The US and Israel initiation of Operation Epic Fury has led to a call by Iran's Islamic Revolutionary Guard Corps to close the Strait of Hormuz. We examine the data coming from the ships traversing the region and the alerts being sent out by various maritime organizations to shipping. We also discuss how this will impact the global tanker market and if the US is moving large ground and support forces into the area.

#hormuz #iran #strikes #tankers #trade #supplychain

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00:00 Strikes on Iran and Danger to Shipping
03:50 Situation in Strait of Hormuz
08:34 Trade through Strait of Hormuz
11:04 Can Navies Protect Commercial Shipping?
15:40 War Risk Insurance
16:57 Impact for Consumers at the Pump
17:54 Other Factors Impacting Global Tanker Market
24:18 Is the US Strategic Sealift Fleet Moving?

Marine Traffic
www.marinetraffic.com

Seasearcher
www.seasearcher.com

IMF Portwatch
https://portwatch.imf.org/

US And Israel Launch Attacks on Iran
https://gcaptain.com/us-and-israel-launch-attacks-on-iran/

Houthis Signal Renewed Red Sea Shipping Attacks After U.S.–Israeli Strikes on Iran
https://gcaptain.com/houthis-signal-renewed-red-sea-shipping-attacks-after-u-s-israeli-strikes-on-iran/

U.S. Navy Declares Maritime Warning Zone Across Persian Gulf
https://gcaptain.com/navy-maritime-warning-zone-persian-gulf-iran-strikes/

Iran Radio Broadcast Bans Hormuz Strait Transits After US-Israel Strikes
https://gcaptain.com/hormuz-strait-tankers-avoid-iran-ban-us-strikes/

Maritime warning zone in place as US and Israel launch ‘massive’ strikes on Iran
https://www.lloydslist.com/LL1156475/Maritime-warning-zone-in-place-as-US-and-Israel-launch-massive-strikes-on-Iran

US Maritime Administration Warning: 2026-001A-Strait of Hormuz, Persian Gulf, Gulf of Oman, and Arabian Sea-Military Operations and Potential Retaliatory Strikes by Iranian Forces
https://www.maritime.dot.gov/msci/2026-001a-strait-hormuz-persian-gulf-gulf-oman-and-arabian-sea-military-operations-and

UKMTO
https://www.ukmto.org/

Joint War Committee
https://lmalloyds.com/committee/joint-war-committee/

How the U.S.–Israel Attacks on Iran Could Impact Oil and Gasoline Prices in the U.S. and Canada
https://gaspriceguy.substack.com/p/how-the-usisrael-attacks-on-iran?r=1tbcq5u0026utm_campaign=postu0026utm_medium=webu0026triedRedirect=true

Other Events Impacting Tankers:
U.S. Moves to Permanently Seize Sanctioned Tanker ‘Skipper’ and $150M Oil Cargo

Russian Oil Tanker Diverts From Cuba as Trump Naval Blockade Deters Shipments
https://gcaptain.com/russian-oil-tanker-sea-horse-diverts-cuba/

Sinokor’s VLCC Blitz Sends U.S. Gulf Rates to Pandemic-Era Highs
https://gcaptain.com/sinokors-vlcc-blitz-sends-u-s-gulf-rates-to-pandemic-era-highs/

Huge Supertanker Bet Keeps Growing With US Gulf Locked Up
https://gcaptain.com/huge-supertanker-bet-keeps-growing-with-us-gulf-locked-up/

Russia and Iran Launch Oil Price War for Chinese Buyers as India Retreats
https://gcaptain.com/russia-iran-oil-price-war-china-india-retreat/

EU Seeks G7 Coordination on Maritime Services Ban on Russian Seaborne Oil
https://gcaptain.com/eu-seeks-g7-coordination-on-maritime-services-ban-on-russian-seaborne-oil/