Commercial traffic through the Strait of Hormuz has recovered to approximately half of its pre-conflict volume, according to statements from Iranian Revolutionary Guard Corps (IRGC) naval forces.

The development marks a tentative step toward normalizing one of the world’s most critical energy chokepoints, which had seen severe disruptions following recent escalations.

This partial recovery aligns with earlier analyst projections that tanker traffic could surge to nearly 50% of prewar levels within a month, contingent on the implementation of a newly finalized U.

The IRGC noted that vessels are now required to adhere to strict Iranian safety regulations, follow designated transit routes, and obtain explicit authorization from the navy before proceeding.

While the restoration of partial capacity suggests a de-escalation in immediate physical threats, the mandatory compliance framework introduces new operational friction for global shipping lines.

This partial recovery aligns with earlier analyst projections that tanker traffic could surge to nearly 50% of prewar levels within a month, contingent on the implementation of a newly finalized U.S.-Iran diplomatic agreement.

The stabilization of route exposure is likely to provide some relief to freight rates and energy supply chains, which have been under pressure from persistent geopolitical risks in the region.