HORMUZ SIGNALescalation risk monitor

A live gauge of Iran-conflict risk for oil markets — built from shipping, insurance, and energy data, not headlines.

Watch the strait, not the statements

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Oil markets stress monitoring

The signal combines the composite escalation score with recent changes in the readings below. Old readings remain visible; the verdict uses current evidence.

  • ·Hormuz transits -100.0% vs 7d ago
  • ·Red Sea transits -20.0% vs 7d ago
composite49.0Elevatedas of just nowDecision aid from observable indicators — not investment advice.

Short term signal readings

latency: minutes (AIS, Brent) to monthly (UANI est.)

Update cadence varies by source — from minutes (live AIS crossings, intraday Brent) to monthly estimates. The age under each tile is the honest one.

Brent (intraday)

92.4USD/bbl

updated 20m ago· 2026-11-11 23:11 UTC

+0.7% vs 24h ago

Conflict coverage (24h)

58.0articles

updated 4h ago· 2026-11-11 18:48 UTC

1.1× 7d daily avg

Iran seismic max (72h)

0.00M

updated 24m ago· 2026-11-11 23:06 UTC

Red Sea / Bab el-Mandeb transits

24.0transits/day

updated 3d ago· 2026-11-08 00:00 UTC

-20.0% vs 7d ago

US carrier strike groups in theater

2.00CSGs

updated 2d ago· 2026-11-09 19:18 UTC

0 in ~3w

US amphibious ready groups in theater

0.00ARGs

updated 2d ago· 2026-11-09 19:18 UTC

-1 in ~3w

Military tanker/airlift tempo (24h)

102.0aircraft/24h

updated 24m ago· 2026-11-11 23:06 UTC

-36.3% vs 7d ago

Iran oil exports (UANI est.)

50.8kb/d

data as of Sep 2026· periodic source

China tanker imports (AIS)

2,273,479t/day

updated 5d ago· 2026-11-06 00:00 UTC

Hormuz crossings (live AIS, 24h)

0.00crossings

updated 9m ago· 2026-11-11 23:21 UTC

-100.0% vs 7d ago

Iran War Escalation Risk

weighted composite score

A 0-100 Composite Score of the tiles below. Updated live

Score composition

weighted contribution, points
  • Hormuz vessel transits18%14.4 pts · stress 80
  • China imports of Iranian crude8%6.4 pts · stress 79
  • Red Sea / Bab el-Mandeb transits10%5.7 pts · stress 57
  • US commercial crude stocks (excl. SPR)8%4.6 pts · stress 57
  • US carrier strike groups in theater9%4.5 pts · stress 50
  • East-West pipeline outlet (Yanbu loadings)6%4.3 pts · stress 72
  • Brent crude front month11%3.1 pts · stress 29
  • US distillate fuel oil stocks4%2.2 pts · stress 56
  • Military tanker/airlift tempo (24h)4%1.6 pts · stress 41
  • Gulf war-risk insurance premium8%1.4 pts · stress 18
  • VLCC rate TD3C (MEG to China)6%0.8 pts · stress 13
  • Conflict coverage tempo, Gulf (7d)5%0.0 pts · stress 0
  • US amphibious ready groups in theater3%0.0 pts · stress 0

Composite 49.0 — bars scaled to the largest contributor; latest reading 0.00 transits/day for Hormuz vessel transits.

Composite Score input tiles:

trailing up to 90 days

Hormuz vessel transits

▼ 100% / 7d · worsening→

Daily commercial vessel transits through the Strait of Hormuz, all vessel types.

0.00transits/day

updated 39m ago· 2026-11-11 22:51 UTC

0% of normalnormal ~78.0 transits/day

stress↓ = risk80

Red Sea / Bab el-Mandeb transits

▼ 20% / 7d · worsening→

Daily commercial transits through the Bab el-Mandeb strait, all vessel types.

