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DeepDraft Weekly Brief | May 10, 2026: 1,500 Ships Trapped in the Hormuz Zero-Crossing Crisis
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 logistics.A central focus of this week's briefing is the UAE’s strategic pivot away from OPEC+ constraints toward non-Hormuz export resilience, making Fujairah the most critical operational hub for crude…
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