Mitsui OSK Lines Predicts Prolonged Disruption in Hormuz Shipping
By Editor • September 3, 2026 • 1 min read
The CEO of Mitsui OSK Lines, Jotaro Tamura, has indicated that disruptions in the Strait of Hormuz are expected to extend beyond initial forecasts, primarily due to rising tensions and attacks in the region. Tamura stated, “Given the current situation, it’s difficult to see operations resuming in any form by the end of the year.”
As U.S.-Iran clashes escalate, the risks for tankers transporting oil through this vital waterway have significantly increased. Following the onset of conflict, Japanese shipowners have largely avoided the Gulf, opting for safety over risk. This shift has compelled Japan's oil refiners, which traditionally sourced over 90% of their crude from the Middle East, to seek alternative supply routes, including imports from the U.S.
Initially, Mitsui OSK anticipated a gradual restoration of operations starting in October, with a return to normal by January. However, Tamura now suggests this timetable is likely to be delayed. He emphasized that any resumption of regular shipping would require assurance of safe passage over multiple voyages, rather than a vessel-by-vessel risk assessment, as operating with transponders turned off should not become standard practice.
Source: www.japantimes.co.jp
