The Aporia
On September 16, 2026, the number of ships transiting the Strait of Hormuz fell sharply to just three vessels, down from 12 a day earlier and well below the 10-day average of about 17. This decline is attributed to increased conflict in the Gulf, with Saudi Arabian warplanes attacking Yemen and Houthi fighters launching drones and missiles at Saudi cities. The Iran-backed Houthis' rapid advance along the Red Sea coast has also caused damage to Saudi Arabia's East-West oil pipeline, raising concerns over global oil supply security.
Additionally, vessel crossings through the Bab el-Mandeb Strait in the Red Sea decreased to 21, compared to 24 a day earlier. The data excludes ships that might have disabled their Automatic Identification System (AIS) transponders to avoid detection.