Weekend lull fails to loosen shipping pressures in the Strait of Hormuz
Key Takeaways
- •US and Iranian attacks paused over the weekend after 13 consecutive nights of US strikes, with no fresh attacks reported.
- •Crude tanker transits through the Strait of Hormuz are averaging about one vessel a day, while total commercial traffic is around 12 passages daily.
- •The Lloyd’s Market Association published model wording that would bar reimbursement of transit payments and could end cover if such payments are made.
- •US Central Command said it disabled a tanker in the Gulf of Oman, while India reported an attack on the Mozambique-flagged LPG carrier Disha in Iranian territorial waters.
- •The Houthis continue to threaten Saudi-linked shipping in the Red Sea and claimed attacks last week on two Saudi tankers.

The Strait of Hormuz recorded its quietest weekend in nearly two weeks after the US and Iran paused attacks, but commercial shipping remained close to paralysis and tensions continued to extend toward the Red Sea.
The Pentagon halted its bombing campaign late on Friday after 13 consecutive nights of strikes. No fresh US or Iranian attacks were reported over the weekend. US ambassador to the United Nations Mike Waltz said the pause was intended to allow more room for diplomatic discussions.
That calm has not yet translated into confidence among shipowners, because even short-lived pauses in fighting have not restored normal transit patterns through one of the world’s most sensitive energy chokepoints. The seven-day moving average of crude tanker transits through Hormuz is now about one vessel per day, while total commercial traffic is running at around 12 daily passages.
At the same time, shipowners paying tolls or other charges to secure passage through the Strait of Hormuz face the risk of losing hull cover under new model wording published by the Lloyd’s Market Association.
The LMA5708 Strait of Hormuz Transit Fee Condition says insurers will not reimburse financial or non-financial transit payments.
Where the clause has been included in a policy, cover for the relevant vessel will also cease once such a payment has been made.
The wording was developed amid concerns that payments connected to passage through Iranian territorial waters could breach sanctions or terrorism legislation in the US, UK or European Union.
The LMA said the wording is a model clause, not a mandatory market-wide condition, and that underwriters and insured parties remain free to agree different terms.
US Central Command said its forces disabled a tanker identified as Lavine in the Gulf of Oman on Friday after the ship allegedly tried four times to breach Washington’s blockade of Iranian ports. US forces fired into the engine room after the crew reportedly ignored repeated warnings.
On the same day, India’s embassy in Tehran reported that the Mozambique-flagged LPG carrier Disha had been attacked in Iranian territorial waters. All 28 Indian seafarers aboard were confirmed safe.
TankerTrackers.com later said the vessel identified by CENTCOM as Lavine was in fact Disha, which is under US sanctions and has previously been accused of transporting Iranian LPG to the Houthis.
Commercial databases, however, also list Lavine as a separate 279,000 dwt VLCC, leaving the official identification unresolved.
Video released by an Indian seafarers’ union showed flames close to the vessel’s funnel and engine-room area, broadly consistent with CENTCOM’s account, although the footage did not establish exactly where the ship was hit.
CENTCOM carried out another operation on July 25, boarding the Comoros-flagged products tanker Charminar in the Arabian Sea before allowing it to continue. The vessel was sanctioned last year for alleged links to the Shamkhani shipping network and the movement of Iranian fuel to Yemen.
Washington said that since reinstating the blockade it had redirected 12 commercial vessels, disabled two and boarded two to verify compliance.
While Hormuz saw a temporary lull, the Red Sea remained tense, underscoring that shipping risks are not confined to a single corridor. The Houthis have declared a maritime embargo against Saudi Arabia and threatened Saudi-linked shipping at Bab el-Mandeb. The group claimed attacks last week on the Saudi tankers Encelia and Layla.