Salty seawater enhances the
process of rusting or oxidation. Steel ship hulls rust, which reduces their
lifespan. Many of the tankers used to transport sanctioned oil are
substandard. It was reported that some vessels used to transport Venezuelan oil
that were seized by U.S. authorities were in such bad shape that they couldn’t
enter U.S. ports. The Coast Guard is dispatching inspection and repair teams.
One message from the Coast Guard described them as "stateless and
beyond substandard."
The U.S has seized four ghost fleet tankers off the coast of Venezuela, with one fleeing after it tried to change its affiliation to Russia. It was captured in the North Atlantic near Europe.
DHS chief Kristi Noem noted:
"The ghost fleets will not outrun justice. They
will not hide under false claims of nationality.”
“The Coast Guard will seize sanctioned oil tankers,
enforce U.S. and international law, and eliminate these funding streams for
illicit activity including narco-terrorism.”
I think this enforcement
action is a good idea. These ships are endangering the ocean with higher
chances for spills and accidents, especially as they change routes, hide by
turning off transponders (which resulted in one destructive collision), and
ship-to-ship oil transfers.
“There are hundreds of such vessels, and often they are
in terrible shape, said Mark Cancian, a senior adviser at the Center for
Strategic and International Studies. They’re likely to be declined entry into a
U.S. port if they don’t meet its safety standards or there’s risk of a spill,”
he said.
“They tend to be at the end of their service life — old,
in poor condition,” Cancian said.
The Coast Guard is seeking
more personnel who can inspect and repair the ships.
The Washington Post also
reported this week that 11 tankers have evaded the U.S. blockade. Ten of the
tankers are loaded with oil or naptha (which is used to help heavy Venezuelan
crude flow through pipelines). It is estimated that these tankers are
collectively carrying the equivalent of 9.4 million barrels of oil. Six were in
the Caribbean, others were out to sea, and one was along the Colombian coast.
The blockade, which Secretary of State Marco Rubio called a “quarantine” to
apply leverage to the current Venezuelan regime. In addition to evading
sanctions on Venezuela, some of the ships are also defying sanctions on Russia
and Iran. I am in agreement that this sanctions-evasion network needs to be
dismantled.
“The ships’ apparent success in skirting the blockade —
while carrying hundreds of millions of dollars worth of oil — raises questions
about the effectiveness of the blockade, said Gregory Brew, an international
energy analyst with the Eurasia group.
“If this is a tool that the U.S. wants to use to
maintain a degree of control or influence over Caracas, it’s a tool that they
have to demonstrate can be used effectively and consistently,” Brew said.
“Another analyst said the number of ships that have
gotten through is probably an indication of how many shipowners are willing to
take extraordinary risks.
“It’s very difficult to have a 100 percent blockade,”
said Jorge Leon, the head of geopolitical analysis for Rystad Energy, a
research and consultancy firm.
“He said a blockade largely aims to deter defiance
through seizures and other shows of force.
One of the tankers, Russia’s Sea
Maverick, is carrying 380,000 barrels of diluent (to get oil to flow better),
Russian naphtha. Another goal of the blockade is to put Russia, and likely
Iran, out of business in Venezuela, a goal I support.
According to Bloomberg:
“Last year, Russia was sending an average of roughly
30,000 barrels a day of naphtha to Venezuela, far more than any other country,
Vortexa data shows. That has since fizzled to zero. More than half of
Venezuela’s roughly 1 million barrels a day of oil production is pumped from
its Orinoco Belt region, which yields heavy crude that must be diluted for
export to countries including China, one of the top buyers of Venezuelan crude.”
“The US has signaled that American supplies of light
crude will replace Russian naphtha, though the details and timeline have yet to
be determined.”
“US diluent (light crude oil) will flow into Venezuela,
as required, to mix, upgrade, and optimize the production and transport of
Venezuela’s very heavy (high viscosity) crude oil,” the Energy Department said
in a fact sheet released on Wednesday.
“The US previously served as Venezuela’s dominant
naphtha supplier. In 2018, just before the US imposed significant sanctions on
Venezuela’s state-owned oil company, Petroleos de Venezuela SA, all of
Caracas’s imports were from the US Gulf Coast via trading houses including
Reliance Industries Ltd., Citgo Petroleum Corp.’s LDC Supply Trading, Vitol
Group and Trafigura.”
“More recently, Chevron appears to have sent the diluent
as part of a so-called cargo swap, where oil products replace cash as tax on
Venezuelan crude.”
“But US President Donald Trump last year revoked a
license for some energy companies, including Chevron Corp., to do work in the
country, leading Venezuela to turn to Russia for naphtha supplies. Even after
the license was reinstated, Caracas continued to source the diluent almost
exclusively from Moscow, in an apparent effort to strengthen economic ties.”
Since then, U.S. naptha
supplies are very high, and producers would appreciate a return to Venezuelan
sales.
References:
Some
sanctioned vessels seized by the US are in such poor condition that they can't
enter US ports: report: 'Beyond substandard'. Demian Bio. January 9, 2026. Some
sanctioned vessels seized by the US are in such poor condition that they can't
enter US ports: report: 'Beyond substandard'
Coast
Guard prepares for influx of seized ‘ghost fleet’ oil tankers. Tara Copp.
Washington Post. January 9, 2026. U.S.
Coast Guard prepares for influx of seized ‘ghost fleet’ oil tankers - The
Washington Post
Drifting
tanker reveals major hurdle for Trump plan to revive Venezuela’s oil. Mia
Gindis. Bloomberg. January 9, 2026. Drifting
tanker reveals major hurdle for Trump plan to revive Venezuela’s oil
11
tankers under U.S. sanctions defy blockade in Venezuela, satellite imagery
indicates. Samuel Oakford, Joyce Sohyun Lee, Susannah George and Amaya Verde. Washinton
Post. January 10, 2026. Sanctioned
oil tankers have broken beyond U.S. blockade in Venezuela - The Washington Post





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