ConflictClarifier

2026 Iran-Gulf Crisis Tracker
CC
Events Archive
strikeAug 27, 2026

Hormuz oil flows rising as Middle East producers ramp up - TT

Summary

[Stay on top of transportation news: Get TTNews in your inbox.] Hormuz oil flows rising as Middle East producers ramp up Increase is keeping global crude oil prices in check Key Takeaways: - Crude shipments through the Strait of Hormuz rose to about 6 million to 8 million barrels a day as Gulf producers increased exports despite ongoing security risks. - Higher regional loadings and shuttle-tanker operations helped restore flows to roughly half prewar levels, helping keep oil prices in check, traders said. - Export gains still face uncertainty as shipping threats persist, cargo transfers take time and Iran’s crude exports remain halted by a U.S. blockade. The flow of crude through the Strait of Hormuz is creeping higher as producers across the Middle East boost exports in the face of Iran’s lingering threat to shipping. The increase is keeping global crude oil prices in check. About 6 million to 8 million barrels a day of crude are now being shipped through the world’s key oil chokepoint, according to estimates from oil traders involved in and monitoring cargo activity. Flows slipped in July, when an onslaught of attacks on supertankers by Iran led to the breakdown of an interim ceasefire and heightened risks to navigation. They remain at roughly half prewar levels. Still, estimates can be wide-ranging and volatile. Some trackers and U.S. officials have suggested even higher volumes, though the security situation remains precarious. Two freighters were struck on Aug. 24, according to the U.K. navy, a reminder that there’s still significant peril when transiting. One factor helping sustain the increase is the highest earnings in the history of the supertanker market, adding for the incentive for shipowners to cross. Either way, there are signs that producers across the region have been moving more oil in recent days. To enable that, a batch of tankers are doing shuttle runs, hauling barrels to just outside the Persian Gulf. Once the shuttle ships get there, their cargoes are then collected by waiting tankers that remain unwilling to go through the strait themselves. Every major regional supplier bar Iran is now selling its barrels for collection outside Hormuz. “In the last few days, more oil seems to be coming out of Hormuz,” Georgios Sakellariou, a freight analyst at Signal Maritime, an analytics company. “If it’s sustainable, crude oil prices will stay down, although recently that has still meant something close to $85 a barrel.” Brent oil futures were trading at about $88 a barrel on Aug. 27, on course for the biggest weekly drop since late June when the interim ceasefire was still helping to keep shipments moving. The resumption of negotiations between the U.S. and Iran over ending the war has also stymied prices this week. The boss of Europe’s largest oil refiner said this week he is bearish on the outlook for crude prices, in part as barrels quietly escape Hormuz. A busy day in the Gulf of Oman, where there are at least fifteen sets of STS transfer sessions taking place. We count 25 million barrels of crude oil; plus some refined products. The oil originates from almost every country in the region, minus Iran.#OOTT #IranWar #Tankers pic.twitter.com/TAba26mJiW — TankerTrackers.com, Inc. (@TankerTrackers) August 25, 2026 A sudden inflow of ships late last week has enabled higher loadings, and it isn’t clear if more ships had entered in recent days to keep that pace going over the coming weeks. Saudi Arabia had the highest number of tankers in several weeks at its export installations in the region on Aug. 25, satellite images gathered by Bloomberg show. A day earlier, loading activity from Iraq’s ports in the region even briefly exceeded above prewar rates. Smaller producers like Qatar and Kuwait are starting moving more too, adding to the momentum. To be clear, it doesn’t mean Saudi Arabia’s total exports are up. The increase from the Persian Gulf has coincided with a drop from its facilities in the Red Sea. Simultaneously, though, the kingdom is loading more oil onto tankers from Sidi Kerir, a port on Egypt’s Mediterranean coast where it owns storage, complicating the tracking of the kingdom’s oil shipments. It’s also unclear whether all the regional exports from the Persian Gulf are on their way to customers yet. They still need to be transferred onto waiting vessels usually near the Omani port of Sohar or Fujairah in the United Arab Emirates, a process that can take days. Tankertrackers.com counts shipments to the global market when they pass through the U.S. blockade line, monitoring the Automatic Identification System signals of ships because of restrictions on timely satellite imagery. On that basis, flows over the past seven days stand at just 3.7 million barrels a day, Samir Madani, the firm’s co-founder says. Higher loadings Increases in loadings observed by satellite have taken place across a range of Gulf producers in recent days. They add to heightened flows from the United Arab Emirates, which was the first major producer in the region to really ramp up its exports. Loadings from Iraq’s export installations in the Persian Gulf jumped this week, with seven tankers collecting the nation’s cargoes on Aug. 24. The ships in question had a transportation capacity of about 13 million barrels, according to their dimensions. The prewar norm was six tankers loading at eight berths at any given time. Compounding the pickup is an increase from two of the region’s smaller producers — Qatar and Kuwait. The two countries, which exported a combined 2 million barrels a day of oil before the outbreak of the war, have managed to get shipments back to 70% of pre-conflict levels, according to traders, who asked not to be named as they’re not allowed to speak to media. RoadSigns has reached its 200th episode since its origins in 2018. Hosts Seth Clevenger and Michael Freeze reflect on how trucking tech has evolved and share the trends that have surprised them. Tune in above or by going to RoadSigns.ttnews.com. Bloomberg has asked all the major Gulf producers about their loading activity over the past week. None responded. For its part, Iran’s exports remain halted by a blockade that the U.S. reimposed when the ceasefire broke down. A key challenge now is to boost exports of fuels like diesel and jet fuel. About 1.6 million barrels a day of the region’s refining capacity remains offline, a significant increase from a year earlier, according to data from IIR Energy. While the crude oil shipping industry has one dominant shipping company helping to organize flows, the South Korean firm Sinokor, that’s not the case for fuels markets, which also requires smaller vessels to collect cargoes. Written by Alex Longley, Julian Lee and Yongchang Chin

