Qatar LNG Tankers Resume Hormuz Transit as Vessel Traffic Increases
🚢 HORMUZ — LNG tankers moving while Iran's closure order technically still stands. 📌 LOOK CLOSER: Qatar's LNG fleet returning is the highest-value signal in the data — Doha won't risk hulls without back-channel clearance from Tehran. More transits don't equal reopening: Iran never formally rescinded its closure order. What's shifting is selective Iranian enforcement. This hands Trump partial vindication, hands Tehran leverage to control the valve, and gives nobody a clean baseline for MOU compliance.
