The Strait of Hormuz: A Single Point of Failure the World Ignored For decades, policymakers and market architects operated under a convenient assumption: that critical trade arteries like the Strait of Hormuz would remain open, no matter the geopolitical climate. That assumption is now under pressure. A significant share of the world’s oil, natural gas, and key industrial inputs flows through this narrow corridor. When access becomes uncertain—even temporarily—the ripple effects are immediate. Prices surge, supply chains tighten, and contingency plans are tested in real time. This isn’t just a regional issue. It’s a structural vulnerability—one that has been known for years, yet never fully addressed. Energy Markets Are Sending a Warning Signal Oil prices moving sharply higher in regional…
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