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SHIPUNIVERSE REPORTING

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Hormuz Shipping Remains Near 90% Below Normal: Eight Ships Cross Sunday, Three Without AIS

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Only eight vessels crossed the Strait of Hormuz on November 1, 2026, according to maritime intelligence firm Windward, including three vessels operating without AIS signals. Four entered the Arabian Gulf and four departed, while GPS interference affected 478 vessels across the wider Gulf monitoring region. A separate AIS-only monitoring service recorded 10 commercial crossings that day against its pre-conflict baseline of 84.8 daily, indicating an approximately 88% reduction in detectable traffic. The two services use different vessel definitions and detection methods, but both establish that shipping remains severely restricted rather than completely stopped. Windward also reports that traffic held up despite fresh tanker attacks, with approximately 24 AIS-visible transits during the October 30–November 1 reporting window, compared with 18 in the preceding equivalent period.

ShipUniverse | Strait of Hormuz Traffic Watch

Eight Crossings. Three Dark. Shipping Far Below Normal.

The November 1 traffic picture reflects a deeply restricted waterway, not a confirmed day with zero vessel movements.

8Windward-recorded crossings, November 1
3Dark crossings in Windward's count
478Vessels affected by GPS jamming in wider monitored region
10Crossings recorded by a separate AIS-only monitor
Windward | November 1
8 transits
Inbound to Arabian Gulf4
Outbound toward Gulf of Oman4
Dark crossings identified3 of 8
Dark share of recorded total37.5%

Source: Windward daily intelligence, published November 2, using November 1 observations and reconstructions.

Independent AIS monitor | November 1
10 transits
Inbound commercial crossings6
Outbound commercial crossings4
2025/pre-crisis daily baseline84.8
Ships countedCommercial, 80m+

Source: hormuz.now. AIS-visible commercial vessels; does not reconstruct voyages made entirely without AIS.

Traffic compared with the pre-crisis baseline

Like-for-like figures from the independent AIS-visible commercial-ship monitor, not Windward's separate vessel universe.

84.8
10
88.2% below baseline

A vessel-count comparison, not an estimate of oil barrels or LNG cargoes lost.

Do not combine the counts: Windward includes analyst-reconstructed dark passages and uses its own detection and timing methods. The independent monitor counts AIS-visible commercial ships of at least 80 meters. The two totals are distinct measurements of the same operating environment, not numbers to add together.
ShipUniverse | Evidence & Energy Flow Board

A Vessel Crossing Is Not the Same as a Cargo Shipment

New ship-tracking observations, historical EIA commodity flows and recycled reporting must be evaluated on separate terms.

The evidence ledger

NOVEMBER DATA HISTORICAL CONTEXT MISDATED CLAIM
Source / period Reported number What it measures Treatment
WindwardNov. 1, 2026 8 crossings; 3 dark Four inbound and four outbound. Includes dark voyages identified by Windward's intelligence methods. CURRENT
hormuz.nowNov. 1, 2026 10 commercial crossings AIS-visible vessels at least 80 m; six inbound and four outbound. No dark-voyage reconstruction. CURRENT
WindwardOct. 30–Nov. 1 reporting window ~24 AIS-visible vs ~18 previously Two comparable reporting windows. Indicates traffic held up in this narrowly defined comparison. CURRENT
WindwardOct. 29 / Oct. 31 / Nov. 1 170 / 754 / 478 GPS-jammed vessels across the wider Gulf and Gulf of Oman monitoring region, not Strait crossing totals. CURRENT
Reuters / KplerAug. 15–16, 2026 5 Saturday; 0 Sunday; 31 prior weekend August commodity-vessel traffic. Originally reported by Reuters August 17; not October 31–November 1 observations. DO NOT REDATE
EIA / Vortexa4Q 2025 vs 2Q 2026 21.6 → 4.9 million b/d Quarterly estimated oil and petroleum-liquids throughput through Hormuz, not a November spot measurement. QUARTERLY
EIA / Vortexa4Q 2025 vs 2Q 2026 10.5 → 0.8 billion cf/d Estimated LNG flow through Hormuz during the respective quarters. QUARTERLY

Oil and petroleum liquids

Quarterly average, million barrels per day

21.64Q 2025
→
4.92Q 2026

About 77% lower than the fourth-quarter 2025 reference.

Liquefied natural gas

Quarterly average, billion cubic feet per day

10.54Q 2025
→
0.82Q 2026

About 92% lower than the fourth-quarter 2025 reference.

Do not convert a ship-count decline directly into missing barrels: empty and laden tankers, vessel size, dark movements, offshore transfers and pipelines change the relationship between crossings and export volumes.

Sources: Windward November 2 intelligence; hormuz.now November 1 traffic archive; Reuters August 17; U.S. EIA Global Energy Security Data, released August 12, 2026.

ShipUniverse | Interactive Maritime Disruption Tool

Hormuz Traffic Collapse & Fleet Exposure Tool

Model daily crossing shortfalls, vessel delays, and additional war-risk insurance exposure when commercial shipping through Hormuz remains severely restricted.

Adjust the scenario

Traffic conditions
AIS monitor pre-crisis reference.
November 1 AIS-only count.
Fleet disruption
Illustrative cost, not actual vessel hire.
Additional war-risk insurance
Hypothetical one-time rate per vessel.
Modeled total fleet exposure
$9.15M

Combined illustrative delay cost and one additional war-risk premium per vessel. Not an actual industry loss estimate.

Share of baseline traffic remaining 11.8%
10 observed 84.8 baseline
88.2% Decline from baseline crossings
74.8 Fewer detectable crossings per day
$3.15M Modeled fleet delay exposure
$6.00M Modeled extra war-risk premiums
$915K Combined exposure per vessel
70 Total additional vessel-delay days

Modeled cost breakdown

Fleet delay costs
$3.15M
Additional insurance
$6.00M
Total scenario exposure $9.15M
Traffic methodology: The daily baseline of 84.8 and observed count of 10 belong to the same AIS-visible commercial-vessel monitoring series. The difference represents fewer observed crossings, not a confirmed number of stranded ships or undelivered cargoes. AIS-dark crossings may not appear.
Financial assumptions: The selected affected-fleet size is independent of the traffic shortfall. Delay expense assumes the stated economic cost applies for each additional day. Insurance assumes one additional premium per vessel, calculated against entered hull value. Actual premiums, policy conditions, off-hire allocation, cargo costs, overlap between loss categories, and mitigation may differ substantially.

Traffic reference: November 1, 2026, AIS commercial-vessel monitor. All financial scenarios are illustrative ShipUniverse calculations, not verified losses or quotations for November 2.

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By the ShipUniverse Editorial Team — About Us | Contact


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