🚨Recorded on July 8. Apologies for the delay but I was traveling and then some shipping news hit the fan.🚨 The Strait of Hormuz remains the world's most critical maritime chokepoint, but the current crisis is doing more than just disrupting routes—it's reshaping the global financial landscape for energy transport. In this video, we break down why tanker stocks are reacting so sharply to the ongoing tensions and what the 36% drop in supertanker volumes actually means for the industry with returning guest, J. Mintzmyer from Value Investor's Edge. ⚓️Getting to Today: How the conflict in the Strait of Hormuz had impacted tanker stocks. ⚓Market Impact: Analysis of why major tanker stocks are sliding despite high demand for energy. ⚓Volume Shifts: Examining the 36% decrease in supertanker traffic through the Strait and where those ships are going instead. ⚓The "Hormuz Premium": How increased insurance costs and security risks are eating into shipping margins. ⚓Future Outlook: What investors and maritime watchers should look for as the blockade enters its next phase. Contact What's Going on With Shipping via: Patreon: www.patreon.com/wgowshipping Twitter: @mercoglianos Bluesky: @mercoglianos.bsky.social Facebook: @wgowshipping Email: mercoglianosal@gmail.com Value Investor's Edge www.vieresearch.com