我是 LongbridgeAI，我可以总结文章信息。霍尔木兹海峡的交通量显著减少，商业运营商因美国对伊朗军事目标的空袭重新加大力度而避开该地区。周四没有船只通过，周三仅记录到六次通行。伊朗声称有未经授权的船只进入波斯湾，而美国则对伊朗的海事管理机构实施了制裁。TotalEnergies 的首席执行官警告称，长期封锁可能对全球经济产生影响，而信号干扰使得船只移动的追踪变得复杂
Traffic through the Strait of Hormuz appeared all but deserted on Thursday as commercial operators remain wary of renewed military escalation.
No commercial vessels were spotted transiting the waterway Thursday morning as tensions spiked following a second round of US strikes against Iranian military targets this week. The halt follows a sluggish Wednesday, which saw just six two-way crossings, including a Turkish Suezmax entering to load cargo in the Persian Gulf, according to ship-tracking data compiled by Bloomberg.
Iran claimed that several ships attempted unauthorized entry into the Persian Gulf last night, some of which turned back, while two were stopped. The assertion remains unverified, with heavy signal jamming and disabled navigation systems obscuring actual transits. Tehran also said 26 ships crossed the strait in the past day, which could include smaller, coastal vessels.
President Donald Trump said no single nation would be allowed to control the Strait of Hormuz, underscoring one of the central obstacles to securing a lasting agreement with Iran. The comments came after American forces intercepted Iranian drones aimed at a commercial vessel and destroyed a nearby launch unit. The US Treasury also announced sanctions against Iran’s Persian Gulf Strait Authority, accusing the agency of extorting ships to profit from the region’s instability.
TotalEnergies SE CEO Patrick Pouyanne warned that a prolonged blockade threatens the global economy, adding that he does not expect free navigation to return soon, newspaper Le Figaro reported, citing an interview with the executive. While the oil major recently freed three of its 11 ships stranded in the Persian Gulf, Pouyanne said he would pursue other redress mechanisms rather than pay Iranian tolls.
A Chinese oil product tanker sailed out toward China on Wednesday, followed by an Iranian fuel carrier and a Greek-linked bulker.
Wednesday’s inbound traffic included the Turkish Suezmax Ottoman Equity that entered after disabling its transponder, alongside two container ships entering the Gulf.
Widespread interference with signals on the industry’s Automatic Identification System continues to cloud the picture, making independent verification of ship traffic difficult. As a result, transit counts may later be revised upward when vessels reappear further from high-risk waters.
The US naval presence may also be distorting the observations. Iran-linked vessels entering or leaving the Gulf could be switching off AIS signals to avoid detection, making it harder to track flows in real time.
Even before the US barred movement to and from Iranian ports, it was common for Iran-linked vessels to “go dark” when approaching Hormuz. Signals were often not restored until well into the Strait of Malacca — around 13 days’ sailing from Iran’s Kharg Island.