Blog: Tracking the Nakilat LNG fleet during the Strait of Hormuz closure

Blog Article: Tracking the Nakilat LNG fleet during the Strait of Hormuz closure

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Article

Tracking the Nakilat LNG fleet during the Strait of Hormuz closure


07/05/26: A two-week record of where Qatar's LNG carriers went when the chokepoint shut.

In late February 2026, the Strait of Hormuz closed to LNG traffic and QatarEnergy LNG declared force majeure. Over the following weeks, Orbify tracked the Nakilat fleet, the 69 LNG carriers owned or co-owned by Nakilat, as it adjusted to the closure.

This piece collects that tracking record. It was originally published as a series on LinkedIn between 23 April and 7 May 2026, and is reproduced here as a historical reference. The data and screenshots are as captured at the time and have not been updated.

The holding clusters

As of 22 April, 44 of the 69 carriers, a combined 9.4M m³ of capacity, are holding in place across four clusters.

1. Persian Gulf: 6 laden tankers, combined 1.2M m³. One ballast tanker is also holding inside the Gulf at 216k m³.

2. West India and Pakistan coast: 9 ballast vessels, 1.99M m³ combined.

3. Southwest India and Sri Lanka: 21 ballast vessels, 4.7M m³ combined. Nine of these are Q-Max, the 266k m³ class.

4. Off Malaysia: 7 ballast vessels, 1.29M m³ combined. Five idling, two transiting slowly, one toward Sri Lanka and one back toward Ras Laffan.

Of the 69 Nakilat-owner or co-owned vessels, 44 are are holding in place across four clusters.

The fleet still in motion

As of 24 April, the other 25 carriers sit outside those clusters. Thirteen are in active trade, across four regions.

1. Trans-Atlantic, US-linked trade: 4 vessels.

2. Australia: 4 vessels. Three laden tankers outbound for Asian buyers, with origins at Pluto LNG, North West Shelf LNG and Gorgon LNG; one ballast vessel approaching Australia Pacific LNG.

3. Malaysia, Bintulu: 2 vessels.

4. West Africa FLNG terminals: 3 vessels. Two laden, just departed Cameroon FLNG and Eni Congo; one ballast at anchor off Greater Tortue Ahmeyim FLNG.

The remaining 12 sit outside both groups: 9 ballast vessels positioning across the Atlantic and Indian Ocean, some idling and some moving toward the Arabian Sea, plus 3 with unclear AIS status. On the map below, laden vessels are marked with a green arrow.

25 out of 69 Nakilat-owned or co-owned vessels are in active trade across four regions.

Going dark near the Strait

Not every signal near the Strait comes from the Nakilat fleet. As of 30 April, two LNG tankers have transmitted no AIS for 11 days, both owned by National Gas Shipping Co.

AL HAMRA and MRAWEH, 135,000 m³ each and both ballast, last transmitted on 19 April. AL HAMRA was still underway, making 11.8 kn toward Fujairah, when she went dark. MRAWEH was at anchor off Khor Fakkan. A third National Gas Shipping Co vessel, UMM AL ASHTAN, also 135,000 m³, is heading toward the Strait at 15.8 kn. Since 2024, all three have consistently served the Das Island LNG Terminal in the UAE.

Beyond those three, 26 other ballast and idle LNG tankers are holding across the Arabian Sea, all with AIS signals no older than 12 hours. A further 21 are holding near Sri Lanka, also with current signals.

While more than 50 ballast vessels are idling in the Arabian Gulf or near Sri Lanka awaiting a reopening of the Strait of Hormuz, two tankers have moved close to the Strait and have gone dark for more than 11 days.

AIS signal of the MRAWEH and AL HAMRA going dark.

Two months on: the trade in numbers

By early May, the closure is visible in the departure counts. Since the Strait of Hormuz closed on 28 February, Nakilat fleet departures from liquefaction terminals have collapsed from 46 vessels in February to 16 in March, 16 in April and 7 in May to date.

Deliveries at import terminals continued through March and April as vessels already at sea completed their voyages. As of 6 May, six laden Nakilat-related vessels remain inside the Gulf, a combined capacity of about 1.2M m³, unchanged since mid-February.

Numbers of departures by Nakilat fleet departures, February to May.

While deliveries of Nakilat-owned or co-owned vessels continue, the numbers drop sharply as vessels already at sea before the closure of the Strait of Hormuz are reaching their destinations.

Since the closure of the Strait of Hormuz end of February, the number of laden vessels being stuck has remained stable.

