# Kpler Type: Company Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/kpler Canonical HTML page: https://getsupplybrief.com/entity/kpler ## Timeline - **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. - **2026-06-19**: 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. - **2026-04-15**: Sinokor begins leasing to ADNOC — From at least mid-April 2026, Sinokor Group starts leasing supertankers to Abu Dhabi National Oil Co. for cargo shuttle runs out of the Strait of Hormuz, following the start of the Iran war. - **2026-04-15**: Sinokor starts leasing dark tankers to Adnoc — South Korea’s Sinokor Group begins leasing supertankers to the UAE’s state oil company for covert shuttle runs through the Strait of Hormuz. - **2026-04-01**: Alternative logistics begin scaling — Iraq, Kuwait, UAE start exporting crude using tankers with AIS turned off; some arrangements with Iran allow passage; flows slowly resume. - **2026-03-01**: Iran war begins — Conflict erupts in the Persian Gulf, threatening the Strait of Hormuz and global oil flows. - **2026-03-01**: Iran war begins; Strait of Hormuz declared 'closed' — Tehran announces the Strait is closed; crude supplies feared completely disrupted; Brent surges to nearly $120/barrel. - **2026-02-28**: US-Israeli airstrikes on Iran begin — Military strikes at the end of February cause daily transits through Strait of Hormuz to plummet from ~135 to a trickle, effectively blockading energy exports. ## Recent coverage (8 stories) ### 136M barrels of oil salvaged via dark fleet: logistics lesson from Hormuz 2026-08-01 20:25:06 · 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 crossings collapse 94% to 8 vessels, global supply chains on alert 2026-07-20 08:25:40 · Sentiment: Bearish · 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 ### Hormuz Traffic Drops 94% to 8 Crossings; US Gas Soars $1 to $3.98 2026-07-18 02:01:31 · 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 ### Sinokor Shuttle Runs Moved 50% of UAE Oil Past Hormuz: Supply Chain Impact 2026-07-12 12:15:09 · Sentiment: Very Bearish · 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 ### Sinokor Tankers Move 50% of UAE Crude in Covert Hormuz Shuttle System 2026-07-06 17:45:50 · 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 ### 11 Million Barrels of Oil Capacity Heads Back to Hormuz as Supply Chains Restart 2026-06-30 13:31:10 · Sentiment: Bearish · 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 · 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 ### Hormuz Deal: 600 Vessels Await Clarity as Supply Chains Brace 2026-06-15 06:50:44 · Sentiment: Neutral · Impact: 7/10 · Sources: 2 The US-Iran agreement to reopen the Strait of Hormuz offers hope for unblocking a critical energy chokepoint after months of disruption. However, with 600 laden tankers waiting and shipowners demanding safety assurances, supply chain professionals face continued uncertainty around fuel availability, shipping costs, and delivery schedules. Full story: https://getsupplybrief.com/story/hormuz-deal-600-vessels-supply-chain-clarity --- 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://getsupplybrief.com/guides/methodology for the full editorial methodology.