Skip to content
Back to Guavy Wire
Commodities

Tanker Shortage Drives Up Fuel Prices Amid US-Iran Conflict

Instruments
Oil
Share

The global oil tanker market is facing a shortage due to the ongoing conflict between the U.S. and Iran.

The situation escalated in September after drone attacks halted operations on the Saudi 'East-West' oil pipeline, which had been used to transport oil from fields in eastern Saudi Arabia to the Red Sea coast.

As a result of the pipeline shutdown, significant volumes of crude oil have had to be rerouted by sea through the Strait of Hormuz, increasing demand for tankers and driving up charter rates.

The cost of chartering certain supertankers has already reached record levels, with the daily charter rate for a supertanker transporting oil from the Persian Gulf through the Strait of Hormuz exceeding $1 million in early September.

According to Windward, calculated per unit of cargo, transportation costs have amounted to approximately $26 per barrel.

More on Commodities

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

© 2026 Guavy Inc