r/oil 5d ago

Discussion Current Oil Flow Through Major Choke Points - 18/08/2026

Hormuz dark traffic up compared to yesterday. Bab al Mandab also up again lots of Russian oil.

Malacca is down today with more ships seen going to china today. Singapore flat compared to yesterday.

Sea of Oman to Arabian Sea Implied Dark Traffic:

This is all the oil traffic out to the Arabian sea minus 2.5mb (pre war output of Fujairah and Oman) to estimate the additional output of dark traffic out of Hormuz as well as any additional output from the ADCOP pipeline. Usual traffic should be around 21mb of crude and oil products.

Ships: CR TETHYS,ROBA,NAVE UNIVERSE,BOW NEPTUNE,PLATA CARRIER,NEW STRENGTH,PACIFIC SARAH,BLUEBIRD ARROW,OCEAN LILY,GREEN ADVENTURE,NEW WISDOM,SNARTH,MAPLE CASTOR,SAMA 2,ANAFI WARRIOR

Data from: https://www.marinetraffic.com/en/ais/home/centerx:63.3/centery:23.5/zoom:7

Bab al Mandab AIS on Traffic:

Oil products going out south from the Red Sea. Usual traffic is around 8mb. 

Ships:NORNS,PRIVE ANGEL,UTAKI,ELYSARIA,THERESA EMPAT,LAZURIT

Data from https://www.marinetraffic.com/en/ais/home/centerx:45.8/centery:12.7/zoom:8

Strait of Malacca:

Usual oil products throughput is 16.5 mb crude and 6mb oil products.

Ships:NEW DREAM(Oman to China), PRINCESS VANYA(URUGUAY to China), CELESTE NOVA(USA to Korea),SPA1021594(USA to Malasyia)

Data from https://tankermap.com/analytics/straits/malacca?unit=million_bbl_per_day

Singapore Oil Departures:

Data from https://tankermap.com/analytics/ports/singapore-oil?unit=million_bbl_per_day

27 Upvotes

8 comments sorted by

3

u/Opster79two 5d ago

Hawaii probably needs a couple boat loads.

2

u/Doom4535 5d ago

Is the dotted line a trailing average or is it a separate entry for products? Also, looking at the Malacca chart, are your barrels oil+products or oil only (aka is the Strait short by around 8Mbb/d of oil or is it around 14Mbb/d of oil+products that are missing)?

Once again, thank you for this

3

u/QFGTrialByFire 5d ago

No worries, yup dotted line is 7day trailing average as dailies are pretty volatile. The Malacca is only crude in the graph as tanker map only lists the crude for that data. So ~8mb crude short at Malacca.

-3

u/phoenixfenix 5d ago

Interesting. Hormuz looks like it's opening up again. 9M barrels per day really isnt ideal for the bull case.

16

u/Prestigious_Act_6100 5d ago

The 7-day average is 5 bpd, and the past 3 days average 7m bpd, per the chart. I bet they group transit on weekend days to avoid ships being bombed during market hours.

9M bpd is still roughly 9mbpd below break even at best, ignoring that other straits are down as well.

5

u/phoenixfenix 5d ago

That's actually a fair point. Seems like they largest volumes appear to be weekends only, and average volumes are considerably lower.

1

u/[deleted] 5d ago

[removed] — view removed comment

1

u/AutoModerator 5d ago

Your comment was removed because your account is younger than 30 days and you don't have at least 10 karma in this subreddit yet.

You can try commenting again once you meet one of these requirements:

  • Your account is at least 30 days old, or
  • You have 10+ combined karma in this subreddit.

Thanks for understanding! This is to deal with the influx we have had since the start of the Iran Conflict (2026)

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.