Disruption Scenarios
LIVE MODEL
Chokepoint & Fleet Dynamics
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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