What changed
The two-minute briefing
Routine unrestricted commercial navigation remains unverified. AP’s September 26 report describes U.S. military guidance of commercial ships amid Iranian attack risk, while Trump rejected Iran’s conditional seven-day reopening proposal. Protected passage does not establish safe unescorted access. Reuters via gCaptain reports oil-transfer congestion outside Hormuz as Saudi exports shift from the Red Sea. Reuters via Business Recorder cites nine tracked crossings on September 24, excluding vessels with transponders off. A separate U.S. claim of roughly 60 September 23 crossings, about 40 coordinated for military protection, remains independently unverified and uses different coverage. Responsibility for the reported fatal Cape Dao attack remains unresolved. Supplied PortWatch observations end September 20 with one cargo crossing and no tankers; lagged AIS counts cannot establish present operating conditions.
Evidence through · 123 words