米国の制裁や海上封鎖が続く中、老朽化したタンカー網がイラン産原油を中国へ輸送し続けている。移し替えはマレーシア沖の公海上で行われており、交渉担当者は封鎖を緩和する可能性のある60日間の暫定停戦の枠組みで合意した。
ウォール・ストリート・ジャーナル紙は5月上旬、マレーシア沖約45マイルの東外港境界付近で、船同士による積み荷の移し替えを確認した。制裁対象となっているタンカーが積み荷を匿名化された船舶に移し、その後中国の精製所へと向かっている。イランは過去1年間で中国への原油販売により約310億ドルを稼ぎ出し、同国の国家予算の約45％を賄った。
Xユーザーの間では、米国の制裁や新たな60日間の停戦合意があるにもかかわらず、マレーシア沖での船対船の移し替えを通じてイランが中国へ原油を輸出し続けている現状について議論が交わされている。ユーザーは、この輸送網が石油供給を維持する役割を果たしていることを指摘しつつ、制裁の執行状況や米国の戦略に対して懐疑的な見方を示している。
BREAKING: The NYT just reported that Iran accepted the ceasefire following a last-minute intervention by China asking Tehran to show some flexibility. Every headline framed this as Beijing playing peacemaker. Read it again through the lens of what China actually gets from the… pic.twitter.com/YvfKwSz3Eq
— Shanaka Anslem Perera ⚡ (@shanaka86) 2026年4月8日
Lol finance bros are discovering the dark fleet. This is 80%+ Iranian product going to China via ship to ship transfer in Malaysian waters.
— Yet another commodity guy (@tleilax___) 2026年4月6日
Iran kept loading at Kharg and shipping to China without skipping a beat. https://t.co/TckY05ZBbN
Do we want to win the Iran war or not? In addition to doing nothing to interdict the overland transfers of Iran’s oil to China, we’re doing very little to stop the “shadow fleet” movement of Iranian oil to the Chinese.
— Gordon G. Chang (@GordonGChang) 2026年5月29日
"These reporters watched a sanctioned vessel called the Catalina 7 pump oil through a hose into a second ship — whose name had been painted over in black." @Cabot_Phillips breaks down latest on the 60-day ceasefire agreement & new revelations about Iran's use of a "shadow fleet"… https://t.co/9voptFnlSZ pic.twitter.com/LR4TfrNY7a
— John Bickley (@jtbickley) 2026年5月29日
I can’t believe DJT is falling for the 💩coming out f Iran! He’s being “played” by the IRG, and I can’t believe he’s falling for their “long game!” China is still getting oil from a shadow fleet and propping up Iran’s economy.
— Sybil321 (@Sybil321123) 2026年5月29日
America is losing the war with Iran!
AIによるレポート AIによって生成された画像 事実確認済み
Iran’s ability to sell crude has come under mounting pressure since the United States began enforcing a naval blockade aimed at Iranian shipping in mid-April 2026, prompting warnings that storage could fill within weeks and that forced production cuts could damage older oil fields. Tehran has tied broader talks with Washington to changes in maritime restrictions as the standoff over the Strait of Hormuz drags on.
The United States has expanded its maritime blockade on Iranian-linked vessels, intercepting ships bound for China and pressuring Beijing's energy supplies. U.S. forces boarded the sanctioned tanker M/T Tifani in the Indo-Pacific on April 21, while another vessel, the Rich Starry, turned back from the Strait of Hormuz. Experts say China is managing short-term impacts through reserves but faces diplomatic challenges.
AIによるレポート
In the escalating Strait of Hormuz crisis—now in its fourth week after Iran's March blockade—the US has started enforcing President Donald Trump's April 13 sanctions by blocking ships carrying drones to and from Iranian ports. The move intensifies pressure on Tehran to reopen the vital oil chokepoint amid failed nuclear talks.
China's imports of Russian crude spiked in January and February 2026, comprising over one-fifth of its total imported crude by volume. Analysts attribute this to stockpiling amid rising geopolitical risks before the Middle East conflict. However, the Iran war could moderate future Russian shipments to China.
AIによるレポート
Oil prices swung sharply on Tuesday after a U.S. Energy Secretary's claim of a Navy escort through the Strait of Hormuz was corrected by the White House, amid ongoing disruptions from the U.S.-led operation against Iran. Brent crude fell to around $81 per barrel before recovering to close near $91. The incident highlights efforts to stabilize oil flows through the strait, which carries 20% of the world's oil.
Around 130 container vessels linked to the Philippines remain trapped in the Strait of Hormuz due to the ongoing Middle East conflict and effective blockade, straining exports and goods flow, a shipping executive told a Senate panel on April 8. This follows recent diplomatic assurances from Iran for Philippine ships.
AIによるレポート
Iran has hardened its negotiating position with the United States by demanding five conditions described as minimum guarantees for trust. The move comes amid mounting concerns over oil supplies and shipping security in the Strait of Hormuz.