Under the US-Iran ceasefire framework signed in mid-June 2026, Iran is obligated to clear all mines within 30 days, with France and the UK leading demining operations, supported by Germany, Italy, Japan, and Canada . However, shipping firms and insurers caution the waterway remains hazardous. Hapag-Lloyd CEO Rolf Habben Jansen stated that a return to normal shipping will take 6-8 weeks once the Middle East stabilises . Other assessments range from 40-50 days for insurance confidence to Pentagon estimates of up to six months for full clearance .

Hapag-Lloyd's "New Normal" Warning and Weekly Costs

On 28 June 2026, Hapag-Lloyd warned that heightened risk and conflicting routing directives have created a "new normal" of operational chaos in the Strait expected to last "for some months" . A Hapag-Lloyd spokesperson told Fox News Digital: "We have to acknowledge that this is for some months the new normal in the Persian Gulf region" .

The financial toll is severe. Hapag-Lloyd CEO Rolf Habben Jansen estimated the crisis adds $50 million to $60 million per week in extra costs, which the company will need to partially pass on to customers . These costs arise from rising bunker fuel prices, increased insurance premiums, and higher storage and land transportation costs . Earlier estimates from March 2026 had placed the figure at $40-50 million per week, indicating costs have escalated .

Two Alternative Routing Corridors

Two rival routing schemes have emerged, reflecting the unresolved geopolitical tensions:

Oman-backed route (green): In coordination with the IMO, Oman designated two temporary shipping lanes—one hugging Oman's coast and one south of the historic channel—with no tolls imposed . On 27 June 2026, the US Navy's Joint Maritime Information Center (JMIC) announced a widened route near Oman, allowing increased naval traffic in both directions .

Iran-mandated route (red): Iran's Islamic Revolutionary Guard Corps (IRGC) published a map directing all shipping through Iranian territorial waters past Larak Island, where the Iranian navy can conduct inspections . Iran has warned that any routes established without its coordination are "unacceptable and dangerous" and has threatened action against vessels ignoring its directives . The IRGC map marks a clearly defined "area of danger" covering the previous IMO-designated international shipping corridor .

IMO Suspends Evacuation After Projectile Strike

On 25 June 2026, a container ship (an Evergreen vessel) was struck by an unknown projectile near the coast of Oman, shortly after traversing the strait . IMO Secretary-General Arsenio Dominguez immediately suspended the evacuation operation, stating it would remain paused "until further clarity is obtained" on safety guarantees . US officials attributed the attack to Iran, though Iranian officials did not claim responsibility .

Before the suspension, the IMO had successfully evacuated approximately 2,500 seafarers on 115 ships during the first three and a half days of the operation . An estimated over 11,000 sailors remained stranded on vessels inside the Persian Gulf at the time of the pause . Earlier in April 2026, Hapag-Lloyd had noted that roughly 1,000 ships were stalled in the region, including six of its own vessels .

Transit Volumes and Energy Market Impact

Traffic through the Strait has collapsed. More than 34,000 shipping routes were diverted in the first four weeks of the conflict alone . Maritime intelligence platform Kpler reported that on one day in late June, only 42 commodity vessels transited the waterway, a dramatic reduction from pre-crisis levels .

Gulf energy producers have sought alternatives. Saudi Arabia has been utilizing its east-west pipeline (Petroline) across the Arabian Peninsula to bypass the strait, enabling continued crude oil exports to be loaded at Red Sea ports . The United Arab Emirates has also escalated its use of oil pipelines to safeguard some exports .

Claims not verified: Evidence was not found in the available sources for a specific Pakistan emergency LNG tender or for detailed post-war LNG export volumes from Qatar.

Key Caveats

• The mine count of 80 is an IMO estimate—no independent confirmation exists that all 80 are functional or present .
• The ceasefire framework is fragile; Iran has not yet confirmed compliance with the 30-day clearance deadline .
• The projectile attack on 25 June underscores that security remains unresolved, with the IRGC warning just hours earlier that ships must coordinate with Iran's Navy .
• Some claims (Pakistan LNG tender, Qatar post-war export volumes, Iran's transit fees on tankers) could not be verified within the available sources .

