Hormuz: The world’s energy fuse

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Commercial ships anchor off the coast of the United Arab Emirates due to navigation disruptions in the Strait of Hormuz, Dubai on March 2, 2026. [Stringer – Anadolu Agency]

by Alice Johnson  ImAliceJohnson

Off the coast of Fujairah, the scene is not dramatic so much as unsettlingly ordinary: tankers waiting, crews watching, port agents reworking schedules that were meant to be routine. The Strait of Hormuz does not need to be fully “closed” to become a global problem. It only needs to feel unsafe for long enough that insurers raise premiums, shippers hesitate and traders price in panic. When that happens, the shock travels faster than any warship: it reaches supermarket shelves, factory orders and household bills.

That is why the current escalation involving the United States and Israel matters far beyond the Gulf. Policy in Washington and Tel Aviv is repeatedly framed as calibrated and limited. Hormuz is the place where that claim collapses. Around this chokepoint, local military decisions convert almost immediately into global inflation.

The chokepoint that keeps the world running

Hormuz is narrow enough to be vulnerable. At its tightest, it is about 33 kilometres wide, and the safe shipping lanes are much tighter than the map suggests. In practical terms, it is a corridor where miscalculation, drones, mines or missile exchanges can disrupt traffic without any actor formally declaring a blockade.

Its importance is measurable in volumes, not slogans. The US Energy Information Administration (EIA) estimates that in 2024, oil flows through Hormuz averaged about 20 million barrels per day—roughly one-fifth of global petroleum liquids consumption. The same assessment notes that these flows accounted for more than one-quarter of global seaborne oil trade. That is the scale at which “regional” becomes “global”.

Liquefied natural gas is also exposed. EIA estimates that about 20 per cent of global LNG trade transited Hormuz in 2024, with Qatar’s exports forming the core of that flow. If crude is the bloodstream of transport and industry, LNG is increasingly the bloodstream of electricity generation and heating.

The usual reassurance is that pipelines can bypass the strait. They can, but only partially. EIA estimates that only about 2.6 million barrels per day of Saudi and UAE pipeline capacity may be available to bypass Hormuz in a disruption. That is not a substitute for 20 million barrels per day moving by sea. It is a bandage on an arterial wound.

READ: Bangladesh shuts educational institutions to conserve fuel and electricity

“Limited” strikes, unlimited spillover

The most honest way to describe escalation around Hormuz is that it turns risk into a tax on everyone. When shipping slows, energy prices rise; when energy prices rise, everything rises.

Reuters reported that the crisis pushed oil prices sharply higher and drove European gas prices up as much as 40 per cent, while shipping disruption fed into price spikes for widely traded commodities.

A jump like that is not a trader’s story. It becomes a public health story when hospitals face higher power costs, and a household story when families weigh rent against heating. It becomes a political story when governments scramble for energy security, often by making bad deals quickly.

Even countries that do not import Gulf crude directly are pulled in through pricing. Energy is a benchmark input: it sets transport costs, fertiliser production costs and industrial margins. When war-risk premiums rise and routes lengthen, shipping is no longer just a logistics detail; it becomes a brake on the global economy.

This is where US and Israeli policy choices deserve harder scrutiny. When leaders describe operations as “contained” while markets, insurers and shipping lanes treat them as existential risk, the public is being asked to accept two incompatible realities: that escalation is manageable, and that the world must pay to manage it.

Washington’s response has leaned toward managing symptoms rather than removing the cause. The Trump administration considered using US government-backed insurance and financial guarantees to support maritime trade, and floated the prospect of US Navy escorts through Hormuz. That is not de-escalation. It is the normalisation of a war economy around a chokepoint: more escorts, more guarantees, more implicit commitments that increase the chance of an incident spiralling.

It also exports costs. The heaviest exposure to Hormuz flows falls on Asian and European consumers, not on the decision-makers who set the tempo. If policy imposes inflation abroad while insulating itself from the worst effects, the incentive to take risks becomes dangerously distorted.

Strategic recklessness and the erosion of restraints

Hormuz also exposes how quickly legal and democratic constraints weaken under the pressure of “urgent” military narratives.

