26JUL

Seven ships veer clear of the strait

1 min read

12:01UTC

Seven vessels have diverted away from the Bab al-Mandab since the tanker strikes, according to ship-tracking data, closing the southern reroute in practice.

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Key takeaway

With ships avoiding both straits, Gulf-to-Europe crude faces the long route round the Cape and a wider insurance exclusion.

Seven vessels have diverted away from the Bab al-Mandab since the 22 July tanker strikes, according to ship-tracking data ¹. the strait, the southern passage past Yemen through which Gulf oil reaches the Suez Canal, had absorbed traffic pushed off the Hormuz route as the northern chokepoint tightened.

The diversions turn a single attack into a routing problem for every owner weighing the southern passage. Hormuz weekly transits had already fallen 66% before this ; avoiding the Bab al-Mandab as well leaves the long haul around the Cape of Good Hope as the remaining way from the Gulf to Europe, adding roughly ten days and the fuel bill to match. War-risk underwriters, who have held a Hormuz exclusion for weeks, now have a fresh southern-strait case on which to widen it.

Deep Analysis

In plain English

Ship-tracking data shows seven vessels have chosen to avoid the Bab al-Mandab strait entirely since the tanker strikes began, sailing the long way round Africa instead. It is a small number so far, but it shows some shipping companies have decided the risk of sailing through the strait is no longer worth it, whatever the extra cost of the longer route.

Sources:Al Jazeera·Axios

Mentions:Bab al-Mandeb →Houthis →Cape of Good Hope →Yemen →

First Reported In

Update #160 · Houthis hit Saudi tankers; Brent tops $100

Al Jazeera· 23 Jul 2026

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Causes and effects

Caused by

Houthis fire on the Saudi tanker Encelia

The tanker strikes prompted seven vessels to divert away from the Bab al-Mandab.

Occurred 21 Jul 2026

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This Event

Seven ships veer clear of the strait

Rerouting away from the Bab al-Mandab as well as Hormuz leaves the long haul round the Cape as the remaining option and widens the war-risk exclusion.

Different Perspectives

Hormuz shipping and insurance market

Kpler, Lloyd's List and S&P Global each independently put Strait of Hormuz transits at a seventh to a sixth of pre-war levels, against CENTCOM's own position that the strait remains open for transit. War-risk premiums rose from 0.25% to 3-10% of hull value in mid-July and have held steady since.

Pakistan (with China)

Iran's interior minister met Pakistan's army chief in Islamabad on 25 July, his second visit in ten days, with China separately pushing the same track; Islamabad's stated precondition, a halt to Gulf attacks, broke within hours when the Houthis struck Yanbu and Jazan. The channel inherits Baghdad's opening without yet fixing what broke it.

Saudi Arabia

Saudi Arabia absorbed Houthi strikes on Aramco-linked sites at Jazan and Yanbu on 25 July without confirming them, while holding a 30-year civil nuclear agreement Trump made conditional on joining the Abraham Accords two days after signing it. Riyadh is fighting on one front while being asked to concede on another.

Iran (state security leadership)

Iran's security chief said strikes continue until the enemy's "total surrender", and no IRNA, Tasnim or Fars report carries any stand-down language to match Washington's pause. Tehran reads the halt as "strategic decision-making fatigue", not a restraint it needs to reciprocate.

Washington (Pentagon and White House)

A Defense Department source called the bombing halt "on a hold", Pentagon spokesman Sean Parnell insisted the US "retains a deep arsenal of capabilities", and the White House credited "successful sanctions" and thirteen days of strikes for the same pause. Three explanations from one government suggest none of them is the whole one.

Oil traders

Sent Brent down 2.29 per cent to $98.38 a barrel on reports that mediation was reviving, moving the price on CENTCOM's quiet night rather than on Trump's same-day promise of a bigger operation with no deadline attached.