Iran has repeatedly announced that the Strait of Hormuz will be opened with minimal restrictions, but actual vessel transit numbers remain at roughly 4% of normal (6 ships per day vs 138 typical), indicating that rhetorical claims do not match physical reality and are largely propaganda designed to influence trader behavior.

factualpending

Speaker

Michael Every

Evidence Quote

if you look at vessel transit numbers, I think the latest data I saw yesterday were that six ships had managed to get through, whereas normally it was like 138 of a given day. [52:30]

Source

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private CreditMacro Voices
Created: 8/12/2026, 5:52:35 PM

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