Shipowners Still Reject the Proposed Hormuz Route
Tehran sells a lane; owners still will not send ships.
Economy
Lloyd's Still Counts Depressed Hormuz Traffic
Markets hear a deal; owners still will not send ships.
Rhine Barges Still Sit in Low Water
Trade desks still price freight; X still posts fire maps.
Lloyd's Still Counts a Stranded Cohort of 65
Lloyd's has 65 ships that entered in the calm and have not left; X treats any transit bounce as the Gulf emptied.
Shadow Fleet Tankers Still Stack Off Duqm
Lloyd's sees Iranian-history tankers stacked off Duqm and Karachi; X treats any AIS cluster as oil already moving.
Edison Force-Majeure Ledger Still Open
Edison force-majeure ledger still open while energy X treats Italy as short of winter and Reuters still has seven unnamed cargoes.
Dow Holds After the Record High
Dow holds after the record high while markets X treats 53,178 as signed peace and Tehran still denies the talks.
Jackson Hole Fed Preview Still Sets August
Jackson Hole Fed preview still sets August while X prices a rate speech and the Kansas City Fed still only lists the theme.
Draft Fees Still Read as Tolls on Hormuz Traffic
Draft fees still read as tolls on Hormuz traffic while IRGC calls them services and shipping associations still tell the IMO they are a toll.