Under the US-Iran ceasefire framework signed in mid-June 2026, Iran is obligated to clear all mines within 30 days, with France and the UK leading demining operations, supported by Germany, Italy, Japan, and Canada . However, shipping firms and insurers caution the waterway remains hazardous. Hapag-Lloyd CEO Rolf Habben Jansen stated that a return to normal shipping will take 6-8 weeks once the Middle East stabilises . Other assessments range from 40-50 days for insurance confidence to Pentagon estimates of up to six months for full clearance .

Hapag-Lloyd's "New Normal" Warning and Weekly Costs

On 28 June 2026, Hapag-Lloyd warned that heightened risk and conflicting routing directives have created a "new normal" of operational chaos in the Strait expected to last "for some months" . A Hapag-Lloyd spokesperson told Fox News Digital: "We have to acknowledge that this is for some months the new normal in the Persian Gulf region" .

The financial toll is severe. Hapag-Lloyd CEO Rolf Habben Jansen estimated the crisis adds $50 million to $60 million per week in extra costs, which the company will need to partially pass on to customers . These costs arise from rising bunker fuel prices, increased insurance premiums, and higher storage and land transportation costs . Earlier estimates from March 2026 had placed the figure at $40-50 million per week, indicating costs have escalated .

Two Alternative Routing Corridors

Two rival routing schemes have emerged, reflecting the unresolved geopolitical tensions:

Oman-backed route (green): In coordination with the IMO, Oman designated two temporary shipping lanes—one hugging Oman's coast and one south of the historic channel—with no tolls imposed . On 27 June 2026, the US Navy's Joint Maritime Information Center (JMIC) announced a widened route near Oman, allowing increased naval traffic in both directions .

Iran-mandated route (red): Iran's Islamic Revolutionary Guard Corps (IRGC) published a map directing all shipping through Iranian territorial waters past Larak Island, where the Iranian navy can conduct inspections . Iran has warned that any routes established without its coordination are "unacceptable and dangerous" and has threatened action against vessels ignoring its directives . The IRGC map marks a clearly defined "area of danger" covering the previous IMO-designated international shipping corridor .

IMO Suspends Evacuation After Projectile Strike

On 25 June 2026, a container ship (an Evergreen vessel) was struck by an unknown projectile near the coast of Oman, shortly after traversing the strait . IMO Secretary-General Arsenio Dominguez immediately suspended the evacuation operation, stating it would remain paused "until further clarity is obtained" on safety guarantees . US officials attributed the attack to Iran, though Iranian officials did not claim responsibility .

Before the suspension, the IMO had successfully evacuated approximately 2,500 seafarers on 115 ships during the first three and a half days of the operation . An estimated over 11,000 sailors remained stranded on vessels inside the Persian Gulf at the time of the pause . Earlier in April 2026, Hapag-Lloyd had noted that roughly 1,000 ships were stalled in the region, including six of its own vessels .

Transit Volumes and Energy Market Impact

Traffic through the Strait has collapsed. More than 34,000 shipping routes were diverted in the first four weeks of the conflict alone . Maritime intelligence platform Kpler reported that on one day in late June, only 42 commodity vessels transited the waterway, a dramatic reduction from pre-crisis levels .

Gulf energy producers have sought alternatives. Saudi Arabia has been utilizing its east-west pipeline (Petroline) across the Arabian Peninsula to bypass the strait, enabling continued crude oil exports to be loaded at Red Sea ports . The United Arab Emirates has also escalated its use of oil pipelines to safeguard some exports .

Claims not verified: Evidence was not found in the available sources for a specific Pakistan emergency LNG tender or for detailed post-war LNG export volumes from Qatar.

Key Caveats

• The mine count of 80 is an IMO estimate—no independent confirmation exists that all 80 are functional or present .
• The ceasefire framework is fragile; Iran has not yet confirmed compliance with the 30-day clearance deadline .
• The projectile attack on 25 June underscores that security remains unresolved, with the IRGC warning just hours earlier that ships must coordinate with Iran's Navy .
• Some claims (Pakistan LNG tender, Qatar post-war export volumes, Iran's transit fees on tankers) could not be verified within the available sources .