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The Likely

The news, and what's likely next.

Oil and Metals

Qatar-linked gas tankers resume Strait of Hormuz transits

More QatarEnergy-linked liquefied natural gas vessels crossed the Strait of Hormuz in the week before September 28, Reuters reported, following a month of zero visible crossings.

How we got here

  1. Al Samriya and Al Daayen appeared outside the Strait, with Al Daayen carrying cargo bound for Caofeidian, China. Arab News
  2. Shandong Redwood crossed the Strait, while Al Shamal was last seen inside it. Arab News
  3. Al Mafyar reappeared in the Strait in ballast after previously being seen outside. Arab News
  4. Mesaimeer reappeared off Oman, and Shandong Redwood delivered its cargo to Pakistan. Arab News
  5. Al Ghashamiya delivered its Ras Laffan cargo to Dahej, India. Arab News
  6. GasLog Skagen appeared off Sri Lanka carrying a Ras Laffan cargo. Arab News
  7. QatarEnergy-linked LNG transits picked up, and an article received a 12:43 update. Arab News

What's likely next

  1. No specific future transit, negotiation or other follow-up step was scheduled in the cited September 28 reporting.
  2. Strait of Hormuz traffic peakVery unlikely16%
  3. Strait of Hormuz traffic peakVery unlikely16%

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