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
Ash Oro @ashoro.co.uk · 11/04/20267/8 If a chokepoint like Hormuz becomes a negotiated toll gate under pressure, it doesn’t just add cost. It challenges the idea of “free navigation” that global trade relies on. That’s not a regional issue. That’s a global systemic change to all shipping operations. 1172
