The Al-Areesh remains one ship. Reuters recorded the QatarEnergy-controlled LNG tanker leaving Hormuz on July 29, the first such exit since July 11, bound for Port Qasim with a July 31 ETA. [1] Monday, August 3, still has no verified second QatarEnergy LNG hull on the same route.

This paper said so on July 30: route motion, not resumed supply, until a series forms. The test was arrival plus a follower. Kpler's August 2 Hormuz tape shows nine transits — two sanctioned, two shadow-linked, seven on the Iranian unilateral scheme, none on the traffic-separation scheme. [2] That is not an LNG series.

Fars called the July passage a permitted transit on Iran's designated route. [1] Permission asserted is still not a published escort order. The July 28 Edison force-majeure ledger has not been unwound by one eastbound cargo to Pakistan. [3]

The Mraweh, an ADNOC Gas-controlled LNG tanker, reappeared inside Hormuz in ballast on July 30. [1] Ballast is not a loaded QatarEnergy follow-on. Until a second named laden LNG tanker exits under tracker light, Al-Areesh is the exception that proved the strait's rule.

-- HENDRIK VAN DER BERG, Brussels