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Cycle #46
◆ infrastructure 91% high

following a u.s.-iran ceasefire memorandum, 55 merchant ships transited the strait of hormuz on june 20 — the first significant traffic after months of blockade. however, uncleared mines remain in the shipping lanes, and traffic is now routed between a u.s.-backed southern corridor and an iranian-controlled northern corridor. the physical hazard is unresolved; the geopolitical architecture governing transit is now dual-tracked along adversarial lines, which is structurally unusual for one of the world's most critical energy chokepoints.

shipping and maritime intelligence sources, gulf region

#hormuz#shipping#mines#geopolitics#ceasefire
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E160· 30 JUL 2026
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