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strikeMay 21, 2026

Strait Of Hormuz Blockades Reshaping Trade Routes, Shipping Group Says

Summary

BERLIN, May 21 (Bernama-dpa) - Disruptions to shipping through the Strait of Hormuz due to the war in Iran are reshaping global trade routes, driving increased traffic through the Panama Canal as oil tankers seek alternative passages, according to a leading international shipping association. Transits through the canal have risen 8 per cent so far this year compared with the same period last year, with oil tankers accounting for much of the increase, the Baltic and International Maritime Council (BIMCO) said on Thursday. BIMCO said the canal has handled an average of 38 crossings per day this year, close to its maximum capacity of 36 to 40 daily transits. The rerouting comes amid ongoing disruptions in the Strait of Hormuz, a key artery for global energy trade, which Iran took control of after the beginning of US-Israeli attacks at the end of February. Threats, inspections and attacks on ships have since brought traffic through the strait largely to a standstill. Following the start of a ceasefire between the warring parties, US President Donald Trump in April announced a naval blockade targeting ships entering or leaving Iranian ports. A recent report by shipping data provider Kpler said no tankers loaded with Iranian crude oil have passed through that blockade. Iran has sharply increased oil storage both on vessels within the Gulf and on land during the blockade period, the report said. The volume of Iranian oil already stored aboard ships outside the blockade fell last month from 122 million to 89 million barrels, cargoes that may still be sold. China is considered the main buyer of Iranian oil. If the US naval blockade remains in place, Iran’s oil revenues could dry up entirely within 60 to 70 days, Kpler said. --BERNAMA-dpa BERNAMA provides up-to-date authentic and comprehensive news and information which are disseminated via BERNAMA Wires; www.bernama.com; BERNAMA TV on Astro 502, unifi TV 631 and MYTV 121 channels and BERNAMA Radio on FM93.9 (Klang Valley), FM107.5 (Johor Bahru), FM107.9 (Kota Kinabalu) and FM100.9 (Kuching) frequencies. Follow us on social media : Facebook : @bernamaofficial, @bernamatv, @bernamaradio Twitter : @bernama.com, @BernamaTV, @bernamaradio Instagram : @bernamaofficial, @bernamatvofficial, @bernamaradioofficial TikTok : @bernamaofficial

Perspectives

Iranian Official

In response to US-Israeli aggression and attacks launched at the end of February, Iran asserted sovereign control over the Strait of Hormuz to defend its territorial waters and vital interests against foreign threats. Following a ceasefire, the US imposition of a naval blockade has been met with firm Iranian resistance, including heightened inspections, storage of crude on vessels and land, and a near-total halt to tanker traffic through the strait. These defensive measures have compelled global shipping to seek alternative routes, such as increased transits via the Panama Canal.

Israeli

Israel's defensive strikes on Iran's nuclear and proxy infrastructure have exposed the regime's strategy of seizing the Strait of Hormuz to choke global energy supplies, a direct existential threat amplified by its network of militant proxies. This aggression forced vital rerouting through the Panama Canal and necessitated the US naval blockade to neutralize Iran's oil weaponization, halting tanker traffic and underscoring the imperative of preemptive action against Tehran's expansionist aims.

Neutral

According to the Baltic and International Maritime Council, Panama Canal transits rose 8 percent year-on-year through mid-May, averaging 38 crossings daily and driven largely by oil tankers. Shipping data provider Kpler reported no loaded Iranian crude tankers have passed a U.S. naval blockade announced in April after a ceasefire, coinciding with increased Iranian oil storage on vessels and onshore. These shifts follow reported disruptions in the Strait of Hormuz linked to earlier hostilities.

Western

US and Israeli precision strikes have effectively neutralized Iranian threats to the Strait of Hormuz, forcing a near-total halt in tanker traffic and compelling global shippers to reroute via the Panama Canal, where transits have risen 8% year-on-year. Following the ceasefire, the US naval blockade has achieved its strategic objective of preventing Iranian crude exports, with no loaded tankers breaching the cordon and Tehran forced to stockpile oil in storage. These measures underscore NATO-aligned efforts to secure critical energy lanes and deter further aggression.

