Insights
Dataleo Insight · 2026-06-24· Supply Chain Risk

Hormuz Disruption Leaves $125 Billion of Ships and Cargo Stranded

Allianz estimates that approximately $125 billion of vessels and cargo remain stranded in the Persian Gulf. The accumulated disruption illustrates why <a href="/search?q=Supply%20Chain%20Recovery">Supply Chain recovery</a> continues after a chokepoint formally reopens.

The estimate captures the scale of vessels and cargo still delayed in and around the Gulf. Even with coordinated passage resuming, accumulated vessel queues, insurance constraints, container imbalances and commodity-specific bottlenecks will unwind at different speeds.