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How Much Oil Is Really Getting Through the Strait of Hormuz?

Let’s compare the CENTCOM claim to my Q&A with Grok.

Two-Part Claim

  1. The southern route through the Strait of Hormuz remains free and open for all commercial vessels seeking to transit the international waterway.
  2. Over the past three months, U.S. forces have assisted more than 1,000 vessels in successfully transiting the strait despite unwarranted Iranian aggression, and these transits continue today.

When you openly lie in your lead sentence, it makes it hard to believe anything else.

The Strait of Hormuz is not open, few ships are traversing and Iran has blown up many ships attempting to get through.

As for part two, what exactly does “assist? mean?

From Grok

Pre-crisis normal traffic through the Strait of Hormuz was roughly 80–140 commercial vessels per day (sources vary by vessel size/type and counting method; IMF PortWatch and others often cite ~88 for larger cargo/tankers; some JMIC figures run higher for all traffic). straits.live

During the 2026 conflict (starting late February), traffic collapsed dramatically—often to single digits or low teens per day (e.g., averages of ~10–15 in recent periods, with some days lower, and declines of 70–90%+ reported). bigoceandata.com

Over roughly 90–100 days from early May to early August at even a low average of 10–15 transits/day, total commercial vessels moving through would be on the order of 900–1,500.

Assisting “more than 1,000” therefore implies U.S. forces provided support (communications, coordination, pathway guidance on the southern/Omani side, monitoring, and defensive response as needed) for a large share of the vessels that did transit amid the reduced flow.

“Assisted” does not mean full naval escorts for every ship.The accompanying 500 million barrels figure averages roughly 5–6 million barrels per day over the period—well below the pre-war ~20 million bpd through the strait, but consistent with partial, supported recovery of some oil flows (including reports of more covert or coordinated movements).

Caveats

  • The primary source is CENTCOM. Independent AIS-based tracking (e.g., from firms like Kpler, MarineTraffic, or Bloomberg tallies earlier in the period) has sometimes shown lower visible numbers, partly because many vessels transit with AIS turned off (“going dark”) for security reasons.
  • Traffic remains far below normal, and the strait has faced repeated threats, attacks, and route restrictions. The southern route being “free and open” is CENTCOM’s characterization; Iranian claims and ongoing incidents contradict a fully normal, unhindered waterway.

In short, the 1,000+ figure is CENTCOM’s own cumulative claim for assisted transits since early May, and given the documented low-but-nonzero daily traffic during the crisis.

Independent open-source vessel counts do not fully verify or refute the exact assisted total.

Giving CENTCOM the benefit of the doubt on “assistance” traffic is roughly 20-25 percent of normal.

However, much of that was in the MOU period which counts for little.

MOU Period

Mish to Grok: Much of that was in the MOU period which counts for little.

Grok: You’re right that a substantial share of the cumulative total almost certainly came during the temporary MOU window, when conditions were easier.

CENTCOM’s figure is cumulative since early May (or “past three months” as of early August). That window covers:

  • Early May → mid-June: Active conflict, very low traffic, higher risk, U.S. pathway/coordination assistance under more contested conditions.
  • Mid-June → early/mid-July: MOU rebound period with significantly more vessels moving under the temporary arrangement.
  • Mid-July → early August: Renewed hostilities and restricted traffic again.

Because overall volumes were so suppressed outside the MOU window, a large fraction of the 1,000+ assisted transits almost certainly occurred during those few weeks of relative reopening.

CENTCOM does not publish a public day-by-day or period breakdown, so the exact split is not independently verifiable from open sources.

The “despite unwarranted Iranian aggression” framing applies more strongly to the conflict periods than to the MOU rebound, when the temporary deal itself was the main enabler of higher volumes.

In short, the headline number is a cumulative total that mixes high-risk assistance periods with a temporary, higher-volume window under the MOU. The latter portion does dilute the claim of sustained, difficult facilitation under continuous Iranian pressure.

Related Posts

August 3, 2026: Trump Says Chevron and Exxon Are Making Too Much Money, Demands Lower Prices

It’s Trumpian shades of Elizabeth Warren and AOC again.

August 4, 2026: How Much Will Trump Cave In to Get a Deal with Iran?

Another last chance for a deal. OK, assume a deal. What’s in it?

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35 Comments
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Quatloo
Quatloo
16 days ago

It sounds like an Iran-Oman deal will be done today. Reuters reporting the US has just removed counterterrorism sanctions from two aircraft and three airlines with links to the IRGC according to details posted to the US treasury department’s website.

Last edited 16 days ago by Quatloo
Feral Finster
Feral Finster
16 days ago
Reply to  Quatloo

Iran and Oman can do all the deals they want. The United States will continue to wage a war of aggression, as there is no deal Iran can make that will satisfy Israel.

Frosty
Frosty
16 days ago
Reply to  Feral Finster

Agreed, this is just another tradable pause so the US and Israel can watch, listen, re-load, acquire new targeting objectives and hit the “Fire” button.

A steady attrition and exhaustion of Irans ability to defend itself is the objective while walking the markets up on the news waves.

Inflation comes in many forms.

Frosty
Frosty
16 days ago

Say total transits were 1,250. What percentage were ships coming in to pick up cargoes? AIS data shows many tankers coming in empty to pick up crude or refined products.

Frosty
Frosty
15 days ago
Reply to  Frosty

So perhaps 800 outbound?

ChrisFromGA
ChrisFromGA
16 days ago

Trump is a lying liar, who lies, lies, lies. And the rot has spread throughout the government, including CENTCOM!

