Strait of Hormuz over the last 24 hours: tanker attacks are back In my post yesterday on the Strait of Hormuz, I noted that two tankers, Rotterdam Energy and Gaslog Shanghai were going to use the Oman lane to transit. Neither tanker has updated its AIS signal since yesterday. Meanwhile, UKMTO reported an attack that took place yesterday and IRGC published a video showing a vessel on fire. In the video from @MarineTraffic, you will see at the beginning that a bulk carrier called, Minoan Glory, attempted to use the Oman lane before turning around. Whatever the US did to temporarily stall the enforcement mechanism from IRGC is gone. Enforcement is back in the Oman lane, which means flow will return to a trickle. The US has an incredibly tough decision to make now: continue the unsuccessful strikes, escalate more, or capitulate completely. My logic is that more escalation is inevitable because the Strait of Hormuz issue is all-or-nothing. There's no way around but through.

Strait of Hormuz over the last 24 hours: tanker attacks are back In my post yesterday on the Strait of Hormuz, I noted that two tankers, Rotterdam Energy and Gaslog Shanghai were going to use the Oman lane to transit. Neither tanker has updated its AIS signal since yesterday. Meanwhile, UKMTO reported an attack that took place yesterday and IRGC published a video showing a vessel on fire. In the video from @MarineTraffic, you will see at the beginning that a bulk carrier called, Minoan Glory, attempted to use the Oman lane before turning around. Whatever the US did to temporarily stall the enforcement mechanism from IRGC is gone. Enforcement is back in the Oman lane, which means flow will return to a trickle. The US has an incredibly tough decision to make now: continue the unsuccessful strikes, escalate more, or capitulate completely. My logic is that more escalation is inevitable because the Strait of Hormuz issue is all-or-nothing. There's no way around but through.

Source:https://x.com/staunovo/status/2083450700399284690