Fred Tillerson

🚢 Vessels Crossed Strait of Hormuz 🟢 Feb 26 → 132 vessels 🟢 Feb 27 → 128 vessels 🟡 Feb 28 → 98 vessels 🟠 Mar 01 → 18 vessels 🔴 Mar 02 → 7 vessels 🔴 Mar 03 → 2 vessels 🔴 Mar 04 → 2 vessels 🔴 Mar 05 → 1 vessel ❌ Mar 06 → 0 vessels 🔴 Mar 07 → 1 vessel 🔴 Mar 08 → 2 vessels 🔴 Mar 09 → 1 vessel 🔴 Mar 10 → 2 vessels 🔴 Mar 11 → 1 vessel ❌ Mar 12 → 0 vessels 🔴 Mar 13 → 3 vessels 🔴 Mar 14 → 1 vessel ❌ Mar 15 → 0 vessels 🔴 Mar 16 → 1 vessel 🔴 Mar 17 → 2 vessels 🔴 Mar 18 → 1 vessel ❌ Mar 19 → 0 vessels 🔴 Mar 20 → 1 vessel 🔴 Mar 21 → 2 vessels 🔴 Mar 22 → 3 vessels 🔴 Mar 23 → 5 vessels 🔴 Mar 24 → 6 vessels 🔴 Mar 25 → 2 vessels 🔴 Mar 26 → 7 vessels 🔴 Mar 27 → 4 vessels 🟠 Mar 28 → 12 vessels 🔴 Mar 29 → 2 vessels 🔴 Mar 30 → 4 vessels 🔴 Mar 31 → 5 vessels 🔴 Apr 1 → 8 vessels 🔴 Apr 2 → 6 vessels 🟠 Apr 3 → 14 vessels 🟠 Apr 4 → 10 vessels 🟠 Apr 5 → 11 vessels 🔴 Apr 6 → 7 vessels 🟠 Apr 7 → 11 vessels 🔴 Apr 8 → 5 vessels 🔴 Apr 9 → 9 vessels 🔴 Apr 10 → 8 vessels 🟠 Apr 11 → 14 vessels 🟠 Apr 12 → 14 vessels Sources: Windward Maritime Intelligence, Lloyd’s List, PIB India, regional briefings, Maritime News, Kpler Risk and Compliance.

The myth of the Strait of Hormuz closure. 80% (16.25M bpd) of the 20M barrels per day supply of the Strait of Hormuz has already been replaced or been rerouted. 🇸🇦 7M: Saudi Reroute 📈 4.25M: Pre-War Surplus 🇨🇳 2M: China Safe-Passage 🇦🇪 1.5M: UAE ADCOP reroute 🇮🇷 1M: Iran Jask Bypass 🇮🇳 400k: India Safe-Passage Deficit? Only 3.8M bpd and even just 2 more tankers per day would reduce the deficit to 0. With 1.3B and 500 millions barrels in combined reserves for China & India respectively, they have a 3-4 month reserves before they run into a deficit. This is why stocks are back at nearly ATH again. Opening the Strait of Hormuz has now merely turned into an afterthought.

🇺🇸🇮🇷 Trump: "They [Iran] haven’t left the bargaining table. I predict they come back and they give us everything we want. I want everything. I don’t want 90%, I don’t want 95%. I want everything!"

There is no reason for Tarris Reed to not be a first-round pick in the 2026 NBA Draft. He’s physically dominant, elite rebounder on both ends, and a load to deal with in the paint trying to go through him. Catches bodies on screen-and-rolls… what more do you want???

🇺🇳🇮🇷 The Gulf's plan to force Hormuz open just hit a wall at the UN Russia, China, and France blocked Bahrain's Security Council resolution authorizing military force to reopen the Strait. Three veto-wielding powers said no to any language permitting the use of force. A vote is scheduled for Friday but the math hasn't changed. Macron called Trump's "just go take it" approach "unrealistic," warning it would expose any force to Iranian coastal weapons and ballistic missiles. The most devastating line came from the International Crisis Group: "It treats a political crisis as if it can be solved at gunpoint." The Strait was open before the bombs fell. It closed because of the war. Ending the war reopens it. Everything else is theater. The deeper damage is in the relationships. Qatar and Oman, who mediated between the U.S. and Iran for years, now say ties with Tehran are "probably irreparably damaged." They've handed the mediator role to Pakistan, Turkey, and Egypt entirely. Saudi Arabia, which restored diplomatic relations with Iran just three years ago through a China-brokered deal, is now leading the charge against it at the UN. Source: New York Times