ListNook

Dizzy_Industry1287 1 day ago +142

Key points: – Shipping through the Strait of Hormuz remains far below normal levels – Only seven vessels crossed in the last 24 hours, according to data cited by Reuters – Stalled US-Iran talks continue to weigh on one of the world’s most important energy routes

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Annual_Event_6111 1 day ago +248

We’ve got tankers playing a high-stakes game of 'Red Light, Green Light' in the most volatile water on Earth.

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LupoWolf2 1 day ago +44

A game of you sank my battleship.

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Intrepid_Lecture 1 day ago +4

These aren't battleships though. This would be just flat out interesting if the stakes of future global commerce weren't at stake. Imagine every strait charging a toll now. Pax Americana is now at risk. This might not be the end of the world if it goes well - think "we charge a fee at the strait but we also provide towing for floundering ships and piracy protection" similar to what Turkiye does - but it could just be... a mess.

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putdownthekitten 1 day ago +19

ugh, fine. "You sank my Tanker ship". Are you happy now?

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SoylentRox 18 hr ago -2

All of global trade is based around "you lesser nations can't do that" And fundamentally the major powers fresh from WW2 add an implied "or else".

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critical-insight 13 hr ago +2

Eventually that might make it hard to trade shit. Because people don‘t trade with enemies

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gayphilantropist 21 hr ago

Iranian ones don't really care, they're less likely to get blown up, but more likely to get turned around, which is a much nice alternative.

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ohhrangejuice 23 hr ago +21

Sounds like they have a plan... something like fk the world at this point

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No_Start1522 15 hr ago +6

Seems to have Germany pissed off, since Merz is resorting to troll baiting for a reaction.

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Snigglybear 14 hr ago +6

Pretty much. The U.S. doubled down on Iran’s threat and now Iran doesn’t know what to do. Iran wanted the strait closed, so the U.S. closed it for them lol

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BakuRetsuX 1 day ago +23

Somebody has got to do the math on the cost of this on both sides and internationally and find a breaking point. My understanding is that it is costing US 1 billion a day. Not sure how much Iran is losing. However, does Iran really need all that money just to stay there and tax the ships through their section of the straight? Also, that 1 billion per day for the US .. is it true? I mean, how much would we be spending if they weren't there. Is this 1 billion the difference or the total?

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ensui67 1 day ago +42

JPMorgan already published it. The rest of Wall Street already knows and was trading it before any hint of it was released into the ether. https://m.investing.com/analysis/jpmorgan-sees-iran-oil-system-hitting-shut-in-threshold-within-15-days-200678920?ampMode=1 This is why the stock markets bottomed on March 30th. Trump TACOed, Iran has a limited runway, Wall Street has the cards. It’s no longer a monetary constraint, it is a physical one. The best type. It is absolute and unforgiving.

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BakuRetsuX 1 day ago +16

Thank you for the info. The article came out the 22nd, today is the 27th.. So around approx the end of the first week of May is when all hell will break loose? Goodness, the anxiety ...

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ensui67 23 hr ago -13

No prob! I wouldn’t say the dates are set in stone. I’m sure there is some leeway as people are pretty resourceful and I’m sure they can find a bit more time. Bottom line though is that neither side can find significantly more time and both sides are already signaling that some sort of agreement. Why anxiety? This is opportunity to make lots of money. I don’t agree with the conflict but it kickstarted an amazing stock market rally. Got us out of the muck we’ve been in since September/October.

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FeistyGate8784 22 hr ago +17

Anxiety because it’s hurting a ton of people and this is causing more inflation

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BakuRetsuX 23 hr ago +13

Congrats to you. You at least know enough to take advantage of the situation. I'm just talking about society breaking down as costs are no longer maintainable. It doesn't matter if you're doing good, if you can't roll down the street to enjoy your surroundings due to everything going out of business or an increase in crime and drugs due to poverty. There is a balance that needs to be maintained up to a certain point. I wish you the best of luck with your stocks. I wish I has such resources and know how.