Pro-Peace

The US-Israeli attacks on Iran and subsequent naval blockade have crippled energy shipments through the Strait of Hormuz, imposing heavy humanitarian costs on civilians through disrupted global trade, rising storage of Iranian oil, and economic strain that hits vulnerable populations hardest. With transits surging 8% through the Panama Canal amid these military measures, the conflict underscores the urgent need for diplomatic negotiations to end the violence and ease civilian suffering rather than prolonging blockades and rerouting.

Global South

US naval blockade of Iranian ports, imposed after Western-backed attacks, has effectively seized control of the Strait of Hormuz, compelling energy-dependent nations of the Global South to absorb higher costs from rerouted shipments through the congested Panama Canal. This external interference in sovereign maritime routes exposes the selective enforcement of international norms by powerful states, while bodies like BIMCO merely document the fallout without challenging the underlying power imbalances. Iran’s stockpiling of crude underscores its constrained autonomy amid such neo-colonial pressure.

Actors involved

USIsraelIranChina

Sources

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    BERLIN, May 21 (Bernama-dpa) - Disruptions to shipping through the Strait of Hormuz due to the war in Iran are reshaping global trade routes, driving increased traffic through the Panama Canal as oil tankers seek alternative passages, according to a leading international shipping

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strikeUnverifiedUSIsraelIranProxy
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DUBAI, United Arab Emirates (AP) — Iran attacked a tanker in the Strait of Hormuz early Tuesday, forcing its crew to abandon the ship, while the United States conducted yet another round of airstrikes targeting the Islamic Republic as they struggle over control of the key waterway.

The 10 consecutive nights of U.S. airstrikes haven’t compelled Tehran to loosen its grip on the strait, through which about a fifth of all crude oil and natural gas traded once passed in peacetime. Even as the U.S. and Iran inch closer to all-out war again, Iran’s interior minister traveled to Pakistan, a key mediator in the conflict, for talks.

However, it remains unclear just what new deal could be reached to end the fighting. The interim deal signed last month that was meant to end the fighting has crumbled. Shipping through the Strait of Hormuz has largely stalled. And as fighting intensifies, both sides have targeted civilian infrastructure relied on by millions of people.

“Iran and groups supportive of Iran may target other U.S. interests overseas or at locations associated with the United States and Americans throughout the world,” the U.S. State Department said in a new warning to Americans. The escalation has pushed oil prices higher in recent weeks.

Benchmark Brent crude traded Tuesday above $88 a barrel and regular gasoline in the U.S. climbed to an average of $4 a gallon, keeping pressure on Americans’ wallets ahead of midterm elections this fall. Meanwhile, the U.S. military identified two soldiers who were killed in Jordan in attacks that left a third person missing.

Separately, the military confirmed another death in Iraq on Saturday during the “controlled detonation” of a downed Iranian drone. President Donald Trump took to social media on Monday to warn that “Every time Iran kills an American Soldier they will pay for that killing many times over!

” Trump was planning to attend a ceremony on Tuesday evening at Dover Air Force Base, where at least one service member’s remains were due to arrive. US strikes come as ships attacked The U.S. military’s Central Command said Tuesday it targeted “Iranian military command centers, maritime capabilities, missile and drone launch sites and air defense systems.

” It released more footage of bombings that targeted sites in Iran. “American forces remain postured and prepared to hold Iran accountable for unwarranted aggression toward civilian mariners seeking to freely and openly transit the strait,” the command said.

Iranian state media reported that explosions were heard in Fars, Hormozgan, Ilam, Kerman and Sistan and Baluchistan provinces. However, traffic through the strait has slowed to a crawl during the latest violence. Lloyd's List Intelligence said only three ships transited the strait on Sunday.

The British military’s United Kingdom Maritime Trade Operations center said a tanker came under attack early Tuesday in the strait off Oman, forcing the crew to abandon the vessel. Iran’s paramilitary Revolutionary Guard claimed the attack, as well as two other attacks on ships Monday in the waterway.

