
21 days · 12 summary articles
The Strait of Hormuz reopened cautiously on Friday as commercial shipping traffic surged to 25 vessels in a single day, the highest since hostilities began, following a US-Iran memorandum of understanding signed electronically by Presidents Donald Trump and Masoud Pezeshkian. Four supertankers carrying at least 8 million barrels of crude oil transited the strategic waterway, primarily from Saudi Arabia and the UAE, bound for Asian markets including Japan, South Korea, and China .
At least 12 tankers, including Saudi crude carriers, Iranian vessels, and Qatar’s first liquefied natural gas tanker since the war began, have passed through the strait in recent days, signaling a tentative recovery in commercial shipping . Traffic had plummeted over 90% during the conflict, from around 130 ships daily to roughly 10. Iran’s Supreme National Security Council confirmed that vessel traffic will increase gradually under the deal, with no fees charged for 60 days and mine-clearing measures to follow .
However, maritime experts warned that full normalcy remains elusive until approximately 80 naval mines are cleared from the main shipping channel, despite the resumption of limited traffic . The Dutch frigate Zr.Ms. has been positioned for a potential NATO operation in the strait, reflecting ongoing security concerns .
Saudi Arabia’s re-emergence as a key player was underscored by the return of three Very Large Crude Carriers (VLCCs), carrying roughly 6 million barrels of crude, after a two-month silence. Two of the vessels are en route to Asian ports, signaling a potential de-escalation in regional tensions . Meanwhile, a Japan-linked vessel detained in the Persian Gulf successfully transited the strait and is now sailing toward Japan, as Tokyo continues diplomatic efforts to secure passage for dozens of remaining ships .
The interim deal, which initiated 60 days of negotiations on nuclear and sanctions issues, has allowed Iran to resume oil exports globally, with the UAE’s ADNOC offering crude for loading inside the strait . Analysts suggest Iran views the agreement as a strategic win, though challenges remain in sustaining the fragile détente. Oil prices have dipped below $80 per barrel in response to the easing of blockades, reflecting the broader economic implications of the strait’s partial reopening .
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