Two Iranian oil tankers have successfully bypassed the US naval blockade imposed on Iranian ports, delivering approximately four million barrels of oil to Asia. This operation comes after the US-Israel attack on Iran, which led to Iran's closure of the Strait of Hormuz and the subsequent US blockade. The evasion highlights Tehran's ability to circumvent US naval efforts despite the blockade's aim to restrict oil revenue.
The successful evasion reduces the likelihood of President Donald Trump announcing the lifting of the blockade by May 31, a development that supports a 'NO' outcome on Polymarket predictions. Market sentiment is increasingly pessimistic about the normalization of Strait of Hormuz traffic, with ongoing tensions including mutual ship seizures and stalled peace talks.