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The Hormuz Letter
@HormuzLetter
Iranian. The Middle East through the lens of oil, markets, and money. This is the only account.
가입 December 2025
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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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