Two supertankers loaded with Saudi crude are heading toward the Strait of Hormuz, a significant signal for the energy market and for commercial navigation on one of the world’s most sensitive oil routes. Together, both vessels are transporting approximately 4 million barrels destined for Japan.
According to data cited by Reuters from Kpler and LSEG, the tankers are operated by Nippon Yusen KK and Kawasaki Kisen Kaisha, two Japanese shipping companies with a strong presence in international maritime transport. The vessels had loaded Saudi crude on March 1 and were detained in the area following the closure of maritime traffic by Iran.
Four Million Barrels of Oil Advance Toward Japan
Furthermore, the advance of these VLCCs adds to a gradual recovery of Saudi exports through the Strait of Hormuz. Saudi Arabia has reportedly exported 34 million barrels since the preliminary ceasefire agreement signed in mid-June between the United States and Iran.
The data reinforces the perception that Gulf producers are reactivating their export routes, although commercial maritime traffic remains far from its pre-conflict levels. Before the regional escalation, the strait registered approximately 84 daily vessel transits. On July 4, only 25 vessels crossed the area with active AIS transmissions.
Japan, Maritime Security, and Operational Risk
On the other hand, the destination of the shipments once again places Japan at the center of the Asian energy logistics chain. The country depends on maritime imports of crude and gas to supply a significant portion of its industrial and electrical demand, so any disruption in Hormuz directly affects its energy security.
Likewise, the situation maintains pressure on shipowners, insurers, and cargo operators. Several vessels have navigated with transponders turned off to reduce their exposure, while others have changed course following radio warnings attributed to Iran’s Islamic Revolutionary Guard Corps.
A Still Irregular Recovery
However, the normalization of traffic is not complete. Earlier this week, several oil tankers and LNG carriers made turns near the coast of Oman as they approached the Gulf exit. Some took routes close to Iran, while others remained near Omani waters.
The difference between the increase in crude exports and the caution of commercial transport shows a mixed scenario. Shipments backed by major producers are advancing more rapidly, but many private operators continue to assess security risks, insurance costs, and possible changes in navigation conditions.
Hormuz Maintains Its Strategic Weight
Finally, the Strait of Hormuz remains a critical artery for global oil. A significant portion of the crude that leaves the Persian Gulf toward Asia, Europe, and other markets flows through it. The departure of these 4 million Saudi barrels toward Japan confirms that energy flow is recovering, albeit under permanent surveillance and with still fragile maritime confidence.
Source: Oil Price
Photo: Shutterstock
