July 6 presents a modest but operationally significant shift at Kharg Island, where both the western and eastern crude terminals were reoccupied overnight by dark ballast tankers, fresh arrivals not present in
July 6 presents a modest but operationally significant shift at Kharg Island, where both the western and eastern crude terminals were reoccupied overnight by dark ballast tankers, fresh arrivals not present in the July 5 collection, indicating a new loading cycle is opening after a period of terminal vacancy. Three dark VLCC-class tankers of approximately 333 meters are now at berth across both terminals, with loading expected to commence within 6 to 24 hours.
July 5 recorded 36 AlS-visible transits, 20 inbound and 16 outbound, with the southern corridor accounting for 11 of 16 outbound transits, a notably higher share than the northern corridor's 5. All 16 outbound vessels transmitted AlS, a continuation of the post-MoU trend of reduced dark activity among outbound traffic. Overnight outbound cargo was modest at approximately $62 million across approximately 910,000 barrels, with no LNG or LPG recorded in the window.
While transit volumes and cargo throughput remain well below pre-conflict levels, the return of tankers to Kharg Island's loading berths points to a gradual, if fragile, resumption of Iranian crude export operations, one that will need sustained monitoring across the coming collection windows to determine whether it marks a durable uptick or another false
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