Strait of Hormuz US Energy Flow Simulator

Scenario Presets

Hormuz Restriction 0%

Open (21.0 mbpd) 50% Blocked Closed (0 mbpd)

Bypass & Mitigation Infrastructure

East-West Pipeline (Petroline, KSA - 5.0 mbpd) Habshan-Fujairah Pipeline (UAE - 1.5 mbpd) SPR Strategic Release (+2.0 mbpd global) Reroute Tankers via Cape of Good Hope

Reuters Market Insight: Due to the US shale revolution, US net crude oil exposure to Middle East chokepoints has dropped to near-zero. Hormuz disruptions primarily impact Asian buyers (China, Japan, South Korea) while elevating global Brent-WTI spreads and tanker shipping charter rates.

Global Price & Supply Metrics

Global Daily Supply Deficit 0.0 mbpd Net baseline flow intact

Brent-WTI Spread $4.50 / bbl Domestic vs global price decoupling

VLCC Charter Rate $42,500 / day Normal transit fees

Regional Risk Exposure

United States Exposure: Low / Resilient

Asia (Japan/China/KR): Baseline Flow

European Union: Moderate Supply

Hormuz Volume Decomposition

Strait Transit: 21.0 mbpd

Bypass Pipelines Utilized: 0.0 mbpd

Net Unmitigated Shortfall: 0.0 mbpd

        STATUS: SIMULATOR_ACTIVE | NET_US_EXPOSURE: LOW / RESILIENT
      

Trade Shock Diagnostic Briefing