Crude oil exports passing through the Strait of Hormuz reached approximately 16.5 million barrels per day in September, returning to levels observed before the current conflict involving Iran. This recovery in volume is attributed to the shipping industry's adoption of alternative logistics, including increased use of pipelines and ship-to-ship transfers to bypass traditional transit bottlenecks.

While crude oil supply has largely normalized, the market for refined products—such as diesel—remains constrained. These supply chain difficulties for refined goods are cited as a primary driver for recent price increases. The United States military continues to maintain a presence in the region, providing escorts for select vessels to ensure safe passage. Analysts note that while the crude market has successfully adjusted to the geopolitical environment, the ongoing limitations on refined products continue to exert upward pressure on global energy costs.