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The
strait is a critical passageway for the world’s oil and natural
gas. Before the war, the waterway off Iran's coast carried a
fifth of the world’s crude oil. Its closure during the war has
created a historic energy crisis.
Lloyd’s List did not say how many ships were transiting through
or had passed through the strait as of Thursday. It said tankers
controlled by major ship owners Grimaldi Group, Cosco, Knutsen
and NYK had passed through the strait. Two Iran-flagged,
National Iranian Tanker Company-owned, sanctioned crude oil
tankers entered the strait, according to Lloyd’s List.
Meanwhile, U.S. Vice President JD Vance said Thursday that the
U.S. Navy lifted its blockade of the strait to allow some ships
through Iranian ports.
Italian Foreign Minister Antonio Tajani wrote on X that an
Italian merchant ship owned by the Grimaldi Group was among the
first vessels to transit the strait after the agreement’s
signing.
Maritime data and tracking company Kpler said it observed six
verified ship crossings on Wednesday and another 11 on Thursday.
Phillip Belcher, marine director of Intertanko, a trade group
for global independent tanker owners, said the main central
route of the Strait of Hormuz was still closed and has an
estimated 80 mines that need to be cleared. But ships have been
passing through the smaller northern route, which goes through
Iranian waters, and the southern route, which goes through Omani
waters.
“Those two routes now seem to be fully open,” Belcher said.
However, it will take weeks or months to fully reopen the
strait, and the two alternative routes don't have as much
capacity as the central passage in the Strait of Hormuz.
“This is like a highway where the road in the middle is closed
and you’re using that hard shoulder,” Belcher said. “That’s now
being used as the main route. We need to get back to having the
highway open.”
Lloyd’s List estimated that 550 merchant ships will need to
prepare to exit the Persian Gulf, including 160 tankers, 200
bulk carriers, 60 container ships and 10 vehicle carriers.
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