US Gas Gains Offset by Qatar Losses, Hurting Global Economy
I have to question some people's math. Qatar is down 8 bcm and the US is up 2.6 bcm. The issue here is the difference is not being made up and what is good for the US in the short-term is bad for the global economy in the long-term. Econ 101 is paying off after all these years.
US Blockade Shift Highlights Iran’s Strait Dominance
Looks like @ethanlevin did not read the USCENTOM notice that the blockade will not be enforced in the Strait of Hormuz, but in the Gulf of Oman and Arabian Sea. There is no reason to intercept close to the ports,...
U.S. Continues to Receive Constant Flow of Tankers
Everyone needs to understand that there is ALWAYS a lot of tankers sailing to the United States. This is from December 11, 2025. https://t.co/fEt76V4RVY
US Hormuz Blockade Drives Tankers to Atlantic, Rates Surge
US blockade of Hormuz will steer more tankers toward Atlantic ▶️BRS expects ‘little or no commercial traffic in the strait for the foreseeable future’; sentiment ‘remains under pressure’ as more tonnage heads to Atlantic basin ▶️Aframax rates are still historically high but...
USS Bush Bypasses Suez for Security, Training, Not Houthis
Why is the USS George H W Bush sailing around Africa and not through the Suez Canal and the Bab el-Mandeb. Well, there are several possibilities. 1️⃣The US ships are avoiding the Bab el-Mandeb and the Houthis. This is the one being...
Fast Support Ships Enable High‑Speed Cape Route
🚨NAVAL LOGISTICS🚨 The routing of the Bush Strike Group - carrier George H W Bush (CVN-77), Donald Cook (DDG-75), Mason (DDG-87) and Ross (DDG-71) - highlights a critical @USNavy & @MSCSealift underway replenishment lesson. Sailing from Norfolk to Diego Garcia is 10,500 miles via Cape of...
Key Criteria for Legal Blockades: Newport Manual Highlights
As we get ready to talk BLOCKADES this morning, everyone needs to dust off their copy of the Newport Manual on the Law of Naval Warfare. Specifically, Chapter 7.4. 1️⃣Notification 2️⃣Effectiveness 3️⃣Impartiability 4️⃣Humanitarian Requirements 5️⃣Access to Neutral Coast https://t.co/Bsx5bUr8JY
Trump Orders Full Blockade of Iranian Ports, Effective April 13
Blockade 1⃣Strait of Hormuz Week 6 Recap 2⃣President Trump Orders a Total Blockade 3⃣CENTCOM to Initiate a Blockade or Iranian ports at 10 AM on April 13 (US Eastern Time) https://t.co/y9KYk0W1G4
Blockade Targets All Vessels, Not Just Iranian Ships
This is a change of tactics. Not sure why a blockade would be directed against "all ships" and not just Iranian ships or those that loaded or unloaded in Iranian ports.
US 5th Fleet Shifts to Defend Strait, Countering Iran
So, this is a really well thought out operation by @CENTCOM. The US could not free up aerial and naval forces for clearing the Strait during offensive operations against Iran. With the ceasefire in place, @US5thFleet could divert resources and assets to...
US Warships Transit Strait of Hormuz, Enter Persian Gulf
It looks like USS Michael Murphy and Frank Peterson did sail the Strait of Hormuz into the Persian Gulf and back out. https://t.co/1gEm6RBZGa
USS Michael Murphy Detected Near Persian Gulf, Confirmation Sought
Did the USS Michael Murphy (DDG-112) sail into the Persian Gulf as she showed up on AIS four hours ago? @CENTCOM @US5thFleet @SecWar https://t.co/1sMOpp2WpI
Six‑Week Gulf Standoff Pushes Oil Workers to Breaking Point
‘Mental breakdown’: oil tanker workers stuck in Gulf for six weeks are reaching their limit https://t.co/Y0T3Q8vOl1
Pentagon Expands Pacific Fuel Depots, Echoing Cold War Strategy
"Pentagon Adds to Pacific Refueling Capacity With New Philippine Depot" The Philippines, Port Moresby, and Darwin...that is the plan for American fuel depots in the Pacific. Anyone else getting a weird sense of déjà vu? https://t.co/pPt7iiCkqW https://t.co/rHWT592HIa
Discussing Strait of Hormuz on CNN with Laura Coates
My appearance last night on @CNN with @thelauracoates talking about the Strait of Hormuz. https://t.co/8c9CNwMekq
Partnering with Iran Taints Business and Hinders Sanctions Relief
Ed makes the key point concerning tolls. Once you get in bed with Iran, you are doing business with a sanctioned government and whatever you do after is tainted. It will be difficult to conduct business with anyone else. This...
