Mass tanker blackout rattles Gulf ahead of 1.35M-barrel oil transfer amid US-Iran talks: firm

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Trump pushes Iran for toll-free Strait of Hormuz

President Donald Trump insists on a toll-free Strait of Hormuz, pushing back against Iran’s claims of a ‘controlled maritime zone’ and potential tolls.The U.S.maintains total control through blockade measures, while economic sanctions and diplomatic efforts with Gulf allies intensify pressure on Iran’s nuclear program and regional ambitions.

Maritime tracking transmissions collapsed near the UAE’s main oil hub, rattling Persian Gulf shipping hours before PresidentDonald Trumpannounced progress was made on a bilateral peace deal with Iran, according to an AI maritime firm.

Maritime intelligence firmWindward AI first detectedthe blackout in Automatic Identification System (AIS) transmissions near Fujairah, suggesting heightened electronic warfare, jamming, deliberate AIS shutdowns and intense cyber interference near the key UAE oil port.

“Fujairah goes dark: AIS transmissions collapse after Iran’s PGSA announcement,” Windward warned in a post shared on X.

“Vessels are still in the area.They are loading less, and a meaningful number have gone dark,” the firm said.

GULF SHIPPING OPERATIONS GRIND TO HALT NEAR IRAN, US QUIETLY PREPARES FOR POSSIBLE STRIKE: ‘HEIGHTENED RISK’

A tanker sits at the Port of Fujairah, as the U.S.-Israel conflict with Iran limits marine traffic in the Strait of Hormuz.(REUTERS / Amr Alfiky / File Photo)

As Trump announced that an Iran deal was “largely negotiated” and would see a reopening of the Strait of Hormuz, Fujairah went on to move 1.35 million barrels of crude Sunday aboard a single tanker bound for South Korea.

“Today, May 24, the port moved 1.35 million barrels, a single VLCC, destined for South Korea,” Windward said before reporting a tense, ongoing “ceasefire posture” and blockade footprint quickly being set into place.

“One cargo doesn’t mark a return to baseline, but it’s the first signal of flow resuming out of Fujairah since the announcement,” Windward said.

Ahead of the barrel transfer, Trump had stated that Washington and Tehran had “largely finalized” a memorandum of understanding for apeace agreement. He posted an AI-generated image depicting exploding IRGC fast boats in the strait.

TRUMP SAYS IRAN DEAL ‘LARGELY NEGOTIATED’ AS 84-DAY WAR NEARS POSSIBLE END

A cargo ship sailing in the Persian Gulf toward the Strait of Hormuz

A cargo ship sails in the Persian Gulf toward the Strait of Hormuz on April 22, 2026.(AP Photo)

Iran responded directly by continuing to declare the strategic maritime chokepoint stays under Tehran’s absolute control.

“We reaffirm that the Strait of Hormuz will remain under full Iranian administration and sovereignty, even in the event of reaching any future agreement,” Iran’s officialmilitaryspokesperson, Ibrahim Al-Fiqar, said in a statement shared on X.

“The Islamic Republic emphasizes that the authorities to determine transit routes, timing, and issuance of maritime licenses are an absolute sovereign right exclusively in the hands of Tehran.”

The tanker blackout, crude transfer activity and movement toward a U.S.-Iran deal accelerated following the launch of Iran’sPersian Gulf Strait Authorityon May 20.

Overseen by the Islamic Revolutionary Guard Corps (IRGC) Navy, the PGSA functions as a sovereign regulator by requiring ships to submit vessel, cargo, insurance and crew details — along with mandatory payments — for “safe passage” through the strait.

�s territorial claims had even been stretching beyond its own waters into areas tied to Oman and the UAE.

US EYES IRAN FAST BOATS WITH ‘KILL’ TACTICS TESTED IN VENEZUELA DRUG-BOAT STRIKES

An Islamic Revolutionary Guard Corps speedboat sailing in the Persian Gulf near Bushehr nuclear power plant

An Islamic Revolutionary Guard Corps speedboat sails in the Persian Gulf near the Bushehr nuclear power plant during a marine parade marking Persian Gulf National Day in Bushehr, Iran, on April 29, 2024.(Morteza Nikoubazl/NurPhoto)

Alex Vatanka, director of the Iran Program at the“This includesfast boats, drones, radar tracking, coastal missiles and selective intimidation rather than constant physical interdiction,” Vatanka said.

“Tehran wantsGulf states and major importersto gradually accept Iranian oversight of Hormuz as a new geopolitical reality,” he added.

While nuclear issues are dominating the current negotiations amid reports of a60-day ceasefire, the PGSA has quickly emerged as an economic leverage tool threatening global oil and shipping markets.

“Now Hormuz is Iran’s mainnon-nuclear leverage tool,” Vatanka said as the PGSA he claimed gives Tehran a “mechanism to pressure rivals, favor allies and normalize IRGC oversight of one of the world’s most critical energy routes.”

According to Vatanka, the system was functioning as a wartime extortion mechanism.

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“Ships submit cargo and crew data for approval, while reports point to quiet ‘facilitation payments,’ preferential treatment for friendly states and uncertainty for everyone else,” Vatanka warned.

“Iran keeps the penalties deliberately vague.Noncompliant ships risk delays, harassment,drone surveillance, IRGC interception or denial of safe passage — enough pressure to encourage compliance without outright closing the strait.”

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