A Hormuz Update 08 05 2026, 

What's Going on With Ship Passing Counts & Goods Disruption?

From The Distilled Perspective of Patrick T Bulger, Capital Management & Analytics

I see no agreement yet...

@FirstSquawk
•    U.S. TREASURY SECRETARY BESSENT:WE MAY HAVE IRAN DEAL TOMORROW TO OPEN HORMUZ -CNBC INTERVIEW
7:44 AM · Aug 4, 2026
(Source: First Squawk)

•    Tomorrow is now Today, LOL
Is anyone counting how many times this has been said?

•    Bonus, think back to the claims of a trade deal with President Xi.
This appears as a rhyming blueprint of the same thing.

•    Since February 27, we've tracked drastically reduced traffic, 
Never close to "Open" which was 100 or more ship passings per day.

•    Monday, August 3rd, Ship passings of 22 including "Dark" passings.
•    Tuesday, August 4rd, Ship passings of 18 (Source: Windward)

1) Also, consider the repair of damaged energy infrastructure.
Don't forget to add Russia's damaged to infrastructure.

2) Also, Recall, it's more than just energy.

3) Also, What about the Disruption in The Strait of al Bab-Mandeb & Red Sea?

4) Also, Consider, Egypt, Saudi Arabia & Yemen have now become involved.

This doesn't seem like "Open" or close to solved. 

•    Why Does It Matter?

Producers need goods for product completion & distribution, 
Without goods for completion production can suffer.

Goods & Availability are factors of Supply & Demand, Econ 101.
That can begin a chain reaction in degrees of magnitude globally. 

•    What’s the bottom line?

It can impact your portfolio, retirement nest egg & future quality of life.

•    Who I Work With & Why: 

I work with like-minded people who take their money & business seriously,
If that sounds like you, you're invited to reach out to learn more.
I work with people that I like. Life should not be toxicity creating inefficiency.

Click the "Ask" Button to reach out.

Best, 
PTB

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