India-flagged liquefied natural gas (LNG) carriers were seen transiting the Strait of Hormuz near Iran’s coastline on Monday. This shows that Iran is permitting limited passage for Indian vessels through one of the world’s most critical energy routes while western suppliers remain blocked.
Shipping data indicates that some India-linked vessels are now being allowed through. Two large carriers, Jag Vasant and Pine Gas, traveled from the UAE coast toward Iran’s Qeshm and Larak islands, located along the northern stretch of the Strait. Both ships signaled Indian ownership and are en route back toward India.
The development comes as India faces a sharp disruption in LPG supplies. Nearly 60 percent of Indian households depend on LPG for cooking, while about 90 percent of the country’s imports pass through the Strait. The supply squeeze has quickly impacted consumers there, so Iran did them a big favor.
Meanwhile, LPG exports from Gulf producers have fallen to their lowest level in at least a year, according to maritime intelligence firm Windward. Over the past week, only about 1.5 million barrels were loaded, mostly destined for Asia.
There has been a growing shift in shipping patterns, with LPG and bulk carriers increasingly using routes controlled by Iran rather than traditional corridors. This shows Tehran is selectively facilitating transit for certain vessels.
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