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#HormuzShippingCrunch Shipping activity through the Strait of Hormuz has fallen to its lowest level since May. Kpler data reportedly shows an average of only around ten commercial commodity vessels per day over the latest ten-day period. Brent crude briefly reached $98.06 per barrel on September 7 and settled near $97.31, while WTI approached $93.29 following renewed US-Iran attacks involving oil tankers. Hormuz is one of the world’s most important energy routes, so reduced vessel traffic can quickly raise insurance costs, freight rates and oil risk premiums. If disruption intensifies, the market could move from pricing political risk to experiencing an actual supply shortage. Higher oil prices would feed into transportation, manufacturing and consumer inflation, potentially complicating central-bank policy. However, prices could reverse quickly if shipping recovers or tensions ease. Vessel movements and physical oil availability may currently provide more useful information than political statements alone.