Iran's Illegal Strait of Hormuz Hold Undermines U.S. Force
"Continuing Crisis in Strait of Hormuz: Why Iran’s Hold is Illegal and U.S. Military Force Alone Fails" https://t.co/h8YXNFL0Qe
Refresh Your Knowledge of Traffic Separation Schemes
Good idea for everyone to turn their favorite Belgian pilot for a refresher in Traffic Separation Schemes.
Ceasefire Declared, Yet No Ships in Hormuz
Iran-United States Ceasefire...WHERE ARE THE SHIPS? | Strait of Hormuz Update April 8, 2026 https://t.co/K9AoSsU89v
Seeking Lloydslisted's Optimism on Strait of Hormuz
I want to have the same level of optimism that @Lloydslisted has on the situation in the Strait of Hormuz.
Tanker Silences AIS at Iran, Wins Navigator's Balls
Today's Biggest Navigator's Balls Award goes to Curacao-flagged 105k ton crude oil tanker Star Line owned by a Panama company, blasting its AIS while pier side at Iran's Kharg Island. P.S. Navigator's Balls refer to the compensating spheres mounted...
Iran's Weakened Arsenal Questions Strait Control Agreement
Just watched @secwar and Chairman @thejointstaff press conference. Sec Hegseth said the Strait was open but that does not seem to match with the statements coming out of Iran. The litenty of destruction makes it appear that Iran has no offensive...
Iran Tries to Impose Toll on Hormuz Shipping
🚨Iran demands fees for ships passing Hormuz during ceasefire🚨 This 'agreement' will confirm Iranian control of the Strait of Hormuz 1️⃣Iran has ZERO authority to monitor what sails into or out of the Persian Gulf 2️⃣The requirement to sail through Iranian waters...
Live View: Ships Exit Persian Gulf Into Strait
Live shot this morning from the exit or the Persian Gulf into the Strait of Hormuz. https://t.co/O0p7zIFKug
Shipowners Eye Gulf Exit, Risk Persists Amid Unclear Protocols
Shipowners and charterers prepare to move after US and Iran agree ceasefire ▶️Several shipowners are planning swift exits from the Middle East Gulf in the wake of a two-week ceasefire ▶️Industry security officials warn that moving before new protocols are clarified could...
Shipowners Consider Exit, Yet Remain Cautiously Patient
World’s Shipowners Are Eyeing the Exit, But They’re Not Rushing For It Just Yet https://t.co/50JyQtqKIq https://t.co/tyv7c76iez
Only Two Bulkers Move Out, Rest Remain Stationary
Checking @MarineTraffic this morning and there is no large scale movement of ships. NJ Earth cleared the toll booth outbound. Daytona Beach is out of Bandar Abbas Iolcos Destiny and New Ambition, both bulkers, are heading outbound to the toll booth after offloading...
Iranian Trade Vessels Near Toll Booth, Not Strait Opening
Two ships are heading towards the Iran Toll Booth - between Qeshm and Larak Islands. The ships are the 37k ton, St Kitts-Nevis flagged bulk carrier, which just loaded at Busheur, Iran and is sailing for India. The other is the...
Watching Strait of Hormuz Traffic Amid Ceasefire Uncertainty
Lots of conflicting messages about the proposed ceasefire between the US and Iran. I am waiting to see if there is any movement of ships into the Strait of Hormuz and not through Iran's Toll Booth. https://t.co/poGvHY51S7
Open Hormuz Strait Triggers Massive Eastward Market Rush
If the Strait of Hormuz is open, get ready to watch for a stampede to the East. https://t.co/3rohg52Jti
Crude and Product Tankers Drive Suez Canal Traffic Surge
Crude tankers and product tankers are resulting in the uptick in passages through the Suez Canal.
Liberia Ship Registry Demands Tougher Seafarer Checks
World’s Largest Ship Registry Calls for Stricter Seafarer Checks Amid Rising Sanctions Risk @LISCR_LLC: “The regulatory environment has changed, and the industry must adapt,” said Alfonso Castillero, CEO of the Liberian Registry. “We are setting a new standard for the industry...
Panama Canal Remains Open Despite Shore Tank Explosion
Okay...the Panama Canal is not closed. They halted traffic through the canal at the north end, but shipping is still moving under the Bridge of Americas. MV Luna Maersk is outbound right now. The explosion appears to have come...