The route around Oman has been the one the U.S. military has encouraged ships to travel to avoid Iran’s control. The UKMTO separately reported Tuesday that another previously unknown attack on a ship took place early the previous day. Tehran also hit U.

S.-allied countries throughout the Middle East. Jordan military's said Tuesday that Iran targeted it with five drones and three missiles, all of which were shot down. Bahrain sounded its missile alert sirens Tuesday afternoon as another Iranian barrage targeted the island kingdom, which is home to the U.

S. Navy's 5th Fleet. Nearly 100 US injuries since early July The Pentagon’s chief spokesperson said nearly 100 U.S. service members have been injured since the U.S. restarted strikes on July 7, and 96% of them have returned to duty.

“The vast majority of injuries experienced were minor concussions,” Sean Parnell posted Monday on X in response to a New York Times report that the Pentagon has withheld information about troop injuries from Iranian strikes. He denied that the Pentagon was hiding data about injuries.

However, the Defense Casualty Analysis System, the military’s clearinghouse for reporting deaths and injuries in conflict, has not been updated as of Monday night with the latest attacks. Yemen rebels threaten attacks on other Mideast waterway Yemen’s Houthi rebels announced a maritime embargo against Saudi Arabia on Monday.

The Houthis, who are backed by Iran, said they would block shipping between the Red Sea and the Gulf of Aden by targeting the Bab el-Mandeb, a maritime chokepoint like the Strait of Hormuz, in response to an attack on Sanaa International Airport last week that they blamed on Saudi Arabia.

With the Strait of Hormuz blocked, Saudi Arabia has been relying on a pipeline to the Red Sea to get millions of barrels of oil out to market. The Houthis earlier demonstrated their ability to disrupt shipping there when they targeted ships for months over the Israel-Hamas war in Gaza, with over 100 vessels attacked.

Saudi Arabia’s military said it would keep the waterway open. “All Houthi threats against transiting vessels will be dealt with swiftly and firmly, as such threats are a blatant violation of international law and fall under acts of maritime piracy,” said Maj.

Gen, Turki al-Malki, a Saudi military spokesman. A glimmer of hope for diplomacy Pakistan has intensified diplomatic efforts in recent days to resuscitate the interim deal. Iranian Interior Minister Eskandar Momeni arrived in Islamabad on Monday for two days of talks with Prime Minister Shehbaz Sharif and others.

On Sunday, U.S. Secretary of State Marco Rubio told reporters that the U.S. is still open to negotiating with Iran but that “it has to be real.” “If the door opens to diplomacy — if the guys that want to do something productive for Iran win and take control of that system, or take control of the negotiations — that’ll be a very positive development,” Rubio said.

“That’s not where we are tonight, unfortunately.” Iranian authorities on Sunday said at least 50 people have been killed and 517 wounded in the latest rounds of U.S. strikes. Since the war began on Feb. 28, 17 U.S. service members have been killed.

strikeUnverifiedUSIranRussiaChina
1 source

US Secretary of War Pete Hegseth posted social media images showing damage to a maritime control tower at Iran’s Chabahar port following reported US military strikes, accompanied by the caption “Iran does not control the Strait of Hormuz.” India’s Ministry of External Affairs stated that the Shahid Beheshti terminal operated by India at the port sustained no damage.

The ministry reiterated its position that civilian infrastructure should not be targeted during conflicts.

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strikeUnverifiedUSIranProxy
1 source

The U.S. Central Command reported conducting strikes on Iranian military command centers, missile and drone sites, and air defense systems on Monday evening. Iran attacked a tanker in the Strait of Hormuz early Tuesday, and Houthi forces declared a maritime embargo against Saudi Arabia.

Reports indicate that mediators have proposed a 10-day ceasefire, while Rystad Energy noted risks of higher oil prices.

Location: Iran
strikeUnverifiedIsraelIranProxy
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Yemen's Iran-aligned Houthis announced Monday they would impose a maritime blockade on Saudi Arabia, further throttling a global energy market already greatly restricted by Iran's closure of the Strait of Hormuz. This is why it matters and what it means for the Iran war and the global energy crisis.

