Oil shipments through the Strait of Hormuz have seen a significant increase under the protection of the US military, reaching just under 11 million barrels per day on a seven-day average. This is a rise from 9 million barrels per day cited earlier by Energy Secretary Chris Wright and a substantial increase from the 6.1 million barrels per day recorded during the 60-day US-Iran memorandum of understanding. However, this figure remains below the pre-war average of approximately 15 million barrels per day in 2025, when the strait accounted for about 20% of global oil consumption.
The increased oil flow occurs amidst escalating turmoil in the Middle East, with crude oil prices climbing above $100 per barrel due to concerns over future supply disruptions. The exact nature of US assistance remains somewhat unclear, though officials state forces are providing coordinated protection for tankers. Analysts suggest US helicopters, fighter jets, and surface drones are likely offering protective cover against Iranian threats during nighttime convoys. The aircraft carriers USS George Washington and USS George H.W. Bush contribute to a layered defense against Iranian missiles, speedboats, and minelayers, according to James Holmes of the Naval War College.
Despite the US efforts, attacks persist. Two vessels were struck by unknown projectiles on a recent Thursday, causing a fire on one. In August, there were 12 attacks on ships in the waterway, with 27 total since July 6, primarily in a southern route near Oman. Notably, Navy ships are not directly escorting vessels; instead, Arab national fleet and leased tankers are reportedly making passages with transponders off, transferring cargo in the Gulf of Oman. Since early May, the US military has reportedly assisted in the transit of approximately 1,600 vessels and over 800 million barrels of crude oil through the strait, while also destroying 10 Iranian tankers in response to attacks on Navy ships.
