Iraq and Pakistan have reportedly reached separate agreements with Iran to allow oil and LNG shipments through the Strait of Hormuz, highlighting Tehran’s growing control over regional energy transit routes amid the ongoing U.S.-Israeli conflict.
According to the Reuters, Iraq secured safe passage for two crude tankers carrying about 2 million barrels each, while Pakistan arranged LNG deliveries from Qatar through a similar understanding with Tehran.
The conflict and restrictions on Iranian ports have severely disrupted Gulf energy exports, reducing vessel traffic through Hormuz to around 5% of normal levels and driving sharp increases in oil and LNG prices. Analysts say Iran has shifted from threatening to close the strait to actively controlling access to it.
Sources said Iraq is negotiating further transit approvals with Iran to protect oil revenues, which account for most of its national budget. Pakistan, heavily dependent on Gulf LNG imports, is also coordinating with Tehran to secure energy supplies during peak summer demand.
Iran is reportedly formalizing oversight of maritime traffic through the strait by requiring documentation for tankers and routing vessels under naval supervision. Energy analysts warn that more countries may pursue similar arrangements with Tehran, potentially normalizing long-term Iranian control over the strategic waterway.