WANA (Mar 22) – Recent reports point to a significant shift in maritime traffic patterns through the Strait of Hormuz, drawing increased international attention amid ongoing regional developments. According to these sources, between 20 and 30 countries have contacted Iran in recent weeks to align their passage through this strategic waterway with conditions set by Tehran.

 

As developments continue to unfold, data released by energy analytics firm Kpler indicates that from March 1 to March 19, only 116 commercial vessels passed through the Strait of Hormuz—a sharp decline compared to normal periods. Previously, between 120 and 138 ships transited the strait daily, but that number has now dropped to approximately 5 to 6 vessels per day.

 

During the same period, the composition of shipments has also changed. Reports suggest that a large share of the oil tankers still passing through the strait are carrying Iranian crude. Estimates from financial institutions, including JPMorgan, indicate that Iran’s daily oil exports have reached around 1.3 million barrels in recent weeks.

 

At the same time, Iran’s oil sales patterns appear to be evolving. Unlike earlier periods—when a significant portion of exports was conducted through less visible channels—recent reports point to more open sales at higher prices. Some analysts interpret this as a sign of shifting dynamics in the global energy market.

 

In the United States, these developments are also reflected in official statements. Comments by Scott Bessent regarding the potential issuance of licenses for the sale of certain Iranian oil volumes have drawn attention. Meanwhile, Iranian officials have stated that they do not hold significant volumes of oil in floating storage, noting that most cargoes have already been sold.

 

On the political front, contrasting statements from Donald Trump have also attracted analysis. Within a short span, he first claimed substantial progress, then later issued warnings regarding the status of the Strait of Hormuz. Observers see this dual messaging as reflective of the complexity of the current situation.

 

Overall, analysts suggest that what is unfolding in the Strait of Hormuz is not merely a temporary disruption in maritime traffic, but potentially a broader shift in how regional actors influence one of the world’s most critical energy corridors—long a focal point of global competition and cooperation.

Strait of Hormuz. Social media/ WANA News Agency