- Traffic through the Strait of Hormuz is still far below pre-war levels but has ticked up recently via a U.S.-cleared route near Oman, with big tankers moving again under U.S. guidance.
- Iran vowed to completely close the strait, sending oil prices up roughly 7% (Brent ~ $97/ barrel) and heightening global market worries.
- To avoid Iranian detection, many ships are turning off their tracking beacons (AIS) and relying on U.S. military advice and occasional escorts amid skirmishes and strikes in the area.
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