Zeihan Details Iranian Shadow Fleet Timeline and Vulnerability Window

What was said

"You do that time frame and you look at the point where the US really started the blockade. And next week is when the last of those tankers comes back. So what we're seeing is the development of a tanker parking lot off the coast of Iranian parts in the Indian Ocean."

Zeihan provided specific intelligence on Iranian tanker movements, calculating that the last returning vessels from their 28-30 day Asia route will arrive next week, creating a concentrated vulnerability window. He noted these ultra-large crude carriers cannot transit the Malacca Strait when loaded, forcing them through Lombok and creating predictable patterns. The timing creates an unprecedented opportunity for coordinated action against Iran's entire export fleet.