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strikeSep 11, 2026

Shipping traffic through Strait of Hormuz falls to single digits, data shows

Summary

Of the seven vessels, two Panamax ships exited the strait, one carrying fertiliser and the other sailing in ballast, according to data from ship tracker Kpler as of 0306 GMT. Also read: Iran attacks 10 ships near Strait of Hormuz in response to US strikes, oil prices surge Five vessels entered the strait, including a Panamax vessel carrying dry bulk cargo, a Handysize vessel laden with steel, a Handysize vessel carrying grains, a medium-range tanker loaded with dirty petroleum products, and a Supramax vessel carrying dry bulk cargo. The figures exclude any vessels that might have crossed the strait with their Automatic Identification System transponders turned off to avoid detection. Before the Iran war started on February 28, the strait typically handled about 125 large, commercial vessels per day, including tankers, gas carriers, bulkers and container vessels, accounting for some 20% of the world's daily crude oil and liquefied natural gas supply. A U.S. blockade of Iran-related shipping has halted Iranian crude oil exports since it was reimposed in mid-July. In the Red Sea, Iran-aligned Houthis seized control of Yemen's port city of Mocha on Thursday and advanced down the Red Sea coast to strategic islands, military sources said. In the Bab el-Mandeb strait on Thursday, 26 commodity vessels travelled through, tracking data showed. Of these, 10 vessels entered and 16 exited. This compares with an average of around 27 ships over the last 10 days. (You can now subscribe to our Economic Times WhatsApp channel) (You can now subscribe to our Economic Times WhatsApp channel)

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  • SECTIONS Shipping traffic through Strait; Data Shows ReutersBy SECTIONS Shipping traffic through Strait; Data Shows Reuters

    Of the seven vessels, two Panamax ships exited the strait, one carrying fertiliser and the other sailing in ballast, according to data from ship tracker Kpler as of 0306 GMT. Also read: Iran attacks 10 ships near Strait of Hormuz in response to US strikes, oil prices surge Five v

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strikeUnverifiedUSIranProxy
1 source

Saudi strikes Mokha airport as Houthi advance rattles Red Sea shipping Saudi airstrikes reportedly hit Mokha airport a day after Houthi forces entered the Red Sea port city. The escalation heightens risks to Bab el-Mandeb shipping and Yemen's fragile truce.

Saudi airstrikes hit the rebel-held Mokha airport in Yemen on Friday, a Houthi broadcaster reported, a day after the Iran-backed group entered the key Red Sea port city. The advance brings the Houthis closer to the Bab el-Mandeb Strait, a vital shipping route and an important alternative to the Strait of Hormuz.

The development has raised fresh concerns over commercial shipping, oil supplies and the fragile truce in Yemen. It also came as Iran called for an end to Saudi Arabia's blockade of Yemen and, in its first statement since the Houthis entered Mokha, urged a return to negotiations between Saudi Arabia and the Houthis.

The Houthis' entry into Mokha on Thursday was their biggest territorial gain in years against their Saudi-backed Yemeni rivals. The move brought them within 80 kilometres of the Bab el-Mandeb Strait. The rebels have stepped up attacks on Saudi shipping in the strait and the Red Sea since declaring a blockade there in July, and have also targeted oil infrastructure inside Saudi Arabia.

The Houthis said this was in response to Saudi Arabia's blockade of Houthi-held parts of Yemen, which has been in place for years. The capture of Mokha, which overlooks tanker routes out of the Red Sea, could strengthen Iran's strategy of pushing up global oil and gas prices to pressure the United States, experts said.

They said the developments in Yemen could also give Tehran more leverage in any talks with Washington. On Wednesday, the spokesperson for Iran's Revolutionary Guard said any negotiated settlement with the US should include Yemen, the first explicit reference to that front.

Any disruption in the Bab el-Mandeb could affect global shipping and crude prices, which have risen again. Saudi Arabia has increasingly depended on the Red Sea and the Bab el-Mandeb to export crude as Iran targets vessels in the Strait of Hormuz. About 12 per cent of the world's goods are usually shipped through the strait.

Shipping through the Bab el-Mandeb had fallen by about 60 per cent since the Houthis began attacking some ships there in late 2023 while expressing solidarity with Palestinians in Gaza. Shipping rose this year as Saudi Arabia looked for alternatives to the Strait of Hormuz, but renewed Houthi threats have "curtailed" that activity, according to Lloyd's List Intelligence.

Saudi Arabia, which said earlier this week that it had always offered "opportunities for negotiation", has also said it has the right to defend itself against the Houthi blockade. Iran's Foreign Minister Abbas Araghchi said on social media that the foreign ministers of Iran and Saudi Arabia spoke on Thursday about diplomatic efforts to "restore stability" to the region.

In a statement released on Friday, the National Defence Council of Yemen's Saudi-backed and internationally recognised government strongly condemned the Houthis' renewed attacks on Saudi Arabia. The council said Yemen's government was on the front line of freedom of navigation and called for international support as the Houthis advanced along the Red Sea coast towards the Bab el-Mandeb.

The latest fighting threatens to end the fragile truce that has largely held since 2022 and raises the risk of a return to Yemen's civil war. The conflict, which began after the Houthis seized much of northern and central Yemen in 2014 and Saudi Arabia entered the war the following year, has killed 150,000 people and pushed many others in the Arab world's poorest country towards famine.

In sum, the Houthis' advance into Mokha, the reported Saudi strike on the city's airport and Iran's call for talks have sharpened pressure on a critical shipping route while deepening fears of a wider escalation in Yemen.

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The United States has succeeded in loosening Iran's grip over the Strait of Hormuz while virtually shutting down Iran's own exports. But the conflict is far from over and remains costly for both sides. The economic pressure on Iran has yet to spark an uprising.

And its leaders may choose military escalation instead of backing down. The price of Brent crude surged above $100 on Wednesday. The U.S. military deployment to maintain a blockade and help ships through the strait is costly. Iran-backed Houthi rebels in Yemen are meanwhile stepping up attacks on Saudi Arabia.

That injects even more uncertainty into global oil markets.

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S. actions have reportedly disrupted Iran’s oil exports and its influence in the Strait of Hormuz, these measures have not precipitated an internal uprising, and escalating Houthi attacks on Saudi Arabia have contributed to Brent crude prices exceeding $100 per barrel.

Analysts and U.S. officials have noted the absence of a clear exit strategy, with domestic concerns rising over sustained high fuel prices leading up to midterm elections.

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