Jojo
Jojo
16 days ago

I’d like for another AI to weight in on the subject. Grok training sources are suspect.

CaptainCaveman
CaptainCaveman
16 days ago

I’m just commenting for MISH’s algorithm (for the yeoman’s work done here).

njbr
njbr
16 days ago

Rule # 1: This admin lies about everything

Rule # 2: If you believe the lies you’re dum(b)

Brutus Admirer
Brutus Admirer
17 days ago

Big corrupt governments lie routinely. During war, it is always worse. The default assumption should be that the US Empire is lying in anything they assert.

Having said that, if we have been short 15% of the world’s oil since early March, it seems like oil would sell for more than $75 today. (PapaDave’s points about diesel, etc. explains a part of it for sure.)

jackula
jackula
16 days ago
Reply to  Brutus Admirer

Physical oil is not selling for $75 today, that is the futures price.

Jojo
Jojo
16 days ago
Reply to  jackula

The current contract is $75.69. Just checked.

randocalrissian
randocalrissian
16 days ago
Reply to  Jojo

Paper vs physical. Delivery in March was a $35-40 premium per barrel over front month spot. The issue here is it’s easy to trade paper oil at $75/bbl, especially when Trump uses the Oval Office to influence paper oil prices. Physical, it is not so much subject to his games, in many places around the world. There is more than just WTI and the USA in the global oil markets, and often us Americans lose sight of these facts.

radar
radar
16 days ago
Reply to  jackula

Where can I look to see what it’s actually selling for?

Brutus Admirer
Brutus Admirer
16 days ago
Reply to  radar

When I asked Copilot (AI) “what is a barrel of physical oil delivered today selling for?”, it replied: Current spot benchmarks (Aug 5, 2026)

  • WTI (U.S. benchmark): $75.09 per barrel
  • Brent (global benchmark): ~$78.93–79.18 per barrel
Arthur Orwell
Arthur Orwell
16 days ago
Reply to  radar

Try <oilprice.com>.

PapaDave
PapaDave
17 days ago

Saudi Aramco CEO Amin Nasser has repeatedly stated that the Iran‑related conflict has removed more than 2.6 billion barrels of crude oil from global supply since the war began. 

Divide by 157 days.

16.5 mbpd

Probably an overestimate.

Many experts suggest somewhere between 1 and 2 billion barrels of lost production. So 6.3 mbpd to 12.6 mbpd.

What’s worse is refinery output. Which is why gasoline and diesel prices have increased more than oil prices.

Canuck
Canuck
17 days ago

Mish big fan for years. What about the ‘..despite unwarranted aggression…’? The opening couple of sucker-punches killing 120+ little girls at a school and killing their leader ++, and many bombing runs and ‘wipe out their civilization tonight’ bombing runs could any response be unwarranted?

Jojo
Jojo
16 days ago
Reply to  Canuck

Welcome future 51st stater!

I’m back robbyrob
I’m back robbyrob
17 days ago

When does all this hit the fan? Been reading for months that gas will rise to astronomical prices. When?

JCH1952
JCH1952
17 days ago

it depends heavily on China. If China were to jump into the global oil market with both feet, prices would shoot upwards. To date they have largely stayed on the sidelines.They have huge amounts of oil in storage. Their behavior so far has been the big surprise. They have been providing a pressure relief valve for the entire globe.

Jojo
Jojo
16 days ago
Reply to  JCH1952

IF you hit the lottery, you would be rich.

jackula
jackula
16 days ago

When all of the stored hydrocarbons are utilized and in transit hydrocarbons from areas no longer shipping are utilized. World storage, in transit, and the short cease fire has been keeping the price from going thru the stratosphere, for now. It also depends on what part of the world you are in.

Flavia
Flavia
17 days ago

CENTCOM is asking the public for tips on how to handle Iran, lol.

peelo
peelo
17 days ago

When Oman and Iran cut a deal on the Straits, Trump will be photo-bombing it like he did the soccer picture. And demanding protection money.

‘Lil Mr.
‘Lil Mr.
17 days ago
Reply to  peelo

Hey they wouldn’t even be cutting a deal if it weren’t for Der Fuher’s war.

Quatloo
Quatloo
17 days ago

If, as CENTCOM claims, the Strait “remains free and open for all commercial vessels”, why is Trump making threats against Iran?

Frosty
Frosty
16 days ago
Reply to  Quatloo

Bingo! We have a Winner!

Feral Finster
Feral Finster
16 days ago
Reply to  Quatloo

Because sociopaths care nothing for their own hypocrisy, but only for power.

Arthur Orwell
Arthur Orwell
16 days ago
Reply to  Feral Finster

Maybe because Iran is a roadside bandit THREATENING free movement?

Feral Finster
Feral Finster
16 days ago
Reply to  Arthur Orwell

Maybe Trump should have thought of that first, Mr. LITTLE HOOKERS.

peelo
peelo
17 days ago

Great research. Inspiring for AI experiments. Fog of data, but still useful outputs.
I assume insurance data is largely privatized? One might be able to reverse engineer some interesting things from volumes and rates.

Tony Frank
Tony Frank
17 days ago

You can’t trust any numbers that originate from taco’s administration. They make things up in an attempt to influence financial markets. Pay attention to futures market activity.

I’m back robbyrob
I’m back robbyrob
17 days ago

“The reason I talk to myself is because I’m the only one whose answers I accept.”
― George Carlin

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