Tactical success against Iran’s navy contrasts with a strategic wake-up call regarding the vulnerability of global energy chokepoints and interdependence.
Browsing: Michael Froman
“The U.S. may not need the oil, but the ‘broken’ Strait of Hormuz is now imperiling the global AI boom and semiconductor supply chains.”
Iran’s Hormuz closure removes 20M b/d—five times 1970s embargo. IEA releases 400M barrels, but limited.
The Houthis have become the most formidable challenger to U.S. maritime dominance since WWII, disrupting global trade through the Red Sea.
Sudan’s civil war, one of the worst humanitarian crises, remains neglected as external backers fuel the conflict with impunity.
MBS’s visit deepened U.S.-Saudi strategic ties, but normalization with Israel stalled and questions remain over arms sales and investment pledges.