What changed
The two-minute briefing
Routine commercial navigation remains unverified. AP reports a renewed heavy U.S. strike wave against Iranian command, missile, drone, coastal surveillance, and defense sites; Iranian state media said a strike on Qeshm in the Strait killed three people and wounded two. The escalation follows Iran's unconfirmed claim that it struck and stopped three tankers over alleged route violations. Iran still describes Hormuz as closed, traffic was recently at a three-week low, and the 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 runs through July 23 and shows limited movement, not routine open passage.
Evidence through · 117 words