What changed
The two-minute briefing
Routine unrestricted commercial navigation remains unverified. AP reported that Iran's Revolutionary Guard claimed it hit two oil tankers attempting to transit Hormuz and that four others turned around; the ships were not identified and the attacks were not independently confirmed. AP described the Strait as largely closed by the fighting, while Washington continued pressing Tehran to reopen it and signaled possible further strikes. 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 · 100 words