08JUL2026: From the Caribbean to Hormuz: The Global Conflict No One is Seeing.
The world's oceans are witnessing a level of conflict not seen in decades. In this episode of What's Going on With Shipping?, we analyze the rapid escalation of maritime warfare across three key regions: the Caribbean, the Black Sea, and the Strait of Hormuz. From the U.S. Southern Command's strikes on narco-vessels to Ukraine's massive drone offensive against the Russian fleet, and the latest Iranian attacks on commercial tankers, we break down why these “out of sight” events have a habit of triggering global crises.
Key Highlights:
⚓Caribbean Operations: A look at Operation Southern Spear and the controversial 66 strikes against suspected narco-terrorist boats.
⚓Black Sea Offensive: Analyzing Ukraine's strike on 21 Russian ships within 72 hours and the shift toward targeting bridge and accommodation areas.
⚓Hormuz Crisis: The breakdown of the U.S.-Iran ceasefire after three commercial tankers were struck by Iranian UAVs and projectiles.
⚓Historical Context: Why maritime incidents—from unrestricted submarine warfare to tanker wars—historically lead to major global declarations of war.
⚓The “Fainting Goat” Effect: How the fear of predators in the shipping lanes causes global trade to lock up and freeze in place.
08JUL2026: Bitter infighting fractures Tehran: Inside Iran’s mafia-style internal collapse | Kasra Arabi
Kasra Arabi, Director of IRGC research at United Against Nuclear Iran discusses how the Iranian regime are using information to obscure the true narrative playing out within Iran. With the former Ayatollah and his son nowhere to be seen, the mafia-sate of the Islamic Republic of Iran continues to fight for power.
https://www.youtube.com/watch?v=S9XFs1YwkIo
13JUL2026:Strait of Hormuz Week 19 Update: Why “All is Well” is Far from the Truth
In this video, we dive deep into the current state of the Strait of Hormuz as we enter Week 19 of the ongoing maritime crisis. While some reports suggest a return to normalcy, a closer look at the data reveals a much more volatile situation for global shipping and energy security.
⚓The “All is Well” Myth: Analyzing why official statements regarding the safety of the strait may be premature or misleading.
⚓Shipping Traffic Trends: A breakdown of current vessel movements and how “dark fleet” activity continues to bypass traditional monitoring.
⚓Escalating Risks: Why the threat of sea mines and targeted attacks remains a primary concern for seafarers in the region.
⚓Global Economic Impact: How the sustained blockade is influencing fuel costs and port logistics heading into the next quarter.
⚓The Strategic Standoff: An update on the naval presence in the Persian Gulf and the shifting dynamics between regional powers.
0:00 – Intro: Week 19 of the Strait of Hormuz Crisis
0:30 – Latest News: Attack on GFS Galaxy & US Strikes
1:42 – Maritime Security Advisories & Threat Levels
2:56 – Iran's Closure Proclamation vs. Freedom of Navigation
4:26 – Analysis of Transit Data & Traffic Patterns
4:58 – Visual Replay: Monitoring Shipping Routes (July 6-12)
6:55 – Weekly Recap: IMO Council Meeting & Global Tensions
7:49 – Panama Canal Restrictions & El Niño Impact
8:36 – The Economics of Shipping Disruptions
9:34 – LNG Carrier Attacks & Safety Concerns
10:44 – Japan's Energy Crisis & Deals with Iran
11:27 – US Military Escalation & Retaliatory Strikes
12:55 – Mining Threats & Countermeasures in the Strait
13:36 – The End of the US-Iran Ceasefire & New Sanctions
15:37 – Global Impact: Russian Diesel Bans & Red Sea Updates
17:14 – War Risk Insurance & Rising Operational Costs
18:47 – UAE Oil Surge & Potential Conflict Triggers
19:12 – US Domestic Issues: Jones Act Waivers & Protests
20:46 – International Law & Right of Transit Passage
21:40 – Final Casualty Reports & Persistent Drone Threats
23:02 – Conclusion: What's Next for Global Shipping?