In the United States, the War Powers framework exists to stop a president from sliding into war on momentum alone. Yet congressional oversight has repeatedly lagged behind events. A war powers resolution in the House failed, even as the War Powers law sets a sixty-day clock unless Congress authorises continued hostilities. That pattern matters because it removes a key restraint: the requirement to define objectives, limits and an exit.

READ: Iran: If attacks on infrastructure do not stop, we will take similar measures

International law is strained in parallel. If major powers treat the UN Charter’s limits on the use of force as optional, the precedent does not remain in the Gulf; it becomes a template others will use. Reuters’ legal explainer captured the core critique: that the strikes test presidential authority and raise serious questions under international law’s standards for lawful force.

This is not a morality lecture. It is a practical warning. When norms erode, chokepoints become leverage. The world moves closer to a system where shipping lanes are “secure” only for those with the power to enforce their interpretation of security. That is a recipe for permanent instability.

Hormuz as a symbol of fragile interdependence

Hormuz is more than a place. It is a symbol of how modern life is built: just-in-time supply chains, tightly priced energy, global freight networks that assume predictable routes.

When tankers stall, they are not only carrying crude. They are carrying electricity supply for power plants, feedstock for medicines and plastics, fertiliser inputs that show up later in food prices. When war-risk premiums surge, it is not only oil majors who pay. It is the commuter, the small business and the family already budgeting against inflation.

That is why the language of “limited action” is so misleading here. Hormuz does not allow a clean separation between military aims and civilian consequences. Even brief escalation can produce months of economic pain, and economic pain is never evenly distributed.

The responsible course is not to militarise the strait further and hope deterrence holds. It is to lower the temperature: restore meaningful congressional oversight over the use of force, recommit to international legal constraints and treat maritime security as a shared international interest rather than a stage for unilateral power.

Hormuz is a test of responsible policy and global governance. It asks a simple question that leaders rarely answer directly: who is allowed to gamble with the world’s economic stability, and who pays when the gamble goes wrong?

OPINION: Freedom does not arrive on a cruise missile

The views expressed in this article belong to the author and do not necessarily reflect the editorial policy of Middle East Monitor.

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Keir Starmer explains that UK is participating defensively in Trump and Israel's criminal war for Israel's genocidal expansion in Iran and states that he supports Zionism "without qualification".
Keir Starmer explains that UK is participating defensively in Trump and Israel’s criminal war for Israel’s genocidal expansion in Iran and states that he supports Zionism “without qualification”.
Orcas discuss rotting brain. Front Orca says "Wish someone would lock him up".
Orcas discuss rotting brain. Front Orca says “Wish someone would lock him up”.
Donald Trump warns against following the https://onaquietday.org blog, says that it's easy atm, she only needs to report war crimes supporting Israel's genocidal expansion.
Donald Trump warns against following the https://onaquietday.org blog, says that it’s easy atm, she only needs to report war crimes supporting Israel’s genocidal expansion.

Continue ReadingHormuz: The world’s energy fuse

Al-Qassam calls on region’s people to oppose ‘Greater Israel’ project

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Israel’s Prime Minister Benjamin Netanyahu speaks in front of a map of the Middle East during a press conference at the Government Press Office (GPO) in Jerusalem on September 4, 2024. [Photo by ABIR SULTAN/POOL/AFP via Getty Images]

The military spokesperson for the Izz ad-Din al-Qassam Brigades said he welcomed what he described as the “heroic action” by fighters of the Islamic resistance in Lebanon in confronting Israeli forces and inflicting heavy losses on them, as well as striking what he called significant targets deep inside Israel.

In a message issued on Monday, the spokesperson said: “We stand with the resistance fighters as they exercise their right to defend their land and the sovereignty of their country in the face of aggression that has not stopped for a single moment.”

READ: Israel’s Smotrich threatens to bombard Lebanese capital to resemble Gaza’s Khan Younis

He added that the group offered condolences for those martyred in Lebanon and wished a speedy recovery for the wounded, and safety for the country’s people.

