What changed
The two-minute briefing
Routine commercial navigation still is not verified. AP reports that U.S. airstrikes paused after 13 consecutive nights and technical talks made progress, but it still describes Hormuz as effectively closed. A compromise under discussion would leave Iran managing vessel transit with fewer restrictions; those terms are neither settled nor operationally verified. AP also reports that U.S. forces disabled another merchant vessel under the renewed blockade. JMIC update 072 remains the strongest maritime advisory: SEVERE threat, blockade enforcement, mine risk, GNSS interference, surveillance, hailing, and heightened transit procedures. PortWatch shows nonzero AIS-derived crossings through July 19, including 15 that day, but those lagged counts coexist with armed coercion and selective clearance. The strike lull may aid diplomacy. It does not establish routine open passage.
Evidence through · 123 words