Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Timeline

Strait of Hormuz

33 km chokepoint; 61 CENTCOM redirections by 10 May; UK committed Typhoons and HMS Dragon 13 May; Aramco warns normalcy delayed to 2027.

417 of 417 entries (406 events, 11 interactions)

Filters
#9613 May
#9612 May
#9511 May

Named as target for potential ground takeover in military options briefing

Iran Conflict 2026: Three military options, no signed order
#87 May

Served as the operational theatre for Project Freedom and Iran's new permit regime

European Energy Markets: TTF holds EUR 43-47 through Hormuz week
#917 May
#907 May
#916 May
#894 May
#884 May
#74 May
#883 May
#883 May
#861 May

Named as the locus of prohibited toll payment demands

Iran Conflict 2026: OFAC issues GL-W on same Friday
#861 May

Named as the reopening concession Iran offered in exchange for US lifting blockade

Iran Conflict 2026: Iran's fourth ceasefire text on 1 May
#8530 Apr
#8127 Apr

Remained effectively shut with only five transits in 24 hours on 27 April

Iran Conflict 2026: CENTCOM blockade widens past Hormuz strait
#8127 Apr
#8227 Apr
#627 Apr
#7925 Apr

Continued as site of CENTCOM vessel redirections

Iran Conflict 2026: CENTCOM intercepts reach 33 in the Strait
#525 Apr

Recorded zero LNG transits on 25 April despite ceasefire extension

European Energy Markets: Hormuz: 19 transits, no LNG; ALSI bounce was Atlantic
#8023 Apr
#7823 Apr
#7722 Apr

Named as site requiring up to six months of post-war clearance operations

Iran Conflict 2026: Pentagon gives Congress Hormuz clock Trump has not
#7722 Apr

Served as site of first IRGC vessel seizures since war began

Iran Conflict 2026: IRGC boards three ships inside Hormuz
#1422 Apr
#7620 Apr
#418 Apr

Re-closed on 18 April by Iranian declaration, halting LNG transits for the second time

European Energy Markets: Iran re-closes Hormuz after one-day opening
#7217 Apr

Declared open then closed within 24 hours

Iran Conflict 2026: Hormuz opens then closes in 24 hours
#7017 Apr

Named as subject of multilateral mission commitment

Iran Conflict 2026: Paris drafts the Hormuz passage mission
#7117 Apr
#7217 Apr
fired on tanker in strait
Iran Conflict 2026 · source event
#7417 Apr
Negotiated withAAAbbas Araghchi
announced civilian corridor through
Iran Conflict 2026 · source event
#816 Apr

Unresolved issue in US-Iran talks

2026 FIFA World Cup: Mentioned in: Pakistan ceasefire runs to 22 April
#7216 Apr
Criticised byEREbrahim Rezaei
conditioned ceasefire extension on hormuz control
Iran Conflict 2026 · source event
#7216 Apr
Stated byAAAbbas Araghchi
declared hormuz open
Iran Conflict 2026 · source event
#7216 Apr
Deployed to byDTDonald Trump
declared blockade to remain
Iran Conflict 2026 · source event
#215 Apr
#6915 Apr
#7015 Apr
#6914 Apr
#113 Apr
#6712 Apr
#512 Apr

Iran breaks Gulf ceasefire within hours

Drones: Industry & Defence
#112 Apr
Criticised byDTDonald Trump
threatened strait blockade
European Energy Markets · source event
#511 Apr
Authorised byDTDonald Trump
declared naval blockade of
Drones: Industry & Defence · source event
#6510 Apr
#6510 Apr
#617 Apr
#617 Apr
#617 Apr
#23 Apr
Completed byJJapan
completed first carveout hormuz lng transit
European Energy Markets · source event
#23 Apr
Completed byFFrance
completed first carveout hormuz container transit
European Energy Markets · source event
#5331 Mar
#331 Mar
assessed hormuz disruption impact
European Energy Markets · source event
#331 Mar
quantified supply cut from hormuz closure
European Energy Markets · source event
#5230 Mar
#5028 Mar
#4825 Mar

