Vessels carrying liquefied natural gas have begun to slip through the Strait of Hormuz, a move that could signal a return of regular Gulf supplies after months of uncertainty. Tracking data confirms at least two LNG carriers from Abu Dhabi and a third from Qatar have traversed the narrow waterway, evading Iranian scrutiny.

Pakistan’s energy ministry had halted spot‑market purchases after an abrupt stop to Qatari LNG flows in February, which left the country dependent on a single supplier for roughly a quarter of its electricity. The recent crossings give Islamabad a glimmer that its long‑term dependence might ease if regular transit resumes.

Despite the crossings, no ship has sailed with its Automatic Identification System activated for the past three days, a first since the Iran‑U.S. war began. Analysts warn that turning off transponders offers only a temporary loophole and that a lasting solution hinges on diplomatic progress to lift the blockade.

The brief surge of LNG traffic underscores how volatile supply chains remain amid geopolitical friction. For investors, the situation signals that market prices could stay elevated until a durable resolution emerges. In the meantime, companies reliant on Gulf LNG must diversify routes or secure alternative contracts to safeguard operations.