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ensui67 23 hr ago -16

Here is the thing. The general public is the main benefactor. Or, at least should be. This new generation of retail investor, let me tell you, are frankly brilliant. They have outperformed institutional investors since Covid. They have learned the lesson of the greats. The Buffets, Munger, Bogle. They are smiling upon us. Time in the market beats timing the market. Retail investors, regular people who save prudently into their 401ks and IRAs, the retirees and soon to be retirees who have the most wealth the world has ever seen, are just basking in the glory. They just keep buying and never sell. It takes zero mental bandwidth once you make the few clicks on your computer. Only takes the discipline to save a percentage of their earnings and invest. So, you may wonder how anyone can afford anything nowadays. Whelp, it’s pretty simple. They are old and have been buying into the market for decades. They planted that seed decades ago and now it has grown into a tree. They have more money than time now. Stock markets keep going up, but their time remaining is limited. So, they must spend it. On themselves, on their millenial children. Trillions of dollars in wealth. Everyone has the potential. Just need the foresight to plant that seed. Everyone has the potential to get rich, the only problem is that it takes time. Oh the irony.

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cluelessNY 23 hr ago +8

So your saying to invest now? What would you invest now

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ensui67 23 hr ago -9

Best time to plant a tree was a decade ago. Second best time is today. If you have to ask about what to invest in then you have no edge. In that case, the key is to not do anything dumb and lose money. Compounding takes time. There is no get rich quick if you don’t have an edge. Invest like how Warren Buffet does for his wife. Low cost index funds. Check the boglehead sublistnook. Like Munger says “The first $100,000 is a b****, but you gotta do it. I don’t care what you have to do – if it means walking everywhere and not eating anything that wasn’t purchased with a coupon, find a way to get your hands on $100,000. After that, you can ease off the gas a little bit.”

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taintedmask 22 hr ago +4

That's not a hard threshold for the war. Iran's oil facilities could be shut down and be damaged because of the blockade and they could still keep the war going. Obviously they don't want that so a deal would be better for them. But we have seen how economies are extremely resilient even when their revenues collapse like in Ukraine and Russia. They also have another card that they aren't using, the Bab el Mandeb. It suggests they think they still have the upper hand and don't need to resort to a last ditch effort.

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ensui67 22 hr ago -6

Trillions of dollars have already calculated the odds given all the information available and have made their determination. Billionaires know more than me. I’m just going to copy their homework and follow their moves. No need to complicate it. Made the trades and now I get to sit back and enjoy the tasty waves. You see all you need to see in the price action. It reveals all.

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taintedmask 22 hr ago +9

If you think the market is rational then I have a bridge to sell to you. It has failed to anticipate many crises in the past. COVID comes to mind as one of the most recent. Though precisely because of its irrationality the stock market could stay up even in these times so you could still very well make money. Just understand the market and reality aren't the same.

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3_Thumbs_Up 19 hr ago +2

>If you think the market is rational then I have a bridge to sell to you. Why do you bother selling bridges when there's so much money laying around on the table in the stock markets?

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ensui67 22 hr ago -3

Nope. Stocks are always right eventually. Got covid down way before anyone believed it could. Predicted the vaccines and reopenings even as millions were dying. It also foresaw that the tariffs were not going to be a big deal. It foresaw that we were going to come out of the GFC and continue for a nearly 20 year bull run. It’s forward looking and gets the move right. There is no clearer signal than right now. The war is irrelevant and earnings are good. Very good. Go study how prices move during a war. It V bottoms before any good news hits the headlines. Every time. If you’re waiting for the right headline that gives you the all clear, you’re late.

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taintedmask 22 hr ago +7

If it foresaw the tariffs were not a big deal and Trump would TACO, it wouldn't have never dipped 10%+ in the first place lol. Also I'm not arguing about its forward looking nature. It's that it's not an omniscient crystal ball or even very accurate for that matter. And I only need one counter example to prove that. You don't need to list all its correct predictions.

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ensui67 22 hr ago

It is. I’m a technical trader and the price is always right. It is pure signal and inputs all the information in real time. When it went through the drop, it was because there were unknown surprises and was right given the available information. So, when there was more information, it correctly foresaw what would come out the other end. Just like this recent dip and rally. It priced in the unknown, and now sees past it because there is clarity. It is liable to flip flop all the time. You just need to be able to interpret what it’s saying. So, if you are right now, saying this market is wrong, then it is your inability to interpret is all. VIX collapses like this isn’t an indication, it’s instruction.

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taintedmask 21 hr ago +6

Honestly I lost track of the point you're trying to make. I thought you said the stock market was an infallible oracle that will correctly have predicted the Iran war will end soon, but now it seems you're saying it can flip flop based on new information. Well then it wouldn't be a very good oracle. All information can be predicted. In fact the whole world can be modeled given a sufficiently powerful computer. Vaccines? Stimulus? Those are given for a pandemic and yet the stocks still tanked.

