Stock Markets March 25, 2026

Two Tankers Exit Strait of Hormuz as U.S. Pushes Diplomacy with Iran

Morgan Stanley tracking shows outbound crude and fuel oil vessels while Washington circulates a 15-point peace proposal and plans a Pakistan meeting

By Leila Farooq
Two Tankers Exit Strait of Hormuz as U.S. Pushes Diplomacy with Iran

Tracking data from Morgan Stanley shows two tankers left the Strait of Hormuz on Tuesday - a crude tanker from Saudi Arabia and a fuel oil tanker from Kuwait. The movement coincides with U.S. diplomatic efforts that include a 15-point plan sent to Iran and arrangements for a meeting in Pakistan. Iranian state media initially reported the plan was rejected and laid out conditions for a ceasefire; Reuters later said Iran was reviewing the proposal following that initial negative response. Separately, Reuters reported Iraqi oil output has fallen about 80% to roughly 800 kb/d amid shut-ins driven by limited outflow and storage capacity.

Key Points

  • Morgan Stanley tracking recorded two outbound tankers through the Strait of Hormuz: a Saudi crude tanker and a Kuwaiti fuel oil tanker - impacts shipping and energy transport.
  • The U.S. transmitted a 15-point plan to Iran and is organizing a meeting in Pakistan this weekend to discuss potential off-ramps - diplomatic developments could affect regional stability.
  • Reuters reports Iraqi oil production has dropped about 80% to roughly 800 kb/d due to shut-ins and storage constraints - a material change for oil supply considerations.

Two tankers transited the Strait of Hormuz outbound on Tuesday, according to tracking information compiled by Morgan Stanley. The pair comprised a crude oil tanker originating from Saudi Arabia and a fuel oil tanker from Kuwait, both recorded as leaving the strategic waterway.

These vessel movements occurred as U.S. officials provided Iran with a 15-point plan aimed at resolving the conflict and arranged a meeting in Pakistan for this weekend to discuss possible off-ramps. Multiple outlets reported the diplomatic initiative and the planned meeting as part of ongoing efforts to create a pathway toward de-escalation.

State-run Iranian media reported an initial rejection of the U.S. plan, stating that any ceasefire would require international guarantees and compensation for damages. That account described conditions Iran considers necessary for accepting a halt to hostilities. Following that report, Reuters said Iran was still reviewing the 15-point proposal after the first negative response.

Meanwhile, Reuters reported that Iraqi oil production has fallen by about 80%, to approximately 800 thousand barrels per day (kb/d). The drop reflects continued shut-ins attributed to a lack of available outflows and constraints on storage capacity, according to the same report.

The facts reported in tracking and diplomatic accounts stand as provided: Morgan Stanley's vessel movements, the U.S. delivery of a 15-point plan and planned Pakistan meeting, the Iranian state media report on rejection and conditions for a ceasefire, Reuters' follow-up reporting on Iran's review of the plan, and Reuters' reporting of the reduction in Iraqi output to roughly 800 kb/d due to shut-ins and storage limits.


Reporting limitations - The article reflects the movements and statements as reported by the named sources and does not add additional details beyond those accounts. Where follow-up reporting was noted, the description reflects the sequence presented rather than any subsequent developments.

Risks

  • Iran's reported initial rejection of the U.S. plan and stated conditions for a ceasefire create uncertainty for diplomatic resolution - this uncertainty affects regional security and energy markets.
  • Iraqi production reductions, driven by shut-ins and limited storage and outflows, present ongoing supply-side risk for oil markets and related sectors.
  • The situation remains fluid with differing reports about Iran's response - this lack of clarity increases short-term unpredictability for shipping and energy sectors.

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