Charts
Charts on the 2026 energy crisis: how much oil moves through each chokepoint, how much of it can be rerouted, live tanker traffic and pump prices. Each chart comes with its data, method and sources, and is free to reuse with credit.
How much oil passes through each chokepoint?
Before the 2026 crisis, the Strait of Malacca carried the most oil, about 23.2 million barrels a day, followed by the Strait of Hormuz at 19.9 mb/d. Each is roughly a fifth of world oil demand (104 mb/d). Much of the oil through Hormuz then passes Malacca too.
How much Hormuz oil can be rerouted?
Only a fraction. About 19.9 million barrels a day of oil crossed the Strait of Hormuz before the 2026 crisis, but pipelines around it had only about 3.5 mb/d of spare capacity (IEA, low estimate). That leaves roughly 16.4 mb/d with no alternative route, about 16% of world oil demand.
Tanker traffic through energy chokepoints
In the week to September 27, 2026, tanker transits through the Strait of Hormuz averaged 1.3 a day, 97% below the Sep 2025–Feb 2026 average, the largest change of any chokepoint tracked. IMF PortWatch counts ships from satellite AIS signals; ships with transponders off are missed.
Diesel prices since the Strait of Hormuz closed
Since the week of February 23, 2026, before the Strait of Hormuz closed, diesel has risen +68% in United States and +34% in Italy, the largest and smallest rises among the markets shown. Figures are for the week of September 28, 2026, from official weekly price statistics.