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- Strait of Hormuz traffic is picking up, but remains a fraction of pre-war levels
Strait of Hormuz traffic is picking up, but remains a fraction of pre-war levels
Traffic is rising, but Iran holds the keys
Global Markets Investor
April 06, 2026
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GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +93%🔥SINCE JANUARY 2024
DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
15 ships crossed the Strait in the last 24 hours, the highest volume in weeks, as countries including Iraq and India strike deals with Iran for safe passage.
However, pre-war traffic averaged ~100-130 ships per day, meaning current volumes are still down ~90%.
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Iran continues to tighten control over the chokepoint, charging transit fees and granting selective exemptions while blocking US and Israeli-linked vessels.
In recent days, Tehran has permitted passage of vessels from countries seen as close to the US, including France and Japan, but no known Qatar-linked energy vessels have gone through the Strait.
The IRGC Navy warned that the waterway will "never return to its previous condition" and is preparing to enforce a new security order across the Persian Gulf.
Meanwhile, two Qatari LNG tankers, Al Daayen and Rasheeda, attempted to exit the Strait but abruptly turned around, with no explanation given.
A successful transit would have marked the first LNG exports from the Gulf since the conflict began in late February, a critical test for Qatar, which supplied nearly 20% of global LNG last year.
Traffic is slowly resuming, but every ship that crosses does so on Iran's terms.
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