Closed waterway whose reopening markets are pricing

Iran Conflict 2026: Brent falls 8% on phantom peace talks
#4825 Mar
#4825 Mar

Closed waterway cutting Manila's supply

Iran Conflict 2026: Philippines declares energy emergency
#4825 Mar

Closed waterway trapping vessels

Iran Conflict 2026: 20,000 seafarers trapped west of Hormuz
#5025 Mar
#4422 Mar
#4420 Mar
#4420 Mar
#4319 Mar

Allowed 140 million barrels of Iranian crude to transit under 30-day US sanction

Iran Conflict 2026: 140m barrels of Iran crude sanctioned
#4319 Mar

Remained depressed enough for Goldman to warn Brent could break the 2008 price r

Iran Conflict 2026: Goldman: Brent could break 2008 record
#4218 Mar

Moved markets 10% on Netanyahu's claim that Israel was helping reopen the waterw

Iran Conflict 2026: Brent touches $119 before falling back
#4117 Mar
#4117 Mar

Kept closed long enough to drive US diesel to $5.07 and trigger inflation warnin

Iran Conflict 2026: Diesel at $5.07; inflation fears mount
#4016 Mar
#4116 Mar

Remained closed, pushing Brent to $111 — 64% above pre-war levels

Iran Conflict 2026: Brent nears $111 as energy war widens
#4316 Mar

Blocked export route causing force majeure

Iran Conflict 2026: Mentioned in: Iraq: force majeure; oil goes nowhere
#3815 Mar

Allowed Iranian oil tankers through while blocking non-Iranian commercial shippi

Iran Conflict 2026: US lets Iranian oil fund Iran's war
#3815 Mar

Remained unescorted as all five named allies refused to send warships within 72

Iran Conflict 2026: Every named ally refuses Hormuz escort
#3715 Mar

Became leverage in Trump's threat to cancel the Xi Jinping summit

Iran Conflict 2026: Trump ties Xi summit to Hormuz passage
#3614 Mar

Became focus of Trump's public demand for allied warships to restore free naviga

Iran Conflict 2026: Trump demands allied warships at Hormuz
#3514 Mar

Designated an Iranian 'kill box' by US Navy with 300-plus ships stranded and 19

Iran Conflict 2026: Navy calls Hormuz an Iranian kill box
#3514 Mar

Received Trump ultimatum: reopen or Iran's oil infrastructure faces destruction

Iran Conflict 2026: Trump: reopen Hormuz or I hit the oil
#3614 Mar
#3514 Mar
#3813 Mar

