I follow Sal Mercagliano, retired merchant marine, now college professor, for his updates on Hormuz, Cuba, Greenland and tariffs. He covers legal, political, logistical, humanitarian, etc issues related to shipping. He predicted they would lift the Jones Act and would insure tankers before both of those happened. Is very good on the shipping boarding, seizing, what happens to a ship that is hit, oil spills, mines, everything and it gets through all of it in about 12 minutes.
https://www.youtube.com/@wgowshipping
He has talked at length about how fertilizer, LNG, oil, cargo and food all need different ships and how hard and complicated it is therefore to start running other routes. Longer routes = fewer ships available on any given day. Using canals = delays or ship is wrong size and can't use them. All kinds of stuff that I hadn't thought about.
On Delcy Rodriquez:
Jan 5 - 2026
Venezuela’s acting president, Delcy Rodríguez, has offered to work with the US, dialing down the confrontational tone she initially adopted after the capture of the dictator Nicolás Maduro.
In a statement late on Sunday, Rodríguez said she had “invited the US government to work together on an agenda of cooperation”.
Her comments came hours after Donald Trump threatened that Maduro’s former vice-president could “pay a very big price, probably bigger than Maduro” if she did not bend to his wishes.
https://www.theguardian.com/world/2026/jan/05/venezuela-delcy-rodriguez-trumpI read that as 'Trump credibly threatened to kill her and or her family'. She is in a bad spot.
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