2026.07.09 | Logistics: Daily Hormuz Transits Drop to Two Amid Insurance Halts

Reciprocal military strikes between the US and Iran have triggered a financial blockade in the Strait of Hormuz as war underwriters pause coverage, flatlining commercial maritime transit. Daily vessel transits have precipitously declined from a normal baseline of over 125 down to just two, forcing remaining operators into unmonitored dark transits with transponders disabled to evade targeting. Infrastructure and logistics professionals must immediately stress-test Gulf-dependent supply chains against secondary delays and hedge procurement budgets against a potential energy-driven inflation spike. Receive the full evening briefing by subscribing to The Brewing Storm.