7/11
There was talk of returning to the Kuwaiti-style escorts.
That 1980s tanker escort comparison doesn’t hold.
This is not the same fight:
Cheap drones
Swarm tactics
Layered missile threat
And we don’t train merchant fleets for convoy warfare anymore.
#History #Shipping 8/11
The asymmetry is decisive:
US must intercept everything.
Iran only needs one hit.
One successful strike reshapes the entire risk picture.
And what Project Freedom showed us was that any transits (even of warships) will be hotly contested by Iran.
#Strategy #Hormuz #IranWar 9/11
The maritime industry will read this clearly:
If destroyers are taking fire,
this is not insurable risk for commercial shipping.
Markets move faster than navies. The prices will now reflect the reality of the danger of the transit - insurance and commodity prices will rise.
#Insurance #Trade 
