Traffic through the Strait of Hormuz has picked up as tensions ease, with more
ships openly signalling intent to transit. AIS data on Tuesday morning confirmed
seven vessels entering the strait: two fully laden non‑Iranian VLCCs outbound
from the Persian Gulf, three bulk carriers underway, and two Iran‑flagged
Suezmax tankers approaching from the opposite side. Kpler senior crude analyst
Muyu Xu said the move reflects increased owner confidence "as the market expects
Iran will not resume attacks on ships," but she cautioned it remains unclear
whether safe, unrestricted passage has been fully restored.