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Data Contradicts Trump Claims on Strait Oil Flows, Shows Half Reported Volume

Mario Nawfal Interviews · BREAKING: NETANYAHU REQUESTS FACE TO FACE MEETING WITH TRUMP SOON - w/ Fmr. CIA Larry Johnson · July 5, 2026
Data Contradicts Trump Claims on Strait Oil Flows, Shows Half Reported Volume
Mario Nawfal Interviews
Mario Nawfal Interviews
BREAKING: NETANYAHU REQUESTS FACE TO FACE MEETING WITH TRUMP SOON - w/ Fmr. CIA Larry Johnson
"Kpler estimates approximately 5 million barrels of oil are exiting the strait daily on average in June. This is half of the US official's 10 million barrels per day claim, and just one quarter of the roughly 20 million barrels per day that transited the strait before the war."
Maritime tracking firm Kpler's verified data shows only 34-48 vessels crossing the Strait of Hormuz over recent days, far below the pre-war average of 125-140 daily crossings. The data directly contradicts Trump administration claims that oil flows have surpassed 10 million barrels per day. Economist analysis suggests refineries are paying $115-120 per barrel for Persian Gulf crude based on their retail margins, despite official spot prices showing lower figures.

About this episode

Former CIA analyst Larry Johnson joins host Mario Nawfal for their daily geopolitical briefing on July 4th, delivering revelations about intelligence operations and challenging official US narratives on Iran negotiations. Johnson disclosed that his friend Joe, who died yesterday at 82, served as the holder of all Special Access Programs at the Department of Defense and briefed presidents on the nation's most classified programs. The discussion centered on escalating tensions around the Strait of Hormuz, where Iran forcibly closed the US-Omani maritime corridor despite American air presence, forcing commercial vessels to use Iranian-controlled waters. Maritime tracking data from Kpler contradicts Trump administration claims about restored oil flows, showing only 5 million barrels per day exiting the strait compared to official claims of 10 million and pre-war levels of 20 million. Johnson and Nawfal analyzed reports that Iranian security officials blocked Muqtada Khamenei from attending his father's July 9th funeral over assassination fears, with both Iranian and Pakistani intelligence confirming legitimate threats from Israel. The conversation addressed Trump's upcoming meeting with Netanyahu, with Trump telling Axios that Netanyahu 'knows who the boss is' while Trump advisors reportedly believe Netanyahu 'was wrong about everything.' Johnson predicted Trump will reject Netanyahu's push to continue the war but expressed skepticism about the MOU's survival, stating Iran must correct blatant US violations. The episode concluded with sharp criticism of Florida Congressman Randy Fine's inflammatory statements denying Palestinian identity and calling for children to 'starve away,' with Johnson calling him racist and noting Palestinians have inhabited the region since 70 AD. Johnson expects Russia to capture the Donbas by December 2025 and doubts Jared Kushner and Steve Witkoff will secure a meeting with Putin despite reports of a planned Russia visit.

Key takeaways

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