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Container Bytes #38: The Sovereign Chokepoint and the July 1st BAF Reset
Welcome back to Container Bytes! I’m Julia Frohwein, joined as always by our resident freight expert, Judah Levine. 📍 It’s July 1st, and while it feels a bit like a broken record to talk about the Strait of Hormuz, the dynamics on the water have shifted completely. We are no longer looking at a standard blockade—we are witnessing a raw power struggle over who runs the waterway.
In this episode, we break down why Iran is using the current memorandum of understanding to enforce permanent sovereignty over the passage. They are ordering all ships to detour exclusively through their northern…
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