What changed
The two-minute briefing
Routine commercial navigation remains unverified. AP reports that the three-day pause in U.S.-Iran fighting ended, while Iran's Revolutionary Guard claimed it struck and stopped three oil tankers in the Strait after warnings over what it called an unsafe and illegal route. AP said the tankers were not identified, there was no immediate independent confirmation, and UKMTO had not reported corresponding Hormuz strikes. Iran still describes the waterway as closed, commercial traffic was recently at a three-week low, and the renewed U.S. blockade remains part of the operating picture. JMIC update 072 still rates the regional threat SEVERE, citing blockade enforcement, mine risk, GNSS interference, surveillance, and heightened transit procedures. PortWatch's lagged AIS-derived series now runs through July 23 and shows limited movement, not routine open passage.
Evidence through · 126 words