Dror Poleg’s Data Dashboard

The Hormuz Shock

By Dror Poleg

Daily ship transits through the Strait of Hormuz — the corridor for roughly a fifth of the world's oil — with tankers broken out separately. Traffic ran near 130 ships a day for years, slid through late 2025, then collapsed in early 2026 to a handful of transits, the deepest disruption of any chokepoint in the AIS record; Brent crude on this dashboard spiked past $115 in the same weeks. Counts mix genuinely halted traffic with vessels running dark, and the series updates daily as the strait's partial recovery unfolds.

Latest observation: 2026-08-16·Expected cadence: Daily
TradeEnergy
What does it show?

The strait that carries a fifth of the world's oil went from about 77 transits a day through 2025 to a low of 1 in 2026 — the deepest disruption of any trade chokepoint on record here. The latest week averages 4 transits a day.

Methodology

Daily ship transits through the Strait of Hormuz from IMF PortWatch AIS-derived data, as 7-day trailing averages for all vessels and for tankers separately. AIS-based counts can understate true movements when vessels disable transponders in conflict zones, so the collapse mixes genuinely halted traffic with dark shipping; either way the strait stopped functioning normally. Brent crude on this dashboard spiked above $115 in the same weeks.

Sources