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US Intelligence Sharing Boosts Hormuz Traffic as Shippers Remain Cautious

Vessel transits through the Strait of Hormuz are climbing as shipping companies gain confidence following U.S. assistance. Multiple carriers moved through the chokepoint this week, marking a shift from earlier hesitancy over the critical waterway.

Yet optimism remains tempered. Market participants question whether normalcy can be restored swiftly, with some analysts projecting extended constraints lasting months. The prolonged disruption has already pressured crude oil prices upward, and any sustained closure could trigger additional spikes this summer.

The cautious sentiment reflects broader supply chain strain. Carriers are simultaneously leveraging tight capacity to impose peak season surcharges across transpacific and Asia-Europe routes, while spot rates recover. Shippers face mounting cost pressures from multiple directions as the industry operates in what logistics providers describe as an increasingly unforgiving market environment.