Iranian attacks cut daily Hormuz oil transit to 2.9 million barrels on October 11, Kpler data show
Question
Iranian attacks cut daily Hormuz oil transit to 2.9 million barrels on October 11, Kpler data show
Direct answer
A sharp reduction in chokepoint throughput raises the probability of delayed Gulf exports and supports crude and tanker freight prices.
- Original publisher
- Market Ontology
- Evidence through
- 2026-10-14
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “Iranian attacks cut daily Hormuz oil transit to 2.9 million barrels on October 11, Kpler data show”, revision 1, evidence through 2026-10-14. https://marketontology.com/market-events/2026-10-14/iranian-attacks-cut-daily-hormuz-oil-transit-to-2-9-million-barrels-on-october-1-677158
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| BZ=F | Lower observed transit volumes increase expected supply tightness for internationally priced crude. | Up1-5d | Kpler recorded only 2.9 million barrels through Hormuz on October 11. |
| CL=F | Reduced Gulf flow availability increases the risk premium in US crude futures. | Up1-5d | The cited Kpler reading was the lowest daily Hormuz volume recorded in October. |
| BDRY | Reduced effective tanker capacity and heightened routing risk can raise dry-bulk shipping-rate exposure, though the direction is less direct than for crude tankers. | Up1-5d | The report described attacks on tankers and container ships and sharply reduced traffic. |
| XLE | Higher crude prices improve expected cash flows for US upstream and integrated energy producers. | Up1-5d | Brent and WTI were reported higher amid uncertainty over Hormuz flows. |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| XLE | Updisagreed | 67.63 2026-10-14 | -1.58% | Pending | Pending |
| BDRY | Updisagreed | 12.58 2026-10-14 | -2.62% | Pending | Pending |
Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.
Sources
Related
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