Sign in

Paper Trail Geo

@papertrailgeo.zedsocial.ca
115 followers 1.3K following 1.1K posts

Geopolitics and global logistics, explained with maps. Shipping lanes, chokepoints and who really holds the cards. ▶️ youtube.com/@papertrailgeo

PostsRepliesMedia
Reposted by Paper Trail Geo
Russia-Ukraine Daily News @rvps2001.bsky.social · 59m
🇷🇺 Russia's largest liquefied natural gas producer Novatek is expanding its fleet serving #Arctic projects through the acquisition of at least two Arc4 ice-class LNG carriers, registration ‌and shipping data showed on Wednesday. www.reuters.com/business/ene...
reuters.com
Russia's Novatek acquires at least two ice-class gas carriers, data shows
Russia's largest liquefied natural gas producer Novatek is expanding its fleet serving Arctic projects through the acquisition of ​at least two Arc4 ice-class LNG carriers, registration ‌and shipping ...
011
Reposted by Paper Trail Geo
moneyisspeech.bsky.social @moneyisspeech.bsky.social · 4h
There are only so many oil transport ships in the world. Every attacked ship increases the global oil supply shock. In order for global oil supply to travel through the Suez Canal and around Africa requires many more oil ships than existed before the war. This is a global energy emergency.
021
Reposted by Paper Trail Geo
Savonian Fella 🇫🇮 🇺🇦 🇪🇺 🇺🇸 @savonianfella.bsky.social · 57m
#EvgenIstrebin 🇺🇦 In early October, 🇮🇷 Iran sharply increased the number of attacks on vessels in the Strait of Hormuz and the Persian Gulf in an effort to curtail 🛢️ oil transit.
221
Reposted by Paper Trail Geo
Abay Times @abaytimes.bsky.social · 3h
Britain is pushing to overhaul sovereign debt rules to stop private creditors stalling deals; Ethiopia's talks on its defaulted $1 billion Eurobond remain unresolved. abaytimes.com/business/uk-...
abaytimes.com
UK pushes debt rule overhaul as Ethiopia bond talks stall
Britain seeks to stop private creditors delaying sovereign debt deals; Ethiopia has yet to settle with holders of its defaulted $1 billion Eurobond.
001
Reposted by Paper Trail Geo
Navy Man (descendant of ANTIFA since the revolution) @navymanhy.bsky.social · 2h
A bipartisan group of senators is pushing back on Trump’s lifting of sanctions, calling it a “betrayal of the people of Ukraine.” They emphasized that with the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, Congress had tasked Trump with applying pressure on Russia, not easing it.
npr.org
Bipartisan group of senators call on Trump to rescind Russian diesel deal
Six Democratic and six Republican senators wrote a letter calling on President Trump to withdraw from his recent deal with Russian President Vladimir Putin.
011
Reposted by Paper Trail Geo
aichina.news @aichina.news · 5h
The Nvidia and AMD chiefs now advise the school training China's AI elite, their chips under export controls. Caveat: these seats are ceremonial — Tim Cook has held one at Tsinghua for a decade. My read: market insurance, not a talent play — nothing moves until a licence does.
aichina.news
Tsinghua University announces: Jensen Huang and Lisa Su both join!
Tsinghua University's School of Economics and Management has added Nvidia's Jensen Huang and AMD's Lisa Su to its advisory board, a move the article reads as a signal of continued industry dialogue between China and global tech leaders despite export controls and geopolitical tensions.
001
Reposted by Paper Trail Geo
Nancy L @nlt71.bsky.social · 4h
Diesel futures jumped again as traders appeared to doubt Trump’s abandonment of Russian sanctions will do much for prices in the U.S. The price of diesel is up 70% since the war on Iran began on February 28.
001
Reposted by Paper Trail Geo
Lise Latulippe @liselatulippe.bsky.social · 58m
The 2.9 million barrels transiting the Strait of Hormuz Sun stood in stark contrast2the pre-war daily average of 17.1 million barrels, with oil prices already climbing Wednesday morning by 89 cents over Tuesday, acc2Al Jazeera. www.rawstory.com/trump-iran-2...
rawstory.com
'Big escalation' hits Trump as oil flow sees 'enormous drop off' ahead of midterms: expert
With the midterms 20 days away, the Trump administration was confronted Wednesday with a “big escalation” in its war against Iran, geopolitical expert Brett Erickson warned, one that could soon send o...
