EverHint — Hormuz Update — March 12, 2026 — Explosive Sea Drones, Frozen Traffic, and Policy Scrambling: Why the Gulf Shipping Crisis Is Getting Worse
Attacks on tankers at anchor signal a new phase: unmanned explosive boats plus rising jamming are turning the Gulf into a high-risk zone. Hormuz traffic has collapsed to near-zero. Emergency oil releases and Jones Act talk treat symptoms—restoring safe transit is the real fix.
Strait of Hormuz: “Closed” vs Constrained — Escorts, Insurance Shock, and the Ripple Through Oil, LNG, and Containers
Shipping isn’t “stopped,” but the Strait of Hormuz is constrained: tanker transits dropped, ships are stacking up, and war-risk insurance is being repriced fast. U.S. escort talk meets hard limits in naval assets, while LNG and container logistics start to snarl.
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.
