Hormuz Oil Flow Data Gap Fuels Supply Uncertainty and Price Volatility

US officials claim oil is moving through the Strait of Hormuz at rates well above market expectations, but external shipping data tells a different story. Independent tracking shows a decline in oil tanker activity alongside falling global stockpiles, contradicting official assertions. This discrepancy has cast doubt on the actual volume of crude oil reaching world markets. Complicating matters further, shadow fleet vessels are obscuring their locations to evade monitoring, making accurate assessments difficult. The resulting uncertainty is contributing to potential volatility in both oil prices and supply forecasts.