Trump Says The Strait Is “Open.” So Why Isn’t Anyone Moving? (w/ Sal Mercogliano)
Bulwark Takes
The Bulwark
4.7 • 1.2K Ratings
🗓️ 9 April 2026
⏱️ 26 minutes
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Summary
Andrew Egger talks with shipping expert Sal Mercogliano about his initial reaction to the ceasefire with Iran and what it really means for global shipping with the Strait of Hormuz. Despite claims that the strait is open, most vessels remain stuck or are forced to navigate Iran’s “toll booth,” creating uncertainty for trade and commerce. Sal explains how Iran’s control could permanently reduce shipping capacity and generate massive revenue for Iran, with ripple effects that may take up to 40 weeks to fully recover. We also cover the humanitarian situation for mariners, the economic stakes for oil and global trade, and what the US and other countries are doing or not doing to respond.
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Watch more of Sal’s videos here: https://www.youtube.com/channel/UCT_yBgKSiwb3WP4ACPnF5nA
Transcript
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| 0:00.0 | Hey, everybody. This is Andrew Eger with the bulwark. A couple of weeks ago, I was able to sit down on here and talk to Sal McCogliano, who is a shipping expert, YouTuber extraordinaire. He runs the show, what's going on with shipping? He's a former merchant mariner. He is a maritime historian. He's the best guy, basically, to talk about everything that's been going on in the Strait of Hormuz. |
| 0:21.2 | I don't know if you people have noticed, but the Strait of Hormuz has remained in the news. |
| 0:25.2 | We are one day or not quite one day into Donald Trump's ceasefire with Iran. |
| 0:32.2 | It is a so-called ceasefire. |
| 0:34.1 | The firing has not yet ceased, but we at least have the sort of principles of |
| 0:38.2 | a ceasefire. And everybody is waiting with bated breath to figure out exactly what is going to |
| 0:44.5 | happen to shipping in the straight, what's going on already with it. What is going on with shipping? |
| 0:50.0 | So I'm very glad that Sal is back on to sort of talk me through what the very early going under the ceasefire looks like and what might be likely to happen next. |
| 0:59.7 | So Sal, thank you very much for coming back on. |
| 1:02.1 | Thank you for having me, Andrew. |
| 1:03.0 | I'm hoping not going to live up to that because it's kind of hard to tell exactly what is happening right now regarding shipping. |
| 1:08.0 | Well, yeah, I mean, people, you're going to want to watch this one fast because who knows how long anything we have to say today will will remain current because |
| 1:15.1 | the, I mean, people, it is really hard to overstate just how destabilized. Everything seems to be |
| 1:22.7 | right now. So let me just start right there, Sal, because we keep hearing, I mean, U.S. officials have |
| 1:26.7 | been basically saying mission accomplished, the mean, U.S. officials have been basically saying |
| 1:28.1 | mission accomplished, the straight is open, we're going to have this two-week period of ceasefire, |
| 1:34.2 | and we don't know what's going to happen after that, but at least so far, so good. And then we |
| 1:38.2 | keep getting these sorts of reports from the ground, suggesting maybe the opposite is true. Maybe |
| 1:43.0 | there hasn't been much difference at all between the straight yesterday and the straight today, or maybe it's partially reopened. Can you just walk us through, like, from the point of view of one of these vessels that's stuck there right now, it's been stuck there, really wants to get out of the frickin' strait of Hormuz. What has this ceasefire deal meant? Like, what are they hearing and are they, how are they approaching it? |
| 2:02.1 | Yeah, well, I put it this way, Andrew. I mean, this morning we had Secretary Heggseth come out, talk about the fact that, listen, the straight's open. He was asked this multiple times at the press conference. We had the press secretary come out for the White House say the straight is open. that would tell me, I would expect to sit there and watch on |
| 2:18.5 | my marine traffic that, you know, ships would bolt for the straight of whore moves. If they had |
| 2:22.4 | the opportunity, they would go. That's not what's happening. What we're seeing is a very measured, |
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