US CENTCOM Disables Third Commercial Vessel for Hormuz Blockade Violation
π’ HORMUZ β Three ships disabled in one week means this is no longer enforcement β it's attrition. π LOOK CLOSER: One vessel is a warning. Three in a week is a doctrine. CENTCOM is systematically reducing the incentive to transit without clearance, which compounds the JPMorgan 2M bpd dark-fleet estimate β those ships are now weighing capture against premium freight rates. Each disabled hull raises insurance costs fleet-wide and narrows the commercial calculus for buyers still seeking workarounds. European refiners depending on spot cargoes feel this first.
