Shippers Abandon US-Guided Hormuz Route After Iranian Attacks on Vessels
🚢 HORMUZ — US escorts aren't working if nobody boards the escort. 📌 LOOK CLOSER: CENTCOM's corridor only works if shippers use it — companies opting out hand Tehran the "no control" narrative for free. Washington's strait-guardian role requires compliant traffic; mass avoidance collapses the premise. Insurers repricing risk are the real mechanism: every Lloyd's surcharge is a vote of no confidence ahead of Thursday's address.
