Ash Oro @ashoro.co.uk · 11/04/20264/8 And they move because of contracts. This system goes back centuries—literally to the 1600s. London coffee houses where traders and insurers built the foundations of modern shipping. Costs aren’t absorbed out of goodwill. They are passed on by design and contract obligations. 1121
Ash Oro @ashoro.co.uk · 11/04/20265/8 By the time cargo is loaded, responsibility is already defined. So when risk increases: Insurance rises Freight rises Costs rise There’s no “absorb it” button. It ends up, inevitably, with the buyer, a.k.a you the consumer. 1121
Ash Oro @ashoro.co.uk · 11/04/20266/8 And here’s the key point: The toll isn’t the real problem. The risk is. War risk becomes insurance spikes Insurers withdraw meaning ships don’t sail The market prices respond to fear and uncertainty (ironically) very efficiently. 1132