Ash Oro @ashoro.co.uk · 29/07/202612/15 There is another reality that often gets overlooked. Geography still has the final vote. Ships cannot simply choose another convenient route if a major chokepoint becomes politically or commercially more difficult to use. 161 6
Ash Oro @ashoro.co.uk · 29/07/202613/15 Alternative routes exist, but they are longer, more expensive and introduce different operational challenges. Geography constrains diplomacy, military strategy and commercial decision-making alike. That remains as true today as it was centuries ago. 150 5
Ash Oro @ashoro.co.uk · 29/07/202614/15 Ultimately, governments negotiate agreements and navies provide security. Commercial shipping decides whether confidence has returned. Watch the insurers, charterers, operators and shipowners as closely as the diplomatic statements. They will tell us whether the system is recovering. 151 5
