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Container ship transits through Suez Canal directly measure the degree of rerouting around Cape of Good Hope. H1 2026 threshold of 2k+ transits indicates whether shipping has normalized or remains disrupted by Red Sea se
Iran officially announces blockade/closure of Strait of Hormuz for >48 consecutive hours by July 2026. Direct match to cascade branch trigger on Strait closure threat.
Strait of Hormuz reopening directly measures recovery from Red Sea/regional escalation disruption. Confirms or refutes extent of Strait blockade tied to Iran actions.
Strait of Hormuz vessel traffic volume on June 28, 2026 directly measures the operational status of the waterway and tanker movements through the chokepoint during potential Iran tensions.
Normal Strait of Hormuz traffic by July 2026 indicates de-escalation or resolution of Red Sea tensions and Iranian maritime disruption campaign.
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