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Hormuz tanker traffic unchanged after US‑Iran deal
Hormuz tanker traffic unchanged after US‑Iran deal
London, 15 June (Argus) — Vessel traffic through the strait of Hormuz has not changed since Sunday's announcement of a US-Iran peace deal , based on AIS tracking data. This suggests shipowners are waiting for the planned signing on 19 June and further details before attempting transits. The Indian LNG tanker Disha passed through without incident near Iran's Larak island. But the transit was likely pre-arranged and not the result of the newly announced deal. Several smaller vessels also transited, in line with recent traffic levels. There were no significant movements of crude or product tankers overnight. US president Donald Trump said on 14 June that he has authorised the "toll-free" reopening of the strait. But Iranian officials have yet to confirm that vessels can transit without restrictions. Transits continue to use shipping lanes near Iran's Larak and Qeshm islands rather than the traditional central route, reflecting ongoing safety risks in the strait. "The threat of mines in the area remains a concern immediately as well as further down the line, and mine-free routes need to be established," said Jakob Larsen, chief safety and security officer at industry association Bimco. "We still consider it very risky to commence transits at this point," Larsen added. Floating mines pose a significant risk and are likely to result in restrictions from marine insurers on which routes are covered. UK prime minister Keir Starmer said the UK will continue to work with partners to support reopening of the strait, including through a defensive, independent multilateral mission led by the UK and France, particularly to support mine clearance operations. Uncertainty over access to the waterway remains. Trump has a history of overstating progress in reopening the strait of Hormuz, through which about a fifth of global oil flowed before the Iran war. He wrongly claimed in April the strait was "completely open", prompting a buildup of crude and product tankers before many were turned back. The deal is set to be signed on 19 June, which participants said could be a trigger for any broader rebound in vessel traffic. More than 500 ships remain in the Mideast Gulf, and Bimco estimates it could take several weeks for all to leave, particularly as most will need to use restricted routes until mine clearance operations are completed. By John Ollett Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
US-Iran agreement to end hostilities 'complete'
US-Iran agreement to end hostilities 'complete'
Washington, 14 June (Argus) — President Donald Trump on Sunday said an agreement with Iran was "now complete", as he ordered an end to the US naval blockade against Iran in conjunction with what he said would be the opening of the strait of Hormuz. "I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade," Trump wrote in a post on Truth social at 5:29pm ET (21:29 GMT). "Ships of the World, start your engines." Iran's deputy foreign minister Kazem Gharibabadi said the agreement will kick off a 60-day period of further negotiations, which would include the removal of all sanctions against Iran, the handling of Iran's nuclear program, economic reconstruction and mechanisms to implement the agreement, according to Iran's semi-official Tasnim news agency. Trump announced the deal despite a flare up in hostilities between Hezbollah and Israel earlier in the day and last-minute concerns from Iranian leaders about the US' ability to deliver on its commitments. The official signing of the deal will be on 19 June in Switzerland, said Pakistani prime minister Shehbaz Sharif, who has been facilitating negotiations between the US and Iran. Mediators will hold meetings this week laying the groundwork for technical talks and the official signing, he said. "Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon," Sharif wrote in a post on social media. Ice Brent crude futures started sliding on the news in early Asian hours. The front-month contract was trading at $83.88/bl as of 21:34 GMT, down by more than 3pc than in the end of Friday 12 June. It remains unclear if tankers and other commercial vessels that have been stuck in the Mideast Gulf for months would be able to immediately start crossing the strait of Hormuz, portions of which have been mined. Although Trump said he authorized the "toll free" opening of the strait, Iranian officials have yet to commit that ships can cross the strait without adhering to requirements they have attempted to impose on maritime traffic. Trump has a history of overstating progress in reopening the strait of