Offbeat Wall Street research firm says it sent an analyst to Strait of Hormuz. Here's what they learned

Summary

• A Reddit post summarizes a Substack report from Citrini Research, which sent an analyst to physically observe shipping in the Strait of Hormuz.
• The author's implied thesis is that the mainstream narrative of a "shut" strait is exaggerated, as traffic, while still drastically reduced, is present and even picking up slightly (to ~15 ships/day from a pre-war norm of ~145).
• Quality assessment: Speculation/Noise. The post relays a single, unverified source using anecdotal, non-quantitative observation that conflicts with widely available public shipping data. It lacks original data or robust analysis.