Rory Johnston(@Rory_Johnston):👀 Starting to see a notable pullback in the volume of tanker flows through Hormuz based on the numbers for this week. Still early and we might get more upward revisions (lagged dark transit IDs) but last week's numbers were already materially higher than this by this point.

Rory Johnston

@Rory_Johnston

oil market researcher | founder of | former bank economist | markets, code, barbecue | subscribe to my research:

参加 December 2009

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Rory Johnston@Rory_Johnston

2026.10.02 19:25

👀 Starting to see a notable pullback in the volume of tanker flows through Hormuz based on the numbers for this week. Still early and we might get more upward revisions (lagged dark transit IDs) but last week's numbers were already materially higher than this by this point.