#Hormuz #NghiSon #Petrovietnam #DauKhi #NangLuong #AgiosFanouriosI #CongNgheDauKhi ππππ²
An extremely notable development has just occurred on the world's most important energy maritime route π
VLCC supertanker Agios Fanourios I crossed the Strait of Hormuz with the AIS navigation system turned off, carrying about 2 million barrels of Iraqi crude oil to take to Nghi Son Refinery and Petrochemical Plant in Vietnam π»π³ οΏΌ
πΏ According to shipping data from Kpler and LSEG, the ship has repeatedly failed to try to pass through Hormuz since mid-April 2026 due to escalating tensions in the Middle East region. However, in the end Agios Fanourios I passed successfully and is expected to arrive at Nghi Son port on May 26. οΏΌ
π₯ What catches the market's attention is that:
* Turn off the AIS system
* secret moves
* surpasses Hormuz amid heightened military risks
is seen as a sign that shipping companies and oil importers are having to apply measures to "avoid the risk of attack" to maintain the global energy supply chain πΏ οΏΌ
The Strait of Hormuz is currently the most strategic energy transport route in the world:
* about 20% of global oil passes through here
* is the energy lifeline of Asia
* Extremely important to Vietnam, Japan, Korea and China
πΏ A giant oil tanker carrying oil to Nghi Son must:
* turn off location
* wait for the opportunity
* failed many times before crossing the strait
shows that geopolitical risks are currently at a very high level π²
π Nghi Son Refinery and Petrochemical Plant plays a key role in ensuring Vietnam's energy security:
* supplies about 35β40% of domestic petroleum demand
* highly dependent on oil imported from the Middle East
* especially Basrah Medium source from Iraq πΏ
π₯ If Hormuz is interrupted for a long time:
* Oil prices may increase dramatically
* Vietnam's fuel import costs increased sharply
* Asia's energy logistics chain is under great pressure
πΏ However, the success of Agios Fanourios I overtaking Hormuz also shows:
* Oil and gas operators are adapting quickly
* The oil supply line has not been disrupted
* Vietnam is still maintaining a strategic oil source for Nghi Son π
#Hormuz #NghiSon #Petrovietnam #DauTho #NangLuong #VietNam #OilTanker #CongNgheDauKhi ππππ²

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