Skip to content
You can now search across every topic, entity and event.What's new
European Energy Markets
27JUL

IMO starts to evacuate 11,000 mariners

3 min read
09:24UTC

The International Maritime Organisation launched a coordinated evacuation of roughly 11,000 stranded seafarers from the Persian Gulf on 23 June, working with Iran, Oman and the United States as transits hit a war-high of 36.

EconomicDeveloping
Key takeaway

The IMO began moving 11,000 stranded crews as Hormuz transits recovered to a war-high 36 a day.

The International Maritime Organisation (IMO), the UN agency responsible for the safety of international shipping, began a coordinated evacuation of roughly 11,000 stranded seafarers from the Persian Gulf on 23 June, operating with Iran, Oman and the United States together 1. Fourteen seafarers have died during the months of closure since the IRGC declared Hormuz shut . Denmark joined the international maritime mission the same day.

These are crews left at anchor for months while the diplomatic and legal fight over the strait played out above them. No committee on paper can move them; the evacuation is the first physical relief they have had.

The operation became possible only because the waterway cracked partly open. Transits recovered to a war-high 36 vessels on Monday 22 June, up from just 12 on the day General License X authorised Iranian oil sales , creating the operational window the IMO needed. That recovery still runs at barely a third of the pre-war rate near 94 a day, so the evacuation describes a strait that is reopening for rescue rather than for trade.

Deep Analysis

In plain English

About 11,000 people work on ships that have been stuck in the Persian Gulf since the conflict began in late February. Fourteen of those workers have died during the months of closure. The International Maritime Organisation; the United Nations agency responsible for shipping safety; launched a formal evacuation on 23 June to get those stranded workers home. The number of ships actually moving through the Strait of Hormuz rose to 36 on 22 June, up from just 12 a week earlier. That improvement created enough of an opening for the evacuation to begin. Still, 36 ships a day is less than 40% of the normal 94 that used to pass through before the conflict. Mines in the water and the lack of shipping insurance are the main reasons the strait has not fully reopened yet.

Deep Analysis
Root Causes

The 11,000 stranded seafarers accumulated because P&I (Protection and Indemnity) insurance withdrawal on 15 March 2026; triggered by BIMCO's CONWARTIME clause; cut the legal liability chain: owners could not insure vessel entry, so they could not send relief crews in, and could not evacuate stranded ones without uninsured risk.

The IMO evacuation operates under a state-to-state framework (Iran, Oman, US), bypassing the commercial insurance barrier by treating evacuation vessels as quasi-governmental craft.

The fourteen deaths; a figure the IMO has not broken down by cause; likely combine delayed medical evacuation (no helicopter access within the closure zone), heat stress (Gulf summer temperatures reaching 48°C in the vessel engine rooms), and at least one incident of crew violence under prolonged confinement. The ITF documented all three causes in the 2020 COVID seafarer abandonment crisis, which stranded 400,000 globally for 18 months.

What could happen next?
  • Consequence

    Repatriation of 11,000 seafarers removes the primary humanitarian leverage Iran and the IRGC held over shipping-dependent states like India and the Philippines, reducing Tehran's ability to use crew welfare as a negotiating chip.

  • Risk

    If transit rates fall back below 15 vessels per day before mine clearance is certified, a second cohort of replacement crews entering under the post-evacuation framework will face the same stranding risk, extending the humanitarian crisis into August.

First Reported In

Update #137 · Iran and Oman claim the strait; US says no

International Maritime Organisation· 24 Jun 2026
Read original
Different Perspectives
Slovakia
Slovakia
Slovakia says it dropped its hold-out on the 21st sanctions package only after Ursula von der Leyen personally signed written gas-price and supply guarantees. The Council of the European Union's own 17,238-character release on the package names neither Slovakia nor any guarantee, leaving Bratislava's account unconfirmed by the institutional record.
EU regulator on capacity mechanisms
EU regulator on capacity mechanisms
Brussels is watching Germany's StromVKG first 4.5 GW capacity auction move toward its 8 September bid deadline without a resolved state-aid clearance for the 9 GW 2026 programme's gas-plant subsidies. A negative spark spread this deep on cheap gas strengthens the case for subsidised dispatchable capacity, the same case still awaiting a state-aid ruling.
French power exporters
French power exporters
French day-ahead cleared EUR 41.13/MWh on Sunday 26 July, EUR 43.09 below Germany, on wind more than doubling and a demand trough, not on any nuclear recovery. The desk expects the discount to hold only as long as French wind and weekend demand repeat, not as a durable nuclear-cost advantage.
European gas storage operator
European gas storage operator
A storage operator stopped bidding for prompt TTF cargoes on 21 July, reading the strike-halt unwind as the start of a fuel-side correction rather than a floor. It expects the gap between prompt and forward gas to keep narrowing as the war premium continues leaving the curve.
German gas-fired power fleet
German gas-fired power fleet
German gas-fired plants cut output from 4.37 GW to 2.85 GW between 24 and 27 July, even as TTF fell 8 per cent, because below roughly minus EUR 40/MWh the fuel price stopped deciding dispatch. The fleet expects no relief until wind eases or StromVKG's first 4.5 GW auction adds capacity.
French industrial power consumers
French industrial power consumers
France's day-ahead discount to Germany has nearly closed as TTF and EUA rise together on both sides of the border, eroding the arbitrage French industry relied on through the summer. A standing negative spark removes the German demand buffer that kept that spread wide.