Ash Oro @ashoro.co.uk · 05/10/2026So we are in a catch-22. The work-arounds must increase flow as without them, the price shock would be worse. But, using them shifts more trade into a system where two connected chokepoints are still being actively contested. 150 0
Ash Oro @ashoro.co.uk · 05/10/2026What we are seeing is not recovery. It is restructuring under military protection and commercial duress. Managed access can move barrels. It cannot deliver the former system’s scale, resilience, neutrality or low cost. 170 0
Ash Oro @ashoro.co.uk · 05/10/2026That is why the headline can say “oil falls” while the family car, the haulage firm and the supermarket still feel the opposite. The newspapers show the market has received some relief. The physical supply chain however has received a warning. #RedSeaCrisis #TheHormuzCrisis 190 0
