Iraq and Pakistan Strike Iran Transit Deals to Move Oil and LNG Through Hormuz
12 May 2026
Both Iraq and Pakistan have cut deals with Iran to ship oil and liquefied natural gas from the Gulf, according to five sources with knowledge of the matter, in a demonstration of Tehran's ability to control energy flows through the Strait of Hormuz.
Iraq and Pakistan have finalized strategic transit agreements with Iran to facilitate the movement of oil and liquefied natural gas through the Strait of Hormuz. This development underscores Tehran's influence over critical energy chokepoints, impacting global tanker routes. Vessels operating under the National Iranian Tanker Company (NITC) fleet are expected to increase transit frequency near Bandar Abbas. These logistical shifts necessitate heightened vigilance for merchant vessels navigating the Persian Gulf, as geopolitical tensions continue to influence regional maritime traffic patterns.
Operational compliance remains critical under the International Maritime Organization (IMO) framework, specifically regarding SOLAS Chapter V on navigational safety and the International Ship and Port Facility Security (ISPS) Code. Vessels must strictly adhere to MARPOL Annex I requirements for oil discharge monitoring during these high-traffic transits. Furthermore, classification societies like DNV or Lloyd’s Register require rigorous documentation of transit logs to ensure adherence to regional safety standards. Compliance departments must prioritize updated risk assessments and bridge resource management protocols to mitigate potential security vulnerabilities during these sensitive transit operations.
Navigating officers and masters must prioritize enhanced situational awareness when transiting the Strait of Hormuz under these new agreements. It is essential to monitor VHF channels closely and maintain updated Admiralty charts for any temporary exclusion zones or increased naval activity. Officers should ensure that Automatic Identification System (AIS) data remains accurate and that bridge teams are prepared for potential bridge-to-bridge communication challenges, ensuring full compliance with international collision regulations during high-density traffic periods.
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