Hormuz, through which about a fifth of global oil flows. He wrongly claimed in April the strait was "completely open". Earlier on Sunday, an Israel military strike against what Israel's Defense Forces claimed was a "Hezbollah command center" in Lebanon threatened to upend Trump's push for rapid progress on a deal to end the war, which the US and Israel started on 28 February. Iran's parliamentary speaker Mohammad Bagher Ghalibaf, in a social media post, said the "incursion" indicated the US "either lacks the will to fulfill its commitments or the ability to do so." Trump said in a post on social media that the attack "should not have happened", particularly because an agreement was so close. The terms of the deal released so far are similar to those imposed under the Joint Comprehensive Plan of Action nuclear deal negotiated in 2015 under former president Barack Obama. Trump administration officials say despite the similarities to the prior deal, their approach was preferable. "The huge difference is we did this from a position of strength. President Trump led with military might," US defense secretary Pete Hegseth said during an interview with CBS News on Sunday. "We can snap the blockade [against Iran] back at any point and they can't do anything about that." By Chris Knight and Andrey Telegin Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
US urea exports to Canada rise to record in April
US urea exports to Canada rise to record in April
Houston, 9 June (Argus) — The US exported a record amount of urea to Canada in April, boosted by first-quarter production outages and spring maintenance at Canadian plants. US urea exports to Canada in April rose to 144,619 metric tonnes (t), up by 99,086t, from the same period last year, according to US Census Bureau data. Exports to Canada were 94,946t higher than the five-year average for April and were the highest for any month in records dating to 2008. Canada's pull on US supplies stems from production downtime in the winter across multiple nitrogen plants when Canada already had limited supplies carried over from the previous fertilizer season. Adding to downtime, Nutrien's Carseland, Alberta, plant had a turnaround start in April and Yara's Belle Plaine, Saskatchewan, site started its turnaround in late May, curtailing availability through Canada's spring and early summer applications. The US has generally been a net importer from Canada, with the 2022-2023 and 2024-2025 fertilizer years — which run from July through June — being an exception. The US appears to be on its way to another year as a net exporter to Canada in 2025-2026 year as well. By Sneha Kumar Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Brazil's sulphur imports hit 21-year low in May
Brazil's sulphur imports hit 21-year low in May
Sao Paulo, 8 June (Argus) — Brazil imported 59,090 metric tonnes (t) of sulphur in May, a 72pc drop from a year earlier and the lowest level since 2005 as global availability is tight and prices are historically high, according to the Global Trade Tracker (GTT) latest data. Turkmenistan was the main supplier in the month, sending 53.5pc of the total, or 31,600t. The US followed with 34pc, or 20,095t. Turkey supplied 10pc, or around 5,950t. Availability has been tight in the global market since last year, redefining trade flows and pushing prices upwards. The war in the Middle East has also furthered the tight availability. Brazil imported 630,090t of sulphur in January-May, a near 46pc drop from a year before and the lowest level since 2009, when Brazil imported almost 544,920t. Kazakhstan was the main supplier, accounting for 39pc of the total, or 247,555t. The US was the second largest supplier with 22pc the total, or 137,740t. Turkmenistan followed with 14pc of the total, or 89,600t. India sent 8.8pc of the total, or 55,320t. Sulphuric acid imports up in May Sulphuric acid imports more than doubled in May from the same month last year to 79,790t, the highest volume since 2022, GTT data show. Spain was the main supplier in the month, accounting for 35pc, or 27,960t, of the total volume. Finland sent 25pc, or 19,800t. Italy followed with 24pc, or 19,350t. South Korea sent 15pc of the total, reaching 11,780t. Brazil imported 323,005t in January-May, a 69pc increase from the same period a year earlier. Brazil's main supplier in the period was Belgium, accounting for almost 33pc of the total, or 105,590t. Spain sent 22.5pc of the total, or almost 73,015t. Italy followed with approximately 18pc, or 57,065t. Finland sent around 16.5pc, or 53,040t. Turkey accounted for 5.8pc, or 18,700t. By Gisele Augusto Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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