Global Tanker Movements Persist Through Hormuz Amid U.S.–Iran Blockade Tensions

Since the outbreak of the U.S.–Israeli war with Iran on 28 February, the
Strait of Hormuz has remained a focal point of global energy tensions.
The
United States has enforced a blockade of Iranian ports, while Iran itself has
alternated between lifting and re-imposing restrictions on marine traffic
through the strait, which is responsible for handling nearly one-fifth of the
world’s oil supply.
Despite these disruptions, several non-Iranian oil tankers
have managed to transit the strait, their journeys tracked by data from LSEG
and Kpler.
A Panama-flagged tanker, Crave, carrying liquefied petroleum gas from the
United Arab Emirates, is bound for Indonesia. The Akti A, loaded with diesel
from Bahrain, is heading towards Mozambique. South Korea has received
shipments as well, with the Liberian-flagged Navig8 Macallister transporting
about 500,000 barrels of UAE naphtha to Ulsan, while another tanker discharged
cargo at Hyundai Oilbank after crossing Hormuz. The Malta-flagged Odessa also
passed through on 13 April, though its loading point was not specified.
Taiwan-bound shipments include the Liberian-flagged VLCC Fpmc C Lord, carrying
about 2 million barrels of Saudi crude to Mailiao port. Sri Lanka is receiving
about 7,80,000 barrels of UAE Das crude aboard the Indian-flagged Desh Garima.
The vessel Ruby is transporting Qatari fertiliser to the United Arab Emirates,
while Italy’s Ravenna port is set to receive petroleum coke carried by the
bulk carrier Merry M from Saudi Arabia.
Thailand has seen multiple successful transits. The tanker Athina, loaded with
Bahraini naphtha, crossed Hormuz on 18 April en route to Thailand. A
Thai-owned tanker operated by Bangchak Corporation also passed safely
following diplomatic coordination with Iran, avoiding blockade payments. The
Suezmax Pola discharged 1 million barrels of Khafji crude at Thailand and
Singapore.
China has maintained significant flows, with the LPG carrier Raine
crossing on 18 April, while VLCCs Cospearl Lake and He Rong Hai exited on 11
April. Cospearl Lake, laden with Iraqi oil, is expected at Zhoushan port on 1
May, while He Rong Hai is bound for Myanmar with Saudi crude.
Both are
chartered by Unipec, Sinopec’s trading arm. VLCC Dhalkut, which crossed on 2
April, is also heading to Myanmar to discharge Saudi crude, typically destined
for PetroChina’s Yunnan refinery. China’s foreign ministry confirmed three
ships had sailed through Hormuz after coordination with relevant parties.
India Has Seen Multiple Shipments
| Vessel | Type | Flag | Crossed Date | Discharge Date | Discharge Port | Cargo | Receiver | Qty |
|---|---|---|---|---|---|---|---|---|
| Artman | LPG carrier | 18 April | LPG | |||||
| Habrut | VLCC | 2 April | 15 April | Paradip | Abu Dhabi crude | Indian Oil Corp | ||
| Marathi | VLCC | (March/April) | 28 March | Sikka | Saudi crude | Reliance Industries | ||
| Smyrni | Suezmax | Liberia | 12 March | 16 March | Mumbai | Saudi crude | Hindustan Petroleum Corp | 1 million barrels |
| Shenlong | Suezmax | 6 March | 11 March | Mumbai | Saudi crude | 1 million barrels | ||
| Msg | Gabon | 9 April | 8 April | Sikka | Residual fuel / fuel oil | |||
| Navara | Liberia | 31 March | 8 April | Sikka | Fuel oil | |||
| BW Tyr | LPG carrier | Late March | 5–7 April | Mumbai, Pipavav | Cooking gas | ~94,000 metric tons (shared) | ||
| BW Elm | LPG carrier | Late March | 6–15 April | Three Indian ports | Cooking gas | ~94,000 metric tons (shared) | ||
| Shivalik | LPG tanker | Indian | LPG | |||||
| Nanda Devi | LPG tanker | Indian | LPG | |||||
| Pine Gas | LPG tanker | Indian | LPG | |||||
| Jag Vasant | LPG tanker | Indian | LPG |
Vietnam-linked shipping included the Malta-flagged VLCC Agios Fanourios I,
which entered the Gulf on 15 April in a second attempt during the U.S.–Iran
ceasefire. It is heading to Iraq to load Basra crude for Vietnam. Malaysia has
seen activity as well, with the Liberia-flagged VLCC Serifos entering and
exiting Hormuz’s trial anchorage bypassing Iran’s Larak Island on 10 April,
carrying crude from Saudi Arabia and the UAE, expected at Malacca port on 21
April. Ocean Thunder, loaded with Iraqi crude and chartered by Petronas,
transited on 5 April and is expected to discharge 1 million barrels of Basrah
Heavy crude at Pengerang on 18 April. Seven Malaysia-linked vessels have been
cleared by Iran to transit, according to sources.
Pakistan-flagged tankers also entered the Gulf on 12 April. The Aframax
Shalamar was headed to the UAE to load Das crude, while the Panamax Khairpur
was bound for Kuwait to load refined products. The Aframax P. Aliki passed
through on 28 March, discharging Saudi crude at Karachi on 31 March.
These transits illustrate the fragile but continuing flow of energy shipments
through the Strait of Hormuz, despite the overlapping blockades and
geopolitical uncertainty.
Reuters
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