Commodities May 4, 2026 08:01 AM

Most Traffic Through Strait of Hormuz Stalled Despite U.S. Promise to Reopen Routes

MarineTraffic records only limited transits as U.S. pledges support for navigation while keeping blockade in place

By Ajmal Hussain
Most Traffic Through Strait of Hormuz Stalled Despite U.S. Promise to Reopen Routes

Vessel movements through the Strait of Hormuz showed little change a day after U.S. officials said operations would begin to restore freedom of navigation. MarineTraffic reported only a sanctioned LPG tanker, a handful of cargo ships and a cable-laying vessel entered the Gulf of Oman, while shipping groups and maritime bodies say guidance and secure-passage clarity remain lacking amid a continued U.S. naval blockade of Iranian ports.

Key Points

  • MarineTraffic recorded only one sanctioned handy-sized LPG tanker, a few cargo ships and a cable-laying vessel entering the Gulf of Oman on Monday; no queue of tankers or other commercial ships was observed.
  • CENTCOM said U.S. forces would start assisting to restore freedom of navigation while maintaining a naval blockade of Iranian ports imposed on April 13; JMIC classified the maritime threat level in the strait as "critical."
  • Shipping groups and maritime bodies reported no operational guidance from the U.S. for commercial operators, and BIMCO warned that without Iran's consent safe commercial transit cannot be assured; sectors affected include shipping, energy (oil exports) and maritime insurance/services.

Vessel traffic through the Strait of Hormuz remained largely halted on Monday, with no visible increase in commercial transits a day after U.S. authorities announced steps to help reopen passage, maritime tracking and industry groups reported.

MarineTraffic data showed just one tanker - described as a sanctioned, handy-sized LPG carrier - together with several cargo ships and a cable-laying vessel, moved into the Gulf of Oman on Monday. Observers noted there were no tankers or other commercial vessels queuing to enter the waterway.

German shipping group Hapag-Lloyd said its vessels still could not transit the strait because of "a lack of clarity over secure passage procedures." The shipping industry, it said, had received no guidance about the U.S. operation or its intent, and the overall security situation remained unchanged.

The U.S. Central Command (CENTCOM) announced it would begin assisting efforts to restore freedom of navigation through the strait on Monday while continuing a naval blockade of Iranian ports that was imposed on April 13. CENTCOM described the U.S. missions as "defensive," saying they would be paired with diplomatic engagement and military coordination.

The U.S.-led Joint Maritime Information Center (JMIC) said the maritime security threat level in the strait remained "critical," and it advised mariners to consider routing via Omani territorial waters south of the traffic separation scheme.

Industry bodies cautioned that restoring safe commercial movement would depend on Iran's cooperation. Jakob Larsen, chief safety and security officer at the Baltic and International Maritime Council (BIMCO), which issues security alerts for the sector, said:

"Without consent from Iran to let commercial ships transit safely through the Strait of Hormuz, it is currently not clear whether the Iranian threat to ships can be degraded or suppressed."

BIMCO also noted that the shipping industry had received no operational guidance about the U.S. action. The International Maritime Organization reported that hundreds of commercial vessels and up to 20,000 seafarers have been unable to transit the waterway as a result of the Iran war.

Iran warned the U.S. Navy to stay away from the Strait of Hormuz and said commercial vessels would need to coordinate any passage with its military. It also issued a map outlining what it described as its control area in the region.

Separately, Pakistan said all 22 crew members of the Iranian-flagged container ship Touska - which was boarded and seized by U.S. forces last month - had been evacuated to Pakistan and would be returned home. Pakistan's foreign ministry said the vessel will be returned to its owners after repairs and called the move a "confidence-building measure."

Industry and maritime security observers said uncertainty over secure passage procedures and a lack of operational guidance for commercial operators were keeping most shipping at a standstill despite the stated U.S. intent to restore navigation.


Implications for markets and sectors

The ongoing restrictions on transits and the U.S. blockade have already contributed to a reduction in Tehran's oil exports, and the constrained movement through the strait poses continued disruption risks for shipping, energy flows and maritime services.


Risks

  • Lack of clear, secure-passage procedures for commercial vessels is preventing transit and creating operational uncertainty for the shipping sector and related services.
  • Iran's stated requirement that commercial vessels coordinate passage with its military, and its new map of a control area, add uncertainty and could hinder reopening of normal traffic, affecting crude oil flows and maritime logistics.
  • The maritime security threat level being labeled "critical" by JMIC indicates ongoing danger to ships and crews, sustaining disruption risks for trade lanes, seafarers and insurance costs.

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