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Full Breakdown

Historic Transits of Idemitsu Maru and Mubaraz Through the Strait of Hormuz

4/29/2026, 5:15:37 AM

Core Transit: Idemitsu Maru and Mubaraz Cross Hormuz

On 28 April 2026 the Panama-flagged VLCC Idemitsu Maru, managed by Idemitsu Kosan, crossed the Strait of Hormuz with 2 million barrels of Saudi crude bound for Nagoya. Kpler data indicate the ADNOC LNG carrier Mubaraz, carrying about 133 000 cubic meters of LNG, may have completed the first fully-laden LNG crossing since the war, though this remains unconfirmed.

Conflict Background

The war began on 28 February after U.S. and Israeli strikes on Iran, closing Hormuz. Pre-war traffic averaged 125–140 vessels daily; only seven ships were recorded. Japan sources about 95 % of its oil from the region, while about 20 % of global LNG, mainly for Asia, normally transits the strait.

Key Figures & Data

Idemitsu Maru carries 2 million barrels of Saudi crude; Mubaraz holds 132 890–137 000 cubic meters of LNG loaded at Das Island on 2 March. Qatar and UAE LNG output fell by about 10 billion cubic meters in the month after the conflict began.

Official Statements & Responses

Idemitsu Kosan declined comment on individual vessels. Ship broker BRS warned that even a rapid Hormuz reopening could keep oil markets unsettled until at least September. A U.S. official reported President Donald Trump is unhappy with Iran’s latest peace proposal. Kpler analyst Charles Costerousse noted Mubaraz’s AIS was off, hindering route verification.

Conflicting Reports & Gaps

Kpler analysts say Mubaraz “could be the case” that it crossed on 18-19 April, but no confirmation exists. Reuters calls Idemitsu Maru the first Japan-linked crude tanker to transit since the war, while Bloomberg notes earlier Japan-linked LPG transits, creating ambiguity over the claim. AIS shutdowns keep traffic volumes uncertain.

Verbatim Quotes

  • “tomorrow, we suggest that it will take until at least September for tanker and oil markets to return to something resembling 'normal,'” — BRS, ship broker.
  • “The vessel has likely switched off its transponder for the last month or so,” — Charles Costerousse, Kpler Insight analyst.
  • “It could be the case that the vessel managed to cross the strait during the weekend of 18-19 April, when multiple vessels attempted to cross the strait (including seven LNG tankers), however this is not yet confirmed,” — Charles Costerousse, Kpler analyst.

Significance

The successful crude transit shows large carriers can still navigate Hormuz despite heightened risk, offering a tentative lifeline for Japan’s oil supply and Asian LNG imports. Analysts stress that market normalization may lag months, and the loss of about 10 billion cubic meters of Middle-East LNG has pressured global energy prices.

Outlook

Kpler expects more crude and LNG attempts as refiners seek flow, while ship-to-ship transfers outside the Gulf may continue. BRS projects oil markets could stay volatile until at least September. Diplomatic talks will shape future crossings.