That sounds like a good theory.
Sanji has always been special case since EL. I can't imagine what other weird powers he gonna end up having by the end of the series lol.
Sanji will either unlock CoC or create a level beyond Ifrit that will make up for not having it. As much as Haki rules all is a thing, I don't think ACoC is the only way to reach top tier status.
Since its mostly top tiers, Oda is probably just gonna let loose and do whatever. Luffy is a top tier now, so he doesnt have to worry about writing Luffy to survive, because at this point he's stands equal to/above the contenders.
He's inconsistent with it. There several instances during Luffy vs Kaido where Luffy's ACoC attacks don't begin with a Haki trail, but the sparks appeared after the moment of contact. He tends to skip the trail depending on how much is going on in the panel.
One other example is White Star Gun...
Has nothing to do with his comptency. You see Conquers Haki Lightning oozing from them both after they strike each other. It is clearly ACoC. It's not his fault some of his readers can't accept the facts because they have agendas to uphold lol.
And it doesn't even matter. Even if Kuzan doesn't...
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