What the data says — three points for editors
1. Deliveries to Poland are stable despite a roughly −95% drop at Hormuz (approximate, from transit counts). The Naftoport terminal sees about 19% fewer tanker calls than in 2023, yet estimated daily delivered capacity holds near ~97,000 tonnes (an estimate from arrivals and vessel capacity, not confirmed discharge) — fewer arrivals, but larger vessels on a longer route (around Africa: +10–14 days).
2. Swinoujscie is the quiet winner: +61% tanker calls and +53% capacity since the shock began — the terminal is absorbing liquid fuels as the world reroutes.
3. The risk is freight, not supply: the Cape of Good Hope already handles +91% more traffic than in 2023 — longer routes tie up the fleet and push rates up, something every filling station will feel in time.