qinbafrank
qinbafrank|4月 05, 2026 23:12
"This is the real first-hand battlefield intel! Citrini analysts risked their lives, taking a speedboat into the waters near the Strait of Hormuz, observing ships, talking to locals/crew members, etc., and discovered that the actual number of ships passing through the Strait of Hormuz is far greater than what public AIS data shows. When the market faces a huge information gap about whether the Strait of Hormuz is "open or closed," the most direct and effective—though also the riskiest—method is to go on-site and count ships The analysts personally witnessed more ships passing through, especially using certain "hidden corridors" (authorized routes near the Iranian coast), dark AIS (signal turned off), or ships that don't fully rely on public tracking. Traditional satellite imagery, anonymous intelligence sources, and AIS data are either delayed or incomplete, leading to a significant underestimation of actual traffic by the market. Key observations from the analysts on-site: 1) AIS
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