They know that Israel is at the eye of the global shit storm. Iran might close the strait of Hormuz, and the Yemenis are definitely going to take shots at ships heading for Bab-el-Mandeb (Gate of Grief). Iran may start boarding ships as well.
This is a business decision.
The rest of this post is bullshit. If it comes true, well, then, I’m an unprofitable prophet.
Goodness knows how this is going to go once the NATO-backed EU sanctions on Israel hit in mid-July. US will try to sanction/tariff their way around that, an attempt to support their pals, but, surprise! Domestic unrest will force the felon’s hand.
That frees up some space for more integrated transport across Europe, Canada, and emerging markets across north and west Africa, quelling some of the decolonial “unrest” in Mali, Burkina Faso with offers of “trade.”
The wedge in the anglosphere will widen, and the US will be more isolated. They’ll either attack Canada or suffer Civil War by November, about the time people start to realize they can’t pay for their heating this winter and can’t even afford “2 dolls instead of 30” this Xmas.
It was The Corporation for me. Then, I discovered Adam Curtis. Smartest Guys in the Room, some Michael Moore stuff, then I really started taking a look at War docs with Smedley Butler and Dalton Trumbo and Charlie Chaplin shouting at me from the 1930s and 40s. Errol Morris kicked ass in the Fog of War, John Pilger kicked ass in Occupation 101, and BBC kicked ass with the Death of Yugoslavia.
This was 20 or 25 years ago. All this seems trite by comparison to where we are now.