Intelligence Feed event · Geopolitical · 2026-09-02

    Iran adds 11 more ships to its Hormuz blacklist

    Question

    Iran adds 11 more ships to its Hormuz blacklist

    Direct answer

    The move increases **VLCC**, **Suezmax**, and **LNG carrier** war-risk exposure, supports **tanker freight**, and raises upside pressure on **Brent crude** through route and insurance disruption.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-02
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Iran adds 11 more ships to its Hormuz blacklist”, revision 1, evidence through 2026-09-02. https://marketontology.com/market-events/2026-09-02/iran-adds-11-more-ships-to-its-hormuz-blacklist-762092

    GEOPOLITICAL
    Iran adds 11 more ships to its Hormuz blacklist
    The move increases **VLCC**, **Suezmax**, and **LNG carrier** war-risk exposure, supports **tanker freight**, and raises upside pressure on **Brent crude** through route and insurance disruption.
    BZ=FBDRYLPG
    Impact
    95
    SEP 2
    SIG
    BZ=FBDRYLPG
    Iran adds 11 more ships to its Hormuz blacklist
    The move increases **VLCC**, **Suezmax**, and **LNG carrier** war-risk exposure, supports **tanker freight**, and raises upside pressure on **Brent crude** through route and insurance disruption.
    Impact
    The move increases **VLCC**, **Suezmax**, and **LNG carrier** war-risk exposure, supports **tanker freight**, and raises upside pressure on **Brent crude** through route and insurance disruption.
    Affected
    BZ=FBDRYLPG
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    BZ=Fexpanded detention threat raises perceived supply interruption risk through HormuzUp1-5dIran added 11 ships to a blacklist and warned of fines, confiscation or detention
    BDRYhigher war-risk and rerouting support tanker charter ratesUp1-4wthe blacklist now covers more vessels transiting the strait and includes tanker categories
    LPGHormuz restrictions threaten gas cargo flows and freight premiaUp1-4wthe restricted list includes LNG and LPG carriers

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    BDRYUpdisagreed16.58 2026-09-02-2.65%-3.98%-12.42%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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