Kahboub already ran. Five laden Saudi-product ships already ran. UKMTOโs projectile already ran. This is the unused Monday count.
Reuters, Mohi Narayan, New Delhi, Sept. 22: preliminary Kpler data showed commodity vessels crossing the Strait of Hormuz fell to two on Monday from 10 a day earlier. The two: a minerals-laden Panama-flagged Supramax and a Liberia-flagged bulk carrier, entered via an unknown route. The figures exclude any hull that crossed with AIS transponders off. Two on the public tape is not โnobody moved.โ Two is also not 10, and not the pre-war run. Before the Iran conflict started Feb. 28, the strait typically handled about 125 large commercial vessels a day โ tankers, gas carriers, bulkers, boxes โ about 20% of daily world crude and LNG, Reuters said.
At Bab el-Mandeb, 26 vessels crossed Monday, unchanged from Sunday. 26 is not 2. A Red Sea count that did not move is not a Hormuz count that did.
Marisks Intelligence on Tuesday named the Monday hit we already filed unnamed: Isle of Man-flagged crude LR Stephanie, projectile entering, two crew minor injuries; Sunday outbound LPG Al Maryah, ADNOC-managed. Both continued without a tow. Responsibility unconfirmed. We will not reprint that projectile as first-day news. The unused number is 2 from 10.
What this means for you
If you needed last nightโs hit, it still happened. If you needed this morningโs unused shipping print, it is 2 and 26. If you needed an open strait or a closed one, this tape does not hand you either. Not investment advice.
Bottom line: 2 from 10. 26 unchanged. Not 125. Not a closed strait. Not Kahboub.
GLHR NEWS explains the news. Not investment, tax, or trading advice. Do your own work before you act.
