Sunday’s 45 already ran. China’s ask already ran. 100,000 already ran. This is Thursday’s commodity tape.
Robban Assafina, posted Friday and updated Saturday, citing shiptracker Kpler at 0200 GMT Friday: 23 commodity vessels transited the Bab el-Mandeb on Thursday. 13 headed toward the Red Sea. 10 headed toward the Gulf of Aden. The mix included a Panamax and a Suezmax tanker, four Supramax ships, and six Aframax tankers. The 10-day average was about 26. 23 is below 26. 23 is not zero. We will not type a closed gate.
Friday morning already filed Hormuz: four commodity vessels versus a 10-day average of about 16, three inbound and one outbound, also Kpler. That four already ran. Do not reprint it as first-day news. Friday midday already filed Windward: traffic recovered to 45 transits on Sunday. Windward’s 45 is not Kpler’s commodity 23. Different desks. Different days. Do not smash them.
Assafina: the Houthis have seized Yemen’s entire Red Sea coastline since last week; the Saudi air force has conducted airstrikes. A coastline claim is not a Council text. October Europe zero already ran. China asked Iran already ran. An ask is not a curb. Preliminary shipping data can change when ships switch transponders off. A Friday 0200 GMT snapshot is not Saturday night’s live AIS.
What this means for you
If you hold oil or a shipper, Friday’s $100.30 oil futures already ran with the close. If you needed Saturday night’s unused count, it is 23 commodity ships on Thursday, not Sunday’s 45, not Hormuz’s four. Not investment advice.
Bottom line: 23 Thursday. Not 45 Sunday. Not closed.
GLHR NEWS explains the news. Not investment, tax, or trading advice. Do your own work before you act.