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ensui67 21 hr ago

Yup, markets say the war is over. That’s because they did the analysis I pointed out. It wasn’t just JPMorgan. You know Goldman Sachs already had it first and just traded it. It’s a physics problem and they solved it. So, they bought the dip and continue to buy hand over fist.

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sarges_12gauge 23 hr ago +3

I think that’s all speculation about the tolls. Ive only heard confirmation that 2 ships have paid Iran a toll so far. Perhaps more have, but I don’t have the impression they’re sitting back and collecting a ton of money up to this point

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Alive_Internet 23 hr ago -13

Even 1 billion per day is a small price to pay to take out China without any violence. Doing it conventionally would be way more costly, and Americans don’t have the appetite for war with China right now.

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BakuRetsuX 23 hr ago +3

I don't understand this thing with China is our enemy. They are our competitor. They do shady stuff, we do shady stuff. They say we are bad. We say they are bad. There are some mixes here and there , yes, but overall, both are the most powerful countries around. And China has other ways to exist. They work with world nations all over and do deals just like us. I honestly don't think we are hurting them as much as we are hurting ourselves, especially when we could be working better together. Their numbers in just about all things related to a country's progress has been going up for the last decade where as ours have been either stagnant or going down. Don't let the stock market trick you. The quality of life for most Americans have been in decline. China's has been going up. If you take a look at the bonds market, theirs have been very low and have gone down since this whole Trump years. From what I've read, this will mean that their Yuan will eventually dominate more markets and people will be willing to invest more in China. But anything can happen and nothing is that simple as there are many factors also. I'm just learning as you all and trying to get my head around all of this.

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fallingdowndizzyvr 23 hr ago -1

I agree. But the US needs a bogeyman to keep us together. Russia became so weak that it no longer did the job. So we made someone into an enemy that we didn't need to. Unfortunately, that's had an impact on Chinese public opinion of the US. 20 years ago it was "America number 1". But decades of China bashing have done the job. They don't say that any more. Give hate and you get hate right back.

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BakuRetsuX 22 hr ago

I see where you're coming from, but I think the situation is more complicated than just “we made China the enemy.” There’s real strategic friction—trade, technology, military posture in the Indo-Pacific—that isn’t going away just by changing rhetoric. My bigger concern is what happens if tensions keep escalating while the U.S. is dealing with internal strain—debt, political division, and declining public trust. In that scenario, something like Taiwan becomes a real flashpoint. Not because it’s inevitable, but because both sides have incentives that can collide. That said, the idea that China could simply “take Taiwan and control global trade” is a bit oversimplified. Taiwan isn’t just symbolic—it’s a heavily defended island with massive global economic consequences (especially semiconductors), and any move there would trigger a regional and likely global response. It wouldn’t be quick, clean, or contained. Same with maritime choke points. Places like the Strait of Malacca, the Strait of Hormuz, and the Panama Canal are critical, but they’re also internationally contested and monitored. Controlling them outright isn’t something any single country can just do without massive escalation. I guess we can both agree that prolonged economic or geopolitical conflict hurts both sides, and probably accelerates global instability more than it benefits either country. A competitive but cooperative relationship is likely the only sustainable path. The real question isn’t whether conflict is possible—it is. The question is whether both sides can manage competition without letting it spiral into something neither actually wants.

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tomdon88 17 hr ago +1

This reactive incompetence has benefited China hugely whilst weakening the US. The longer it goes on the more this will be the case. The US in the last year has lost all its Allies bar Israel, shown it military is incapable of containing even a poor country with very old military technology and shown the fragility of the dollar paying high interest and a record breaking debt.

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fallingdowndizzyvr 23 hr ago +2

> Even 1 billion per day is a small price to pay to take out China without any violence. How has it even remotely done that? China is better equipped to deal with this than any other country. They planned for exactly this. It's hurting our allies more than it's hurting China. Now some of those allies are turning towards China to secure their energy needs.

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Alive_Internet 23 hr ago +1

China is running out of oil reserves, and if the US keeps up the blockade, China could collapse from a lack of oil.

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FeistyGate8784 22 hr ago +1

That would also greatly harm our economy if they collapsed, but they will not collapse from a lack of oil any time soon. Iran would collapse and open the strait well before China does

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Optimus_Prime_Day 21 hr ago +1

The problem is the US burned through its reserves of cruise missiles and patriot missles, partially from the attacks on iran but also to fight off drone attacks. Ispending large $ on missles to shoot down c**** drones seems like a waste, but jn order to rebuild their stock, they need rare earth metals like tungsten that mostly comes from China, and guess what china will ask for to allow those metals to keep flowing to the US?