Actors involved

Iran

Sources

  • Bloomberg NewsBy Bloomberg News

    [Stay on top of transportation news: Get TTNews in your inbox.] Hormuz oil flows rising as Middle East producers ramp up Increase is keeping global crude oil prices in check Key Takeaways: - Crude shipments through the Strait of Hormuz rose to about 6 million to 8 million barrels

See this event through different lenses

Compare how Western, Iranian, Israeli, Global South, and Pro-Peace perspectives frame this event.

Compare Perspectives

Community Notes

Community Notes

Loading notes...

Related events

strikeUnverifiedUSIsraelIranProxyRussiaChinaTaiwan
1 source

As the U.S.-Israeli war against Iran reaches the six-month mark, the Islamic Republic retains dangerous options to impose even higher costs on its militarily superior foes. One tactic raises particular concern among former officials and analysts. At a time when Iran has inflicted billions of dollars of damage in its missile and drone attacks against regional military sites and infrastructure and upended global energy markets with its throttling of traffic in the Strait of Hormuz, a dedicated Iranian cyber campaign could strike at the heart of the U.

S. and potentially prove even more disruptive to both national security and everyday life. Recent reports have already linked Iran to hacks in July that shut down a power plant in the United Kingdom and up to 30 water systems across the U.S. "Cyber is tailor-made for Iran’s asymmetric playbook," Frank Cilluffo, a former Department of Homeland Security official who played a lead role in the White House's immediate post-9/11 security overhaul, told Newsweek.

"Tehran does not need to match the United States plane for plane or ship for ship," Cilluffo, now director of Auburn University's McCrary Institute for Cyber and Critical Infrastructure Security, said. "It can look for softer seams in our economy and critical infrastructure, impose costs far from the battlefield, and create uncertainty about when and where the next shoe may drop.

" The War on Data Since the start of the conflict, Iran has already displayed the capacity to supplement its attacks on military and trade logistics with targeting data centers in the Persian Gulf region that serve a similarly crucial role. In the words of Islamic Revolutionary Guard Corps (IRGC) spokesperson Brigadier General Hossein Mohebbi during a conference on Monday, "when we destroy an Amazon data center in Bahrain, it does not mean we destroy a company or a complex, it means that we have destroyed and shattered the brain of the operations processor.

" Cilluffo called this strategy "particularly instructive," as it demonstrated Tehran's awareness of how "data centers are no longer simply commercial facilities, they are increasingly the backbone of our economies, AI capabilities and, in some cases, national security.

" An even more dire scenario he pointed out could see Iran combine its kinetic drone and missile capabilities with an added cyber component, potentially even artificial intelligence, to create simultaneous pressure across physical and digital targets.

Even "a limited disruption," Cilluffo warned, "can be exaggerated and amplified through disinformation and social media to create the perception of a much larger attack." "An adversary does not have to destroy critical infrastructure to achieve strategic effect.

It can turn a tactical disruption into outsized economic, psychological and political consequences," he said. "The mistake would be to think of an Iranian cyberattack as something separate from a wider conflict. Tehran has spent decades learning how to operate asymmetrically across domains," he added.

