Persian Gulf oil exports surge past pre-war levels; Hormuz traffic strains tanker capacity

Oil exports from Persian Gulf states have surpassed pre-war levels amid the US-Israel-Iran conflict, leading to a tanker shortage. The resulting surge in Strait of Hormuz traffic is emerging as a new threat, likely due to heightened collision or disruption risks. The claim is based on a single Polish source and lacks corroboration, so the exact scale and nature of the threat remain uncertain.