021
Reposted by Paper Trail Geo
CNBC @cnbc.com · 1h
Container ship sinks in Strait of Hormuz as Iran steps up attacks
cnb.cx
Container ship sinks in Strait of Hormuz as Iran steps up attacks
Iran has escalated its strikes on commercial ships transiting Hormuz in recent weeks, as it tries to choke off a rebound in crude oil exports.
075
Reposted by Paper Trail Geo
MG | News EU @mgnewseu.bsky.social · 4h
🇺🇸 Trump Signs Sanctions Act Trump signed the Lindsey O. Graham Russia and Iran Sanctions Act of 2026, codifying existing U.S. sanctions against Russia. Ukraine reportedly has more leverage in its conflict now. www.politico.eu/article/trump-europ…
001
Reposted by Paper Trail Geo
MLS1 @mls1.bsky.social · 4h
U.S. diesel futures jumped 5% Tuesday despite Trump’s deal with Putin to buy Russian diesel and suspend sanctions on Russia. Diesel prices have risen 70% since the war with Iran began, while Russian supplies would cover less than two weeks of U.S. demand.
001
Reposted by Paper Trail Geo
aichina.news @aichina.news · 4h
~US$6bn of mature-node capex outside export controls: robots and EVs run on 28nm, not 3nm. 'First' is doing work; UMC has run 300mm in Singapore for years. It won't pencil out while SMIC and Hua Hong undercut — unless the customer list is the point. *(249 graphemes. Cuts: "wafers" — "300mm"...
aichina.news
RMB 45bn total investment: Singapore's first 12-inch wafer fab officially opens
VSMC, the VIS–NXP joint venture, has opened Singapore's first 12-inch wafer fab, focusing on mature-node mixed-signal, power-management and analogue chips as well as silicon interposers. First-phase capacity is fully booked and mass production is due in Q1 2027.
001
Reposted by Paper Trail Geo
Finnence · market intelligence @finnence.bsky.social · 5h
Sovereign debt near 100% of GDP is the IMF's headline. The tradeable part is quieter: long-end yields now move on term premium, not the Fed. Our thesis has taken 26 updates in 3 days. Duration gets repriced either way — watch whether 10s steepen on supply, not data.
Finnence intelligence file 'Long-term Treasury yields driven by debt and term-premium concerns': state STRENGTHENING. What changed: IMF warns public debt near 100% of GDP, highest since WWII, reinforcing term-premium concerns Confidence held at 1.00. Current thesis: Long-end yields increasingly driven by debt and term-premium concerns implies higher borrowing costs and pressure on duration-sensitive assets. Related: $TLT, $IEF, GBPUSD=X, $LQD. File receipt: updated 2026-10-14 10:41, update kind new evidence, file ref long-term-treasury-yields-now-driven-more-by-de-pluang.
101
Reposted by Paper Trail Geo
Lightnews @lightnews.app · 8h
France Sends Forces, Protects Shipping France dispatched troops and air-defense systems to the Red Sea and Saudi Arabia to protect energy shipping, President Emmanuel Macron said. With posts by 🎓Nikolas K. Gvosdev, 🎓Trita Parsi, 🎓Nicola Giocoli.
lightnews.app
France Sends Forces, Protects Shipping
Replies by 🎓Nikolas K. Gvosdev, 🎓Trita Parsi, 🎓Nicola Giocoli
002
Reposted by Paper Trail Geo
Lightnews @lightnews.app · 4h
Trump rejects Iran Strait reopening U.S. President Donald Trump rejected an Iranian proposal to reopen the Strait of Hormuz presented at the United Nations in New York, calling it "unacceptable." With posts by 🎓Will Jennings, 🎓Steve Peers, 🎓Victor Asal +21 more scholars.
lightnews.app
Trump rejects Iran Strait reopening
Replies by 🎓Will Jennings, 🎓Steve Peers, 🎓Victor Asal, 🎓Jonathan Wolff, 🎓David Murakami Wood +19 more scholars
001
Reposted by Paper Trail Geo
conflictmonitor1.bsky.social @conflictmonitor1.bsky.social · 4h
BREAKING: 🇮🇷🇺🇸 Iran is expanding shipping attacks beyond the Strait of Hormuz into the Gulf of Oman, Qatar, and the UAE with at least 5 incidents in 48 hours to keep oil prices high before the U.S. midterms
011
Reposted by Paper Trail Geo
conflictmonitor1.bsky.social @conflictmonitor1.bsky.social · 4h
BREAKING: 🇮🇷 Iran’s IRGC Navy says a cargo ship carrying over 2,500 containers caught fire and sank in the Strait of Hormuz on Wednesday morning after hitting a naval mine along an "unauthorized route."
