Total vessel transits per day detected by satellite AIS, with tanker traffic shaded beneath. The dashed line is the median of daily counts from 1 Jan 2025 to the 28 Feb 2026 closure.

Each bar is scaled to that route's own peacetime level, with the tick marking 100% of normal, so the rows compare disruption rather than raw volume. Cargo displaced from Hormuz shows up as elevated traffic on the long way round — the Cape of Good Hope is the alternative for Gulf crude heading to Europe, adding roughly two weeks of steaming.