SHIPPING ANALYSTS QUESTION HORMUZ RECOVERY

Shipping analysts are more cautious than U.S. Treasury Secretary Scott Bessent on a recovery in Strait of Hormuz traffic.

While Bessent said a U.S.-Iran deal could come "today or tomorrow," analysts report fewer than 10 ships transiting daily. Kpler recorded just nine crossings on Sunday, including only two tankers.

Estimated crude flows remain at 3–5 million bpd, far below the pre-conflict 20 million bpd. Saudi Aramco says replenishing inventories could take up to 18 months, even if the strait reopens immediately.

SHIPPING ANALYSTS QUESTION HORMUZ RECOVERY

Shipping analysts are more cautious than U.S. Treasury Secretary Scott Bessent on a recovery in Strait of Hormuz traffic.

While Bessent said a U.S.-Iran deal could come "today or tomorrow," analysts report fewer than 10 ships transiting daily. Kpler recorded just nine crossings on Sunday, including only two tankers.

Estimated crude flows remain at 3–5 million bpd, far below the pre-conflict 20 million bpd. Saudi Aramco says replenishing inventories could take up to 18 months, even if the strait reopens immediately.

Source:https://twitter.com/deitaone/status/2084637184649232604