011
Reposted by Paper Trail Geo
Shipwreck @shipwreck75.bsky.social · 3h
Iran has changed its tactics in the Strait of Hormuz, escalating attacks on shipping to keep global oil prices high before the November 3 U.S. elections. A senior Iranian official: Tehran wants to undermine U.S. efforts to lower energy prices.
37820
Reposted by Paper Trail Geo
Veytics @veytics.bsky.social · 21h
🏛️ Saudi Arabia led an increase in OPEC+ oil production during September, despite disruptions caused by the ongoing conflict in Iran. This surge in output comes as the group navigates geopolitical tensions affecting the oil market. Read more
001
Reposted by Paper Trail Geo
Arctic Basecamp @arcticbasecamp.org · 9h
Arctic shipping is booming. More and more ships are choosing the Northern Sea Route. However, this increases black carbon emissions by 79%, contributing to more Arctic warming. Will Arctic routes become more popular regardless? Read more: globalclimaterisks.org/insights/blo...
001
Reposted by Paper Trail Geo
Clem.PM @clempm.bsky.social · 7h
The risks of an war between Russia and NATO are increasing In my view a significant risk of this occurring is in a naval clash in the Baltic Where are the politicians & skilled diplomats who have the wherewithal to de-escalate this potentially disastrous crisis?
001
Reposted by Paper Trail Geo
Ben Winkley @benwinkley.bsky.social · 8h
IEA flags a big increase in oil output in September, says gains are fragile. Like Opec yesterday, the IEA sees jam tomorrow with big gains next year. But its 2027 forecast is for demand to remain below 2025 levels www.argusmedia.com/en/news-and-...
argusmedia.com
Global oil supply rebounds in September: IEA | Latest Market News
Global oil supply sharply rebounded in September, but the gains remain fragile because of increasing attacks on energy targets by Iran and the Yemen-based Houthis, the IEA said today.
012
Reposted by Paper Trail Geo
Hazel Coleman @hazelcoleman.bsky.social · 8h
This case highlights the challenge of enforcing export controls when global demand for Nvidia’s AI chips is so strong. Holding those responsible for illegal diversion accountable matters, but the U.S. also needs to keep its technology competitive.
001
Reposted by Paper Trail Geo
Lightnews @lightnews.app · 10h
Rising rates strain sovereign debt Governments worldwide faced sharply higher borrowing costs as long-term interest rates climbed to two-decade highs, raising fears of a strain on sovereign debt sustainability. With posts by 🎓Menzie Chinn, 🎓International Monetary Fund +9 more scholars.
lightnews.app
Rising rates strain sovereign debt
Replies by 🎓Menzie Chinn, 🎓International Monetary Fund, 🎓Steve Keen, 🎓Hakan Yilmazkuday, 🎓Daniel W. Drezner +6 more scholars
001
Reposted by Paper Trail Geo
The Levant Files @thelevantfiles.bsky.social · 7h
🔥 Aramco targeted. Oil infrastructure under attack. The Saudi–Houthi war is entering a dangerous new phase. ⚠️ Could Washington be drawn into the fighting? 🔴 FOLLOW OUR LIVE COVERAGE: www.thelevantfiles.org/2026/10/live... #BREAKING #SaudiArabia #Yemen #Houthis #Riyadh #Aramco #Iran #MiddleEast
thelevantfiles.org
LIVE | Iran Weaponises Hormuz, Aramco Under Fire, Ethiopian Tanks Mass Near Eritrea: Three Fronts, One Explosive Day
Iran is reportedly changing its tactics against commercial shipping in the Strait of Hormuz, while Saudi Arabia and the Houthis exchang...
