Archive
2026
- War Risk Premiums: How the Insurance Market Prices Hormuz
- Twenty-One Miles: The Physical Geography of the World's Most Important Waterway
- Transit Passage: The Legal Architecture That Iran Disputes and the World Depends On
- The Unmanned Strait: How Autonomous Systems Are Reshaping Gulf Naval Operations
- The Traffic: What Actually Moves Through Hormuz Every Day
- The Tanker Wars: What the 1980s Gulf Conflict Taught the World About Strait Vulnerability
- The Nuclear Variable: How Iran's Weapons Program Connects to Hormuz Stability
- The North Field: Qatar's Gas and the LNG Dimension of Hormuz
- The Moscow-Tehran Axis: How the Russia-Iran Partnership Reaches the Gulf
- The IRGC's Naval Doctrine Is Built Around One Assumption: Hormuz Is Worth More Closed Than Open
- The Fifth Fleet's Problem: Defending a Strait It Cannot Fully Control
- The Détente and Its Limits: What the Saudi-Iranian Normalization Means for the Strait
- The Cost of Protection: What It Actually Takes to Escort Shipping Through a Contested Strait
- The Closure Scenario: What Happens to Global Energy in Week One, Month One, Month Three
- The Bypass Routes: Why Pipeline Alternatives to Hormuz Have Never Been Enough
- The Anti-Ship Arsenal: Iran's Missile Program and the Surface Threat to Gulf Shipping
- Spare Capacity: The Gulf's Hidden Buffer and What a Strait Crisis Would Do to It
- South Korea: The Most Hormuz-Exposed Economy You Have Never Heard Discussed
- Shale's Gift and Its Limits: How American Oil Independence Changed — and Didn't Change — the Hormuz Commitment
- Price Formation: How Hormuz Risk Gets Embedded in the Cost of Oil
- Peak Demand and the Strait: What the Energy Transition Does to Hormuz's Strategic Weight
- Pakistan's Gulf Equation: The Nuclear-Armed Neighbor That Both Sides Court
- Oman's Geometry: The Sultanate That Borders Both Sides of the Chokepoint
- Kuwait's Position: The Gulf State That Remembers What Closure Actually Costs
- Japan's Existential Dependence: The Country That Cannot Afford a Single Month of Closure
- Israel's Indirect Stake: How Hormuz Stability Connects to the Eastern Mediterranean
- Iraq: The Country Most Trapped by the Strait It Cannot Influence
- Iran's Own Arithmetic: What a Closure Would Cost the Country That Controls the Threat
- India's Stake: The Arabian Sea Economy and Its Dependence on Strait Transit
- Fujairah: The Port That Exists Because of What Lies Upstream
- From Hormuz to Bab-el-Mandeb: How Houthi Strategy Extended the Chokepoint Problem
- Europe's New Hormuz Problem: How the Russia Break Created Gulf Gas Dependence
- Drone Warfare Comes to the Gulf: How Unmanned Systems Are Changing the Tanker Threat
- Dark Tankers: How Iran Moves Oil and Why It Matters for Strait Security
- China's Hormuz Problem: The Strategic Exposure Beijing Cannot Hedge Away
- Below the Surface: Iran's Submarine Fleet and the Underwater Dimension of Hormuz
- Bahrain: The Island That Holds the Architecture Together
- Aramco's Exposure: Saudi Arabia's Oil Infrastructure and the Strait It Partly Controls
- After Khamenei: How Iranian Succession Will Shape the Strait
- Abu Musa and the Tunbs: The Occupied Islands That Sit at the Strait's Entrance