UBS 2026-06-09

Global Oil and Gas: Hormuz Tracker — Day 101

Industry Report English 23 Pages

Report Coverage

Broker
UBS
Region
Middle East / Strait of Hormuz / Global
Sector
Transportation, Fossil Energy
Report Type
Industry Report
Primary Focus
Daily tracking of Strait of Hormuz oil and gas tanker movements and estimated energy flows

Report Summary

UBS tracks daily oil and gas tanker movements through the Strait of Hormuz on day 101 of the conflict, using UBS Evidence Lab and S&P Global Maritime & Trade data. The report monitors oil tankers, oil product tankers, LPG carriers and LNG carriers entering and exiting the Gulf, along with estimated oil and gas flows in Mboe/d based on deadweight tonnage.

Key Takeaways

  • Day 101 of Strait of Hormuz disruption continues with near-complete halt of oil and gas tanker transits through the strait
  • UBS Evidence Lab tracks oil tankers, oil product tankers, LPG carriers and LNG carriers entering and exiting the Gulf on a daily basis
  • Estimated oil and gas flows based on deadweight tonnage show dramatic reduction from pre-conflict baseline levels
  • The tracker provides real-time vessel-level data from S&P Global Market Intelligence Maritime & Trade to assess disruption severity

Why This Report Matters

The Strait of Hormuz carries roughly 20% of global oil and LNG supply; its near-complete closure for 101 days represents an unprecedented supply shock with far-reaching implications for global energy prices and trade flows.

Topics Covered

Strait of Hormuz shipping disruption monitoring oil and gas tanker transit tracking LNG carrier movement disruption impact Gulf oil flow estimation via DWT analysis

Companies Mentioned

ADNOC Qatar Energy

Who this summary is for

This summary is for users researching the UBS Global Oil and Gas report. It helps users review Global Oil and Gas: Hormuz Tracker — Day 101 coverage, key takeaways, and related broker or sector research paths across Strait of Hormuz shipping disruption monitoring, oil and gas tanker transit tracking, LNG carrier movement disruption impact; ADNOC, Qatar Energy.

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