About 90 ships, including oil tankers, have crossed the Strait of Hormuz since the start of the conflict. Iran’s oil exports continue despite disruptions, showing Tehran’s ability to maintain its crude shipments. The waterway, which handles nearly one-fifth of the world’s oil, has faced significant threats.
Most maritime traffic stopped after early March, following the outbreak of hostilities. Around 20 vessels faced attacks, forcing global shipping companies to reroute or delay operations. However, Iran has still exported more than 16 million barrels since the beginning of March. Analysts note this highlights the resilience of Iran’s oil exports under challenging conditions.
Many vessels navigated the strait through so-called “dark” transits to avoid sanctions. Some were linked directly to Iran, while others showed ties to China, Greece, India, and Pakistan. The Pakistan-flagged tanker Karachi successfully sailed through, and India’s LPG carriers Shivalik and Nanda Devi also passed recently. Diplomatic negotiations appear to have facilitated these safe transits.
Experts explain that Iran may have established a controlled corridor near its coast. This corridor allows selected non-Iranian vessels while limiting other traffic. Analysts suggest Tehran aims to maintain oil revenues while exerting leverage over global energy markets.
Oil prices surged above $100 per barrel after the war began, prompting U.S. President Donald Trump to urge allies to secure the strait. Meanwhile, U.S. officials confirmed selective allowances for Iranian tankers to maintain global supply. Iran has threatened to block oil shipments to the United States, Israel, and allied nations.
Kpler trade analyst Ana Subasic noted continued resilience in Iran’s oil exports. Kun Cao from Reddal added that Tehran profits from sales while safeguarding its key shipping routes. Data from maritime tracking platforms largely aligns with trade estimates, confirming the ongoing flow of oil.
Industry observers warn that Iran may limit tanker movements further to pressure global markets. The conflict has amplified energy price volatility, affecting major economies reliant on crude imports. Future shipments may depend on ongoing negotiations and regional military developments.
The Strait of Hormuz remains strategically crucial. Iran’s ability to maintain oil flows despite war highlights its influence over global energy security. Countries importing oil must weigh risks against economic needs, keeping the Strait under intense international scrutiny.