Piyasalar
Körfez’de Hormuz ve Yanbu’da yeni tanker saldırıları küresel petrol akışında güvenlik baskısını artırıyor
Kısaca
KOTC’ye ait Küvezah-III adlı VLCC saldırıya uğradı; 333 metre boyunda, 317.250 dwt Yanbu’da bir proje hedefli atağın yüklemeyi geçici olarak durdurduğu bildirildi Hormuz hattında güvenlik baskısı artarken hasarın çevresel etkileri belirsiz
Ana mesele
Hormuz Boğazı ve Yanbu’da gerçekleşen yeni saldırılar petrol taşıma hatlarını tehdit ediyor
Ne değişti?
Son saldırılar, daha önce toparlanan tanker hareketliliğinin yeniden baskı altında kalmasına yol açabilir
Beni nasıl etkiler?
Okuyucular için petrol taşıma güvenliği ve navlun maliyetlerinde baskı olasılığı artıyor
Ne oldu?
Hormuz Boğazı’ndan geçen VLCC’lere yönelik yeni saldırılar kaydedildi; Kazimah III ve diğer bireysel gemiler etkileniyor
Neden şimdi?
Geçen haftalarda Hormuz trafiğinin yeniden toparlandığı dönemde yeni saldırılar dikkat çekti
Neden önemli?
Küresel petrol akışında güvenlik riskleri ve navlun maliyetlerinde baskı potansiyeli oluşuyor
Kimler etkileniyor?
- KOTC operatörleri
- uluslararası tanker filoları
- yeniden yönlendirme ihtiyacı doğuran limanlar
Sektör ve piyasa etkisi
Güvenlik riski nedeniyle navlun ve sigorta maliyetlerinde artış olabilir
Riskler
- Daha fazla operasyon aksaması
- Çevresel risk ve yükleme süreçlerinde belirsizlik
- Güvenlik harcamalarının yükselmesi
Takip edilmesi gerekenler
- Yanbu ve Hormuz’daki güvenlik durumunun netleşmesi
- Yedek hatlar ve sigorta primlerinde hareketlilik
- Gemi eskortu ve operasyon protokollerindeki değişiklikler
Haberin tamamı
Kuwait Oil Tanker Company has suffered its second VLCC strike in four days, while a separate projectile attack at Saudi Arabia’s Yanbu port briefly disrupted loading operations, piling fresh security pressure on two of the Middle East’s key oil export routes.
Maritime security firm Vanguard Tech identified the latest Hormuz casualty as the Kuwait-flagged Kazimah III, which was struck by an unknown projectile while transiting the Strait of Hormuz on Thursday.
UK Maritime Trade Operations, which did not name the vessel, said it received a third-party report that a tanker had been hit, triggering a fire onboard. The crew was reported safe, while the extent of the damage and any environmental impact remained unknown.
The 333 m long 2006-built Kazimah III is a 317,250 dwt VLCC operated by Kuwait Oil Tanker Company.
The strike comes just four days after another KOTC VLCC, the 316,648 dwt Al Funtas, was hit while passing through Hormuz on September 28. A fire broke out onboard but was extinguished, with the ship subsequently continuing its voyage. All crew were safe and no pollution was reported.
Three more tankers were struck the following day. Maritime security sources identified them as ADNOC-operated VLCC Mersin Prosperity, the 115,949 dwt Sinbad and product tanker Al Ruwais. All three had been transiting Hormuz with their AIS switched off.
The latest attack extends a sharp resurgence in vessel strikes following several days in which tanker traffic through Hormuz had begun to recover.
On Saudi Arabia’s Red Sea coast, another unidentified projectile struck inside Yanbu port on Thursday, sparking a fire and prompting authorities to suspend loading operations.
Maritime security firm Clearwater Dynamics said the incident was reported by the master of a Liberian-flagged tanker. It described the event as an aerial attack and said loading with the reporting vessel was temporarily halted before subsequently resuming. No casualties or extent of damage to port infrastructure have been confirmed.
There has so far been no public confirmation from Saudi Aramco or Saudi port authorities identifying the projectile or attributing the Yanbu incident to a particular party.
Yanbu had only just returned to crude export operations after drone attacks forced Saudi Arabia to shut its East-West Pipeline on September 11.
The pipeline restarted on September 22 and tanker loading resumed several days later, with crude exports from Yanbu estimated at about 2m barrels per day. Pipeline flows were running at around 2m to 2.65m bpd, with capacity expected to build towards 3m to 4m bpd. The system can carry up to 7m bpd.
Satellite imagery from September 27 showed almost 10m barrels being loaded across Yanbu and the nearby Al Muajjiz terminal as Saudi Arabia stepped up use of its Red Sea outlet to reduce reliance on Hormuz.
The latest incidents come just as Gulf crude movements have staged a significant recovery. Kpler data cited earlier this week put September crude flows through Hormuz at around 9.72m barrels per day, up from lows of about 2.2m bpd in late July, while Saudi exports climbed to around 5.4m bpd.
Yanbu has become increasingly important during the conflict as Riyadh has pushed crude west through the East-West Pipeline rather than exposing all of its exports to Hormuz. That route has itself come under repeated attack. In August, Bahri’s 320,926 dwt VLCC Amzan was struck by a projectile about 63 nautical miles west of Yanbu, setting fire to its main deck. The Houthis subsequently claimed responsibility for that attack.
The International Maritime Organization had confirmed 85 attacks on commercial shipping in and around Hormuz by September 24, before the latest series of strikes.
Kaynaklar
Körfez’de Hormuz ve Yanbu’da yeni tanker saldırıları küresel petrol akışında güvenlik baskısını artırıyor · Mercek akışına dön