OK, I charted four months of Strait of Hormuz tanker transits as reported in UKMTO JMIC Updates even though some people have thought the data is . . . Wei Tu Lo

 It is what it is.

You know the score. Gasoline isn't $5, but it isn't a buck seventy-five, either.

Meanwhile, the US Navy is spending vast sums everyday to maintain whatever it is we're supposed to be calling this black hole into which we are flushing billion$ down the drain.

 

 

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.