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US high-balling Hormuz energy flows

New York, 20 August (Argus) — US officials continue to claim a high number of tankers are exiting the strait of Hormuz through US-assisted transits, despite vessel tracking and satellite information pointing to much lower traffic through the strait. "Right now, the strait is open. A lot of boats are coming through. We are getting a lot of oil out," US President Trump said on 19 August at the White House. But vessel information firm TankerTrackers.com said on 20 August that only 5mn b/d is departing the US Navy blockade line regardless of where the loading or transfer of crude is taking place, in response to claims by US officials that 10mn b/d are traveling through the strait of Hormuz. The US-imposed blockade on Iranian ports is being enforced from outside the strait of Hormuz between the Gulf of Oman and the Arabian Sea, so the TankerTrackers.com figure likely includes loadings at the UAE and Oman's eastern ports within the Gulf of Oman, beyond the confines of the strait itself. US Energy Secretary Chris Wright claimed last week that an average of 9mn b/d exited the strait of Hormuz, a figure much higher than available information. "We do have control of the strait, you would have seen media reports that large amounts of energy are getting out, and you know I think that we can continue doing that in the southern lane," US Treasury Secretary Scott Bessent in an interview with CNBC on 20 August. Available vessel tracking and satellite data does not corroborate the assertions made by US officials that many tankers are going through the strait of Hormuz on the US' southern transit lane. Some tanker traffic is occurring through the strait, undetected by conventional vessel tracking systems since vessels are transiting with their automatic identification systems off. But these transits are visible through satellite imagery, on both the US-supported southern lane and the northern Iranian-controlled lane, data from maritime security firm Windward shows. These observable flows are at a fraction of pre-war levels, while many vessels transiting through the southern lane have been subject to attacks by Iranian forces. Tanker flows through the strait of Hormuz itself are projected by vessel tracking firm Vortexa to stand at around 941,400 b/d for the period of 14-21 August, comprised mostly of Iraqi and Saudi shipments. Most of the energy that is leaving the Mideast Gulf following the outbreak of the US-Iran war is doing so through the UAE and Oman's eastern ports. Estimates from Vortexa place exports via Fujairah port in the week between 14-21 August around 2.06mn b/d while exports via Sohar and Muscat, Oman, totaled around 1.15mn b/d in the same period. Vessel tracking data shows around 4mn b/d total departing from around the Mideast Gulf, including flows through Hormuz, in the last week. The White House did not respond to a request for comment from Argus to provide additional details on the US' efforts to support tanker transits through the strait of Hormuz. Hormuz tanker traffic on Iranian lanes up Vessel traffic through the strait of Hormuz over the last 24 hours totaled 16 vessels, mostly transiting through the northern, Iranian-controlled transit lane, split between 10 inbound transits and six outbound transits, data from maritime security firm Windward shows. Tanker traffic totaled 12 vessels, split between seven inbound and five outbound transits, most of which took place on the northern lane, Windward data shows. The Liberia-flagged Sweden Prosperity and the Hong Kong-flagged Hestia transited the strait inbound through the southern corridor, Windward data shows. However, the Hestia has turned back following its successful inbound transit and is currently idling off the eastern coast of the UAE, data from vessel tracking service Vortexa shows. The Hestia is one of at least two China-affiliated very large crude carriers to abandon its transits through the strait of Hormuz over the last few days. The remaining five inbound transits took place on the northern, Iranian controlled lane, according to Windward. For outbound transits, a single transit took place on the US-supported southern lane, Windward tracked the Ashley which transited dark. The Ashley is laden with 469,000 bl of fuel oil it loaded at Dubai lightering area on 16 August and is currently idling off Fujirah, according to Kpler data. By Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Saudi Aramco VLCC exits Gulf through Hormuz

London, 19 August (Argus) — A very large crude carrier (VLCC) laden with Saudi state-controlled Aramco crude loaded at Mideast Gulf ports has passed through the strait of Hormuz and is destined for Sohar, Oman, according to ship tracking data. This is probably the first Aramco cargo to pass Hormuz in August. The Singapore Prosperity , owned by South Korea's Sinokor, loaded 301,000t of crude at the Saudi ports of Ras Tanura and Juaymah, Kpler data show. It broadcast an automatic identification system (AIS) signal on 17 August near Juaymah and then went 'dark' before reappearing today near Fujairah, UAE. The VLCC is now broadcasting Sohar as its destination, where the cargo could be transferred ship-to-ship (STS). Aramco recently offered prompt cargoes of Arab Medium and Arab Heavy crude grades to several Asian customers loading on an STS basis at Sohar. Three more Sinokor tankers loaded Aramco crude in August, according to Kpler data: Malaysia Prosperity , Algeria Prosperity , and Bulgaria Prosperity . Their locations are unclear, as none has sent an AIS signal in the past week. These loadings mark a rebound in Aramco's Mideast Gulf exports, which collapsed in mid-July after the expiry of the US-Iran memorandum of understanding. Exports are recovering as shipments from Saudi Arabia's Red Sea port of Yanbu appear to be disrupted by the Yemen-based Houthi militant group. The Houthis have claimed attacks on eight Saudi-linked tankers around the Bab el-Mandeb strait at the Red Sea's southern entrance. Although Aramco chief executive Amin Nasser said this has not affected Aramco's export capacity , Kpler data show crude exports from Yanbu fell to about 15.8mn t in July, down by 6.6pc from 16.9mn t in June. Exports so far in August are around 3.8mn t, according to Kpler. Strait threat Singapore Prosperity passed through Hormuz at a time of elevated threats to shipping, with strikes on at least five ships in the past week . The UAE accused Iran of targeting two vessels affiliated with state-owned Adnoc last week. Iranian parliamentary speaker Mohammad Bagher Ghalibaf said on 18 August that the strait will remain closed until the US fulfils commitments made under the now-expired ceasefire agreement signed in June. By Leonard Fisher-Matthews Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Hormuz closed until US delivers on MoU pledges: Iran

