Ash Oro @ashoro.co.uk · 23/04/20262/10 Claim: US naval action has “completely halted” Iran’s trade. This is not how maritime systems work. Even in full war: Ships reroute Flags change Cargo moves via shadow networks You don’t switch a country off at sea like a light. 180
Ash Oro @ashoro.co.uk · 23/04/20263/10 Claim: Iran has about 2 weeks of oil storage → then collapse. Oversimplified to the point of being wrong. Storage isn’t one tank: Onshore storage Offshore storage Floating (tankers) storage Production can be slowed. Flows can be redirected. Painful ≠ terminal. 180
Ash Oro @ashoro.co.uk · 23/04/20264/10 Claim: Oil disruption → military can’t be paid. Assumes a Western financial model. Iran has: Sanctions-era workarounds Barter systems IRGC embedded in the economy This isn’t a normal “payroll stops, system collapses” scenario. 180
