#ussaysitwillblockadeiran โ The Strait Becomes a War Zone ๐ขโ๏ธ
It's official. CENTCOM just announced: naval blockade on ALL Iranian ports and coastal areas begins today at 20:00 GMT (4 PM ET) . Every vessel, every flag. Humanitarian cargo allowed but subject to inspection.
The hard timeline โฑ๏ธ
July 7 โ US formally notifies Congress: military operations against Iran resumedJuly 11-13 โ Third consecutive night of US strikes hitting Kish, Qeshm, Bushehr, Bandar Abbas. CENTCOM deploys sea drones for the first time, hitting a submarine and ship maintenance facilityJuly 13 โ Trump declares US "Guardian of the Strait," demands 20% fee (~$32M per VLCC supertanker)July 14, 4 PM ET โ Blockade enforcement goes liveJuly 14, 8:30 AM ET โ June CPI drops. Warsh testifies on Capitol Hill
The retaliation is already here ๐ฅ
Iran didn't wait. IRGC struck two UAE tankers (Mombasa and Al Bahiyah) in the southern passage โ one crew killed, eight injured. Iran also attacked US bases in Kuwait and Bahrain. Declared the southern waterway "unsafe." Shot down a US drone.
The ripple effects ๐
$BZ hit $83.29 (+9.6%), biggest single-day jump since 2020. Only 6 vessels transited yesterday โ down from 130+. The UN shipping agency (IMO) says the 20% toll has "no legal basis." Doesn't matter โ the Navy is the one on the water.
Meanwhile, 10 European nations (France, Germany, UK, Italy, Spain, Netherlands, Denmark, Sweden, Norway, Ukraine) launched their own Anti-Ballistic Missile Coalition in Paris โ building missile defense independent of the US.
The market stack today ๐
CPI at 8:30 AM ET โ sets the tone for everythingWarsh testifies โ first congressional testimony as Fed ChairBig bank earnings โ JPM, GS, Citi, WFC, BAC all report Q2BTC threatening $62K โ described as "very weak" with aggressive shorting2Y yield near 2026 highs โ oil-driven rate repricing in full effect
The US just turned the world's most important energy chokepoint into a toll road patrolled by warships.
$CL $BZ $BTC $SPY $QQQ