Ash Oro @ashoro.co.uk · 19/08/20266/15 The observed behaviour shows which option most operators are choosing. Kpler recorded six commodity-vessel transits on Tuesday, down from nine on Monday and a ten-day average of eleven. Before the war, more than 130 ships crossed the Strait every day under normal conditions. 1131
Ash Oro @ashoro.co.uk · 19/08/20267/15 Six ships getting through does not prove that Hormuz is open. It proves that passage remains selectively possible for vessels whose risk tolerance permit it. That is controlled access, not restored freedom of navigation in law. Something I cover in the first volume of #TheHormuzCrisis.amzn.euThe Hormuz Crisis Volume 1: The Illusion of Open Seas - February to April 2026The Hormuz Crisis Volume 1: The Illusion of Open Seas - February to April 2026 eBook : Oro, Ash: Amazon.co.uk: Kindle Store 1162
Ash Oro @ashoro.co.uk · 19/08/20268/15 There are secondary effects starting to show commercially too. Chinese shipping companies that formerly carried around half of China's Middle Eastern oil imports have kept their tankers away since late July. That is a commercial decision made before shortages reach the consumer at home. 1101