Recent tensions between Israel and Iran have led to spikes in oil, gas, and LNG prices, drawing significant attention from energy companies. However, a critical challenge has arisen regarding the integrity of shipping data in the region. Disruptions in the Automated Identification System (AIS) data, which vessels use to indicate their locations, have been increasingly reported, particularly in the Straits of Hormuz, a vital shipping route. On June 16, following a weekend marked by rocket exchanges, ICIS LNG Edge observed considerable AIS disruptions near Ras Laffan, Qatar.
LNG tankers appeared to be broadcasting “spoofed” signals that falsely placed them on the Iranian mainland. This issue was confirmed by the United Kingdom Maritime Trade Operations (UKMTO), which has been monitoring electronic interference in the Gulf since early May. UKMTO cautioned vessels to navigate carefully and to continue reporting any instances of interference. In response to the distortions, ICIS LNG analysts have been meticulously analyzing satellite data to trace the actual locations of these LNG vessels.
As UKMTO issued its alerts, roughly six tankers were transmitting incorrect positions within Iran, including vessels operated by major companies like Petronet and Eni. Analysts have aimed to rectify these erroneous signals by manually adjusting the vessels’ positions, although they practice caution due to the potential for continuous inaccuracies each time a vessel updates its AIS broadcast. The reliance on AIS and marine radar for collision avoidance in busy shipping lanes is critical. On June 17, a collision between two vessels northeast of Fujairah resulted in one oil tanker sustaining extensive damage and igniting.
UKMTO clarified that the incident was not a consequence of any hostile actions but highlighted the dangers of navigating with compromised positional data. With several vessels waiting outside Ras Laffan, there are concerns that insurance challenges and safety protocols may lead to further disruptions in LNG transit from the region.