"Cyber gives it another means to reach beyond the battlefield and bring the consequences of a conflict directly to the homeland." The Roots of Iran's Cyber Revolution While not traditionally viewed as having access to the same resources or capabilities as top U.

S. rivals China and Russia, both of whom have also been implicated in scores of cyber operations carried out against the U.S., Iran has a long history engaging in battle on this front. Tehran has also been a frequent target of cyber infiltration, with one of the first major instances being the infamous Stuxnet computer worm that swept through and degraded or destroyed thousands of systems tied to Iran's nuclear enrichment facilities in late 2009.

The disastrous episode served as an impetus for Iran to develop and hone its own cyber prowess. "Iran has been building their capabilities ever since being on the receiving end of the U.S.-Israeli Stuxnet operation, nearly 15 years ago," Jason Healey, a founding member of the White House's Office of the National Cyber Director and the world's first-ever cyber command, Joint Task Force for Computer Network Defense, told Newsweek.

In 2012, then-Iranian Supreme Leader Ali Ayatollah Khamenei, who was later killed on the first day of the ongoing war after Israel allegedly hacked traffic and CCTV cameras to track leadership movements, ordered the establishment of the Supreme Council of Cyberspace.

And by 2015, the IRGC had formed its own Cybersecurity Command, though the elite force had previously pursued cyber activities through its Center to Investigate Organized Crimes. While the stated mission of the IRGC's cyber wing largely pertains to maintaining internal security, preserving the Islamic Republic's values and defending against foreign foes, U.

S. experts and officials also see an offensive mandate. Newsweek has reached out to a representative of Iran's National Center for Cyberspace for comment. Contacted for comment, a U.S. defense official told Newsweek that, "as a matter of operational security, we do not comment or discuss cyber intelligence, plans, operations capabilities, or effects.

" Lethal Potential In most cases, suspected Iran-affiliated cyber operations are attributed to apparent proxy groups, including the Iranian Cyber Army, first active in 2009 as one of the earliest known groups linked by analysts to Iran. Many more have emerged since, such as those variously designated as APT—or Advanced Persistent Threat—33 (Elfin Team), APT 34 (Helix Kitten), APT 42 (Mint Sandstorm) and MuddyWater.

The latest alleged Iranian attacks on U.S. water systems were not the first of their kind. Iran-tied actors were blamed for earlier cyberattacks against a New York dam in 2013 and Pennsylvania local water authority a decade later, the latter being carried out by a group calling itself CyberAv3ngers.

CyberAv3ngers is one of several actors to have emerged in the wake of the outbreak of the war in Gaza in October 2023. Another known as the Handala Hack Team has taken credit for a number of attacks throughout the nearly three-year Middle East crisis, perhaps most notably wiping the systems of U.

S. medical company Stryker Corporation in March of this year, shortly after the start the of the U.S.-Israeli war against Iran. Even more recently, Iran's semi-official Tasnim News Agency reported Tuesday on an operation by the so-called Cyber Support Front to infiltrate the network of Israeli company Novamill, claimed to be involved in the manufacturing of weapons systems.

Healey, now serving as senior research scholar at Columbia University’s School for International and Public Affairs, warned "someday soon they might succeed with an attack on U.S. infrastructure that disrupts services and maybe even leads to deaths either directly or indirectly (such as by water outages that lead to disruption of hospitals).

" "Even to a modest event, any president might then feel the need to respond militarily and not tolerate it, as has been more the norm," he said. 'Less to Lose' Michael Sulmeyer, professor at Georgetown University's School of Foreign Service who previously served as the Pentagon's assistant secretary for cyber policy and principal cyber adviser, recently outlined in Foreign Policy a number of ways in which China could exploit gaps in local defense infrastructure using AI-enhanced cyberattacks in the event of an escalation over Taiwan.

And he told Newsweek that "much of the same logic could apply to Iran." The most "concerning scenarios" he saw involve not a single massive "cyber Pearl Harbor" strike, but a wave of operations targeting critical infrastructure, either in the U.S. or among regional partners—potentially a combination of both.

In addition to water and power systems other sites of interest include pipelines and factories. Sulmeyer also raised the alarm on the insufficient pace at which the U.S. was adapting to the rapidly evolving capabilities of AI-powered cyberattacks with some systems taking years to properly bring up to date with the current threat landscape.

And while he noted that "the United States and Israel, among others, have significant combat power in cyberspace as well," there is another element that may compound the risk factor in dealing with Iran's cyber corps at a time when the Islamic Republic was fighting what it viewed to be an existential battle.

