Ash Oro @ashoro.co.uk · 08/06/20265/13 I've argued before that Bab al-Mandeb is the natural companion chokepoint to Hormuz. One affects Gulf exports. The other affects Suez-linked container and goods traffic moving between Europe and Asia. #BabAlMandeb 171 7
Ash Oro @ashoro.co.uk · 08/06/20266/13 If pressure is maintained in Hormuz while instability expands around Bab al-Mandeb, the problem changes. This stops being a single-route disruption. It becomes a regional transit system under stress. 181 8
Ash Oro @ashoro.co.uk · 08/06/20267/13 That matters because shipping does not operate on legal rights alone. It operates on risk pricing, insurability and predictability. When multiple chokepoints become unstable, confidence degrades rapidly. 171 7