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[BUSINESS] · Qatar, United Arab Emirates, Saudi Arabia, Kuwait, United States · 4 sources

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Middle East oil producers use 'dark' transits to bypass Iranian drone threats

Oil producers in Saudi Arabia, Kuwait, Qatar, and the United Arab Emirates are employing a 'dark' transit tactic to move crude oil through the Strait of Hormuz. To mitigate the risk of Iranian drone attacks, tankers are deactivating their Automatic Identification System (AIS) transponders and conducting nighttime passages under the protection of the US Navy.

This strategy shifts the burden of physical danger and insurance costs from commercial shippers to the oil producers and the US government. The Greek-owned supertanker Kiku serves as a notable example; the vessel disappeared from maritime tracking on July 31 after switching off its transponder and reappeared on August 1 on the other side of the strait.

According to the US Department of Energy, this method has proven effective. While traditional shipping trackers like Kpler may underestimate volumes due to missing transponder data, the actual oil flow through the Strait of Hormuz is estimated to average between 8 million and 9 million barrels per day.

Entities

Iran · Kiku · Strait of Hormuz · US Department of Energy · US Navy · United States Department of Energy · United States Navy

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