June 21, 2026
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31:29Now PlayingThe situation in the Strait of Hormuz has escalated into what can only be described as a "ship show." Following a brief moment of hope for a ceasefire and the reopening of the waterway, the emergence of the Persian Gulf Strait Authority (PGSA) has thrown maritime operations into chaos.
In this Week 16 recap, we break down the conflicting signals: while the U.S. declares the "Southern Highway" open and free for transit, Iran is asserting authority over the entire strait, demanding new "insurance" clearances that many in the industry view as a protection racket. We look at the data from Marine Traffic to see who is actually sailing, which ships are turning their AIS off, and why major carriers like Maersk remain cautious despite the diplomatic "14 points."
In this episode:
⚓The impact of the PGSA’s new requirements on global shipping.
⚓Analysis of tanker movements: Who is using the Iranian vs. Omani channels?
⚓The reality of demining efforts and why the "Southern Highway" remains high-risk.
⚓US Blockade Officially Lifted & Toll Uncertainties
⚓How China and Russia are positioning themselves as oil and commodity markets shift.
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
UKMTO JMIC Advisories
Persian Gulf Strait Authority
PGSA.ir
gCaptain
www.gcaptain.com
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