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DeepDraft Weekly Brief | May 10, 2026: 1,500 Ships Trapped in the Hormuz Zero-Crossing Crisis
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The Strait of Hormuz has entered a critical "zero-crossing" phase with over 1,500 vessels trapped or delayed. As kinetic attacks, mine risks, and GNSS collapse turn Gulf transit into a systemic logistics failure, how is the global energy supply chain adapting?
Episode Summary: We analyze the escalating maritime blockade risk in the Strait of Hormuz and its massive impacts on Gulf crude…