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Cargo Ship Struck South of Strait of Hormuz, U.N. Pauses Evacuation Plan

The pause raises fresh doubts about who can guarantee safe passage through the chokepoint and what that means for shipping, insurers and global oil flows.

Overview

  • On Thursday a cargo vessel was hit by an unknown projectile about 7.5 nautical miles southeast of Dahit, Oman, which damaged the ship's bridge but caused no casualties, UKMTO and the ship's captain reported.
  • The International Maritime Organization temporarily suspended its evacuation/exit plan for roughly 11,000 stranded seafarers so it can re‑confirm the security guarantees that supported two Oman‑coastal corridors.
  • The Wall Street Journal, citing two senior U.S. officials, reported that Iran was responsible for the strike while UKMTO and other maritime notices have not formally named an attacker, leaving attribution unconfirmed.
  • Ship‑tracking firms showed at least four tankers diverted or turned back after Iran and the IRGC objected to routes not authorized by Tehran, and Iran's Gulf Strait Authority warned it will not guarantee or insure vessels that use non‑Iran routes.
  • Markets moved higher and insurers and ship operators face immediate second‑order effects on route choices, insurance terms and crew safety while the incident sharpens the dispute over control of a waterway that carries about one‑fifth of global traded crude and LNG.