Talks between the US and Iran have broken down, and two super tankers have turned around in the Strait of Hormuz.
On April 12th, it was reported that two empty super oil tankers suddenly turned around after reaching a key checkpoint near the Strait of Hormuz on Sunday, with the timing coinciding with the announcement of the breakdown of negotiations between US and Iran representatives in Islamabad.
The negotiations between the US and Iran have reached a deadlock, causing expectations for the immediate resumption of normal navigation in the Strait of Hormuz to once again fall through.
On April 12, according to reports, two empty super oil tankers suddenly turned back on Sunday after approaching a key checkpoint near the Strait of Hormuz, coinciding with the announcement of the breakdown of the US-Iran negotiations in Islamabad.
During the negotiations, military tensions escalated simultaneously. According to CCTV news, on April 11 Eastern Time, the US Central Command announced that two US Navy missile destroyers crossed the Strait of Hormuz and operated in the Persian Gulf, stating that this was part of a mission to thoroughly clear mines laid by the Iranian Islamic Revolutionary Guard Corps in the strait. A spokesman for the Iranian Armed Forces' Hata'am Anbiya Central Headquarters promptly denied this, stating that Iran's armed forces have complete control over the passage of any ships in the Strait of Hormuz.
Since the outbreak of conflicts in the Middle East, the actual blockade of the Strait of Hormuz has resulted in a historically significant disruption in energy supply. The breakdown of the negotiations means that the issue of passage through the strait is unlikely to be resolved in the short term, leading to continued concerns in the market about the supply of crude oil.
Two oil tankers turned back, while the third successfully passed through
According to ship tracking data, three Very Large Crude Carriers (VLCCs) not directly associated with Iran sailed towards the Strait of Hormuz from the Persian Gulf on Saturday night and arrived near Iran's Larak Island early on Sunday.
At the actual checkpoint, the Agios Fanourios I heading to Iraq and the Shalamar with a Pakistani flag and destination of Das Island in the UAE both turned back. The third VLCC, Mombasa B, continued on its way and entered the Persian Gulf via the approved route between Larak Island and Qeshm Island, without sending a clear signal of its destination.
The specific reasons for the turnback are not clear. Bloomberg pointed out that Iraq and Pakistan had previously obtained transit permits from Iran, but the last-minute retreat of the two ships coincided with the announcement of the failure of the US-Iran negotiations.
The situation in the strait remains volatile, with high risks of navigation
Since the blockade of the Strait of Hormuz, several vessels have attempted to pass through but later abandoned the attempt, reflecting the ongoing instability of the local security situation. According to Bloomberg, in recent weeks, several container ships turned back at the end of last month before finally successfully leaving; a liquefied natural gas transport ship also turned back last week.
According to Bloomberg, there was a brief positive signal on Saturday when two super oil tankers and a Greek ship fully loaded with crude oil sailed out of the Persian Gulf through the Strait of Hormuz. If all three ships successfully passed on Sunday, it would have continued the positive trend, but the final result disappointed market expectations.
This article is adapted from "Wall Street Seehearings," author: Li Jia; GMTEight editor: He Yucheng.
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Wansi: The US and Iran have not reached a consensus yet, will return to the US.

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