JUST IN: Despite two U.S. aircraft carriers and with heavy air cover, the United States could not keep the Gulf’s biggest oil bypass open. Fujairah Port has effectively ceased operations, removing roughly 6 million barrels per day from the market, according to @HFI_Research .
HFI says the hub is now “all but dead” after the IRGC targeted two VLCCs.
@MarineTraffic data shows fewer than a dozen visible vessels crossed Hormuz in the past 24 hours, versus the normal 130+ daily transits. All used Iran’s traffic scheme; none used the U.S.-backed southern route through Omani waters.
Some ships may be moving with AIS disabled, but visible traffic remains severely disrupted.
Video credit: @HFI_Research from @MarineTraffic
