Energy: Strait of Hormuz - Daily Tracker #95

研报英文原文证据摘录

Energy: Strait of Hormuz - Daily Tracker #95

Idea

June 24, 2026 05:26 PM GMT

Morgan Stanley & Co. International plc+MEnergy | Europe Martijn Rats, CFA

Equity Analyst and Commodities Strategist

Strait of Hormuz - Daily Tracker Martijn.Rats@morganstanley.comGuilherme Levy +44 20 7425-6618

Equity Analyst

Guilherme.Levy@morganstanley.com +44 20 7425-6616

#95 Charlotte Firkins

Commodities Strategist

Charlotte.Firkins@morganstanley.com +44 20 7425-3866

With the disruption ongoing, we continue our daily tracker: maps Alice Bergier Winograd

of tanker positions, transit metrics for different vessel classes, EquityAlice.Winograd@morganstanley.comAnalyst +44 20 7425-0174

freight rates, and a time-stamped summary of key developments

Energy

and risks. Europe

Industry View Attractive

Key Takeaways

Outbound vessel count for this week is now 26, with 6 energy vessels observed

yesterday. Several chemicals tankers departed the Gulf alongside two Saudi

VLCCs.

Our 7-day mavg for outbound energy vessels moves up to 10.6/day. Inbound

transits for this week so far stand at 18 energy vessels, lower than outbound

flows.

US Secretary of State Marco Rubio stressed on Wednesday that the US would

not 'undermine' its Gulf allies in the negotiations with Iran (CNN).

Ships have begun sailing through SoH under a new scheme by the UN's shipping

agency to evacuate vessels trapped there by the conflict (Reuters).

TotalEnergies needs to prioritise the building of pipelines that could export oil &

gas without ships going through SoH, CEO Patrick Pouyanne said (Reuters).

Exhibit 1: A VLCC chartered by a trade house was seen exiting the Gulf via the

Strait of Hormuz this week. The vessel appears to be hugging the Omani

coastline, following the route through the Strait that is more popular with western