Sal Caggiano, a maritime historian, joins to analyze the ongoing conflict in the Strait of Hormuz, discussing how AI-generated images and disinformation complicate verifying ship attacks. He explains that while traffic has dropped significantly, state-owned vessels are using shuttle services to bypass risks, causing global oil stocks to deplete and shipping rates to skyrocket. The conversation covers the economic impact on consumers, the difficulty of recruiting crews for dangerous routes, and the slow progress of US efforts to rebuild its merchant marine and shipbuilding infrastructure.
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