Did Iran Just Break the U.S. Blockade? 5 Million Barrels of Iranian Oil at Sea (17 June 2026)
June 17, 2026
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11:17Now PlayingDid Iran Just Break the U.S. Blockade? 5 Million Barrels of Iranian Oil at Sea (17 June 2026)
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as posted by the channelIn this June 17, 2026, update of What's Going on With Shipping, Sal Mercogliano analyzes the latest developments in the Strait of Hormuz as five Iranian-flagged vessels, including three NITC tankers carrying approximately 5 million barrels of oil, appear to have breached the U.S.-enforced blockade.
We break down the recent Joint Maritime Information Center (JMIC) advisory, which downgraded the regional threat level to "Substantial" following news of a potential U.S.-Iran memorandum of understanding scheduled for signing on June 19. Despite this, the U.S. Navy maintains that the blockade remains active. Using MarineTraffic AIS data, we track the movement of these vessels into the Arabian Sea and discuss the tactical implications of their current positions.
We also examine the International Energy Agency’s (IEA) latest report on the long-term impact of this crisis on global oil demand and the significant challenges remaining before shipping can return to pre-war levels.
In this episode:
⚓Threat Level Update: Why the JMIC downgraded the risk in the Gulf.
⚓The "Peace Deal": Details on the upcoming signing in Switzerland and its impact on oil sanctions.
⚓Running the Blockade: Tracking the five Iranian ships currently in international waters.
⚓Oil Market Fallout: Analysis of the IEA’s June report and the 1.1 million barrel-per-day demand drop.
⚓Commercial Reality: Why a deal doesn't mean an immediate return to "normal" shipping.
Contact What's Going on With Shipping via:
Patreon: www.patreon.com/wgowshipping
Twitter: @mercoglianos
Bluesky: @mercoglianos.bsky.social
Facebook: @wgowshipping
Email: mercoglianosal@gmail.com
Marine Traffic
www.marinetraffic.com
UKMTO JMIC
U.S., Iran Prepare for Deal Signing as Financial Details Emerge
Hormuz Crisis Leaves Lasting Mark on Oil Markets as Demand Slumps, IEA Says
UPDATED: At least five Iran-flagged vessels run US blockade line
While Trump Hails Gulf Oil Flowing, Iran’s Fleet Also Gearing Up to Boost Exports
Hong Kong-Flagged Tanker Hit and Damaged in Strait of Hormuz
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