Dossiers / Nº 001 EnergyMiddle East
Thirty-four days of the world's most-watched corridor: the Versailles detente, its breakdown at sea, July's escalation. Every event is dated, sourced and linked to its original articles.
Prior context — outside delfee's monitoring window, from references cited in the coverage
Transits collapse to 53 passages (−66%, Lloyd's List); the crisis spreads to the Red Sea. A hard measure of throughput contraction — the reference for chartering and restocking.
Three tankers reported hit in the strait. One independent originator at this hour — kept under watch; treat as an early signal, not an established fact.
Three vessels are hit in the strait, including the chemical tanker Stolt Magnesium; an Indian seafarer is killed. The human cost joins the commercial one — pressure on crews and rotations.
The US naval blockade becomes effective; the toll plan is walked back. Redefines corridor access for any rotation planned through the Gulf.
Trump announces the US will become 'guardian' of the strait, floats a 20% toll for safe passage and the reinstatement of a blockade on Iranian ships. The month's coverage peak.
Warning shots and a formal declaration that the strait is closed; the Cyprus-flagged GFS Galaxy is heavily damaged and abandoned by its crew. A formal closure: halts and diversions for cautious operators.
CENTCOM strikes after the vessel attacks; Brent gains >3% to $76.48; Treasury revokes its 60-day Iranian-oil waiver — a compliance cliff for anyone lifting Iranian crude.
The Qatari LNG carrier Al Rekayyat (evacuated after an engine-room fire) and the Saudi supertanker Wedyan are struck — third vessel in 24h, breaching the ceasefire. LNG and crude threatened the same day: rerouting and insurance repricing.
US Central Command strikes Iranian military targets in response to the Ever Lovely attack; oil firms. Confirmation the ceasefire is fraying and Hormuz remains dangerous.
The Singapore-flagged container ship Ever Lovely is attacked southeast of Oman; the IMO pauses the seafarer evacuation. A single attack closes the recovery window.
~20 tankers (~35M barrels) exit Hormuz after the deal; flows recover toward ~4.8M bpd — far below the ~15M bpd prewar level. Crude stuck for three months finally reaches buyers; the throughput signals lasting constraint.
The International Maritime Organization launches the evacuation of 11,000+ seafarers trapped since February; Oman opens a temporary corridor. Directly governs when ships and cargo can move again.
Follow-on negotiations planned in Switzerland are abruptly postponed after the US envoys arrive, reviving doubts about the deal's durability — Brent firms.
Trump and President Pezeshkian sign a memorandum of understanding to end the war and lift the Hormuz blockade. The trigger for the strait's reopening and the unwinding of war-risk premiums.
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Methodology — Events detected continuously across thousands of sources (GDELT + press feeds), grouped into deduplicated situations. Corroboration counts independent originators: syndicated copies of one wire story are merged, so the figure shown is not a raw outlet count. The intensity curve measures our own ingestion on this topic.
Monitoring information document. Not investment advice, not insurance advice, not an operational recommendation. Check any decision with your broker, insurer or counsel.