[The number of "shadow tankers" passing through the Strait of Hormuz has surged] September 28, according to the "Nihon Keizai Shimbun" report on the 28th, the number of "shadow tankers" passing through the Strait of Hormuz has surged, and crude oil supply has returned to 60% of the level before the US-Iran military conflict. According to data from Kepler, including crude oil carried by tankers with AIS closed, the volume of crude oil passing through the Strait of Hormuz reached an average of 9.36 million barrels per day in September, an increase of 3.56 million barrels from August. This is the highest level since the conflict and equals about 60% of the previous average of 15 million barrels per day. But transactions via "shadow tankers" often involve complex transhipments or significant detours, driving up shipping costs. According to data from London Stock Exchange Group, the daily rent of large oil tankers connecting the Middle East and the Far East reached US$1.23 million on the 24th, rising to 5.7 times that at the end of February. (reference message)