The war enters Day 26 and one thing is now undeniable — the Strait of Hormuz is still under Iranian control, despite repeated U.S. pressure and bold rhetoric from Donald Trump.
But today’s development changes everything.
A second Chinese LPG carrier — Lucky Gas — has successfully passed through the Strait of Hormuz. Even more significant? Chinese shipping giant COSCO has resumed bookings across the Gulf, including the UAE, Saudi Arabia, Qatar, Bahrain, Kuwait, and Iraq.
This comes after COSCO halted operations earlier this month, right after the conflict between United States, Israel, and Iran escalated.
So what changed?
This video breaks down:
Why Chinese ships are now moving through Hormuz again
The quiet negotiations happening behind the scenes
How Iran may be selectively allowing oil and gas to pass
Why U.S. allies are choosing diplomacy over confrontation
What this means for global oil markets and power dynamics
Iran appears to be turning Hormuz into a controlled gateway, not a full blockade — allowing passage based on political alignment or backchannel agreements.
Meanwhile, the U.S. push to “force open” the Strait is facing resistance — not just from Iran, but from its own allies unwilling to risk escalation.
The result?
A major geopolitical shift where Iran holds leverage, and global powers are adjusting in real time.
This is not just about oil.
This is about who controls the world’s most important chokepoint — and who doesn’t.
