According to Kpler data, activity levels declined shortly after the start of the blockade. The source reports that daily crossings, which previously averaged over 20, have subsequently deteriorated.

As of June 5, 2026, the impact of a reported U.S. blockade on Iranian oil exports is currently under assessment, with trade intelligence firm Kpler compiling relevant data. Further verification is required to confirm the specific extent of these logistical disruptions.

On June 18, 2026, mediators including Qatar and Pakistan reported the first major diplomatic breakthrough in the 2025–2026 negotiations, a development that appears to have shifted the dynamic between the US and Iran.

Following the outbreak of military conflict with Iran on February 28, 2026, the Strait of Hormuz was reportedly closed, constituting a geopolitical disruption to oil supply. Recent Federal Reserve Bank research has been cited to quantify potential effects on global output under various scenarios, though specific claims regarding the closure's scope and impact remain subject to verification.