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fallingdowndizzyvr 22 hr ago

China has plenty of oil reserves left. And China won't collapse from a lack of oil. Again, they planned for this. https://www.instituteforenergyresearch.org/fossil-fuels/china-converts-coal-into-oil-gas-and-chemicals/ Sure, it's more expensive than just buying oil. Well, was anyways. With the current price of oil..... They have a lot of coal. And China is also finding other sources of oil. https://asia.nikkei.com/business/energy/japan-s-energy-hunt-runs-into-china-s-lead-in-central-asia-latin-america So no, they won't collapse from a lack of oil. Again, they planned for this.

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-ToniCipriani- 21 hr ago +5

It’s funny you’re writing this and in a couple minutes NYT already posts how the first signs of the oil crisis are starting to show. All those arguments mean nothing when oil isn’t directly available, whatever shortcuts you’re trying to show, those raise prices of energy so much that without the regular oil they’re used to import directly or via other countries like Malaysia, the whole chain of their economy that keeps things going starts to break immediately and simple things like plastic for toys becomes too expensive to manufacture.

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fallingdowndizzyvr 21 hr ago

> It’s funny you’re writing this and in a couple minutes NYT already posts how the first signs of the oil crisis are starting to show. LOL. Yeah. For the rest of the world. China is doing just fine. As per the NYT. https://www.nytimes.com/2026/04/06/business/china-oil-shock-iran-war.html > All those arguments mean nothing when oil isn’t directly available LOL. What? One of those facts was about literally making oil from coal. Which China not only can do, but is doing. So WTF are you talking about?

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Alive_Internet 20 hr ago -1

Planning doesn’t matter, and don’t listen to the Chinese bots’ propaganda on Listnook. The only reason China continues to exist is because the US allows it to. They can change their mind anytime.

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fallingdowndizzyvr 14 hr ago

> Planning doesn’t matter Wow. Keep telling yourself as an excuse for why your life is a dumpster fire. Planning leads to success. Not planning leads to disaster. > The only reason China continues to exist is because the US allows it to. LOL. Wow. I've heard a lot of silly things of late. That tops it. You've gone off the rails into crazy town.

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SigmaHouse28 17 hr ago +4

You are without a doubt the worst pirate I've ever heard of. “But you have heard of me.” - Donald Trump

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Master-Monk-8690 1 day ago -23

Edit: Hahah Trump's regarded bot brigade found my comment. I stand by what I said. Trump is the most stupid president the USA has ever had and it is not close. He's a nepo baby b**** who failed upward his whole life because of Daddy's money. Kinda seems like Iran is winning the geopolitical battle here. Fredrick Mertz, the german chancellor, is giving speeches where he says the USA is being "humiliated on the world stage" and "Trump didn't seem to have any type of plan." All Iran has to do is not collapse under air bombardment, which we've seen many regimes do over the last 50 years. America dropped more bombs on Vietnam than were dropped during WW2 in it's entirety and Vietnam still won. Before this war, Trump's regime talked about getting rid of nuclear capabilities and regime change. Now they are backsliding to "please open the straits 🥺." Trump has been making posts about destroying Persian civilization only to continually backpedal and extend deadlines for peace talks that Iran just isn't attending. Anyone who's not in Trump's cult can see how desperate the regime is. It's so pathetic. We've never been weaker as a country. China and Russia are openly mocking Trump and Melania on their State media. Trump is a paper tiger and the entire world can see it.

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sarges_12gauge 23 hr ago +6

Both countries can be losers

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SawToothKernel 23 hr ago +2

Yes, but only one started this. The whole world is paying the price for the US being dickheads.

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Master-Monk-8690 19 hr ago +2

I suspect Trump's bots are in here trying to downvote comments that go against the "official US narrative." This is a war of choice and it will lead to global inflation. Grocery inflation spiked to above 7% in the last 4 weeks. It will be a similar situation to when Russia invaded Ukraine. America is Russia in the comparison. We're truly the laughing stock of the world. Last June Trump and Hegseth were both saying that Iran's nuclear capabilities were decimated during the air strikes they launched. When Joe Kent resigned, he said that Iran "posed no threat at all" in his resignation letter. The American media has sold their connection to reality in order to normalize Trump and Republican fascism over the last decade. They've done this because the owners of those networks are billionaires who will benefit from Republican tax cuts while the citizens suffer and the wealth doesn't trickle down.

