This video recaps Week 11 of the Iranian choking of the Strait of Hormuz and the US blockade of Iranian ports and shipping. The episode includes the latest data on transits and breakdown of the major week events including the increased passage of ships from China, Japan, India and Pakistan through the Strait, the seizure of a Chinese armory ship, and the latest report from the IEA on global oil.

00:00 Introduction
00:59 State as of Week 11
06:47 Major Stories for Week 11
34:37 Week 11 Wrap-Up

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Marine Traffic
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Iran Oil Flows Most Likely Cut by Spill, TankerTrackers Says
www.bloomberg.com/news/articles/2026-05-15/iran-oi…

JMIC Advisories
www.ukmto.org/partner-products/jmic-products/jmic-…

IEA Oil Market Report May 2026
iea.blob.core.windows.net/assets/2b89a47b-34a2-40e…