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Iran’s Third Crude Tanker Breaks US Blockade Ahead of Ceasefire

Bloomberg Markets •
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A third fully‑loaded crude tanker departed Iran’s Chabahar port, sliding past the US blockade line toward Asian markets. The move comes days before Tehran’s planned ceasefire, which would allow the country to resume oil sales immediately. This third vessel underscores a rising trend in Iranian shipping defiance.

The blockade line, drawn by the US to curb Iranian oil transport, has held back dozens of tankers since the 2022 sanctions roll‑out. By crossing it, the Chabahar‑based ship signals a shift toward alternative routes, a move that could lift pressure on regional shipping lanes and affect global refineries’ supply curves.

Market watchers note that the ceasefire agreement, slated for signing soon, would grant Tehran the legal right to sell oil without awaiting further US clearance. This development could trigger a sharp uptick in crude volumes reaching Asian buyers, tightening inventories and nudging benchmark prices higher across the Gulf corridor.

With the third tanker now en route, investors anticipate a potential shift in supply dynamics that could reshape pricing curves in the coming weeks. The timing aligns with diplomatic moves that may ease sanctions, offering a clearer path for Tehran to re‑enter the global market.