The Illusion of Distance Most Americans hear “Strait of Hormuz” and think: far away, someone else’s problem. That assumption is about to get expensive. Roughly a fifth of the world’s oil flows through that narrow choke point. But oil is only the beginning. Fertilizer, natural gas feedstocks, and industrial chemicals—all critical to modern economies—move through that same corridor. When it closes, the disruption doesn’t stay in the Middle East. It ripples outward, hitting the U.S. economy in waves that arrive quietly, then all at once. The recent escalation—naval strikes, blockades, and retaliatory threats—has effectively weaponized that chokepoint. And once a supply artery like that is constricted, the damage compounds. The First Domino: Energy Shock Without Warning Energy markets don’t wait…
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