HormuzTracker
9/10Day 6

Is the Strait of Hormuz Open?

NO

Day 6 of the largest shipping disruption since WWII

9/10

Crisis Severity Score

Last updated: Thu, 05 Mar 2026 06:00:00 GMT

~0

ships detected today

vs ~138 daily average 100%

AIS Reliability Warning: Ships are switching off transponders to avoid targeting. Electronic warfare is disrupting signals. Any count is a lower bound, not exact.

~3,200 ships (4% global tonnage) idle in Gulf region

~100 container ships (10% of global fleet) affected

Sources: Windward, MarineTraffic, JMIC | Clarksons Research, ONE CEO at TPM26

Brent CrudeCached

$83.74

+$11.74 (+16.3%)

Pre-crisis: $72.00

WTI CrudeCached

$74.42

+$9.42 (+14.5%)

Pre-crisis: $65.00

EU Gas (TTF)Cached

$48.00

+$18.00 (+60.0%)

Pre-crisis: $30.00

US GasolineCached

$3.19

+$0.22 (+7.4%)

Pre-crisis: $2.97

Carrier Status

8/8 Major Lines Suspended

35+ vessels trapped in Gulf | Emergency surcharges: $1,500-4,000/TEU

MaerskSuspended

All Hormuz transits suspended. Bookings halted for UAE, Oman, Iraq, Kuwait, Qatar, Bahrain, Saudi Arabia (Dammam/Jubail). Also paused trans-Suez via Bab el-Mandeb.

14 vessels trapped (70K TEU)

Emergency Freight Increase active

Updated: Mar 4

MSCSuspended

Declared 'End of Voyage' for all Gulf-bound cargo — most drastic step. All worldwide bookings to Middle East suspended. 15 ships (109K TEU) trapped in Gulf.

15 vessels trapped (109K TEU)

Updated: Mar 3

CMA CGMSuspended

All vessels ordered to shelter. Suez transits suspended. Fleet largely diverted — only APL Holland still shows Gulf destination.

1 vessels trapped

Emergency Conflict Surcharge: $2,000/TEU, $4,000 reefers

Updated: Mar 2

Hapag-LloydSuspended

All Hormuz transits suspended. Full booking stop for Upper Gulf countries with immediate effect.

War Risk Surcharge: $1,500/TEU, $3,500 reefers/specialty

Updated: Mar 4

COSCOSuspended

All new bookings suspended with immediate effect. Vessels inside Gulf ordered to safe waters. 2x 18,980 TEU vessels + 3 feeders west of Strait.

5 vessels trapped

Updated: Mar 4

ONESuspended

Precautionary measures active. CEO at TPM26: ~750 ships backed up, ~100 container ships (10% of global fleet). ONE Majesty trapped bound for Mundra.

Updated: Mar 2

HMMSuspended

Advisory warning of 'highly volatile security environment.' Expects delays, schedule changes, higher costs. Evaluating alternative routes.

Updated: Mar 4

EvergreenSuspended

Avoiding Hormuz transit.

Updated: Mar 3

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When Will YOU Feel This?

GasolineAlready happening
+7% – 15%By Immediate

Oil price pass-through to pump takes 1-2 weeks. US average already up $0.22/gal in one week.

🛒Groceries & Food3-8 weeks
+3% – 8%By April 2026

Fertilizer prices surge (Gulf is major exporter). Food transport costs up via fuel. Cape of Good Hope reroute adds 10-14 days.

📱Electronics6-10 weeks
+2% – 4%By May 2026

Asia-Europe container routes disrupted. Cape reroute adds weeks. Component supply chains stressed.

🚗Auto Parts4-8 weeks
+3% – 5%By April-May 2026

Heavy Gulf shipping dependency. Petrochemical inputs for plastics and rubber affected by oil spike.

💊Pharmaceuticals6-10 weeks
+2% – 5%By May 2026

India supplies 40%+ of US generic drugs. Indian pharma depends on Gulf active pharmaceutical ingredient imports.

👕Clothing8-12 weeks
+1% – 3%By June 2026

Asia-sourced textiles face longer transit. Polyester (petroleum-derived) costs up.

🏠Home Goods6-10 weeks
+2% – 5%By May 2026

Furniture, appliances heavily shipped from Asia via Gulf transshipment hubs like Jebel Ali. Full reroute needed.

Estimates are illustrative scenarios based on Cape of Good Hope reroute adding 10-14 days + 2-3 weeks supply chain propagation. Actual impact varies by retailer, inventory levels, and sourcing.

How Will This Affect YOUR Wallet?

Select what you regularly spend on:

Gasoline+$14 – $30/mo
🛒 Groceries & Food+$12 – $32/mo
Estimated monthly increase$26 – $62

P&I Insurance Status

Withdrawn

War Risk Premiums

0.125%0.2% – 1.0%

8x increase

VLCC Transit Cost

$125,000Up to $1,000,000

per passage

GardCancelled
SkuldCancelled
NorthStandardCancelled
London P&I ClubCancelled
American ClubCancelled
Steamship MutualCancelled

Crisis Timeline

Day 6Mar 5, 2026

P&I insurance formally removed for Hormuz transit. Strait declared high-risk zone.

Economic blockade now independent of military threat. Passage unviable even without physical danger.

Day 5Mar 4, 2026

IRGC claims 'complete control.' US strikes Iranian warship off Sri Lanka. Trump pledges Navy escorts + insurance.

3,200 ships idle (4% global tonnage). Brent $82+. US gas $3.19/gal.

Day 4Mar 3, 2026

EU gas peaks above 60 EUR/MWh (nearly 2x in days). 5+ tankers damaged, 2 crew killed.

Goldman raises Q2 Brent forecast +$10. India/Qatar issue force majeure.

Day 3Mar 2, 2026

IRGC confirms strait 'closed.' Zero AIS-broadcasting tankers at midnight.

All major carriers suspend. Houthis resume Red Sea attacks.

Day 2Mar 1, 2026

Tanker traffic collapses: 3 tankers vs 50 the day before. 240 ships cluster near strait.

P&I clubs begin withdrawing coverage.

Day 1Feb 28, 2026

US-Israel strikes on Iran (Operation Epic Fury). Khamenei killed. IRGC warns ships via VHF.

Brent +10-13%. Traffic -70% within hours.