Chokepoint Transit Status
RESTRICTED (35% FLOW)
Global Fleet Ton-Mile Surge
+34.8%
Normal Gulf Corridor
Cape of Good Hope Reroute
Yanbu Red Sea Bypass Pipeline
38 Active VLCCs
Net Physical Crude Deficit
8.0 Mbpd
After 3.8M pipeline + 1.5M SPR
Freight & Risk Premium
+$8.64 /bbl
Fuel + Extra Charter + Insurance
Voyage Transit Delay
+16.8 Days
Gulf to Rotterdam / Ningbo
Estimated Brent Risk Spike
+$28.40
Equilibrium crude price effect
Destination Trade Route Share Voyage Days Added Fuel/Hull Cost Status
Macroeconomic & Energy Exposure

With 65% of Hormuz capacity curtailed, ~13.3 Mbpd is blocked at the strait. Diverting 3.8 Mbpd via Saudi Petroline to Yanbu on the Red Sea and injecting 1.5 Mbpd from global strategic reserves leaves a net 8.0 Mbpd shortfall. Tankers rerouting around the Cape of Good Hope absorb ~35% more fleet capacity.

Source baseline: EIA & Lloyd's List Model active
All calculations performed locally in-browser. Based on standard 2M barrel VLCC specifications.
Maritime Routing Model Methodology, Calculations & Chokepoint Parameters

The Strait of Hormuz Chokepoint

The Strait of Hormuz connects the Persian Gulf with the Gulf of Oman and the Arabian Sea. It is the world's most critical petroleum transit chokepoint, handling approximately 20.5 to 21.0 million barrels per day (Mbpd) of crude oil and petroleum products—representing approximately 20% of global liquid petroleum consumption and over 25% of all seaborne crude trade.

Unlike the Suez Canal or Panama Canal, there are limited maritime bypass routes for Persian Gulf producers (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, and Iran). Only two pipelines bypass Hormuz: the 1,200 km Saudi East-West Petroline (capacity ~5.0 Mbpd, terminating at Yanbu on the Red Sea) and the UAE Abu Dhabi Crude Oil Pipeline (capacity ~1.5 Mbpd, terminating at Fujairah on the Indian Ocean).

Freight Ton-Mile & Price Premium Equations

Ton-Mile Demand: Calculated as cargo volume (metric tons) multiplied by nautical miles traveled. Rerouting a Very Large Crude Carrier (VLCC carrying 2 million barrels) from Ras Tanura to Rotterdam via the Cape of Good Hope increases distance from ~6,400 nm (via Suez) or ~11,200 nm to ~12,400 nm, consuming an additional 14 to 22 sailing days depending on cruising knots (12.5–14.0 kts).

Landed Cost Premium ($/bbl): ΔCost = (ΔDays × VLCC_Dayrate + ΔBunker_Tons × Fuel_Price + Vessel_Value × Hull_War_Risk_Rate) / 2,000,000 bbls. When Hormuz transit is curtailed, excess charter competition surges global fleet utilization past 92%, escalating freight dayrates and Brent spot crack spreads.

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