What changed
The two-minute briefing
Routine commercial navigation still is not verified. AP reported an 11th consecutive night of U.S. strikes, described Hormuz as blocked, and said negotiations and shipping through the Strait remained largely stalled. A second AP report said Iran continued to demand control of the waterway and toll collection, terms Washington rejected. JMIC update 072 remains the strongest current maritime advisory: SEVERE threat, blockade enforcement, mine risk, GNSS interference, surveillance, hailing, and heightened transit procedures. PortWatch now shows nonzero AIS-derived crossings through July 19, including 15 that day, but those lagged counts coexist with armed coercion, selective clearance, and continuing attacks. Movement continues. Routine open passage does not.
Evidence through · 106 words