Strait of Hormuz Part 3 Recent Months + International talks

Recorded on May 1st/2nd 2026 Covering status of the strait over last month and a half ish Houthi attacks in Hormuz Cruise ships stuck in the strait on their journey home Broader travel and shipping implications as the war is ongoing with no end date in sight. Oil carriers and other providers going force majure to end commitment requirements/ promises since they can't fulfill due to closure of the strait and the war. Light discussion of supply chain implications (though that is covered much more heavily in the next episode!) Context of the energy disruptions and OPEC history (Oil Petroleum Exporting Countries (Azerbaijan, Bahrain, Brunei, Brazil, Kazakhstan, Malaysia, Mexico, Oman, Russia, South Sudan and Sudan)) International Diplomatic discussions, tolls on the strait and efforts to reopen

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This episode was published on May 3, 2026.

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