Al-Qassam spokesperson also referred to the late Hassan Nasrallah, saying he “took a moral and courageous decision to stand with Gaza and its people, and gave his life along with many of his brothers on the road to Jerusalem,” according to the Palestinian news agency Ma’an News Agency.

He continued: “We call on the people of our nation to unite and stand together against the plans of the Zionist enemy and its intentions to expand the aggression to more Arab and Islamic countries, as it no longer hides its ambitions to establish what it calls ‘Greater Israel’.”

OPINION: The war Iran prepared for: How Tehran is raising the cost of war

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Keir Starmer explains that UK is participating defensively in Trump and Israel's criminal war for Israel's genocidal expansion in Iran and states that he supports Zionism "without qualification".
Keir Starmer explains that UK is participating defensively in Trump and Israel’s criminal war for Israel’s genocidal expansion in Iran and states that he supports Zionism “without qualification”.
Orcas discuss rotting brain. Front Orca says "Wish someone would lock him up".
Orcas discuss rotting brain. Front Orca says “Wish someone would lock him up”.
Donald Trump warns against following the https://onaquietday.org blog, says that it's easy atm, she only needs to report war crimes supporting Israel's genocidal expansion.
Donald Trump warns against following the https://onaquietday.org blog, says that it’s easy atm, she only needs to report war crimes supporting Israel’s genocidal expansion.

Continue ReadingAl-Qassam calls on region’s people to oppose ‘Greater Israel’ project

The war Iran prepared for: How Tehran is raising the cost of war

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Missiles fired from Iran toward Israel are seen in the skies over Ramallah, West Bank on March 8, 2026. [Issam Rimawi – Anadolu Agency]

by Dr Ramzy Baroud  RamzyBaroud

Iran is pursuing a multi-layered strategy—military, economic, political, and diplomatic—to raise the cost of war and prevent regime change.

Iran’s strategy in the current war

As the war on Iran continues to expand across multiple fronts, Tehran appears to be pursuing a complex strategy that combines military escalation, economic leverage, domestic mobilization, and diplomatic signaling.

Rather than relying on what Iranian officials once described as “strategic patience,” the current approach suggests that Iran is attempting to fundamentally reshape the battlefield by increasing the costs of the war for the United States, Israel, and any regional actors that choose to participate.

The strategy appears to rest on several interconnected pillars designed not only to respond to military attacks but also to prevent the broader objective that Iranian leaders believe lies behind the war: regime change.

Overwhelming the battlefield

The most visible element of Iran’s strategy has been its attempt to expand the battlefield geographically and operationally.

Rather than focusing solely on Israeli territory, Iran has targeted a wide range of US and allied assets across the region. These include military bases, intelligence facilities, radar systems, and logistical infrastructure that support American operations.

The aim appears to be twofold.

First,

Iranian strikes are intended to impose a form of “strategic blindness” on opposing forces by degrading radar systems, surveillance networks, and early-warning capabilities.

Such attacks reduce the ability of the United States and Israel to monitor Iranian movements and respond effectively to missile launches or other military operations.

Second, by targeting US bases in multiple countries across the region, Iran is sending a clear message that the conflict will not remain geographically contained.

In practical terms, this means that any country hosting American military facilities risks becoming part of the battlefield.

Iranian officials have repeatedly emphasized that these strikes are directed at US military infrastructure rather than the sovereignty of host nations. Nevertheless, the message is unmistakable: if regional territory is used to launch attacks on Iran, that territory may also become a site of retaliation.

READ: Iran’s Assembly of Experts selects Mojtaba Khamenei as new Supreme Leader

This approach reflects a major shift away from Iran’s previous policy of measured responses and limited escalation.

Instead, Tehran appears to be pursuing a strategy designed to overwhelm the enemy on multiple fronts simultaneously, raising the political and military cost of continuing the war.

Economic warfare

Alongside its military operations, Iran is also leveraging one of the most powerful tools at its disposal: the geography of global energy supply.

The Strait of Hormuz—through which roughly a fifth of the world’s oil supply passes—has effectively become a war zone. Although Iran has not formally declared a blockade, the conditions created by the conflict have produced a functional shutdown of the waterway.