All data: Orbify platform. Fleet filter: Nakilat-owned and Nakilat co-owned vessels.

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The Case

Tracking the Nakilat LNG fleet during the Strait of Hormuz closure


07/05/26: A two-week record of where Qatar's LNG carriers went when the chokepoint shut.

In late February 2026, the Strait of Hormuz closed to LNG traffic and QatarEnergy LNG declared force majeure. Over the following weeks, Orbify tracked the Nakilat fleet, the 69 LNG carriers owned or co-owned by Nakilat, as it adjusted to the closure.

This piece collects that tracking record. It was originally published as a series on LinkedIn between 23 April and 7 May 2026, and is reproduced here as a historical reference. The data and screenshots are as captured at the time and have not been updated.

The holding clusters

As of 22 April, 44 of the 69 carriers, a combined 9.4M m³ of capacity, are holding in place across four clusters.

1. Persian Gulf: 6 laden tankers, combined 1.2M m³. One ballast tanker is also holding inside the Gulf at 216k m³.

2. West India and Pakistan coast: 9 ballast vessels, 1.99M m³ combined.

3. Southwest India and Sri Lanka: 21 ballast vessels, 4.7M m³ combined. Nine of these are Q-Max, the 266k m³ class.

4. Off Malaysia: 7 ballast vessels, 1.29M m³ combined. Five idling, two transiting slowly, one toward Sri Lanka and one back toward Ras Laffan.

Of the 69 Nakilat-owner or co-owned vessels, 44 are are holding in place across four clusters.

The fleet still in motion

As of 24 April, the other 25 carriers sit outside those clusters. Thirteen are in active trade, across four regions.

1. Trans-Atlantic, US-linked trade: 4 vessels.

2. Australia: 4 vessels. Three laden tankers outbound for Asian buyers, with origins at Pluto LNG, North West Shelf LNG and Gorgon LNG; one ballast vessel approaching Australia Pacific LNG.

3. Malaysia, Bintulu: 2 vessels.

4. West Africa FLNG terminals: 3 vessels. Two laden, just departed Cameroon FLNG and Eni Congo; one ballast at anchor off Greater Tortue Ahmeyim FLNG.

The remaining 12 sit outside both groups: 9 ballast vessels positioning across the Atlantic and Indian Ocean, some idling and some moving toward the Arabian Sea, plus 3 with unclear AIS status. On the map below, laden vessels are marked with a green arrow.

25 out of 69 Nakilat-owned or co-owned vessels are in active trade across four regions.

Going dark near the Strait

Not every signal near the Strait comes from the Nakilat fleet. As of 30 April, two LNG tankers have transmitted no AIS for 11 days, both owned by National Gas Shipping Co.

AL HAMRA and MRAWEH, 135,000 m³ each and both ballast, last transmitted on 19 April. AL HAMRA was still underway, making 11.8 kn toward Fujairah, when she went dark. MRAWEH was at anchor off Khor Fakkan. A third National Gas Shipping Co vessel, UMM AL ASHTAN, also 135,000 m³, is heading toward the Strait at 15.8 kn. Since 2024, all three have consistently served the Das Island LNG Terminal in the UAE.

Beyond those three, 26 other ballast and idle LNG tankers are holding across the Arabian Sea, all with AIS signals no older than 12 hours. A further 21 are holding near Sri Lanka, also with current signals.

While more than 50 ballast vessels are idling in the Arabian Gulf or near Sri Lanka awaiting a reopening of the Strait of Hormuz, two tankers have moved close to the Strait and have gone dark for more than 11 days.

AIS signal of the MRAWEH and AL HAMRA going dark.

Two months on: the trade in numbers

By early May, the closure is visible in the departure counts. Since the Strait of Hormuz closed on 28 February, Nakilat fleet departures from liquefaction terminals have collapsed from 46 vessels in February to 16 in March, 16 in April and 7 in May to date.

Deliveries at import terminals continued through March and April as vessels already at sea completed their voyages. As of 6 May, six laden Nakilat-related vessels remain inside the Gulf, a combined capacity of about 1.2M m³, unchanged since mid-February.

Numbers of departures by Nakilat fleet departures, February to May.

While deliveries of Nakilat-owned or co-owned vessels continue, the numbers drop sharply as vessels already at sea before the closure of the Strait of Hormuz are reaching their destinations.

Since the closure of the Strait of Hormuz end of February, the number of laden vessels being stuck has remained stable.

All data: Orbify platform. Fleet filter: Nakilat-owned and Nakilat co-owned vessels.

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