Strait of Hormuz Flow Disruption & Transit Corridor Analyzer

Inbound TSS Shipping Lane

Outbound TSS Shipping Lane

Habshan-Fujairah Bypass (1.5M bpd)

Saudi Petroline to Yanbu (5.0M bpd)

Disruption Scenario Preset

Net Market Deficit

3,875,000 bpd

Bypass Exhaustion

66.2%

Transit Delay

48 hrs

VLCC Freight (WS)

WS 145

Hormuz Base Tanker Flow 20.5 M bpd

Habshan-Fujairah Utilization 1.50 M bpd (100%)

Saudi Petroline Rerouting 2.80 M bpd (56%)

Status: Targeted boarding actions and drone surveillance impose a 48h naval inspection backlog. Fujairah bypass is operating at max capacity (1.5M bpd); Petroline absorbs 2.8M bpd to Yanbu Red Sea terminal. 82% of stranded product affects Asia-Pacific refiners.