001
Reposted by Paper Trail Geo
Jess Davis @jessmarindavis.bsky.social · 11h
Ohhhh, Bank of America. Not good. "Office of Foreign Assets Control (OFAC) announced an $11.6 million settlement agreement with the Bank over apparent violations of numerous sanctions programs, including on Iran, Russia, narcotics, and global terrorism." home.treasury.gov/news/press-r...
home.treasury.gov
195
Reposted by Paper Trail Geo
FinTwitter @fintwitter.bsky.social · 7h
IRGC NAVY: CONTAINER SHIP CARRYING 2,500 CONTAINERS SANK IN SOUTHERN WATERS OF STRAIT OF HORMUZ AFTER HITTING NAVAL MINE AND CATCHING FIRE; SHIP WAS ATTEMPTING TO PASS THROUGH "UNAUTHORIZED AND DANGEROUS" STRAIT OF HORMUZ
811455
Reposted by Paper Trail Geo
BYTESEU @byteseu.bsky.social · 13/10/2026
South Korean President Hails Arctic Container Shipping Trial, but Commercial and Sanctions Questions Remain www.byteseu.com/2448701 South Korean President Lee Jae Myung welcomed the PanStar Acro and its crew home on Tuesday after the container ship completed the country’s first …
byteseu.com
South Korean President Hails Arctic Container Shipping Trial, but Commercial and Sanctions Questions Remain - Bytes Europe
South Korean President Lee Jae Myung welcomed the PanStar Acro and its crew home on Tuesday after the container ship completed the country’s first round-trip
001
Reposted by Paper Trail Geo
GRAMMY @giemma321.bsky.social · 11h
U.S. sanctions blocked Huawei's access to top-tier chip tech but failed to push them out. Instead, they fueled China's self-reliance push, forcing Huawei to build local supply chains for massive volume. [www.huaweicentral.com/huawei-kirin-…
huaweicentral.com
Huawei Kirin chips installed on over 100 million devices since 2023
2026 Huawei Kirin Media Conference is underway, and the company revealed that it has shipped more than 100 million Kirin chips devices since 2023. That’s a big figure, especially as the US continues to tighten chip export controls on Chinese companies. The Minister of Wireless Device Chipset Product Management at Huawei, Xu Songyu, stated at […]
001
Reposted by Paper Trail Geo
The Daily Letter @dailyletter.tv · 10h
War, Oil and Austerity Fears Shadow Bangkok: Poorer Countries Warn IMF Conditions Could Spark Unrest as Hormuz Stays Shut dailyletter.tv/story/war-oil-and-au…
dailyletter.tv
IMF–World Bank meetings: Hormuz energy shock, debt and austerity fears
The IMF–World Bank meetings open in Bangkok under an energy shock from the closed Strait of Hormuz. Banga warns of fuel and fertilizer costs; developing countries fear IMF austerity conditions could spark unrest.
001
Reposted by Paper Trail Geo
Jerusalem News Syndicate @jnsorg.bsky.social · 10h
CENTCOM rejects Iran’s claim of control over Strait of Hormuz link.jns.org/centcom-rejects-iran_1…
001
Reposted by Paper Trail Geo
KAYHAN LIFE @kayhanlife.com · 10h
Iran is deploying new tactics to target ships sailing through the Strait of Hormuz as it seeks to keep oil prices high and influence the US midterm elections kayhanlife.com/news/iran/ir...
kayhanlife.com
Iran Shifting Tactics to Step Up Attacks on Shipping Before US Vote, Officials Say - KAYHAN LIFE
011
Reposted by Paper Trail Geo
Basispoint Insight @basispointinsight.bsky.social · 11h
1/8 The Houthis are no longer just Iran’s proxies. What began as a localised insurgency in Yemen has evolved into a force capable of disrupting global shipping, threatening Saudi infrastructure and influencing the strategic calculations of major regional powers. #MiddleEast
basispointinsight.com
BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
How precision warfare, Saudi vulnerability and new regional alignments are changing the balance of power in the Red Sea by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com
101
Reposted by Paper Trail Geo
Euronews @euronews.com · 10h
US authorities have imposed a $1.2 billion (€1.07bn) penalty on Bank of America over failures to tackle money laundering. The bank also settled alleged sanctions violations involving Iran and Russia.
l.euronews.com
Bank of America fined $1.2bn over money laundering failures
US authorities have imposed a $1.2 billion (€1.07bn) penalty on Bank of America over failures to tackle money laundering. The bank also settled alleged sanctions violations involving Iran and Russia.
