# Kpler Type: Company Source: GetYourBrief — https://getyourbrief.com/entity/kpler Canonical HTML page: https://getyourbrief.com/entity/kpler ## Timeline - **2026-08-24T14:00:00-04:00**: Bessent press conference scheduled — Treasury Secretary Scott Bessent is due to detail the new Iran sanctions package at 2 p.m. EDT (1800 GMT). - **2026-08-22**: Trump vows to hit Iran hard economically — Following Bessent's pledge of 'never been seen' measures, Trump reiterates maximum economic pressure; Reuters reports the story. - **2026-07-31**: Trump chairs Camp David cabinet meeting — President Trump participates in a cabinet meeting at Camp David, Maryland, as the Iran pressure campaign intensifies. - **2026-07-17**: US gas price spikes again — National average gasoline price reaches $3.98 after a second consecutive 5-cent overnight jump, a $1 increase from pre-conflict levels, according to AAA. - **2026-07-16**: Strait traffic collapses — Only 8 vessel crossings recorded in the Strait of Hormuz, the lowest activity in three weeks and down from over 130 pre-war, per Kpler. - **2026-06-25**: US-Iran interim peace deal signed — A temporary peace agreement is reached between the US and Iran, by which time the UAE’s dark shuttle operation had already restored near-normal crude flows. - **2026-06-25**: US-Iran interim peace deal signed — A temporary peace agreement is reached between the US and Iran, by which time the UAE’s dark shuttle operation had already restored near-normal crude flows. - **2026-06-25**: US-Iran interim peace deal signed — A temporary peace agreement is reached between the US and Iran, by which time the UAE’s dark shuttle operation had already restored near-normal crude flows. - **2026-06-19**: Targeted strait reopening — Expected date for the reopening of the Strait of Hormuz, though industry remains watchful for actual safe passage conditions. - **2026-06-14**: US-Iran deal announced; cautious reaction — President Trump states strait will reopen by Friday June 19. Shipowners demand details; Disha LNG tanker tests eastern arm as sole active vessel. - **2026-06-13**: Kpler data reveals 1.9 million bpd flow — Shipping data firm Kpler estimates 136 million barrels moved through Hormuz and Gulf of Oman from April to June 10, challenging disaster narratives. - **2026-06-10**: Trump reveals secret US mission — President Trump states over 100 million barrels of oil have passed through the strait under a covert US mission supporting tankers. - **2026-06**: Half of UAE crude moves on Sinokor vessels — By June 2026, almost half of Emirati crude shipments are sailing on tankers controlled by Sinokor, as the covert shuttle operation scales up to near-pre‑war export volumes. - **2026-06-01**: Nearly 50% of Emirati crude on Sinokor ships — By June, almost half of all Emirati crude shipments are being carried by Sinokor-controlled vessels, with the UAE approaching prewar export rates. - **2026-06-01**: Nearly 50% of Emirati crude on Sinokor ships — By June, almost half of all Emirati crude shipments are being carried by Sinokor-controlled vessels, with the UAE approaching prewar export rates. ## Recent coverage (20 stories, network-wide) ### Hormuz oil at standstill as US targets 1,000+ vessels and insurers 2026-08-23 02:58:38 · Sector: supply · Sentiment: Negative · Impact: 6/10 · Sources: 2 Washington's 'never been seen' sanctions push is freezing the Strait of Hormuz, hitting shipping insurers and China's teapot refiners. Freight, insurance and fuel costs face sharp repricing as secondary sanctions loom. Full story: https://getsupplybrief.com/story/hormuz-oil-standstill-iran-sanctions-supply-chain ### $500B in Iran-linked crypto frozen as US tees up 'unseen' sanctions 2026-08-23 02:58:28 · Sector: finance · Sentiment: Negative · Impact: 6/10 · Sources: 2 Treasury's Scott Bessent promises 'never been seen' Iran measures after OFAC froze an estimated $500B in Iran-linked crypto and designated 1,000+ entities, adding a fresh risk premium to oil and emerging-market assets. Full story: https://getfinancebrief.com/story/iran-sanctions-500b-crypto-freeze-markets ### 80% of Iran's oil flows to China as US sanctions squeeze global supply 2026-08-23 02:58:11 · Sector: climate · Sentiment: Negative · Impact: 6/10 · Sources: 2 US 'never been seen' sanctions threaten the 80% of Iran's shipped crude that flows to Chinese teapot refiners, tightening global energy supply and raising fuel-price and energy-security risks. Full story: https://getclimatebrief.com/story/iran-oil-sanctions-china-energy-market ### 136M barrels of oil salvaged via dark fleet: logistics lesson from Hormuz 2026-08-01 20:25:06 · Sector: supply · Sentiment: Neutral · Impact: 5/10 · Sources: 1 A shadow logistics network has kept 136 million barrels of Gulf crude moving despite the Iran war, averaging 1.9 million bpd. Tankers with AIS off, US covert support, and ad hoc arrangements with Tehran showcase how supply chains can adapt to extreme disruptions, though risks remain acute. Full story: https://getsupplybrief.com/story/hormuz-oil-supply-chain-dark-fleet-136-million-barrels ### Strait oil flows at 1.9M bpd defuse crisis, slowing climate policy urgency 2026-08-01 20:24:58 · Sector: climate · Sentiment: Neutral · Impact: 5/10 · Sources: 1 Gulf oil exports have continued at 1.9 million bpd despite Iran’s war and a declared Strait of Hormuz closure, far below pre-war levels but enough to sink Brent from $120 to under $90. This resilience weakens the crisis argument for accelerated renewable deployment, but lingering supply risks and the dark fleet’s emissions footprint remain key climate concerns. Full story: https://getclimatebrief.com/story/hormuz-oil-exports-19-mbd-climate-implications ### Strait crossings collapse 94% to 8 vessels, global supply chains on alert 2026-07-20 08:25:40 · Sector: supply · Sentiment: Negative · Impact: 8/10 · Sources: 4 Only eight tankers crossed the Strait of Hormuz on July 16, down from 130+ before the US-Iran war, effectively shutting down a fifth of global oil flow. Supply chain managers are now facing spiking war-risk premiums, rerouting impossibilities, and the real prospect of a prolonged blockade that will reverberate through freight costs and fuel availability. Full story: https://getsupplybrief.com/story/supply-chain-hormuz-standstill ### $1 gas spike in 2 weeks threatens retail margins and consumer wallets 2026-07-20 08:25:31 · Sector: retail · Sentiment: Negative · Impact: 8/10 · Sources: 4 The Strait of Hormuz blockade has sent US gasoline prices soaring by a dollar in two weeks, hitting $3.98. For retailers, especially those dependent on e-commerce and last-mile delivery, surging fuel costs are compressing margins and threatening to curb discretionary spending just as back-to-school season ramps up. Full story: https://getretailbrief.com/story/retail-gas-price-spike-hormuz ### Oil chokepoint shutdown sends gas to $3.98, refueling the EV transition 2026-07-20 08:25:21 · Sector: climate · Sentiment: Negative · Impact: 8/10 · Sources: 4 The near-complete closure of the Strait of Hormuz has driven US gasoline to $3.98, a stark reminder of fossil fuel dependency. For the climate and energy sector, this price shock accelerates the economic case for electric vehicles, renewable fuels, and strategic independence from volatile petro-states. Full story: https://getclimatebrief.com/story/climate-energy-hormuz-oil-shock ### Gas Price Hits $3.98 After Strait Traffic Drops 94%—Fed on Alert 2026-07-18 02:04:07 · Sector: finance · Sentiment: Neutral · Impact: 8/10 · Sources: 5 The near-total halt of shipping through the Strait of Hormuz has sent U.S. gasoline prices soaring by a third, threatening to reignite inflation and disrupt monetary policy. Maritime paralysis and military escalation are creating a stagflationary scenario for markets. Full story: https://getfinancebrief.com/story/strait-hormuz-gas-price-surge-finance ### Hormuz Traffic Drops 94% to 8 Crossings; US Gas Soars $1 to $3.98 2026-07-18 02:01:31 · Sector: supply · Sentiment: Neutral · Impact: 8/10 · Sources: 5 The near-total shutdown of the Strait of Hormuz has driven U.S. gasoline prices up $1.00 in weeks, threatening global oil supply chains. With only 8 tanker crossings recorded on July 17 vs. 130+ pre-war, logistics managers face soaring fuel surcharges, war-risk insurance spikes, and potential inventory shortages. Full story: https://getsupplybrief.com/story/strait-hormuz-supply-chain-disruption-gas-price-surge ### Dark Tanker Shuttles Kept 50% of UAE Oil Flowing Past Hormuz – At What Environmental Cost? 2026-07-12 12:15:47 · Sector: climate · Sentiment: Strongly negative · Impact: 8/10 · Sources: 2 The UAE’s reliance on dark tanker operations during the Iran war maintained oil flow but heightened the risk of catastrophic spills in the fragile Persian Gulf environment. Full story: https://getclimatebrief.com/story/uae-dark-tanker-climate ### Sinokor Shuttle Runs Moved 