After the US blockade announcement, Hormuz is no longer just “reopening.”
The situation has shifted again.
Flows have slowed.
Some vessels have paused.
Some have turned back.
And yet— Shipping is still not operating at system level.
Uncertainty now defines every decision.
The market is watching execution—not announcements.
Here’s how Rolf Habben Jansen sees the situation:
1️⃣ “The next couple of days will be really critical”