"Unlike many other nations, leaders in Tehran probably feel they have less to lose when conducting cyber operations for disruptive effect in addition to more traditional reconnaissance work," Sulmeyer said. A Twofold Strategy Already, Iran appears to be quietly scoring gains via a "twofold" strategy described by Nikita Shah, a former U.

K. national security official serving today as senior fellow with the Center for Strategic and International Studies' Intelligence, National Security, and Technology program. The first involves the use of cyber espionage to support kinetic strikes through informing target selection and battlefield damage assessment, while the second constitutes efforts to shape the narrative of the conflict and events surrounding it in Tehran's favor, including with the potential use of AI-enhanced media operations.

"This means using disruptive—but opportunistic—cyberattacks (like hack and leaks, the Stryker incident, or even likely the recent cyberattacks against the U.S. water sector) to cause localized disruption, and then to amplify the impact of those attacks through international media," Shah told Newsweek.

"This serves Iran’s information warfare goals, by provoking and dividing different global audiences, sowing fear and division that it can manipulate over the course of the conflict," she added. And the "unfortunate targets" include U.S. organizations and businesses.

"Iran will want to drag them into the war by targeting them with low-level cyber-attacks," Shah said. "In other words, causing collateral damage to them is the point—Iran will want to wear down domestic U.S audiences in the hope that this will turn U.

S. public opinion against the war, as a means of attrition." Contact Newsweek editors on this story: Edward T. Cummins and Tony Phillips.

Location: Tehran
strikeUnverifiedUSIsraelIran
1 source

The U.S. Central Command (CENTCOM) stated that U.S. forces have cleared Iranian sea mines from the Strait of Hormuz, laid months ago by the Islamic Revolutionary Guard Corps (IRGC). In a video update on X late Thursday, Commander Adm. Brad Cooper termed the achievement a “major milestone,” stating that “international shipping lanes are open and momentum is building.

” He shared a nautical chart of the Strait of Hormuz and said the mine-clearing operation over the months was challenging and involved meticulous efforts of the Navy divers, special operations, and air assets, among other forces. “The circumstances were challenging and dangerous to say the least, but we got the job done,” said Cooper.

In recent months, nearly 1,500 vessels carrying approximately 750 million barrels of crude oil have navigated the waterway, said Cooper. Concurrently, around 50,000 U.S. troops have been enforcing a “highly effective” naval blockade, as a result of which there were ‘zero” oil exports from Iran, he said.

The CENTCOM Commander added that, as part of broader regional efforts, which involve over 20 warships and hundreds of aircraft, U.S. operations have turned back 75 vessels and disabled three non-compliant ones amid escalating tensions with Iran. “No ships have entered or left an Iranian port without our permission, and we have only allowed ships to pass through on humanitarian grounds,” added Cooper.

US Naval Blockade Hits Iranian Oil Exports This development comes against the backdrop of ongoing tensions between the U.S. and Iran, which have been ongoing for the past six months. The U.S. blockade on Iranian oil exports has significantly affected Iran’s oil shipments, according to Kpler data.

Iranian oil loadings fell to 248,000 barrels a day in August, a stark contrast to the 1.85 million barrels of crude a day exported between March and April. Iran’s Mohsen Rezaei told Lebanon’s Al Manar TV that any U.S.-Iran understanding over the Strait of Hormuz must include an end to military operations in Lebanon, Gaza and Syria, along with an Israeli withdrawal from Lebanon and a halt to attacks on Syria.

He stressed that the U.S. must demonstrate its commitment before Iran can rebuild trust. At the time of writing, Brent crude oil futures expiring in October were trading 0.4% lower at $88.17 per barrel, while WTI crude futures expiring in October were trading 0.

5% lower at $83.11 per barrel. Trump in No Rush To Restart Iran Talks President Donald Trump, meanwhile, has adopted a relaxed stance on the timeline for Iran to return to peace negotiations and stated that he is “not in a hurry.” The President stated he has "no time schedule" for Iran to rejoin negotiations aimed at ending the conflict.

The Wall Street Journal reported on Thursday that the Trump administration is not interested in reviving the June memorandum of understanding with Iran. Instead, Trump is waiting to see whether his administration’s economic pressure campaign against Tehran will succeed.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: Shutterstock © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here.

Location: Tehran
strikeUnverifiedUSIsraelIran
1 source

Reporting characterizes the ongoing US-Iran conflict as a stalemate, noting that while both sides continue exchanging strikes, shipping in the Strait of Hormuz has significantly slowed and oil prices remain elevated. While unverified claims suggest Iran's military infrastructure is severely damaged, analysts indicate that Tehran retains operational capability and strategic leverage over global energy markets.

Location: Iran