Opened for two Indian LPG tankers under bilateral diplomatic deal with Tehran

Iran Conflict 2026: India buys Hormuz passage, ship by ship
#3413 Mar

Remained closed as US officials publicly contradicted each other on readiness to

Iran Conflict 2026: Three officials, three lines on Hormuz
#3413 Mar

Moved oil markets 5% on false report that a tanker had passed through it

Iran Conflict 2026: Phantom tanker briefly cracks $100
#3311 Mar
#3311 Mar

Drove Brent above $100 on a closing basis for the first time since 2023

Iran Conflict 2026: Brent closes above $100 for first time
#3311 Mar

Remained closed as US energy and treasury secretaries publicly split on readines

Iran Conflict 2026: Two cabinet members split on Hormuz
#3311 Mar
#3311 Mar

Choked flows enough for IEA to declare the largest supply disruption in market h

Iran Conflict 2026: IEA: largest oil disruption in history
#3210 Mar
#3210 Mar

Allowed 11.7 million barrels of Iranian crude to pass exclusively to China since

Iran Conflict 2026: 11.7m barrels of Iran oil reach China
#3210 Mar

Placed under absolute IRGC blockade declared: 'not a litre of oil' shall pass

Iran Conflict 2026: IRGC: not a litre through Hormuz
#3210 Mar

Held oil above $90 and climbing despite the IEA's record reserve release

Iran Conflict 2026: Oil holds above $90 despite IEA release
#3210 Mar

Remained blocked, defeating the largest IEA strategic reserve release in 50 year

Iran Conflict 2026: Record oil reserve release fails fast
#318 Mar

Operated a two-tier passage system: open for Chinese-linked ships, closed to all

Iran Conflict 2026: Chinese ships pass; others are seized
#318 Mar

Drove a $30 single-session oil swing as Brent hit $119.50 then collapsed to $89

Iran Conflict 2026: Oil swings $30 in a single session
#297 Mar

Remained closed, forcing Kuwait to declare force majeure on 3.5 million barrels

Iran Conflict 2026: Kuwait force majeure halts 3.5m bpd
#267 Mar

Closed long enough to produce the largest weekly US crude gain in contract histo

Iran Conflict 2026: US crude posts 35.6% weekly gain, record
#267 Mar

Drove supertanker rates to all-time record of $423,736 per day — up 94% in one w

Iran Conflict 2026: Supertanker rates hit $424k/day, up 94%
#257 Mar

Kept Brent rising 27% in a week to $92.69 — the largest weekly gain since 1983

Iran Conflict 2026: Brent at $92.69, biggest week since 1983
#286 Mar
#286 Mar
#276 Mar

Became subject of China-Iran formal diplomatic negotiations for guaranteed safe

Iran Conflict 2026: China in Hormuz safe-passage talks
#246 Mar
#236 Mar

Allowed Iron Maiden tanker to transit only after it broadcast Chinese ownership

Iran Conflict 2026: Tanker crosses Hormuz on Chinese papers
#236 Mar
#275 Mar
#205 Mar

Sealed to all commercial traffic as P&I insurance deadline passed with no new tr

Iran Conflict 2026: P&I deadline passes; Strait sealed
#225 Mar
#184 Mar
#184 Mar
#174 Mar

Drew European warships toward the Mediterranean in response to its closure

Iran Conflict 2026: European warships move toward the Gulf
#174 Mar

Targeted for US government-backed escort programme covering allied maritime trad

Iran Conflict 2026: US Gulf shipping cover for allies only
#194 Mar

Closed long enough to drive South Korea's stock market to its worst single-day l

Iran Conflict 2026: KOSPI down 12%; record single-day fall
#184 Mar

Sealed commercially as the last two P&I clubs withdrew all war risk cover for it

Iran Conflict 2026: Last P&I clubs quit Gulf; Hormuz sealed
#184 Mar

Remained unescorted as US Navy confirmed it lacked ships to run convoy operation

Iran Conflict 2026: US Navy lacks ships to convoy the Gulf
#163 Mar

Drove European gas prices to nearly double in under a week

Iran Conflict 2026: European gas nearly doubles in one week
#163 Mar

Stayed closed long enough for Europe to face critical gas storage depletion with

Iran Conflict 2026: EU gas a month from critical low point
#143 Mar

Fell to 20% of normal vessel traffic — four in every five ships gone

Iran Conflict 2026: Hormuz down 80%; four ships in five gone
#143 Mar

Drove VLCC rates to all-time record of $423,736 per day, surpassing the 1991 Gul

Iran Conflict 2026: VLCC tanker rates hit all-time $423,736
#112 Mar
#112 Mar

Drove European gas up 54% and Asian LNG up 39% within hours of Qatar LNG strike

Iran Conflict 2026: Europe gas up 54%; Asian LNG surges 39%
#112 Mar

Lost its LNG export flow as QatarEnergy halted all production at Ras Laffan

Iran Conflict 2026: QatarEnergy halts all LNG production
#82 Mar

Remained closed, making OPEC+'s 220,000 bpd production increase irrelevant to ma

Iran Conflict 2026: OPEC+ barrels cannot reach the market
#71 Mar

Fell to 30% of normal traffic with 150 tankers stranded at anchor in the Gulf

Iran Conflict 2026: Hormuz down 70%; 150 tankers at anchor
#61 Mar

Cited as primary variable behind JP Morgan raising US recession probability to 3

Iran Conflict 2026: JP Morgan raises recession odds to 35%
#31 Mar

Closed by IRGC to all shipping, cutting 20% of the world's daily oil supply

Iran Conflict 2026: IRGC closes Hormuz; 20% of world oil cut
#41 Mar

Declared 'officially open' by Iran while US warships transiting were named legit

Iran Conflict 2026: Hormuz open in name; US ships targeted
#61 Mar

Drove opening 11% oil spike as markets priced in its disruption on Day 1

Iran Conflict 2026: Markets bet on short war: Brent $82