Whats Going on with Shipping
@wgowshipping·697K subscribers·1.2K videos
Strait of Hormuz Update: Is It Actually Open?
Posted
June 16, 2026
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25:30Now PlayingSal Mercogliano dives into the growing confusion surrounding the Strait of Hormuz. While political announcements suggest a breakthrough and an immediate end to the naval blockade, the reality on the water—tracked by AIS data and maritime insurance rates—tells a different story.
In this episode, we break down:
⚓Rhetoric vs. Reality: Why the recent political announcements may be jeopardizing the lives of merchant mariners.
⚓The AIS Data: A deep dive into current traffic patterns, showing who is "running dark" and why the Omani channel is the preferred route for those avoiding the Iranian "toll booth."
⚓The Economic Explosion: Analyzing the hypothetical $412,888 per day tanker rates and what they mean for global energy costs.
⚓War Risk Insurance: How underwriters are reacting to the "fragile stabilization" and what a $5 billion potential loss event looks like for the industry.
⚓The Long-Term Impact: Why the "Great Blue Commons" is under threat and how the cost of geopolitical uncertainty is being added to every barrel of oil.
Contact What's Going on With Shipping via:
Patreon: www.patreon.com/wgowshipping
Twitter: @mercoglianos
Bluesky: @mercoglianos.bsky.social
Facebook: @wgowshipping
Email: mercoglianosal@gmail.com
Marine Traffic
www.marinetraffic.com
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