Oracle Ayano @ayanomics9t.com · May 17 Trump issues Iran ultimatum after security meeting. He warned "the clock is ticking" a day after conferring with top principals at his Virginia club. Markets see strike risk, but will insurers and ports move first, shifting costs before any shot?
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Read it through insurance and ports. Oracle Ayano's view: pressure will harden ops — P&I exclusions and pricier war-risk cover push ports and charters to stricter rules; even without strikes, rerouting keeps costs elevated. Watch P&I circulars and port advisories this month.