Middle East crude intelligence · Updated daily

Hormuz crisis
intelligence

Real-time tracking of the 2026 Gulf crisis — production shut-ins, chokepoint status, OSP pricing, OPEC+ compliance, and supply chain cascades.

Hormuz: contested Brent: loading… Saudi Yanbu bypass active Iraq force majeure UAE departed OPEC+ May 1
ICE Brent
EIA
WTI
EIA
Arab Light OSP
vs Brent
Saudi production
EIA · bbl/d
Iraq production
EIA · bbl/d
US SPR
EIA · kbbl
Crisis at a glance · July 2026
Supply disrupted (peak)
14.5M
bbl/d daily shortfall · Carnegie Endowment Jul 2026
Hormuz transit decline
95%
decline since March · Carnegie Endowment Jul 2026
Brent price increase
+50%
from pre-war levels · Carnegie Jul 2026
Iraq losses
$37B
estimated · Asharq Al-Awsat Jun 2026
Seafarers at risk
20,000
in region · UN / IMO Jul 2026
IEA reserve release
400M
barrels · largest ever · March 11 2026
Chokepoints · live status
Strait of Hormuz
21M bbl/d daily transit
HIGH
Ceasefire collapsed July 7. Fighting resumed. No large vessel transited after July 7 per Lloyd's List. Houthi blockade on Saudi shipping declared July 20.
Lloyd's List · Jul 7 2026
Bab el-Mandeb
9M bbl/d daily transit
HIGH
Houthi naval blockade on Saudi Arabia declared July 20. Three Saudi tankers reversed course. Bab el-Mandeb crossings fell 22% in 6 days.
Reuters · Al-Monitor · Jul 22 2026
Suez Canal
2.5M bbl/d daily transit
MODERATE
Elevated but operational. Rerouting Saudi crude around Africa becoming necessary as both Hormuz and Bab el-Mandeb contested.
US State Dept · Jul 2026
Brent crude · price history
Brent crude · $/bbl · 2026 crisis timeline
Intelligence timeline · most recent first
Latest developments
Country signals · auto-updated daily
Saudi Arabia & Iraq
Saudi Arabia
Iraq
Benchmark prices live
Brent (EIA)
WTI (EIA)
Arab Light OSP
Murban (ADNOC)
Basra Medium
Urals (Russia)
Saudi Aramco · EIA · SOMO · Argus
OPEC+ actuals vs quota
Port utilisation crisis snapshot