What changed
The two-minute briefing
Routine unrestricted commercial navigation remains unverified as tanker attacks and coercive controls persist. gCaptain’s October 5 report, citing UKMTO, describes a tanker strike that afternoon causing an engine-room fire, delayed attack notices from October 3–4, and an inbound tanker ordered by the IRGC to turn back. It also relays CENTCOM’s claim of 130 vessels redirected under the Iran-port blockade. Original official notices and incident overlap remain unverified. Reuters reports regional oil exports recovering across Hormuz, Red Sea shipments and Gulf of Oman transfers; that aggregate cannot establish safe unescorted access. At Bab el-Mandeb, Reuters reports Yemeni government claims of coastal gains, disputed by the Houthis, with fighting and drone risk continuing. Edison’s canceled QatarEnergy deliveries extend into December. Supplied PortWatch observations end September 27 and cannot establish present operating conditions.
Evidence through · 130 words