Missile exchanges, naval deployments, maritime attacks, and the growing threat environment have drastically reduced the willingness of commercial shipping companies to operate in the area. Insurance costs for tankers have surged, while several shipping operators have suspended or rerouted voyages altogether.

In practice, this means that the strait is not closed by decree but by the realities of war.

This distinction is important. Iran does not need to announce a blockade to achieve the strategic effects of one. The instability itself disrupts energy flows, drives oil prices upward, and injects uncertainty into global markets.

The consequences are felt far beyond the Gulf.

European economies—already weakened by energy shocks following the war in Ukraine—are particularly vulnerable to renewed volatility in oil and gas markets. Rising shipping costs, supply disruptions, and market speculation all compound the economic pressure.

For Tehran, this dynamic serves as a powerful form of indirect leverage.

The longer the war continues, the greater the economic consequences for the global system that underpins Western power. In this sense, the Strait of Hormuz functions not merely as a geographic chokepoint but as a strategic pressure valve capable of transmitting the costs of the conflict far beyond the battlefield.

Domestic cohesion

Another key pillar of Iran’s strategy lies within the country itself.

Western analysts had widely speculated that sustained military pressure—or a leadership decapitation strategy—could produce internal instability or even trigger a political crisis within Iran.

The killing of senior political and military figures, including high-ranking officials, appeared to be designed in part to create such a vacuum.

Yet the anticipated fragmentation has not materialized.

Instead, Iranian authorities have focused on projecting unity and political cohesion. Mass rallies and public demonstrations have taken place across multiple cities, with large crowds gathering in public squares to express support for the government and condemnation of the attacks.

These displays serve an important political function.

By filling public spaces with supporters, the government is attempting to pre-empt the emergence of alternative movements that might claim to represent a popular response to the war.

In effect, the strategy denies external actors the ability to argue that military intervention is intended to support domestic opposition or restore democratic governance.

For Washington and Tel Aviv, the assumption that internal unrest could become a decisive factor appears to have been a significant miscalculation.

Calibrated diplomacy

Despite the widening military confrontation, Iran has also sought to maintain a careful diplomatic balance with Arab governments.

Iranian officials have repeatedly emphasized that their strikes are directed at US military installations rather than the countries that host them.

This distinction is important.

Tehran’s broader objective appears to be preventing Arab states from becoming full participants in the conflict. While warning that any government enabling US military operations could face retaliation, Iran has simultaneously signaled that it does not seek confrontation with the region as a whole.

The message to Arab governments has therefore been dual-layered: do not allow your territory to be used for attacks on Iran, but if you avoid direct involvement, Iran does not consider you an enemy.

Such messaging reflects Tehran’s understanding that regional alignment could dramatically reshape the war’s dynamics.

READ: US intelligence assessment questions whether war could topple Iran’s regime

Strategic weaknesses

Despite the coherence of Iran’s overall approach, several weaknesses remain.

One of the most significant challenges lies in the realm of communication.

Iranian media outlets, operating under heavy pressure and frequent targeting, have struggled to project their narrative effectively to global audiences. Compared with the sophisticated international media infrastructure available to Western governments and Israel, Iran’s messaging often fails to reach wider international publics.

This limits Tehran’s ability to frame the conflict on its own terms.

A second challenge concerns the global anti-war movement.

While protests against the war have emerged in various cities around the world, they have not yet reached a scale capable of exerting decisive political pressure on governments supporting the conflict.

For Iran, the expansion of such protests could become a critical factor in constraining the military options available to Washington and its allies.

A war of strategy

Taken together, Iran’s actions suggest a leadership attempting to wage war according to a clearly defined strategic framework.

Military escalation, economic disruption, domestic mobilization, and diplomatic signaling all appear to function as parts of a single integrated approach designed to raise the cost of the conflict beyond what its adversaries may be willing to bear.

Whether the strategy ultimately succeeds remains uncertain.

What is increasingly evident, however, is that the war is evolving into a contest not only of military capabilities but also of strategic coherence.