Dubai, 18 August (Argus) — Iran will keep the strait of Hormuz closed until the US fulfils commitments made under the now-expired ceasefire agreement signed in June, parliament speaker Mohammad Bagher Ghalibaf said on Tuesday. The memorandum of understanding (MoU), signed on 18 June, set a 60-day deadline to negotiate an end to the war, reach a deal on Iran's nuclear program and ensure safe passage through Hormuz. The agreement included provisions for the US to begin easing economic and sanctions pressure on Iran. The deadline expired on Monday. The MoU collapsed in mid-July after weeks of disputes over control and administration of the strait, during which Iran targeted several vessels and the US reinstated its naval blockade. "As we predicted, the enemy, who accepted the memorandum to end the war out of desperation, soon reneged on its commitments in order to compensate for its heavy political defeat," said Ghalibaf, who has led the Iranian negotiating team. Hostilities in the region have subsided after an intensification in the weeks after the MoU's collapse, but Iran has continued attacks on shipping , restricting vessel transits through Hormuz. Only 12 vessels crossed the strait on 16 August, eight inbound and four outbound, according to maritime security firm Windward, compared with well over 100 daily crossings before the war began in late February. Ghalibaf said the strait "will not reopen until the US commitments in the memorandum, including lifting the blockade, releasing the frozen assets, lifting the oil embargo, ending the threats and military operations on all fronts, and other conditions that the US committed to." By Nader Itayim Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Adnoc vessel attacked by Iran in Hormuz: UAE

Singapore, 17 August (Argus) — A vessel owned by UAE state-controlled oil company Adnoc came under attack while transiting the strait of Hormuz, the UAE's Ministry of Foreign Affairs (MoFA) said on 15 August, accusing Iran of carrying out the strike. Adnoc separately confirmed that one of its vessels was attacked on the evening of 14 August while transiting the strait. Neither Adnoc nor the UAE's MoFA reported any injuries as a result of the incident. The attack was the latest in a series of incidents involving Adnoc vessels and marked the third such event in about a week. The UAE had also linked Iran to two earlier incidents . The latest incident brings the total number of Adnoc vessels struck to 19. The UK Maritime Trade Operations (UKMTO) on 15 August also issued a report that an unnamed bulk carrier was struck by an unknown projectile which hit the vessel's hull. It was not immediately clear whether the reports referred to the same incident. Neither the UAE nor UKMTO provided additional details. The UAE said it "condemned and denounced" the attack on Adnoc's ship, and reiterated its call for Iran to cease what it described as unprovoked attacks, halt hostilities and reopen the strait of Hormuz. By Sean Lui Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

US threatens indefinite blockade on Iran: Update

Adds details on President Trump's territorial claim to strait of Hormuz Washington, 14 August (Argus) — President Donald Trump is threatening an indefinite naval blockade against Iran — and a US territorial claim on the strait of Hormuz — marking a new approach to pressuring Tehran. The US resumed its naval blockade against Iran a month ago, seeking to ratchet up economic pressure on Tehran following the collapse of a short-lived ceasefire deal. Trump on Wednesday said the US had "total control" over the strait of Hormuz and might "keep it", even as Iran continues attacking passing ships. On Friday, Trump escalated his rhetoric at an event in New York. "After we finish defeating Iran, which is being very badly defeated, pretty soon I'll be declaring the Hormuz strait a territory of the United States," Trump said. Those remarks come as the Trump administration prepares to unveil new economic sanctions against Iran next week, while pledging to maintain a naval blockade against Iran indefinitely. "We can hold it as long as we need to. Indefinitely," US defense secretary Pete Hegseth said Thursday. The growing prospect of indefinite war marks a shift from earlier in the conflict, when Trump kept claiming that a US victory was only weeks away. Trump has been claiming "total control" over the strait of Hormuz, while saying that Iran's ability to threaten vessels will diminish because the country is "totally broke". Iran also claims to have control over vessel traffic through the strait. "The strait of Hormuz is closed. Our control over all movements is complete and decisive," Islamic Revolutionary Guard Corp Navy commander Ali Azami posted on X on Thursday. Iran is using sporadic drone and missile attacks to curtail traffic through the strait. The UAE on Friday said Iran had attacked two vessels affiliated with state-owned oil company Adnoc as they were transiting the strait of Hormuz. Such attacks may be nearly impossible for the US to stop, absent a massive escalation in the war or a ceasefire deal, analysts say. "There's no simple solution to it," Hudson Institute senior fellow Michael Doran said at an event the Washington-based think tank hosted on Thursday. "We have a messy conflict, which is going to be with us for many, many months, and probably years to come." The threat of indefinite war has created a tricky political environment for Republicans heading into the midterm elections on 3 November. On Friday, Trump said consumers currently paying an average of $4/USG for gasoline in the US should remember that that higher price is providing a "great service" for the world. "For you to pay a tiny little bit more for your gasoline, just remember you're doing it so that a very evil country cannot have" a nuclear weapon, Trump said. Trump administration officials say crude exports out of the Mideast Gulf are higher than would appear from available ship tracking data. US energy secretary Chris Wright said pipelines are exporting 6mn b/d, while tankers are exporting 8mn-9mn b/d through the strait of Hormuz. "In round numbers today, 14mn-15mn b/d are leaving the Arabian Gulf region, versus the 20mn b/d pre-conflict," Wright said Thursday in a Fox News interview, referring to the Mideast Gulf. "So we're short 4mn-5mn b/d from this region, but it's much smaller hole than people think it is." By Chris Knight and Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.