Oil tankers are continuing to avoid the Strait of Hormuz despite Iran’s announcement that the critical shipping lane is open, as uncertainty over safety conditions keeps maritime traffic limited. New footage shows several vessels attempting to exit the area before turning back, highlighting ongoing risks in the region.
The mixed signals have unsettled global energy markets. Oil prices fell sharply following Iran’s initial statement, with West Texas Intermediate crude dropping 12 percent and Brent crude declining 9 percent. However, conflicting statements from Iranian officials and Donald Trump have raised doubts about whether normal shipping can resume, according to CNBC.
Iran’s Foreign Minister Seyed Abbas Araghchi said the strait was open during the ceasefire period, but reports from Iranian media and security-linked sources outlined strict conditions for passage. Ships are required to follow designated routes, coordinate with Iranian forces, and may be denied transit if linked to countries deemed hostile.
Shipping data suggests that these conditions are discouraging traffic. Analysts at Kpler reported that several vessels reversed course after approaching exit routes near Larak Island, indicating they had not received clearance to proceed. Industry observers say the waterway remains effectively closed despite official statements.
Maritime risk experts have also expressed caution. BIMCO, the world’s largest shipping association, has advised vessels to avoid the area due to ongoing security threats, including the potential presence of naval mines. The organization stated that the strait has not been declared safe for transit.
The disruption is beginning to affect global supply chains. The Strait of Hormuz typically handles a significant share of the world’s oil shipments, and prolonged restrictions are expected to tighten supply, particularly in Asia, where refineries rely heavily on Middle Eastern crude. Analysts warn that reduced refinery output could lead to shortages of refined products such as jet fuel in other regions.
Meanwhile, the United States has maintained its naval blockade of Iranian ports, further complicating the situation. Iran has warned it could fully close the strait if the blockade continues, adding to uncertainty around future access.
Industry analysts describe the current situation as a temporary easing in market sentiment rather than a genuine resolution. Shipping companies are expected to wait for clearer security assurances before resuming normal operations, a process that could take months.
With energy flows still disrupted and diplomatic tensions unresolved, the status of one of the world’s most important maritime routes remains uncertain.