It is not clear how the Houthis would carry out a maritime blockade of Saudi Arabia, its northern neighbor along the Red Sea coast, or whether it would include a return to attacks on shipping. Yemen sits on the Bab el-Mandeb strait – the southern gateway to the Red Sea – and closing that would open up a new front in the energy crisis and Iran's overarching conflict with the U.

S. With the Strait of Hormuz already disrupted, the Red Sea has become a critical alternative outlet for Gulf oil and other products. A serious disruption would mean both of the Middle East's major oil export routes are shut simultaneously. Iran's partial blockade of the Strait of Hormuz after Israel and the U.

S. attacked it on Feb. 28 disrupted most oil and other exports from the Gulf, raising prices and delivering a global energy shock. Saudi Arabia responded by diverting more than 70% of its normal daily crude exports to the Red Sea port of Yanbu. Ships from Yanbu bound for Europe go north through the Suez Canal.

Those heading to Asia go south through Bab el-Mandeb. Shipments from Yanbu averaged 4 million barrels per day in recent weeks according to data from Kpler and Signal Ocean, up from around 973,000 bpd a year earlier. Total petroleum volumes transiting Bab el-Mandeb amounted to 7.

4 million bpd in June, or about 7% of global oil output, according to Kpler data, up from 4.2 million bpd last year. That has provided a lifeline for the energy market, helping to keep down global oil prices. Saudi Arabia is considering an expansion of its crude oil pipeline to the Red Sea coast, Reuters reported last week.

When the Houthis launched attacks on Red Sea shipping in November 2023, Gulf oil exports were flowing freely. The Houthis have been in a civil war against the Saudi-backed, internationally recognized government for more than a decade and have attacked Gulf neighbors with missiles and drones.

However, a 2022 truce between the country's warring sides largely held until last week, when Yemen's internationally recognized government said it had struck Sanaa airport to stop an Iranian plane landing. The Houthis said Saudi Arabia was responsible and, in response, fired missiles at Abha airport in the kingdom's mountainous southwest.

A senior Houthi official, politburo member Mohammad al-Farah, then warned in an interview on Iran's Press TV website that if the situation kept escalating, Bab el-Mandeb would be closed. The U.S. says Iran has armed, funded and trained the Houthis with help from Hezbollah.

The Houthis deny being an Iranian proxy and say they develop their own weapons. It is not clear how far the group's stance on Bab el-Mandeb and the Red Sea stems from its own strategic priorities or is being made on Iran's behalf. After Israel's genocidal campaign in Gaza, the Houthis began firing at Israel and on shipping in the Red Sea, saying they were doing so in support of Palestinians.

The attacks severely disrupted global shipping, prompting Maersk, Hapag-Lloyd and other major companies to divert around Africa – a far longer, more expensive route. Red Sea traffic has not recovered since, with traffic through the Suez Canal down 52% in 2025 versus 2023 levels and at its lowest in at least 50 years, Suez Canal Authority data shows.

A U.S.-led mission to restore free navigation in the Red Sea involved repeated strikes on Houthi targets and a campaign that shot down hundreds of drones and missiles. But some Houthi attacks continued until last summer, only ending completely with the Gaza cease-fire in October.

Last month, the Houthis said they would ban ships linked to Israel from the Red Sea after Israel renewed military attacks on Iran. However, that threat was never acted on and shipping groups Maersk and Hapag-Lloyd are resuming some Red Sea routes that they had abandoned during the Houthi attacks last year, Maersk said this month.

While Hezbollah and the Iraqi groups joined the war early with rocket and drone fire after the first U.S. and Israeli strikes on Iran, the Houthis had been comparatively quiet. The group's leader Abdul Malik al-Houthi said on March 5: "Our fingers are on the trigger at any moment should developments warrant it.

" Iranian commanders have repeatedly warned that the Houthis could join the war. The Houthis launched a few missile and drone attacks on Israel in late March and early April. Revolutionary Guards Quds Force commander Esmaeil Qaani said on June 1 they could choke off the Red Sea.

That may now have changed with their announcement of the blockade on Monday against Saudi Arabia in retaliation for what they called the kingdom's siege of its ports and airports, including last week's strike.