Iran Allows Some Tankers Through Strait of Hormuz, Turns Others Away

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Ship-tracking data reveals a cautious resumption of vessel traffic through the Strait of Hormuz following a recent truce, but activity remains significantly below normal levels. Iran is currently requiring ships to coordinate movements with the Revolutionary Guard and adhere to specified routes, citing security risks. This has prompted diplomatic efforts, particularly from African economies reliant on Gulf energy supplies. More than 600 vessels, including roughly 325 tankers, remain stranded in the Gulf, raising concerns about potential supply disruptions and increased shipping costs.

Why it matters

The situation in the Strait of Hormuz highlights the vulnerability of global energy supply chains to geopolitical instability. Iran's increasing assertiveness and the potential for further escalation necessitate a proactive approach to maritime security. The development of alternative shipping routes and diversification of energy sources are crucial long-term strategies.

The details

Data from market intelligence firm Kpler indicates that at least 12 vessels have crossed the strait since the ceasefire, a stark contrast to the usual daily volume exceeding 100 ships. Traffic has fluctuated, with five vessels crossing on Wednesday, down from eleven the previous day, and seven on Thursday. Iran is currently requiring ships to coordinate movements with the Revolutionary Guard and adhere to specified routes through the strait, citing security risks. This has prompted diplomatic efforts, particularly from African economies reliant on Gulf energy supplies.

• On April 11, 2026, the Gabon-flagged oil tanker MSG and a Liberia-flagged tanker, Daytona Beach, crossed the strait.
• On April 12, 2026, a Botswana-flagged liquefied natural gas tanker, Nidi, reversed course after being directed by Iran's Islamic Revolutionary Guard Corps.

What they’re saying

What’s next

Discussions are underway with countries like China, Malaysia, India, and Egypt to secure passage, with Iran considering a toll of approximately $2 million per container ship. Iran's Oil, Gas and Petrochemical Products Exporters' Union has indicated a potential requirement for shipping firms to pay a levy in cryptocurrency for each barrel of oil transported through the strait.