Jul 30, 2026 · 39 min · 13 segments
In the third episode of The Assessment, Charlie Edwards, Emile Hokayem and Elliot Hentov probe an AI forecast suggesting that it is unlikely that major carriers will announce a full resumption of…
Emil HokayemGuest
Elliot HentovGuest
Charlie EdwardsHost
On this episode, will any major shipping line, Maersk, Hapag-Lloyd, CMA CGM or COSCO, publicly announce a full resumption of regular commercial transits through the Strait of Hormuz before the 31st of December 2026? A fifth of the world's seaborne oil moves through a channel two miles wide at its narrowest, and about thirty-three million containers are handled by ports around the Strait of Hormuz.
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On this episode, will any major shipping line, Maersk, Hapag-Lloyd, CMA CGM or COSCO, publicly announce a full resumption of regular commercial transits through the Strait of Hormuz before the 31st of December 2026? A fifth of the world's seaborne oil moves through a channel two miles wide at its narrowest, and about thirty-three million containers are handled by ports around the Strait of Hormuz.