Gas is indispensable. Underinvestment leaves markets vulnerable. Security of supply must be central to policy, not an afterthought.
Browsing: Hormuz
Iraq loses up to $280 million daily. A pipeline through Jordan to Egypt’s Mediterranean coast would bypass Hormuz and Red Sea vulnerabilities.
“This war, intended to weaken Iran, has in crucial ways strengthened it.”
“The Kremlin stands to gain much from war in the Persian Gulf.”
“The Kremlin did not sow this harvest, but it will most likely reap it.”
“Washington and Tehran seem to be trapped in cycle of escalation over the strait and the five-day grace period is fragile.”
Hormuz closure causes largest oil supply disruption in history with no 2022-style rerouting options, forcing global demand destruction.
Gulf states avoid Hormuz military coalition despite economic dependence, fearing Iranian escalation and preferring diplomatic condemnation over direct security involvement.
US military options to reopen Hormuz combine convoys, coastal strikes, and economic pressure to break Iran’s stranglehold on global energy.
Hormuz Strait’s 20 million daily oil barrels and 20% global LNG make it the world’s most consequential energy chokepoint.