03
Mar
EverHint - Strait of Hormuz Update — March 3, 2026 - Hormuz Traffic Slides as Risk Hits “Critical” — AIS-Off Transits, Spoofing, and a Tanker-Rate Shock
Hormuz risk is now “critical.” Ship transits reportedly dropped from ~100 on Feb 28 to ~18 on Mar 1, with some tankers running the strait at night with AIS off. GPS spoofing, war-risk insurance shocks, and VLCC rates above $420k/day amplify the squeeze.
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