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UAE Oil Exports Return to Pre-War Levels via Dark Ship Tactics

Bloomberg Markets •
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The United Arab Emirates has restored oil exports to pre-war levels by deploying tankers through the Strait of Hormuz undetected and using a pipeline that bypasses the strategic waterway. This maneuver comes amid ongoing tensions with Iran, allowing the Gulf nation to maintain crude flows despite regional instability.

Shipments jumped approximately 30% last month, reaching more than 3.9 million barrels a day according to tanker-tracking data from Bloomberg and analytics firms Vortexa Ltd. and Kpler Ltd. The increase brings volumes close to the highest levels recorded since 2017, demonstrating the resilience of UAE's export infrastructure.

The strategy reflects how traditional energy routes adapt to modern conflicts. By circumventing chokepoints and utilizing alternative pathways, the UAE preserves its position as a reliable oil supplier to global markets while avoiding direct confrontation risks.

This development signals that energy security concerns are reshaping shipping patterns in the Persian Gulf, with dark ship tactics becoming essential for maintaining supply chains.