Iran Conflict — 2026-03-18

About 90 Ships Have Crossed Hormuz Since War Began; Iran Exports Millions of Barrels Despite Blockade

AP reporting reveals approximately 90 ships including oil tankers have transited the Strait of Hormuz since the war began Feb 28, with Iran continuing to export millions of barrels of oil through permission-based transits to friendly nations. The data contradicts the narrative of a total blockade -- Iran is selectively enforcing closure against Western-allied shipping while maintaining its own export revenue. Maritime intelligence firm Windward confirmed only 8 non-Iranian-flagged vessels detected via AIS on March 18.

Analysis
The 0740 INTSUM reported ~8 non-Iranian daily transits versus 100+ pre-war. This AP data adds crucial nuance: Iran's Hormuz strategy is economic warfare through selective denial, not total closure. Tehran maintains revenue while imposing maximum cost on adversary supply chains.

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