Vessel-tracking data confirms that a fifth carrier is en route to the region, while four additional ships remain stationed in the Gulf of Oman, positioned to transit the chokepoint as soon as safety protocols allow. Since the onset of hostilities on February 28, Qatar had effectively frozen tanker access to the Persian Gulf to avoid the volatile environment.

State-backed QatarEnergy has informed its global client base that a phased recovery is imminent. Should the U.S.-Iran agreement hold, the company expects to restore half of its production capacity within thirty days of the strait reopening. A climb to 80% capacity is projected within two months, though full restoration remains a long-term goal. The final 20% of output capacity remains offline, hindered by structural damage sustained during the Iranian missile strikes that targeted infrastructure in mid-March.