Strait of Hormuz War Monitor: Live Vessel Traffic & Oil Disruptions

TYPE	COUNT	STATUS
All Vessels	—	CLEAR
Tankers	—	CLEAR
Bulk Carriers	—	CLEAR
Other	—	CLEAR

Alternative Rerouting Capacity

BYPASS PIPELINE ANALYSIS

MBpd TOTAL
HORMUZ EXPORTS

8.8

MBpd MAX
BYPASS CAPACITY

~6.5

MBpd ACTUAL
BYPASS TODAY

BYPASS UTILISATION 14.3 MBpd TRAPPED

~31% of Hormuz exports can currently bypass the strait

COUNTRY / STATE

BYPASS PIPELINE & FLOW

CAPACITY

BYPASS OUTLET

🇸🇦

Saudi Arabia

Largest Gulf exporter

East-West Pipeline (Petroline) — Abqaiq → Yanbu

Actual: ~4–5 MBpd (Yanbu port bottleneck) Max: 7 MBpd

⚠ Capacity limited by Yanbu port export terminals — cannot handle more than ~4–5 MBpd despite pipeline rating

7.0

MBpd CAPACITY

4–5 actual

YANBU PORT

🌊 Red Sea

🇦🇪

UAE

Major Gulf producer

ADCOP Pipeline (Abu Dhabi Crude Oil Pipeline) — Habshan → Fujairah

Actual: ~1.5 MBpd Max: 1.5 MBpd

✓ Pipeline running near full capacity; Fujairah terminal on Gulf of Oman, bypasses Hormuz entirely

1.5

MBpd CAPACITY

at capacity

FUJAIRAH

🌊 Gulf of Oman

🇮🇶

Iraq

2nd Gulf exporter

Iraq–Turkey Pipeline (ITP) — Kirkuk → Ceyhan

Actual: ~0.3 MBpd Max: 1.6 MBpd

⚠ Pipeline severely under-utilised due to damage, disputes & lack of maintenance — original capacity 1.6 MBpd

0.3

MBpd ACTUAL

degraded

CEYHAN PORT

🌊 Mediterranean

🇰🇼

Kuwait

~2.5 MBpd exports

No bypass pipeline exists

100% Hormuz-dependent exports 0 MBpd bypass

MBpd BYPASS

⛔ TRAPPED

NO ALTERNATIVE

🇶🇦

Qatar

~1 MBpd + LNG

No bypass pipeline — peninsula geography traps all exports

All oil & LNG exports via Hormuz only 0 MBpd bypass

MBpd BYPASS

⛔ TRAPPED

NO ALTERNATIVE

🇴🇲

Oman

~1 MBpd exports

East coast ports on Gulf of Oman — but tanker loading still Hormuz-dependent

No bypass infrastructure; east coast ports require Hormuz transit 0 MBpd bypass

MBpd BYPASS

⛔ TRAPPED

NO ALTERNATIVE

⚡ TOTAL ALTERNATIVE BYPASS CAPACITY

8.8 MBpd

THEORETICAL MAX

~6.5 MBpd

ACTUAL TODAY

14.5 MBpd

TRAPPED / SHUT-IN

31%

CAN BYPASS

Impact of War on Major Economies

HORMUZ DEPENDENCY ANALYSIS

🛢️

GLOBAL STRAIT DEPENDENCY

~21 MBpd of oil exports transit the Strait of Hormuz daily — roughly 20% of global oil trade. A full closure sends shockwaves across every oil-importing economy on earth.

MBpd EXPORTS

20%

GLOBAL TRADE

REGIONS HIT

HORMUZ DEPENDENCY BY ECONOMY — % OF OIL IMPORTS TRANSITING THE STRAIT

🇯🇵 Japan

80–90%

🇰🇷 South Korea

70–80%

🇮🇳 India

55–65%

🇨🇳 China

40–50%

🇦🇺 Australia

15–20%

🇪🇺 Europe

12–15%

🇺🇸 United States

<5%

🛢️ Middle East

EXPORTER

🇯🇵

Japan

4th largest oil consumer

80–90%

Hormuz dependency

World's most Hormuz-dependent major economy. Relies on imports for nearly all oil supply — any closure is an existential supply crisis with downstream manufacturing and power generation impacts within days.

3.2

MBpd CONSUMPTION

175

DAYS RESERVES

KEY SUPPLIERS: Saudi Arabia · UAE · Kuwait · Qatar · Iran

🇰🇷

South Korea

5th largest oil importer

70–80%

Hormuz dependency

Imports virtually all of its oil. A Hormuz disruption poses an existential threat to energy security — petrochemicals, power generation, and transport would face critical shortfalls within weeks.

2.6

MBpd CONSUMPTION

DAYS RESERVES

KEY SUPPLIERS: Saudi Arabia · Kuwait · Iraq · UAE · Qatar

🇮🇳

India

3rd largest oil importer

55–65%

Hormuz dependency

Rapidly growing energy demand with limited diversification. Mid-range dependency but enormous absolute volumes — rising Russian imports offer partial buffer, but Gulf sources remain dominant.

5.5

MBpd CONSUMPTION

DAYS RESERVES

KEY SUPPLIERS: Iraq · Saudi Arabia · UAE · Kuwait · Russia

🇨🇳

China

World's largest oil importer

40–50%

Hormuz dependency

Brings in over 10 MBpd of imports. While less dependent in percentage terms, the absolute volume makes any disruption a national security emergency with immediate strategic reserves deployment expected.

MBpd CONSUMPTION

80–90

DAYS (EST.)

KEY SUPPLIERS: Saudi Arabia · Russia · Iraq · Angola · Iran

🇪🇺

Europe (EU-27)

Indirect exposure via price spikes

12–15%

Hormuz dependency

Less directly dependent than Asia, but highly exposed to global oil price spikes. Stagflation risk and energy-intensive industry shutdowns are primary concerns; diversified supply mix provides a meaningful buffer.

MBpd CONSUMPTION

DAYS (EU MANDATE)

KEY SUPPLIERS: Norway · US · Kazakhstan · Saudi Arabia · Iraq

🇦🇺

Australia

Critically thin strategic reserves

15–20%

Hormuz dependency

Low direct dependency but among the most vulnerable due to critically thin strategic reserves — mostly commercial stocks with minimal government buffer — making any extended disruption disproportionately dangerous.

1.1

MBpd CONSUMPTION

DAYS RESERVES

KEY SUPPLIERS: Malaysia · UAE · US · Indonesia · Singapore

🇺🇸

United States

Energy independent + military role

<5%

Hormuz dependency

Largely energy independent — imports minimal oil through the Strait. However, oil is priced globally, so any Hormuz disruption causes domestic price increases. Plays the central military and diplomatic role in strait security.

MBpd CONSUMPTION

370M bbl

SPR STOCKPILE

KEY SUPPLIERS: Canada · Mexico · Saudi Arabia · Colombia · Brazil

🛢️

Middle East

NET EXPORTER — REVENUE AT RISK

21 MBpd

exports at stake

Gulf states are the producers most directly affected — their vulnerability is revenue loss, not supply disruption. Saudi Arabia and UAE have bypass pipelines; all others are fully trapped. A closure collapses state budgets within months.

MBpd DOMESTIC USE

Revenue
Dependent

STATE ECONOMIES

AFFECTED STATES: Saudi Arabia · UAE · Qatar · Kuwait · Iran · Iraq · Oman