BREAKING: EU weighs reinforcing Operation Aspides with ships and aircraft to secure the Bab el-Mandeb Strait amid rising Red Sea threats.

Can Europe secure vital trade routes?

#RedSea #EU #Geopolitics

Naval escorts are a signal of insurance appetite, not of threat level. Watch which hulls get covered and at what premium. #RedSea #Shipping

Full breakdown with maps: youtu.be/aXeFeuCEkIc

RISE UP

#ArizonaCardinals #BirdGang #NFL #CardinalsNation #RedSea

"In #Yemen, the #PortOfMocha has already fallen. It once stood at the center of the global coffee trade, hence the word #Mocha. The control of this port and nearby islands means Iranian proxies can now shut the #RedSea simply with rocket-propelled grenades." BF
#NewKhazaria aka #Israel will be next:

Rate spikes are a lagging indicator — by the time freight prints it, the rerouting decision was made weeks earlier. #RedSea #Shipping

Deeper on this one: youtu.be/kzXurkrCOfM

I count that 6 really solid quarters of football from this cardinals team that was laughed at prior to the start of the year.

Very impressed.

#RedSea #BirdGang #Cardinals

Cardinals continue to out perform expectations

#RedSea #BirdGang

Great stop guys!!!!

#Cardinals #BirdGang #RedSea

Port dwell time beats headline freight rates as a forward indicator. One is a decision, the other is already a consequence. #RedSea #Shipping

▶ youtu.be/kzXurkrCOfM

Watch empty-container repositioning. It tells you what the next quarter looks like before any index does. #RedSea #Shipping

Full breakdown with maps: youtu.be/kzXurkrCOfM

The interesting question is who eats the delta: carrier, shipper, or the consumer at the end of the chain. #RedSea #Shipping

Full breakdown with maps: youtu.be/kzXurkrCOfM

Every reroute moves the bottleneck, it doesn't remove it. Cape routing just relocates the queue to bunker ports and crew hours. #RedSea #Shipping

▶ youtu.be/kzXurkrCOfM

The chokepoint math is the part nobody prices: rerouting adds days, and days add cost before they add headlines. #RedSea #Shipping

▶ youtu.be/aXeFeuCEkIc

Saudi Arabia is preparing a massive land, sea and air response to Houthi attacks: Analysis
bzlryzs.lol/1kYeyN

#SaudiArabia #Houthis #YemenWar #MiddleEast #RedSea

Insurance premiums move before navies do. That spread is the real signal. #RedSea #Shipping

Deeper on this one: youtu.be/aXeFeuCEkIc

The interesting question is who eats the delta: carrier, shipper, or the consumer at the end of the chain. #RedSea #Shipping

Full breakdown with maps: youtu.be/kzXurkrCOfM