Ash Oro @ashoro.co.uk · 22/04/20269/10 The deeper shift here isn’t about posturing or headlines. It’s about control of physical flow of goods. Who can move energy, goods, and ships — and under what conditions. That’s what markets are actually pricing. 3121
Ash Oro @ashoro.co.uk · 22/04/202610/10 So if you’re trying to understand what’s happening: Ignore the word “ceasefire” for a moment. Watch the ships. Watch the insurance. Watch the flows. That’s where the truth is. And it is more complicated than ever right now. #Hormuz #Shipping #EnergySecurity #Geopolitics 2257
