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The U.S. struck Iran for a second consecutive day, eroding a fragile ceasefire and leaving traffic through the Strait of Hormuz — a critical global energy chokepoint — almost halted on Thursday. Vessel-tracking shows observable transits concentrated on a northern, Iran-approved lane; the U.S.-backed Oman corridor is largely empty. Among large ships, only one U.S.-sanctioned VLCC departed the Persian Gulf and one Iranian-flag container ship was visible in the strait; some vessels may have transited with transponders turned off. Kpler data show a three-week average of 34 commercial transits per day since the temporary reopening, a peak of 59 on June 24, and most days during the conflict averaging below 20.

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