Global Oil and Gas: Hormuz tracker: day 95
Report Coverage
- Broker
- UBS
- Region
- Middle East (Strait of Hormuz, Iran, Saudi Arabia, UAE, Kuwait, Bahrain)
- Sector
- Transportation, Fossil Energy
- Report Type
- Market Report
- Primary Focus
- Hormuz shipping disruption tracker
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Report Summary
UBS Evidence Lab daily tracker monitoring shipping traffic through Strait of Hormuz on day 95 of disruption. Only 3 oil/gas tankers crossed vs pre-crisis ~50/day. Iranian crude loadings collapsed to <0.3Mb/d. Bypass pipeline volumes remain well below expected capacity.
Key Takeaways
- Only 3 tankers crossed Hormuz vs ~50/day February average
- Export volumes at 2.1MboE/d
- Iranian crude loadings <0.3Mb/d (vs 1.7Mb/d in March)
- Bypass volumes (Yanbu + Fujairah) averaged 5.3Mb/d vs expected 6.5Mb/d
- Kuwait airport and US bases targeted by Iranian drones
- Conflicting headlines on US-Iran negotiations
Why This Report Matters
The Strait of Hormuz disruption severely constrains global oil supply flows, and the sharp decline in tanker transits and Iranian crude loadings signals prolonged geopolitical risk with major implications for energy markets.
Topics Covered
Companies Mentioned
Who this summary is for
This summary is for users researching the UBS Global Oil and Gas report. It helps users review Global Oil and Gas: Hormuz tracker: day 95 coverage, key takeaways, and related broker or sector research paths across Strait of Hormuz, Maritime shipping, Crude oil supply disruption; Saudi Aramco, ADNOC.
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