BlockBeats News, June 17th, as the deadline for the US-Iran understanding memorandum approaches, signals of Iran's oil exports being unblocked have been released one after another. Bloomberg vessel tracking data shows that in recent days, a total of four vessels linked to Iranian oil tankers have reactivated their AIS transponders, actively sailed out of the Strait of Hormuz into the Gulf of Oman. Among them are two VLCCs with a single-voyage capacity of 2 million barrels each and two product tankers that smoothly crossed the Strait of Hormuz. Ship data firm TankerTrackers.com also disclosed on the same day that at least three tankers that were previously berthed at the Chabahar port have left their berths.

Iranian oil tankers have long evaded sanctions tracking through methods such as turning off their AIS signal, signal spoofing, and interference. The collective proactive public navigation of multiple vessels this time is interpreted by the market as an early signal of the gradual lifting of the US maritime blockade.

On the agreement front, Bloomberg cited sources close to the final draft of the agreement on Tuesday as saying that the US-Iran agreement will grant Iran pre-sanctions relief on oil. After the agreement is signed, Iran can immediately sell crude oil to the outside world without any additional transitional period. Shipping analysis firm Kpler estimates that due to the impact of the US blockade, around 68 million barrels of Iranian oil are currently stranded at sea and unable to be exported. Once the export channels are opened, a significant incremental supply will directly ease the global oil supply tightness and impact oil prices.

The Iranian Deputy Foreign Minister stated through the ISNA media that the US maritime blockade of Iranian ports, initiated in April this year, has entered a phased lifting stage. According to both sides' plans, after the formal signing of the peace agreement this Friday, Iran's closure of the Strait of Hormuz and the US's comprehensive maritime ban on Iran's shipping will be lifted simultaneously. The US Central Command has not yet responded to related inquiries.