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Culture War Roundup for the week of August 17, 2026

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CNN journalist David Goldman appears to be lying about what Kpler says. Kpler as of the 16th says

Routing also remained constrained, with vessels using the Iranian Unilateral Scheme or undetermined routes, while no crossings were recorded through the Hormuz TSS or Omani routes […]

ships are increasingly making the passage

Kpler says ships are decreasingly making the passage: “traffic through the Strait of Hormuz weakened last week, with confirmed crossings falling 19.5% to 95 and reaching just three on 16 August”. IIRC in a previous exchange you were skeptical of unnamed sources speaking to Reuters, but perhaps even named sourced at CNN deserve more skepticism than that.

Iran is not going to toll the straits. Iran cannot toll the straits.

This is really the crux of the matter. If they have the munitions available, they will be able to destroy some or most of the ships passing through the strait outside of their corridor. This is very taxing to us, and unlike the Iranians, we are not an ethnoreligious theocracy that worships inglorious death, so we are less willing to suffer than Iran.

with confirmed crossings falling 19.5% to 95

A few months ago if I had said there were hundreds of ships crossing the Straits of Hormuz everyone would have called me ridiculous and dismissed it out of hand. Now we’re just debating how many ships are getting through.

If they have the munitions available, they will be able to destroy some or most of the ships passing through the strait outside of their corridor.

Well, demonstrably, Iran has been shooting at ships and yet… what have they sunk? What have they actually achieved? Seems like they aren’t destroying ships passing outside their corridor because ships are passing outside their corridor all the time.

Is Iran just holding back? Maybe we haven’t seen their final form? Seems like if they actually had the power to win they would start winning.

The ships getting through, ~11 per day on average the past 7 days, do not appear to be using the Omani corridor or the previous official corridor. The confirmed crossings are through the Iranian corridor. Scrolling down all the way to Aug. 7th, they’re sticking to the Iranian corridor. Sadly Kpler is not forthcoming about what non-Omani and non-TSS “undetermined routes” means. I don’t know why, because they have sophisticated satellites for that kind of thing.

These guys seem to know what they’re talking about: https://maritime-executive.com/article/iran-claims-to-turn-back-chinese-tanker-and-continues-to-detain-uae-vessel . The Maritime Executive… I love it.

The Maritime Executive today has the largest AUDITED circulation in the maritime industry. Its unique perspective and unfettered approach give readers something no other publication can provide – Intellectual Capital of the highest order. Published six times a year, each issue contains a comprehensive Case Study and Executive Interview along with in-depth analyses of key industry issues and trends.

This is enough for me to trust whatever they’re going to say; I love how they capitalized audited. Look at their 404 page, glorious. These guys are unlikely to lie because unlike a random journalist or Trump guy, they work in the industry and would feel compunction if their influence leads some poor sailor to die.

The information is consistent with several events observed by Windward, the AI maritime intelligence firm, and reports by Bloomberg. Windward spotted two China-linked tankers aborting outbound transits of the Strait of Hormuz. One, it says, was a Hong Kong-flagged VLCC that looped back rather than cross the Strait and that followed another Chinese tanker that turned back within a 24-hour period. It also reports that on August 19, an inbound Hong Kong-flagged crude oil tanker turned around mid-transit. It says the vessel, which was entering in ballast, was on the southern route, reporting its destination as the UAE.

So Iran made two southern-approaching ships turn back

Iranian reports are emphasizing the “violation of Iran’s maritime law.” It says the product tanker linked to the UAE, which was stopped on Monday, Amara (47,931 dwt), flagged in Liberia, is now being directed to Bandar Abbas. The ship had been inbound with ballast bound for Jebel Ali. Currently, it appears to be anchored near Larak Island in Iran. WANA says this is the first time that the Islamic Republic has explicitly declared the refusal to pay service fees as the reason for stopping a ship. Windward notes it is the first confirmed Iranian seizure since June 22, and because the vessel was empty, it says the interdiction seems consistent with a transit compliance or fee dispute.

So they’ve Hemingway’d at least one ship

variances in transits are consistent with the reports from Kpler, which said on August 18 that confirmed Strait of Hormuz transits were down 17 percent from the prior day. It reports six vessels exited and four entered, but five were on the Iranian route and none through the Hormuz TSS

Reaffirming Kpler. Also, I just looked and Kpler is uploading shorts on YouTube. That’s very funny to me.

The Maritime Executive… I love it.

Maritime Executive is my go-to lunchtime reading. Partly because I used to be in an adjacent industry, and partly because it's so damn reassuring and unpoliticized. Reassuring because no matter what's going on in the world, the large shipbuilding and shipping and tourism companies really don't give a damn except for a bit of geographically local excitement.

So Iran made two southern-approaching ships turn back

It's possibly worth noting that both of these were Chinese vessels... There's some geopolitics going on there beyond just coincidence, or I'll have a hat sandwich.