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Notes -
CNN journalist David Goldman appears to be lying about what Kpler says. Kpler as of the 16th says —
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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.
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.
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.
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.
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.
So Iran made two southern-approaching ships turn back
So they’ve Hemingway’d at least one ship
Reaffirming Kpler. Also, I just looked and Kpler is uploading shorts on YouTube. That’s very funny to me.
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.
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.
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