According to the “Nihon Keizai Shimbun” report on the 28th, the number of “shadow tankers” passing through the Strait of Hormuz has surged, and crude oil supply has returned to 60% of the level before the US-Iran military conflict. According to Kepler's data, including crude oil carried by oil tankers that shut down the AIS, the amount of crude oil passing through the Strait of Hormuz reached an average of 9.36 million barrels per day in September, an increase of 3.56 million barrels over August. This is the highest level since the conflict, equivalent to about 60% of the previous average of 15 million barrels per day. However, transactions carried out through “shadow tankers” often involve complicated transfers or drastic detours, which drive up transportation costs. According to data from the London Stock Exchange Group, the daily rent for large tankers connecting the Middle East and the Far East reached 1.23 million US dollars on the 24th, up 5.7 times that of the end of February.

According to the “Nihon Keizai Shimbun” report on the 28th, the number of “shadow tankers” passing through the Strait of Hormuz has surged, and crude oil supply has returned to 60% of the level before the US-Iran military conflict. According to Kepler's data, including crude oil carried by oil tankers that shut down the AIS, the amount of crude oil passing through the Strait of Hormuz reached an average of 9.36 million barrels per day in September, an increase of 3.56 million barrels over August. This is the highest level since the conflict, equivalent to about 60% of the previous average of 15 million barrels per day. However, transactions carried out through “shadow tankers” often involve complicated transfers or drastic detours, which drive up transportation costs. According to data from the London Stock Exchange Group, the daily rent for large tankers connecting the Middle East and the Far East reached 1.23 million US dollars on the 24th, up 5.7 times that of the end of February.