Despite the officially declared ceasefire and preliminary agreements reached between the US and Iran, the world's key maritime artery remains effectively paralyzed for the energy sector. The New York Times, citing satellite monitoring data and shipping company reports, reports that not a single oil tanker has passed through the strategically vital Strait of Hormuz since the ceasefire took effect. Over the past 24 hours, only four civilian vessels have been recorded moving, but all of them are bulk carriers carrying non-energy goods. This situation demonstrates that global oil carriers and insurers continue to assess the risks in the region as critical, preferring a wait-and-see approach even amid the formal peace.

The current logistical vacuum is causing serious concern in international energy markets. The absence of tanker traffic through the strait, which typically handles approximately one-fifth of global oil consumption, indicates a continued lack of confidence in security guarantees. Tanker operators fear not only potential accidents but also the uncertainty surrounding new transit regulations proposed by Iran. Specifically, Tehran's currently discussed demands for high transit fees and maintaining strict control over the waters are forcing shipowners to reconsider their routes or keep their fleets in port until clear legal and military clarifications are received. As long as the strait remains "empty" for oil, hopes for a rapid stabilization of global energy prices remain elusive.