Showing posts with label Bab-el-Mandeb Strait. Show all posts
Showing posts with label Bab-el-Mandeb Strait. Show all posts

Wednesday, August 19, 2026

Middle East tanker transits Aug 11-17, 2026: Strait of Hormuz 1.4/day, Bab-el-Mandeb Strait 8.7/day

 JMIC UPDATE 086:

... IRGC attacks, hailing, and routing pressure continue, particularly for AIS-on vessels [in the Strait of Hormuz]. ... Vessels stationary for extended periods, or maintaining AIS-on while static, may still face elevated targeting risk [in the Arabian Gulf]. ... AIS-off operations at Yanbu remain the established norm. The AIS-off berth and waiting-area posture has been sustained without interruption for six weeks. ... AIS-off operations at Yanbu berths, waiting areas and approaches are highly likely to remain elevated. ...  


Wednesday, August 12, 2026

Saudis ramp up oil exports using Sumed pipeline to the Mediterranean, Sidi Kerir Egypt now exporting 2.3 mbpd in August, more than double the July level

Most of this oil is now going to Europe and the U.S. instead of Asia because of the extra time and shipping cost for going around Africa.

The UAE is now in the catbird seat for shipping oil to Asia, at least until Iran decides to attack Fujairah.

 

Saudi Arabia ramps up oil exports through Mediterranean pipeline to avoid attacks in Red Sea  

 ... Oil exports from Egypt’s Mediterranean port of Sidi Kerir have more than doubled to about 2.3 million barrels per day in August compared to around 1 million bpd last month, according to data provided by the trade intelligence firm Kpler. The majority of those exports are Saudi crude, said Matt Smith, director of commodity research at Kpler. ...

Saudi exports from Yanbu through the Bab el-Mandeb Strait were down nearly 90% to 1.3 million barrels during the week of Aug. 3, compared with 11 million barrels for the week of July 20 when the Houthis declared the embargo, according to Kpler data. ...

 


 

Tuesday, August 11, 2026

Middle East tanker transits August 4-10, 2026

 SoH: 1.9/day (70.0/day 2022)

BAM: 10.1/day (30.0/day 2022)

 


Monday, August 10, 2026

Middle East tanker transits August 2-8, 2026

 Per UKMTO JMIC Update 082:

SoH: 2.1/day

BAM: 8.6/day


 

Friday, August 7, 2026

Middle East outbound oil flows through both Straits are back down in the range of 6 million barrels per day if Bab-el-Mandeb is now indeed a return to the pre-war level

 It appears that there is nothing extra coming out of the Red Sea anymore, diverted by Saudi Arabia west to Yanbu.

UAE moved 0.95 mbpd through Hormuz in July 2026, but 2.28 mbpd out of Fujairah which doesn't go through Hormuz, which would be in addition to the now ~6 million through Hormuz, yielding 8.28 mbpd approximately, as we speak.

That's 62% off the pre-war level of ~22 mbpd out of the Middle East.

Trump not vanquishing the Houthis in 2025 is America's chickens comin' home to roost.

 




Middle East tanker transits in JMIC Update 081 for July 30-August 5, 2026: Strait of Hormuz 2.1/day, Bab-el-Mandeb Strait 7.9/day

 Agust. It's hot out there.

Tuesday, August 4, 2026

Thursday, July 30, 2026

Middle East tanker traffic July 23-29, 2026: Strait of Hormuz 1.3 per day, Bab-el-Mandeb Strait 10.7 per day

 I find the Traffic Trends claim in JMIC Update 078 for BAM REALLY difficult to believe.

Combined cargo and tankers in the tables averages 35 per day on July 28 and July 29 compared with baseline 60.

Baseline tankers alone would be 30 per day, instead they're showing 13 per day average for the two days, 10.7 per day over the seven days. 

The claim is that vessels are running dark. 

But the Saudis are loading NOTHING at Ras Tanura in the Persian Gulf, where there is also oil in the water in satellite photography, and the Houthis droned Saudi oil infrastructure to Yanbu in the Red Sea on Monday. 

Meanwhile somebody droned two gas vessels at the Egyptian port of Damietta on The Med on Wednesday, clearly meant to signal that the Suez option's days may be numbered.

The oil business is a confidence game, and the authorities have a vested interest in maintaining it to prevent public panic.

Gasoline is now $4.49/gallon where I live. 



Tuesday, July 28, 2026

Middle East tanker transits July 21-27, 2026: Strait of Hormuz 1.1/day, Bab-el-Mandeb Strait 9.9/day

Vessels evidently are running dark to avoid being targeted by the Houthis.  

JMIC Update 077:

... Open-source data tracking Bab el Mandeb transits with AIS-on decreased from an approximate daily average of 50 vessels to 20 since July 24th. Coalition naval units are present in the area. ...


Sunday, July 26, 2026

Middle East tanker transits July 19-25, 2026: Strait of Hormuz down to 1.6/day, Bab-el-Mandeb Strait down to 12.7/day

Normal (2022) Strait of Hormuz tanker transits is at least 70/day, Bab-el-Mandeb 30/day.

Combined Cargo and Tankers UKMTO JMIC Update 076


Thursday, July 23, 2026

Middle East tanker transits July 16-22, 2026: Strait of Hormuz 2.0/day, Bab-el-Mandeb Strait 14.6/day

BAM transits fell in JMIC Update 075 to 10.0/day since the Houthi Rebels announced on July 20 a blockade of Saudi shipping through the chokepoint. SE traffic fell to 4.0/day.

A product tanker is at anchor in the Red Sea off the coast of Saudi Arabia after it was attacked by the Houthis on July 22.

Professional observers report some tankers abandoning their runs SE and turning back NW while Chinese VLCCs apparently are being green-lighted through despite loading with Saudi oil at Yanbu. 

VLCCs fully laden cannot transit the Suez Canal due to size constraints and must partially off-load before transiting and then re-load on the Mediterranean side of the canal.

 



Wednesday, July 22, 2026

Middle East tanker transits July 14-20, 2026: Strait of Hormuz 3.4/day, Bab-el-Mandeb Strait 17.3/day

 From JMIC Update 074:

... According to regional reporting, Iran has instructed the Houthis to stand ready to close the Red Sea oil route should the United States strike Iranian power infrastructure. Sources close to the group stated that the Houthis have completed preparations to attack shipping, including the deployment of missiles and drones positioned near Bab el-Mandeb. ...


Wednesday, July 15, 2026

Middle East tanker transits July 7-13, 2026 fall sharply to 6 per day in the Strait of Hormuz

SoH: 6.0/day
SoH E: 3.4/day
SoH W: 2.6/day
 
BAM: 16.7/day
BAM SE: 7.9/day
BAM NW: 8.9/day 


Sunday, July 12, 2026

Middle East tanker transits July 5-12, 2026 per JMIC Update 070

SoH: 10.0/day
SoH E: 6.3/day
SoH W: 3.7/day
 
BAM: 14.7/day
BAM SE: 7.3/day
BAM NW: 7.4/day