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That Ukraine has the use of some island off libya, and also that the ship was hit with a over water drone, which Ukraine seems to have specialized in building.

I guess superficially it's maybe a 100 to 150 million dollar loss. Cargo plus ship. And, that shipping in general is an indicator of a bigger issue.

Mainly insurance. Lloyds insures most ships, and Lloyds is talking about withdrawing insurance for lots of things, not simply upping the premiums to make lots of profits but refusing to cover things. The thought is that because the US seems to not be sharing some intelligence with Loyds they feel unable to asses risk.

Also today Trump said the US will both offer insurance for ships traversing the strait of Hormuz and also provide escorts. This allows the US to make a profit off the insurance and also only escort ships they want to let through.

Lloyds insures ships, planes, oil processing facilities, ports, all kinds of things that are vulnerable during wars.

Mostly I am just relaying speculation I've read today. Make of it what you will.