The oil tanker market is experiencing a rapid shift as disruptions in the Middle East and the Strait of Hormuz reshape trade flows, vessel deployment, and freight rates in real time. According to Mr. Pankaj Khanna, CEO of Heidmar Maritime Holdings (NASDAQ: HMR), a near total halt in tanker transit through the Strait has choked off oil exports from the Arabian Gulf, triggering an immediate response across shipping markets. In the days following initial ceasefire expectations, tanker operators had anticipated a gradual normalization of flows. Instead, the situation deteriorated. Even before formal enforcement measures were announced, vessel movement through the Strait had already slowed to a trickle. Since then, transit has ceased. “This is not partial disruption, it is close to a 100% blockade,” Mr. Khanna noted adding that vessels instructed not to proceed through the passage. The implications are that with minimal crude leaving the Arabian Gulf, global oil supply chains have been forced into reconfiguration.