Iran Energy Security Watch

Hormuz Strait Reopening After Ceasefire

• 🔥 First Transits Confirmed: Greek-owned NJ Earth and Liberian-flagged Daytona Beach became the first...

Trend alert: Indian and Chinese buyers exploit war disruptions and post-ceasefire slump for sanctioned Iranian crude.

• India's first cargo since...

Post-ceasefire first ships—Greek-owned NJ Earth and Liberian Daytona Beach—transited Hormuz, but uncertainty persists:

• Iran mandates armed forces...

Hormuz Oil Tanker Ban Post-Israel Strike

• 🔥 Iran Reverses Course on Tankers: Iran reneged on an agreement to allow several oil tankers to...

• Malaysian breakthrough: First of 7 stranded vessels transits safely via diplomacy with Iran, no fee required; Iran calls Malaysia a "friend".
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• Bold escalation idea: Trump wants to seize Iran's oil 'because it’s there for the taking,' eyeing it as a US boon despite domestic pullout...

Strait of Hormuz Exemptions

• 🔥 Iraq Granted Safe Passage: Iran exempted Iraqi ships from Strait of Hormuz restrictions, allowing the tanker...

India resumes sanctioned Iranian crude/LPG after 7-year hiatus under US waiver:

• First imports since 2019, 44k tonnes LPG on sanctioned vessel at...

IRISL dominates booming merchant fleet amid war risks hiking cargo rates.

• Port activity explodes: Bandar Abbas averages 20+ vessel...

• First potential Hormuz exit since US-Israel strikes on Iran: Al Daayen and Rasheeda, loaded late Feb, head east after idling amid closure.
• Al...

Key timeline in Iran's selective Hormuz thaw for 'brotherly' Iraq:

• Apr 4 announcement: Iran exempts Iraqi ships from restrictions, eyeing up to 3M...

India Resumes Iranian Oil Imports After 7 Years

• 🔥 First Purchase Post-US Waiver: Indian refiners purchased Iranian crude oil for the first time...

• India-bound tanker diverts mid-voyage to China over sanctions frictions
• Indian refiners explored Iranian oil cargoes at sea after temporary US...

India pivots to Iran after 7-year halt (since 2019), driven by Strait of Hormuz disruptions and US temp waiver.

• No payment hurdles: Refiners secure...

• Brotherly Iraq exempt from Hormuz shipping restrictions strangling energy flows
• Iraqi ships free to pass as transits tick up, tanker with Iraqi...

• Hormuz disruptions redraw global trade routes, causing massive surges in spot market freight rates.
• Tanker rates have skyrocketed amid extreme...

China's four-pronged plan buffers oil shocks from Iran disruptions:

• Discounted buys: Secures sanctioned Iranian (and Russian) crude.
• Strategic...

US Sanctions on Iranian Oil Tankers

• 🔥 New Tanker Sanctioned: US imposed sanctions on a tanker carrying Iranian crude oil.
• 🔥 China Buys...

Ping Shun diversion highlights sanction frictions:

• 600k barrels rerouted from Gujarat's Vadinar to China's Dongying, scuttling India's first Iran...

Hormuz standoff strains petrodollar system, with Iran demanding yuan for tanker passage amid effective closure since March 1.

Key pressures:

• Iran...