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Hormuz traffic has again ground to a near-halt, with no large vessel tracked crossing the U.S.-coordinated route since Tuesday — the opposite of a shipping recovery.

The crisis crossed from shipping attacks into direct combat: Iran hit a third tanker (the Saudi supertanker Wedyan) specifically on the Omani bypass route, and hours later U.S. CENTCOM struck more than 80 Iranian targets while Treasury revoked Iran's oil-sale waiver — the opposite of 'shipping volumes keep recovering.'

Iran's IRGC struck two tankers in the Strait of Hormuz overnight July 6-7, one specifically for using the 'Omani route' — direct evidence against 'shipping volumes keep recovering'; Brent reversed part of its post-ceasefire drop.

Mexico's Attorney General's Office formally accused former Ambassador Salazar of lying and opened a sovereignty-violation probe — a sharper, more official step than Sheinbaum's prior rhetoric, modestly raising the odds of real friction.

Sheinbaum escalated from a promised chronology to personally naming and accusing U.S. Ambassador Ken Salazar of lying, but this remains rhetorical — no formal protest note or operational break in security cooperation has followed, which keeps the call's core trend intact.

Canada and Mexico jointly filed Article 34.7 letters endorsing a 16-year USMCA extension to 2042, but the substantive negotiating track remains a separate U.S.-Mexico bilateral round (July 20) that Canada still is not part of — the tripartite table stays split, consistent with this call.