ATLANTIC LABRADOR

At least three Indian oil refiners and a global energy major plan to stop using vessels on Iran's new blacklist, including for ship-to-ship transfers, due to security concerns, four sources with direct knowledge of the matter said this week.Tehran announced on Sunday a blacklist of 45 ships it said had broken its rules for crossing the Strait of Hormuz, and would take action against any vessels transferring loads with them, escalating its threats over the key waterway for global energy supplies six months into the U.S.-Israeli war on Iran.

The U.S. Department of Transportation's Maritime Administration (MARAD) and CORE POWER (US) Inc. signed an agreement to accelerate the commercial, industrial, and regulatory pathways for U.S.-flagged nuclear-powered commercial ships. Fueled by small modular reactor (SMR) technology, this first-of-its-kind partnership will advance the President Trump's agenda to strengthen American shipping and secure energy dominance."President Trump has made it clear that American energy dominance and maritime strength go hand in hand," said Maritime Administrator Stephen M. Carmel. "This framework ensures that the United States leads the world with a secure U.S.-flagged fleet.

A tanker was struck by an unknown projectile 63 nautical miles west of Saudi Arabia's port city of Yanbu, leading to a fire on the vessel's main deck, the United Kingdom Maritime Trade Operations said on Monday.The UKMTO said all crew were safe and accounted for with no reported environmental impact.Yanbu is Saudi Arabia's main Red Sea oil port, where millions of barrels a day are loaded, and has become the main route out for Saudi oil skirting the Strait of Hormuz, which has been blockaded by Iran.Shipping from Yanbu has itself faced disruption since Yemen's Iran-aligned Houthis declared a blockade on Saudi-linked vessels in the Red Sea last month.

Sempra Energy's unit Port Arthur LNG has started the federal permitting process for a major expansion of its liquefied natural gas export operations in Southeast Texas, according to a regulatory filing made on Wednesday.The proposed Port Arthur LNG North Project would add four liquefaction trains capable of producing up to 27 million metric tons per annum (mtpa) of LNG, significantly expanding the company's export footprint on the U.S. Gulf Coast, the filing showed.According to the filing, each train would be capable of producing up to 6.73 mtpa of LNG under optimal conditions.

Shipping traffic at the Strait of Hormuz rose slightly even as a standoff persisted between the United States and Iran, data showed on Thursday, while the market monitored Iran-Oman talks about the waterway.Visible commodity vessel transits at Hormuz totalled 10 on Wednesday, up slightly from eight on Tuesday, data from Kpler showed. This was below a 10-day moving average of about 15 vessels.Two medium-range fuel tankers, a liquefied petroleum gas carrier, a Panamax-sized tanker, and three handymax-sized tankers entered the strait from the Gulf of Oman.A medium-range fuel tanker, a bitumen tanker and a bulk carrier exited the waterway from the Gulf.