Global LNG Supply & Shipping Tracker: The first swallow

研报英文原文证据摘录

Global LNG Supply & Shipping Tracker: The first swallow

J P M O R G A N Global Markets Strategy

15 June 2026

Global LNG Supply & Shipping

Tracker

The first swallow

Following the announced ceasefire agreement between the US and Iran, the first Global Commodities Research

LNG tanker exited the Strait with transponders on. Based on Bloomberg ship Otar Dgebuadze, CFA

tracking data, we estimate Disha was loaded in Ras Laffan on June 12-13 and exited (44-20) 3493-8246

Hormuz in the early hours of June 15, heading to Dahej, India (Figure 1). This was otar.dgebuadze@jpmorgan.com

later confirmed by Indian port authorities. J.P. Morgan Securities plc

Aradhaya Makkar

Figure 1: Recent LNG tanker movements across the Strait of Hormuz aradhaya.makkar@jpmchase.com

J.P. Morgan India Private Limited

Source: Bloomberg Finance L.P.

After the Disha exit, we count just eight vessels inside the Strait, two of which

currently have their transponders switched off (one was last seen on June 3 and the

other on March 5) and either may, in practice, already be outside the Strait (Global

LNG Analyzer: Open, or not open, that is the question, 12 Jun 2026) (Figure 2).

Figure 2: LNG vessels in the Persian Gulf

As of June 15, 2026

Vessel Name Beneficial Owner DWT Insurer Insurancecountry Comment

Umm Al Amad Qatar Energy 121,730 Japan P&I Club Japan

Al Sahla Qatar Energy 104,666 UK P&I UK

Patris Chandris Group (Greece) 95,743 Japan P&I Club Japan

Mraikh Chandris Group (Greece) 93,124 Skuld Norway

Gaslog Skagen China Development Bank 81,847 West of England UK

Mubaraz ADNOC 72,950 NorthStandard UK Departed laden on April 26, re-entered June 3, last seen on June 3

Al Ghashamiya Qatar Energy 108,988 NorthStandard UK Last signal on June 12