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Freight Pulse & Law Update: Explosives Ride Tanker Hulls Near Hormuz as Whistleblowers Question the TD3C Tanker Benchmark (Oct. 31, 2026)

Writer: Lanta LLC
Lanta LLC
1 day ago
2 min read

Hormuz attackers are shifting from mines to explosives attached to tanker hulls, a threat mine clearance cannot address. Whistleblowers are questioning the TD3C tanker benchmark, and FMCSA wants comments on hazmat permit records.

How are Hormuz attacks changing shipping risk?

  • UKMTO reported a small boat attached two explosive devices above the waterline of the tanker Louise 1 on Oct. 29, about 25 nautical miles northeast of Khasab, Oman. The fire was extinguished and the vessel resumed its voyage, per Euronews.

  • On Friday, a Panama-flagged ship caught fire off Musandam and 25 crew were evacuated.

  • Mine clearance does nothing against hull attacks, so Gulf war-risk surcharges and routing workarounds look set to stay. Brent crude rose 2.7% to $113.70 a barrel on Oct. 30. (Forwarder News)

What do the TD3C claims mean for the tanker benchmark?

  • London court filings show the Baltic Exchange received two whistleblower claims of attempted manipulation of TD3C, the benchmark for crude shipments from Saudi Arabia to China, since the Iran war began.

  • One inquiry found no manipulation; the other remains open. Mercuria rejected any wrongdoing suggestion, per gCaptain.

What must hazmat permit carriers track?

FMCSA’s notice in Docket No. FMCSA-2026-0991 renews OMB Control Number 2126-0030 for hazardous materials safety permit communications records.

  • It applies to about 1,142 carriers under 49 CFR part 385, subpart E.

  • Carrier-driver contact must occur at least twice daily; keep records of time and shipment location for six months.

  • Comments are due Dec. 2, 2026. See the notice summary.

Key takeaway: Reprice Gulf war-risk cover for hull attacks and keep hazmat communications logs audit-ready ahead of the Dec. 2 deadline.

Mid-Atlantic / I-95 Watch

Hanwha Ocean won a $269 million U.S. Navy landing-ship contract for the Philadelphia shipyard, its first U.S. Navy shipbuilding award, reported The Boston Report.

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Tags: freight news, shipping law update, logistics, supply chain, 3PL

 
 
 

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