MARITIME INTEL

Strait of Hormuz Chokepoint Transit & Rerouting Impact Simulator

CHOKEPOINT: 100% SHUT
Disruption Scenarios LIVE MODEL
Geopolitical Context: Modeled after breaking alerts stating "Tehran says Strait of Hormuz still shut, no talks planned". Evaluates 20.5M bpd global flow risk.
Chokepoint & Fleet Dynamics
STRATEGIC MARITIME PASSAGE: STRAIT OF HORMUZ [STATUS: BLOCKED]
Blocked Tanker Route
Active Bypass Pipeline
Cape of Good Hope Long-Haul
Stranded / Queued VLCCs
Cumulative Net Supply Shock vs Strategic Drawdowns 45-Day Trajectory Forecast
Global Market Telemetry CRITICAL
Hormuz Flow Trapped
20.5 Mb/d
Peacetime: ~20.5M bpd
Bypass Pipeline Relief
6.0 Mb/d
Yanbu + Fujairah Ops
Net Daily Global Deficit
12.5 Mb/d
After SPR Mitigation
Est. Brent Spike Pressure
+$48.50
Base $80/bbl → $128.50
Regional Destination Vulnerability
Destination Region Exposed Supply Deficit Added Transit
Fleet & Ton-Mile Logistics
Stranded VLCC Fleet (>2M bbl each): 318 Tankers
Cape Rerouting Extra Days: +14 to 18 Days
Global Ton-Mile Expansion: +72.4%
Cumulative Oil Lost (Period): 562.5 Million bbl
Actionable Maritime Assessment
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