Twenty million barrels of oil a day moved through the Strait of Hormuz in 2025, close to a quarter of the world’s seaborne crude trade, according to International Energy Agency (IEA) estimates. When that flow dropped sharply during the 2026 disruption, the region’s response arrived first on rail, not on new pipeline capacity. Subscribe to gain access to all news Already have a subscription? Log in . Choose your subscription Considering a corporate subscription? Contact us to find out more. Or Want to read this article for free? You can read one free article per month . Enter your email and we'll send you a free link to access the full article. No payment required.