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National-Charity-435 1 day ago -11

Too bad the article didn't mention where those ships were bound, just that they left Iranian ports China and India don't like each other but the great unifier trump strikes again lol (just like uniting Canada under Carney)

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fec2245 1 day ago +22

I don’t think India is infatuated with Iran as Listnook is, after all just last week Iran attacked two Indian tankers.

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JattaPake 1 day ago -20

Any minute now, the US blockade will break the will of the murderous vengeful zealots who are deemed too illogical and irrational to have ballistic missiles for national defense. They are going BROKE! Thank you for your attention to this matter.

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hurdurnotavailable 1 day ago +20

Yeah, why would they care? Not like Iran's economy depends on the strait or smth. Or Internet. Or water. Or having under 50% inflation. All fine and dandy!

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Efficient_Dark1977 1 day ago +16

It is pretty universally deemed illogical and irrational to have ballistic missiles for national defense in the absence of a single bomb shelter, air raid sirens, or functional air defense to actually protect civilians. Sane people don't buy assault rifles before investing in a secure front door, psychopaths do.

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DuskOfANewAge 1 day ago -14

So many words masquerading as logic only to forget the old phrase, "the best defense is a good offense." Not every country in the world can build everything at once like the single richest nation can, or a particular ally of theirs that gets billions of dollars a year in free defense loans from said country.

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Efficient_Dark1977 1 day ago +11

You sound like you play too many video games. Real wars don't work like that, when there are real people with their real lives at stake. Which one of the school girls of Minab did those ballistic missiles protect, exactly?

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gayphilantropist 21 hr ago +2

You don't live in reality

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NH787 1 day ago -33

You can get through if you know the right people: **Russian superyacht crosses blockaded Strait of Hormuz** https://www.reuters.com/world/middle-east/russian-superyacht-crosses-blockaded-strait-hormuz-2026-04-27/

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fury420 1 day ago +56

Why would anyone expect a yacht traveling from Dubai to Oman be stopped by the US blockade of *Iran's* ports?

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Ok-Echidna5936 1 day ago +33

Were they carrying oil from Iran? Lol

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DisastrousAnswer9920 1 day ago +21

There's nothing of value and that yach wasn't coming from Iran, which is the point of the blockade. It's not like the guy is carrying 1m tons of oil headed to China.

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snarky_answer 23 hr ago +8

You really thought you got some people with that comment when you submitted it, didnt you?

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NH787 23 hr ago -5

Are you offended when someone points out that the US takes the knee for Russia every time?

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snarky_answer 23 hr ago +8

How is letting a vessel that’s not sanctioned or under embargo bending the knee to Russia? Was it bending the knee this weekend when the US announced they were not renewing the oil waiver for Russian oil purchases, or is that different in your mind?

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NH787 23 hr ago -5

Here's a hint since you seem to need one: https://sanctionssearch.ofac.treas.gov/Details.aspx?id=37499 I suppose you also think the US wasn't bending the knee when it gave Russia a waiver and then doubled down by extending it. I'm sure it's all just a coincidence though, right?

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BreatheRhetoric 1 day ago -13

Looks like the Bavand got through just fine? [https://www.marinetraffic.com/en/ais/home/shipid:657846/zoom:10](https://www.marinetraffic.com/en/ais/home/shipid:657846/zoom:10)

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Artistic_Concern_33 1 day ago +18

Yeah that doesn’t say much, some of the vessels are literally getting intercepted in the India ocean and redirected to the US, the Iran blockade is global, until the ships reach their port of destination don’t count them as chickens before the hatch.

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fury420 1 day ago +17

I don't think they've even reached the US blockade yet? The US Navy's blockade isn't actually located within the chokepoint of the strait, they are enforcing it on the open seas of the Gulf of Oman & Arabian sea, and that ship will be a sitting duck for the next week as it sails towards India.

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BreatheRhetoric 1 day ago +3

Great point, thanks for the correction.

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gayphilantropist 21 hr ago +1

WTF someone took correction on listnook without spinning out of control?

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LupoWolf2 1 day ago -16

This is what happens when you try to be a hero and try to do it without your allies. Bullies always fail.

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gayphilantropist 21 hr ago +2

How many examples do you want me to give you of bullies prevailing?

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Iran oil tankers turned back by US blockade, Hormuz traffic sparse

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