India-flagged liquefied natural gas (LNG) carriers were seen passing through the Strait of Hormuz near Iran’s coastline on Monday, indicating that Iran is allowing limited transit for Indian vessels while restricting access for others.
Shipping data shows that some India-linked vessels have been permitted to cross the route. Two large carriers, Jag Vasant and Pine Gas, moved from the UAE coast toward Iran’s Qeshm and Larak islands along the northern part of the Strait. Both ships signaled Indian ownership and are now heading back toward India.
The development comes as India faces disruptions in LPG supply. Around 60 percent of Indian households rely on LPG for cooking, and nearly 90 percent of its imports pass through the Strait of Hormuz, making the route critical for the country’s energy needs.
At the same time, LPG exports from Gulf producers have dropped to their lowest level in at least a year, according to maritime data. Over the past week, only about 1.5 million barrels were shipped, mostly to Asian markets.
Shipping patterns are also shifting, with more LPG and bulk carriers using routes under Iranian control instead of traditional corridors. This suggests that Iran is selectively allowing passage for certain vessels while maintaining restrictions on others.