077
Reposted by Paper Trail Geo
Ben Bell @benjaminvanbell7.bsky.social · 13/10/2026
Excellent idea from South Korea about using an alternative Arctic maritime shipping route, bypassing the Straight of Hormuz quagmire entirely 🇰🇷 #Korea #democracy #intelligence #diplomacy
youtube.com
[FULL] NEWSCENTER (2026-10-13)
YouTube video by Arirang News
112
Reposted by Paper Trail Geo
Grainne Brennan @grainnebrennan.bsky.social · 18h
t.me/noel_reports... Russia’s crude oil production fell again in September, averaging 8.643 million barrels per day, according to OPEC data. That was 38,000 bpd below August, which itself was down 174,000 bpd from July. September output stood 1.306 million bpd below Russia’s OPEC+ quota.
t.me
NOELREPORTS 🇪🇺 🇺🇦
Russia’s crude oil production fell again in September, averaging 8.643 million barrels per day, according to OPEC data. That was 38,000 bpd below August, which itself was down 174,000 bpd from July. S...
123
Reposted by Paper Trail Geo
Maritime RSS @shipbot.bsky.social · 13/10/2026
South Korean President Hails Arctic Container Shipping Trial, but Commercial and Sanctions Questions Remain gCaptain · 13 Oct 2026 #UkraineWar #TradeDisruption
gcaptain.com
South Korean President Hails Arctic Container Shipping Trial, but Commercial and Sanctions Questions Remain
South Korean President Lee Jae Myung welcomed the PanStar Acro and its crew home on Tuesday after the container ship completed the country’s first round-trip commercial trial through the Arctic to Europe, hailing the voyage as a potential alternative to traditional shipping lanes even as questions …
001
Reposted by Paper Trail Geo
Eastora News @eastoranews.com · 19h
Saudi Arabia drives sharp OPEC+ oil output increase in September despite Iran war disruptions #OPEC
live.eastoranews.com
Saudi Arabia drives sharp OPEC+ oil output increase in September despite Iran war disruptions
Latest news and analysis from Eastora News.
001
Reposted by Paper Trail Geo
Flingjore @flingjore.com · 15h
Sovereign bond yields risk a disorderly spike as surging AI borrowing and highly leveraged hedge fund trades collide with record public debt. The IMF warns that massive AI sector debt, driven by $300 billion in circular financing deals, is competing directly with government bonds for capital.
cnbc.com
IMF warns bond yields could see a 'disorderly' spike as debt, inflation risks worsen 
The IMF says risks in the government bond market have worsened and that yields could jump sharply and disorderly.
021
Reposted by Paper Trail Geo
OSINT Mirror Feed @osint-mirrors.bsky.social · 13/10/2026
Suez Canal revenues are already suffering from Houthi control around Bab el-Mandeb. (2/2)
001
Reposted by Paper Trail Geo
Duk Lee @duklee.net · 13/10/2026
CXMT claims a 4F² DRAM breakthrough with vertical surrounding-gate transistors, knocking 7% off Samsung and SK Hynix — and showing how vertical designs may dodge US 18nm export controls. market.duklee.net/blog/2026-10-13-c…
market.duklee.net
The $4F^2$ Geopolitical Shock: CXMT’s Vertical Transistor Breakthrough, the 7% Memory Rout, and the Limits of US Sanctions | Duk Lee | Market
Over the weekend of October 11–12, 2026, CXMT President Dr. Cao Kanyu claimed China’s memory champion achieved a 4F² DRAM breakthrough using Vertical Surrounding Gate (VSG) transistors, targeting server DDR5 RDIMMs by year-end. This announcement triggered a 7% plunge in Samsung and SK Hynix shares.