24.0transits/day

updated 3d ago· 2026-11-08 00:00 UTC

65% of normalnormal ~37.0 transits/day

stress↓ = risk57

East-West pipeline outlet (Yanbu loadings)

0% / 7d · flat→

Crude tanker loadings at Yanbu (King Fahd Port) — the Red Sea outlet of Saudi Arabia's East-West pipeline (Petroline, ~5M bpd capacity), the main crude bypass around Hormuz.

0.00kb/d

updated 5d ago· 2026-11-06 00:00 UTC

0% of normalnormal ~960.0 kb/d

stress↓ = risk72

China imports of Iranian crude

▲ 2% / 7d · flat→

Chinese purchases of discounted Iranian crude, estimated monthly from UANI Tanker Tracker AIS monitoring of Iranian export loadings (direct China–Iran customs reporting stopped in 2021).

45.7kb/d

data as of Sep 2026· monthly source, publication lags ~1 month

3% of normalnormal ~1,400 kb/d

stress↓ = risk79

US commercial crude stocks (excl. SPR)

▼ 0% / 7d · flat→

US commercial crude inventories.

409.8mbbl

updated 12d ago· 2026-10-30 00:00 UTC

91% of normalnormal ~450.0 mbbl

stress↓ = risk57

US distillate fuel oil stocks

▼ 3% / 7d · worsening→

US distillate (diesel/heating oil) inventories.

99.3mbbl

updated 12d ago· 2026-10-30 00:00 UTC

84% of normalnormal ~118.0 mbbl

stress↓ = risk56

Brent crude front month

▼ 6% / 7d · improving→

Brent front-month price.

92.4USD/bbl

updated 18h ago· 2026-11-11 05:00 UTC

+19% vs normalnormal ~78.0 USD/bbl

stress↑ = risk29

VLCC rate TD3C (MEG to China)

▼ 20% / 7d · improving→

Very Large Crude Carrier earnings on the Middle East Gulf to China route, from the CME-listed TD3C Baltic freight future (front month, Worldscale converted to USD/day).

49,065USD/day

updated 3h ago· 2026-11-11 20:21 UTC

+9% vs normalnormal ~45,000 USD/day

stress↑ = risk13

Gulf war-risk insurance premium

▲ 30% / 7d · worsening→

Additional war-risk premium charged for transiting the Gulf, as % of hull value.

1.30% hull value

updated 15h ago· 2026-11-11 08:09 UTC

5.2× normalnormal ~0.25 % hull value

stress↑ = risk18

Conflict coverage tempo, Gulf (7d)

▲ 1300% / 7d · worsening→

Trailing 7-day count of English-language conflict-related articles about the Gulf / Hormuz / Red Sea (GDELT timelinevolraw).

364.0articles

updated 5h ago· 2026-11-11 18:23 UTC

-76% vs normalnormal ~1,500 articles

stress↑ = risk0

US carrier strike groups in theater

0% / 7d · flat→

US aircraft carriers (CVN hulls) operating in Iran-relevant waters — Arabian Sea, Red Sea, Gulf of Oman/Aden, Persian Gulf, Mediterranean — as positioned in the weekly USNI Fleet & Marine Tracker.

2.00CSGs

updated 2d ago· 2026-11-09 19:18 UTC

+100% vs normalnormal ~1.00 CSGs

stress↑ = risk50

US amphibious ready groups in theater

0% / 7d · flat→

Big-deck amphibious assault ships (LHA/LHD hulls — each the flagship of an Amphibious Ready Group embarking a ~2,200-strong Marine Expeditionary Unit) in the same Iran-relevant waters, from the weekly USNI Fleet & Marine Tracker.

0.00ARGs

updated 2d ago· 2026-11-09 19:18 UTC

NaN% vs normalnormal ~0.00 ARGs

stress↑ = risk0

Military tanker/airlift tempo (24h)

▼ 36% / 7d · improving→

Unique military tanker and strategic-airlift aircraft (KC-135/KC-46/KC-10, C-17, C-5) tracked over the trailing 24h via the adsb.lol open ADS-B feed, sampled on each ingest tick.

102.0aircraft/24h

updated 24m ago· 2026-11-11 23:06 UTC

+70% vs normalnormal ~60.0 aircraft/24h

stress↑ = risk41