Chokepoint Data
2 subscribers
33 links
Download Telegram
Iran's price for Hormuz is down to one item, and it is a paper Tehran tore up

After eight days in which no item on Tehran's wire mentioned a deal, Iran's terms for reopening the strait are a single condition: that Washington go back to the memorandum Iran suspended on 18 July.

https://chokepointdata.com/#analysis/2026-09-08-price-down-to-one-item
For six months Iran's blockade named two countries. This week it named a third

Tehran's rule has always been 'the US, Israel and their allies' — a category it never once filled in. Two items 89 minutes apart on 7 September filled it in with South Korea.

https://chokepointdata.com/#analysis/2026-09-09-allies-clause-gets-a-name
Iran has claimed four American machines in ten days. None of them had a crew

In its first 73 recorded attacks Iran hit American military targets twice, both fixed bases on the ground; since 31 August its wire has claimed four more, and every one of them is unmanned.

https://chokepointdata.com/#analysis/2026-09-10-four-machines-no-crew
Iran has taken the strait to a table Washington is not at

Days after calling an American signature the only route to reopening Hormuz, Tehran convened the Gulf's littoral states to manage the strait — a body its wire had not named since the memorandum.

https://chokepointdata.com/#analysis/2026-09-12-table-washington-is-not-at
For the first time, Iran has announced a Hormuz deal that does not reopen Hormuz

Pezeshkian said on Sunday he plans to sign a navigation agreement in Muscat; his foreign minister spent the day telling all three state agencies it does not mean reopening the strait.

https://chokepointdata.com/#analysis/2026-09-13-deal-that-opens-nothing
The Hormuz table that did not need Washington did not convene

Iran convened the Gulf's littoral states to manage the strait on Friday; Oman called the meeting off fifty-three hours later, and Tehran says the region itself asked for the delay.

https://chokepointdata.com/#analysis/2026-09-15-table-that-did-not-convene
The one lane through Hormuz anyone certified clear is where Iran's mines keep going off

Two supertankers in a fortnight, both reported exploding on the southern route the Joint Maritime Information Center called clear in June - the route Iran calls unauthorised.

https://chokepointdata.com/#analysis/2026-09-16-cleared-lane-burning-tankers
Iran stopped calling them mines and named the ship

Ten times since 18 August, Tehran's wire reported a ship struck in the strait and named nobody. This morning the IRGC Navy named the Togo-flagged Trend and said it was stopped for illegal transit.

https://chokepointdata.com/#analysis/2026-09-18-named-the-ship
Brent has added 42 percent on a strait that stopped changing a month ago

Tehran's wire says crude is climbing because Hormuz traffic is falling. On this site's count the traffic stopped falling on 14 August, and the price has risen 42 percent since.

https://chokepointdata.com/#analysis/2026-09-19-strait-stopped-changing
A billion barrels are said to have left Hormuz. The ship count finds fewer than five VLCC loads

The figure Tehran's wire attributes to the CENTCOM commander implies Hormuz ran at its full pre-crisis rate; the tanker capacity independently counted through it is one percent of that.

https://chokepointdata.com/#analysis/2026-09-20-billion-barrel-claim
Every shot in Hormuz has been the IRGC's. On Sunday the Army claimed one

Across 250 recorded statements the Revolutionary Guard has owned every Iranian action in the strait. Two items an hour apart on Sunday evening gave one to the regular Army.

https://chokepointdata.com/#analysis/2026-09-21-army-claimed-one
Iran's price for Hormuz has never gone up before. On Wednesday it did

The security council put the bill for reopening the strait at seven conditions; every earlier count in this record was smaller than the one before it.

https://chokepointdata.com/#analysis/2026-09-23-bill-went-up
Every other Brent slide this long came with a deal. This one came with seven conditions

Five lower closes running, 130.80 down to 114.89 - the longest run of selling since the week the Islamabad Memorandum was signed, and the first with no de-escalation anywhere in it.

https://chokepointdata.com/#analysis/2026-09-24-slide-without-a-deal
The Red Sea has a busy entrance and no exit

Bab el-Mandeb has printed the ten lowest weeks in seven years of records, all of them since 5 August — and Suez, the same route's other end, has not moved at all.

https://chokepointdata.com/#analysis/2026-09-25-red-sea-dead-end
Iran has put a clock on reopening Hormuz. Every earlier clock in this record was an expiry date

Tehran has put a number of days on the strait four times in 278 recorded statements, and every one was a deadline for withdrawing something. Saturday's seven-day plan is the first lead time.

https://chokepointdata.com/#analysis/2026-09-27-first-clock-on-reopening
Tehran has made the oil price its proof of control. The proof peaked in April

Iran's parliament speaker now answers American denials by pointing at crude's war premium, which at the last settled close was worth 65 cents on the dollar April paid.

https://chokepointdata.com/#analysis/2026-09-28-price-changed-sides
Iran's Hormuz conditions have left the security council for the Supreme Leader

Twenty-seven hours after Tehran's wire reported Washington had rejected the seven-day plan, the foreign minister moved the terms for reopening the strait from the council that set them to the Leader.

https://chokepointdata.com/#analysis/2026-09-29-conditions-changed-owner
Iran's president was the only voice on Hormuz on Wednesday. The last time that happened he was signing a deal

Four of the nine presidential statements in this seven-month record arrived on Wednesday morning, and the Revolutionary Guard, the army, the Majlis and the foreign ministry said nothing at all.

https://chokepointdata.com/#analysis/2026-09-30-president-alone-again