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Shipping groups seen avoiding the Strait of Hormuz


An Islamic revolutionary guard at the Islamic Revolutionary Guard accelerates along the Persian Gulf during the IRGC marine parade to commemorate the national day of the Persian Gulf, near the Bushehr nuclear power plant in the city of Seaport City in Bushehr, south of Iran, April 29, 2024.

Nurphoto | Nurphoto | Getty images

The number of ships sailing on the Hormuz Strait seems to be down, according to the largest navigation association in the world, as part of the deepening of fears of an extended conflict in the Middle East.

Jakob Larsen, head of security in Bimco, who represents the world shipowners, said that all the shipowners closely monitored developments in the region and that some have already taken a transit break in the Hormuz Strait due to the deterioration of the security situation.

His comments come shortly after the United States on Saturday attack Three main Iranian nuclear enrichment installations, a massive climbing in its involvement in Israel’s efforts to paralyze the Tehran nuclear program.

Iran has sentenced The attack, saying that she reserves all the options to defend her sovereignty and her people.

“Before the American attack, the impact on shipping models was limited,” said Bimco Larsen.

“Now, after the American attack, we indicate that the number of ships that passes reduced. If we start to see the Iranian attacks against the expedition, this will most likely reduce the number of ships passing through the [Strait of Hormuz]”, He added.

The Strait of Hormuz, which connects the Persian Gulf to the Oman Sea, is recognized as one of the most important in the world oil strangulation.

In 2024 and the first quarter of 2025, for example, the circuits through the narrow navigable track represented approximately 20% of the world’s consumption of petroleum and oil products, according to the United States Energy information administration. About 20% of global liquefied natural gas (LNG) also transformed into the Hormuz Strait last year, mainly Qatar.

The incapacity of oil to cross the navigable track, even temporarily, can increase the prices of world energy, increase navigation costs and create significant delays.

However, in the aftermath of American attacks on the main nuclear sites, the Iranian parliament would have approved The navigable track is closed, risking alienating its neighbors and its business partners.

Standby fashion

The Hormuz Strait is a

Japanese Japanese YusenOne of the largest operators in ships in the world, recently introduced a watch to enter the Hormuz Strait to limit the length of his stay in the Persian Gulf, according to S&P Global Commodity Insights, quoting a company spokesperson.

The policy of Japanese Yusen, which is part of a precautionary measure following the climbing of Isreal-Iran tensions since June 13, means that ships are invited to stop for a day or a few days when there is flexibility in the expedition calendar, S&P Global Commodity Insights reported on Monday.

However, the company has not implemented a navigation stop in the Hormuz Strait.

Japanese Mitsui Osk lines Also asked ships to limit the time spent in the Gulf following American strikes on Iranian nuclear installations, reuters reported on Monday, quoting a company spokesperson.

The spokesperson for the Japanese lines Yusen and Mitsui Osk were not immediately available to comment when they are contacted by CNBC.

Satellite image of the Hormuz Strait, a strategic maritime strangulation point with Iran located at the top with Qeshm Island and the United Arab Emirates in the South. Imaged on May 24, 2017.

Gallo Images | Getty images

German container transport company Lloyd said he continued to sail in the Hormuz Strait.

“However, the situation is unpredictable and could change in a few hours. In this case, our emergency and response plans, which we maintain within the framework of our crisis management system, come into force,” said a spokesperson for Hapag-Lloyd.

Insurance costs to increase

Peter Sand, chief analyst of the Xeneta pricing platform, said that container shipping activity in the Persian Gulf and the Upper Indian Ocean seems to continue as planned for the moment.

“All companies access the risk individually – but the current situation forces them all to do it several times a day. Staying in close dialogue with national intelligence agencies and their own captains on board ships,” Sand by E -mail told CNBC.

The insurance fees, on the other hand, were “probably” noted again, said Sand, noting that the Iranian parliament would have approved the closure of the Hormuz Strait.

Any final decision to close the navigable path rests with the country’s national security council, and its possibility has increased the higher energy price spectrum and aggravated geopolitical tensions, Washington using Beijing to prevent the strait.



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