A handful of ships have passed through the Strait of Hormuz in secret in recent days, even as observable crossings all but ceased after a flare-up in fighting between the US and Iran.
All of the six commodity carriers that transited Hormuz on Sunday did so with their transponders turned off, according to preliminary data from the Kpler commodity analytics platform, which was examined by Bloomberg. So-called dark crossings outnumbered observable passages for the previous three days.
On Monday, a small tanker that has been identified as part of the dark fleet by a non-profit organisation and a bulk carrier appeared to be attempting crossings of the strait, according to ship-tracking data based on Automatic Identification System signals.
Beyond those few observable transits, vessels in recent days have appeared on either side of Hormuz – in the Gulf or the Gulf of Oman – after having last broadcast their locations from the other side, indicating they passed through without turning on their transponders.
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Shipowners’ preference to go dark when pushing through Hormuz comes as the US and Iran exchange tit-for-tat attacks and also offer competing narratives of who is in charge of the strait.
An Iranian foreign ministry spokesman said on Monday that ships taking the US-supported route are at risk.
Observable crossings taking that southern corridor along the Omani coast have ground to a complete halt, with the last passage via that route happening on Wednesday. That contrasts with the northern, Iran-designated safe route, which continued to see a handful of crossings through Saturday.
The spate of Iranian attacks on vessels using the Omani corridor, including on some that had turned off their transponders, appears to have discouraged traffic on that route.
The other option for shipowners is to take the northern passage, but that would expose them to costs imposed by Iran, as well as the risk of penalties from the US.
Secret crossings of Hormuz first became common in mid-April, when the United Arab Emirates started moving its oil out of the Gulf on tankers that had gone dark. It was a move that partially explained why the oil shortage during the war wasn’t as bad as had been anticipated in the early days of the conflict.
Iran and the US, meanwhile, made differing declarations over the weekend on whether the strait was open to traffic. Tehran said that Hormuz transits would only be possible after obtaining permission from an Iranian entity, while the US Central Command stressed that there are still pathways open to ships looking to cross freely.
Iranian forces have attacked four vessels in the past seven days, with all of those strikes happening on the northeastern side of Oman’s Musandam peninsula. Those locations indicate the ships likely went along a US-supported crossing along the Omani coast.
The Islamic Revolutionary Guard Corps said Sunday night it intercepted two vessels it viewed as endangering shipping in the strait by proceeding along an “illegal route.” – Bloomberg
