Qatari gas shipment clears Strait of Hormuz after Pakistan-Iran talks

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A tanker carrying Qatari liquefied natural gas has passed through the Strait of Hormuz bound for Pakistan, the first of a planned series of shipments that would ease the energy crisis afflicting the south Asian nation at the centre of efforts to end the US-Israeli war on Iran.
The LNG cargo, the first from Qatar to make it through the strait since the start of the war, was dispatched after days of talks between Iranian, Pakistani and Qatari officials, according to three people briefed on the negotiations.
The LNG carrier Al Kharaitiyat, which loaded in Qatar earlier this month, reached the Gulf of Oman on Sunday on its way to Port Qasim in Pakistan, according to ship tracking data from Kpler.
âPakistanâs leadership is trying to work out safe passage in discussions with Iran,â said one Pakistani official briefed on the efforts, who asked for anonymity to discuss sensitive negotiations. âOur leadership sought consent from Iran and the [Islamic Revolutionary Guard Corps] on this.â
Another person briefed on the matter said Iran had agreed to assist Pakistan to address its gas shortage, and the two sides co-ordinated the safe passage of the Al Kharaitiyat, which was carrying gas supplied under Pakistanâs contract with Qatar, which supplies almost all of its LNG.
The person said the Iran-Pakistan deal would involve a âlimitedâ number of LNG carriers.
In addition to the Al Kharaitiyat, Pakistan expects three other vessels with Qatari LNG to attempt to transit the Strait of Hormuz in the coming days, according to people familiar with Islamabadâs planning. One such ship, the Mihzem, approached the strait on Sunday.
News of the Al Kharaitiyatâs passage on Sunday came as the fragility of the weeks-long ceasefire between the US and Iran was underscored when both Kuwait and the United Arab Emirates said they had intercepted drones entering their airspace.
Pakistan has maintained good relations with Tehran while leading mediation efforts between the US and Iran in an effort to end the war.
Islamabad had been separately working on a system with Iranâs leadership under which further Qatari LNG cargoes would be able to exit the Gulf, according to Pakistani and regional officials.
Iran has slowed to a trickle the flow of vessels through the Strait of Hormuz â through which about a fifth of the worldâs oil and gas normally passes â since the US and Israel launched their war against the Islamic republic on February 28. The US has also imposed a naval blockade to prevent ships entering or leaving Iranian ports.
Two Pakistan petroleum ministry officials said Islamabad received initial indications Iran might permit some Qatari shipments to pass through the strait after calls between Pakistani Prime Minister Shehbaz Sharif and Qatari counterpart Sheikh Mohammed bin Abdulrahman al-Thani on Thursday.
Pakistan LNG, the countryâs state-owned procurement arm, cancelled two bids for spot cargoes that day on hopes of a deal to permit Qatari LNG shipments through the key waterway.
But as Islamabad faces surging summer power demand, officials on Saturday issued another spot market tender for two LNG cargoes to be delivered this month. In early April, Pakistan ran out of LNG, the fuel source for a quarter of its power generation, sparking up to seven hours of rolling blackouts until it secured spot cargoes late in the month.
The decision to seek spot cargoes was a backup option in case Al Kharaitiyat failed to cross the strait, one official said.
Qatar, the worldâs second-largest producer of LNG, suspended its production in March after its main gas facility, Ras Laffan, was hit by Iranian missile and drone strikes. Iranâs effective closure of the strait has also prevented tankers transiting the waterway. QatarEnergy declared force majeure on its LNG contracts in early March.
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