Maritime traffic through the Strait of Hormuz is gradually resuming following a US-Iran agreement to end hostilities and reopen commercial lanes, but industry experts warn that normalcy remains elusive until approximately 80 naval mines are cleared from the main shipping channel.

At least 12 tankers, including Saudi crude carriers, Iranian vessels, and Qatar's first LNG tanker since the war began, have transited the Strait in recent days, signaling a cautious recovery of commercial shipping. Traffic had plummeted over 90% during the conflict, from around 130 ships daily to roughly 10.

The reopening follows a memorandum of understanding between Iran and the United States, signed electronically by Presidents Donald Trump and Masoud Pezeshkian. According to Iran's Supreme National Security Council, traffic through the Strait will be increased gradually under the deal, with no fees charged for 60 days. Mine-clearing measures are expected to follow.

However, the presence of naval mines continues to pose a significant challenge. "Maritime traffic through the Strait of Hormuz will remain severely restricted until approximately 80 naval mines are cleared from the main shipping channel," industry experts warned on Friday.

The gradual reopening has seen a surge in commercial traffic, with 25 ships crossing the Strait in a single day—the highest since June. Among these were four supertankers carrying at least 8 million barrels of crude, mainly from Saudi Arabia and the UAE, bound for Japan, South Korea, Pakistan, Singapore, India, and China.

Despite these developments, there is some confusion about the status of the waterway. The Persian Gulf Strait Authority has announced that ships submitting "compliant transit requests" would be allowed to transit the Strait. However, reports suggest that Iran may have reclosed the waterway, adding to the uncertainty.

The Netherlands has positioned ships and drones in the region for a possible NATO operation in the Strait of Hormuz, reflecting the ongoing tensions and the need for international oversight.

In a positive sign, three Saudi Very Large Crude Carriers (VLCCs), carrying approximately 6 million barrels of crude, have re-emerged on tracking systems after a two-month silence. Two of these vessels are en route to Asian ports, indicating a potential de-escalation in the region.

Additionally, a Japan-linked vessel detained in the Persian Gulf has successfully transited the Strait of Hormuz and is sailing toward Japan, according to Japanese Prime Minister Sanae Takaichi.

The reopening of the Strait of Hormuz is a significant development for global trade, as the waterway is a critical chokepoint for oil and gas shipments. However, the ongoing mine-clearing efforts and the gradual nature of the reopening mean that it could take weeks for traffic to return to even half of prewar levels, with knock-on effects continuing for months.

As the situation continues to evolve, the international community is closely watching the implementation of the US-Iran deal and the efforts to ensure the safe passage of ships through the Strait of Hormuz.

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