US limits air defence time slots for tankers sailing through Hormuz

APPEC 2026 panelists discussed the increasing use of anti-drone defenses and disabling automatic identification system (AIS) signals among tankers transiting the Strait of Hormuz. This has turned the waterway into a "mysterious black box," preventing traders and analysts from accurately tracking vessel movements. Estimates of oil volumes transiting the strait ranged from 6 million barrels/day to 10 million b/d, potentially leading to significant market and price expectations.

Despite the disruption, shipping continued to transport oil without causing severe shortages, recessionary shock, or oil prices of $200-$300/b, according to Emarat Maritime Managing Director Rishi Nyati.

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