Shipping Alerts Could Have Saved Cuban Cigars, Zyn
I am just saying that @citrini could have saved the Cuban cigars and Zyn, and just subscribe to What's Going on With Shipping to get this information. https://t.co/PvJjMTpAaz
Middle East Oil Loss Spikes Global Oil Prices
Yes...we do get something from the Persian Gulf. 8% of US imports come from the Middle East. More importantly, when you lose Middle East oil, all other oil goes up in price and demand.
Strait of Hormuz Traffic Spikes, Iran Toll
The traffic through the Strait of Hormuz from 0000 hours April 4 (UTC) to 1400 hours April 5. Notice the amount of Traffic going to and from Iran and the use of the Iranian Toll Booth between Qeshm and Larak...
Diesel’s Gulf Surplus Makes It Cheaper than VLSFO
One of the most interesting pieces of information I had we relayed to me was that one of the ships stuck in the Persian Gulf loaded with diesel fuel vice Very Low Sulphur Fuel Oil (VLSFO). The reason? Diesel was substantially cheaper...
Strait of Hormuz: Open, Closed, or Cartoon Chaos?
Strait of Hormuz WEEK 5 Update | Is the Strait OPEN or CLOSED? | Have We Gone Full Looney Tunes? Video: https://t.co/UmvO23asx3 https://t.co/WWKZn0XYH6
Jones Act Tankers Shield Gas Prices From Market Volatility
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...
US Missed Early War‑risk Coverage; Strait Security Remains Lacking
Okay, this is 5 weeks too late. The US should have had war risk coverage in place on Day 1 when the issue was the lack of sufficient money in the pot. Ships have already obtained war risk through commercial means. The issue...
Trump Budget Targets Record US Shipbuilding with 34 Vessels
Trump budget proposal tees up yard bonanza by taking US ship orders to historic levels White House gears up to propose budget with 34 ships, including vessels built to commercial standards https://t.co/8MB7cVm1I8
Hormuz Closure Amplifies Global Trade, Inflation, Financial Strain
Hormuz disruption deepens global economic strain across trade, prices and finance Latest @UNCTAD report on Hormuz 1⃣Energy corridor halted: The Strait of Hormuz remains “practically closed,” disrupting a critical share of global oil and gas flows. 2⃣Trade losing momentum: Global merchandise trade is...
Questioning LSMs' Suitability for Persian Gulf Operations
Would this be a good time to once again raise the issue of operating small, slow, and poorly armed @USNavy LSMs for the @USMC in a non-permissive environment right now? I mean the Strait of Hormuz and Persian Gulf...
BRS Reveals Massive Hurdles to Trump's Maritime Plans
BRS exposes the scale of the challenge facing Trump’s maritime ambitions https://t.co/IvPZY54B8L via @splash_247 https://t.co/PBFZYMx229
US Ship Finally Reaches Persian Gulf Port, Loads Supplies
🚨GOOD HORMUZ NEWS🚨 So, finally some good news. One of the US-flagged 🇺🇸 ships in the Persian Gulf was able to get into a port. While in port, they loaded food, fuel, and water, while conducting a crew change. This is good news,...
MT Zea Passes Iranian Toll Booth, Hormuz Update
Sailing out of the Persian Gulf via the Iranian Toll Booth 1⃣Strait of Hormuz Update 31 March 2026 2⃣Where Are all the President's Tankers? 3⃣Sailing on MT Zea via @NewsNation Video: https://t.co/PVC4pY7aWJ
Questioning the Claim of Massive Ship Traffic in Hormuz
Who is telling @POTUS that "TREMENDOUS NUMBERS OF SHIPS" were sailing through the Strait of Hormuz? https://t.co/D39V2wVqPL
No Evidence of 20 Pakistani Tankers; Sanctions Risk Highlighted
Show me your Tier One ships, specifically the 20 Pakistani ships. Just to be clear, Pakistan does not have 20 flagged ships stuck in the Persian Gulf, let alone 20 Pakistani tankers. Where are all these ships that...
Presidential Tanker Claims Lack Evidence, only One Seen
Here is an example of some of the problems associated with the President's comments about 8 to 10 tankers sailing out of the Persian Gulf or the 20 tankers he discussed on Air Force One. There is no evidence of...
30 Gulf Ship Attacks Expose US Protection Gaps
Why is anyone surprised by this with nearly 30 ship attacks in the Persian Gulf since March 1. Add to that, even US flagged ships feel like they are not getting the attention, let alone protection, they deserve.