50% of UAE Oil Past Hormuz: Supply Chain Impact 2026-07-12 12:15:09 · Sector: supply · Sentiment: Strongly negative · Impact: 8/10 · Sources: 2 The UAE’s dark tanker operation, with Sinokor vessels carrying nearly half of all Emirati crude shipments by June, showcases a logistics model that could reshape how energy supply chains navigate chokepoint disruptions. Full story: https://getsupplybrief.com/story/uae-dark-tanker-supply-chain ### UAE's Dark Tanker Shuttle: How 50% of Emirati Oil Exports Bypassed Hormuz Under Cover of Darkness 2026-07-12 12:15:00 · Sector: space · Sentiment: Strongly negative · Impact: 8/10 · Sources: 2 The UAE’s covert shuttle operation used dark tankers to move nearly half of its crude shipments through the Strait of Hormuz during the Iran war, raising urgent questions for maritime defense and naval strategy. Full story: https://getspacebrief.com/story/uae-dark-tanker-hormuz-space ### Sinokor Tankers Move 50% of UAE Crude in Covert Hormuz Shuttle System 2026-07-06 17:45:50 · Sector: supply · Sentiment: Neutral · Impact: 7/10 · Sources: 2 When war threatened the Strait of Hormuz, the UAE turned to a single Korean shipping group to keep its oil flowing. By mid‑2026, Sinokor’s dark‑fleet shuttle runs were carrying nearly half of all Emirati crude exports, rewriting the rules of crisis logistics. Full story: https://getsupplybrief.com/story/sinokor-50-percent-uae-hormuz-shuttle ### 50% of UAE Oil Moved by Covert Tankers Poses Environmental Gamble 2026-07-06 17:45:38 · Sector: climate · Sentiment: Neutral · Impact: 7/10 · Sources: 2 The UAE’s wartime oil shuttle runs, relying on dark ships and offshore transfers, kept crude flowing but heighten environmental and climate risks. A single owner now moves half the country’s exports through dangerous waters with minimal oversight. Full story: https://getclimatebrief.com/story/hormuz-covert-shuttle-energy-risks ### 11 Million Barrels of Oil Capacity Heads Back to Hormuz as Supply Chains Restart 2026-06-30 13:31:10 · Sector: supply · Sentiment: Negative · Impact: 7/10 · Sources: 2 The return of supertankers with 11 million barrels of crude capacity to the Persian Gulf after a ceasefire dramatically reduces the risk of a global oil supply chain breakdown. Full story: https://getsupplybrief.com/story/supply-hormuz-oil-tankers ### India's Russian oil imports surge 39% to 2.66 mbpd as Hormuz disruption reshapes supply chains 2026-06-21 09:23:34 · Sector: supply · Sentiment: Neutral · Impact: 6/10 · Sources: 2 India's June crude imports reveal a massive supply chain pivot: Russian flows jumped 39% to 2.66 million bpd while US imports collapsed to 91,000 bpd. UAE volumes stayed near record levels, showcasing agile risk management against Hormuz chokepoint uncertainties. Full story: https://getsupplybrief.com/story/india-russia-oil-surge-supply-chain-hormuz ### India's oil shift: Russian crude at 2.66 mbpd, US imports down 64% 2026-06-21 09:23:23 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 2 The dramatic shift in India's crude basket — Russian imports up 39%, US down 64%, with UAE and Venezuela filling gaps — is reshaping oil benchmarks and discounts while a fragile Hormuz truce keeps volatility high for crude markets. Full story: https://getfinancebrief.com/story/india-oil-imports-financial-markets-hormuz ### India's oil import surge to 2.66 mbpd exposes climate risk of fossil dependence 2026-06-21 09:23:12 · Sector: climate · Sentiment: Neutral · Impact: 6/10 · Sources: 2 India's spike in Russian and UAE crude imports amid Hormuz closure shows the deep fossil fuel entanglements of its economy, raising concerns that cheap oil may delay the country's clean energy transition and increase the carbon intensity of its crude slate. Full story: https://getclimatebrief.com/story/india-oil-imports-climate-energy-security ### 25 Ships Transit Hormuz After Iran Deal; Oil Markets Eye Supply Relief 2026-06-19 20:40:26 · Sector: finance · Sentiment: Neutral · Impact: 7/10 · Sources: 2 Daily vessel transits through the Strait of Hormuz hit 25, the highest since June 2, as Iran-U.S. deal opens the critical oil lane. The 60-day toll-free window prompts a gradual return of Iranian crude exports, potentially easing global oil supply tightness. Investors now weigh the risk premium against the prospect of normalizing flows. Full story: https://getfinancebrief.com/story/hormuz-oil-traffic-resumption-markets --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.