001
Reposted by Paper Trail Geo
I’m-Thinking @kaysmythe.bsky.social · 15h
You forgot a BIG ONE Trump loosened national security export controls to approve the sale of advanced Nvidia AI microchips to the United Arab Emirates weeks.after the royal family secretly invested $500 million 49% stake in the Trump's cryptocurrency company, World Liberty Financial
royal.family
ROYAL.FAMILY - Redirect
011
Reposted by Paper Trail Geo
SentinelDesk | Defence & Geopolitics @sentineldesk.eurosky.social · 12h
Iran has shifted attack tactics in the Strait of Hormuz, per two senior Iranian officials. The strategy aims to keep oil prices high and influence US elections. A US military official confirmed Iran altered its approach after radar losses. 🗞️ middleeasteye.net #Iran #USDefence
middleeasteye.net
Ahead of US polls, Iran shifts Hormuz attack tactics, report says
Ahead of US polls, Iran shifts Hormuz attack tactics, report says Iran is deploying new tactics to target ships sailing through the Strait of Hormuz as it seeks to keep oil prices high and influence the US midterm elections, two senior Iranian officials told Reuters. The two officials declined to provide details of the new strategy, but one said that Iran had started using different offensive tactics against vessels it considered in violation of its restrictions about 10 days ago, adding that this had led to an increase in attacks on such ships. The strategy included a change in the type as well as the pace of attacks, with one goal being to influence the outcome of the US vote, they said. "The aim is to frustrate efforts by the United States and its allies to bring down global oil prices," one of the two officials said. The decision to adopt the new strategy had been taken at the highest levels of Iran’s leadership and was fully coordinated across the country’s ruling system, the offi
001
Reposted by Paper Trail Geo
Poster | Crypto News @cryptonews-poster.bsky.social · 16h
Bank of America fined $1.21B by US regulators for anti-money laundering & sanctions violations. OCC imposes record $750M civil penalty. Treasury's OFAC cites 475 alleged violations related to Russia/Iran. Bank issued consent orders. #BankOfAmerica #Fines #AML #Sanctions
011
Reposted by Paper Trail Geo
Mina Hanse @mina-hanse.bsky.social · 15h
Russian oil production fell by 38,000 barrels per day in September, marking its 10th consecutive month of decline according to OPEC. Ukrainian strikes on refineries and terminals have limited capacity, reducing mineral extraction tax revenues. ru.themoscowtimes.com/2026/10/13/n...
1144
Reposted by Paper Trail Geo
LinksGraph @linksgraph.bsky.social · 21h
Lee ties Arctic shipping development to sanctions compliance South Korea will pursue Northern Sea Route shipping in compliance with international norms and sanctions, President Lee Jae Myung linksgraph.com/en/lee-ties-arctic-s…
001
Reposted by Paper Trail Geo
iamthus.xyz @iamthus.bsky.social · 17h
CXMT's 4F² DDR5 RDIMM wipes $100B+ off memory incumbents as export controls fail to hold the line. Simultaneously, hackers cook French supermarket freezers to 122°F across six countries. Compute sovereignty and cold-chain sabotage converge. iamthus.xyz/archive/2026-10-13
iamthus.xyz
IAMTHUS // End of day brief - 2026-10-13
Frontier models, silicon, cyber warfare, and high-tech macro.
001
Reposted by Paper Trail Geo
Strategic Energy Map @strategicenergymap.org · 17h
SUMED pipeline, jointly owned by Egypt and four Gulf states, runs 320 km from the Red Sea to the Mediterranean — a bypass for tankers too large for the Suez Canal. Nameplate capacity: 2.5 million b/d, commissioned 1977. #Pipelines #Suez strategicenergymap.org/facilities/s…
SUMED Pipeline, oil pipeline. Capacity: 2.5 mb/d; Length: 320 km; In service: 1977. Egypt: Ain Sukhna (Red Sea) to Sidi Kerir (Mediterranean). With a map of its location.
002
Reposted by Paper Trail Geo
Kautious @kautious.com · 15h
Taiwan’s reported Alaska LNG pledge meets rising Strait risk. Trump said Taiwan would buy 30% of pipeline gas for 20 years and invest $4.4B; claims unverified. TAIEX fell 1.97% to 48,341.31 Oct. 13. Watch deal confirmation and PLA activity: 56 sorties Oct. 5–11. #LNG #Taiwan
Financial insights visualization: Alaska LNG trade and investment: multiple Oct. 14 posts attribute to Trump a claim that Taiwan agreed to buy 30% of the pipeline’s gas for 20 years and invest $4.4 billion., Taiwan Strait military activity: posts report daily PLA aircraft and vessel detections and give a separate Oct. 5–11 activity summary.
101
Reposted by Paper Trail Geo
zobear.bsky.social @zobear.bsky.social · 15h
Trump: "the strait of Hormuz is open." Facts: "Averaged over the 14 days (Oct 2026) that is 18.4 detected crossings and 0.79 million barrels of oil a day — about 4% of the roughly 20 million barrels a day that moved through the strait before the 2026 war." hormuz.data-tracking.net/stats/2026-10
hormuz.data-tracking.net
Strait of Hormuz Ship Traffic — October 2026 Statistics
Strait of Hormuz in October 2026: 257 detected ship crossings, 17 outbound oil tankers, ~11.0 million barrels of seaborne oil. AIS-based monthly statistics.
053