resumption of Conflict, Public Shipping Activity Plummets] (1) According to foreign media reports, publicly visible shipping activity in the Strait of Hormuz has decreased significantly after the resumption of conflict between the US and Iran, but in recent days several ships have secretly passed through the strait with their transponders off. (2) According to preliminary data analysis by Bloomberg based on Kpler, six commodity carriers passed through the Strait of Hormuz with their transponders off last Sunday, and the number of covered traffic over the past three days has exceeded the number of visible passages. (3) Ship tracking data based on Automatic Identification System (AIS) signals showed that no ships passed through the strait earlier on Monday; however, ships that have appeared on both sides of the strait in recent days were last publicly located on the other side, indicating that they passed through with their transponders off. (4) In terms of routes, visible traffic on the southern route along the Omani coast has completely stopped (the last passage was last Wednesday), while a small number of ships were still passing through the northern security route designated by Iran as of last Saturday. Iran has recently launched multiple attacks on ships using the Oman route (including some that had their transponders switched off), severely impacting shipping activity on that route.
