The Hormuz Letter(@HormuzLetter):BREAKING: The largest single flotilla of oil tankers and other vessels since the war began is now leaving the Strait of Hormuz via Iran's shipping lane, with 10 Japan-linked vessels including 6 VLCCs carrying ~12 million barrels of Saudi, UAE, and Qatari crude after being trapped for ~100 days, per LSEG data via Reuters. This is the first major Japan-related crude flow since the war began, with the vessels explicitly using Iran's approved corridor after Iran's IRGC shut down the US-backed Omani corridor on Saturday, which now sees only very limited vessel transit.

The Hormuz Letter

@HormuzLetter

Iranian. The Middle East through the lens of oil, markets, and money. This is the only account.

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The Hormuz Letter@HormuzLetter

2026.07.06 10:28

BREAKING: The largest single flotilla of oil tankers and other vessels since the war began is now leaving the Strait of Hormuz via Iran's shipping lane, with 10 Japan-linked vessels including 6 VLCCs carrying ~12 million barrels of Saudi, UAE, and Qatari crude after being trapped for ~100 days, per LSEG data via Reuters. This is the first major Japan-related crude flow since the war began, with the vessels explicitly using Iran's approved corridor after Iran's IRGC shut down the US-backed Omani corridor on Saturday, which now sees only very limited vessel transit.

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