For now, Iran appears to be operating according to a calculated plan, while its adversaries continue to search for a sustainable path forward in a rapidly expanding conflict.

OPINION: Instead of defeating China, Trump is accelerating its rise on the global stage

The views expressed in this article belong to the author and do not necessarily reflect the editorial policy of Middle East Monitor.

This work by Middle East Monitor is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License

Keir Starmer explains that UK is participating defensively in Trump and Israel's criminal war for Israel's genocidal expansion in Iran and states that he supports Zionism "without qualification".
Keir Starmer explains that UK is participating defensively in Trump and Israel’s criminal war for Israel’s genocidal expansion in Iran and states that he supports Zionism “without qualification”.
Orcas discuss rotting brain. Front Orca says "Wish someone would lock him up".
Orcas discuss rotting brain. Front Orca says “Wish someone would lock him up”.
Donald Trump warns against following the https://onaquietday.org blog, says that it's easy atm, she only needs to report war crimes supporting Israel's genocidal expansion.
Donald Trump warns against following the https://onaquietday.org blog, says that it’s easy atm, she only needs to report war crimes supporting Israel’s genocidal expansion.

Continue ReadingThe war Iran prepared for: How Tehran is raising the cost of war

Morning Star Editorial: Britain is drifting into Donald Trump’s war. That has to be stopped

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https://morningstaronline.co.uk/article/britain-drifting-donald-trumps-war-has-be-stopped

 The son of a Lebanese soldier, cries as he sits on his father’s coffin who was killed by Israeli airstrikes, during a funeral procession in Khraibeh village, eastern Lebanon, March 8, 2026

Rudderless and unprincipled, Britain bobs along in the wake of a crazed US regime which is bulldozing the architecture of international law and the entire postwar system.

The shadow of fascism we see in the Trump administration’s brutal domestic record — especially the lethal violence inflicted on US cities by the Ice agency — looms in its foreign policy too.

We know that Marco Rubio at the Munich Security Conference cited the end of the second world war as the moment European greatness died and its “vast empires” began their retreat before “godless communist revolutions and anti-colonial uprisings.”

We know that Trump has resumed the open celebration of conflict characteristic of fascism, renaming the Defence Secretary the Secretary of War; and that that Secretary of War Pete Hegseth says openly and repeatedly that the US no longer cares about the legality of its conduct.

This year, so far, has been one of uninterrupted US aggression on multiple fronts. And if Donald Trump is not stopped, that aggression will keep escalating until we are faced with world war between nuclear powers.

Ignore the ranting Islamophobes of the right: it is not the anti-war left repeating Neville Chamberlain’s policy of appeasement. Trump’s United States is the rampaging power threatening world peace. The appeasers are those who won’t stand up to him.

So it is important to be clear. Victory for the US and Israel in Iran would be far more dangerous for the world than any other outcome in this war.

That is nothing to do with sympathising with the Iranian state or political system. It is simply acknowledging the reality that if Trump wins he is going to start more and bigger wars: and this one is already engulfing much of the Middle East.

So we must challenge the despatch of British ships to the Gulf, the use of British bases to attack Iran and any engagement of British forces in this war. We are assisting a calamitous project that threatens the whole world.

The public are with us; some MPs, though not enough, are speaking out. But it will take a political revolution to detach Britain from the US war machine. That should now be a priority task for everyone on the left.

See the original article at https://morningstaronline.co.uk/article/britain-drifting-donald-trumps-war-has-be-stopped

Keir Starmer explains that UK is participating defensively in Trump and Israel's criminal war for Israel's genocidal expansion in Iran and states that he supports Zionism "without qualification".
Keir Starmer explains that UK is participating defensively in Trump and Israel’s criminal war for Israel’s genocidal expansion in Iran and states that he supports Zionism “without qualification”.
Donald Trump explains why he established his Bored of Peace
Donald Trump explains why he established his Bored of Peace
Orcas discuss Genocide-supporting and complicit Zionists. Donald Trump, Keith Starmer, David Lammy, Rachel Reeves, Angela Rayner and Wes Streeting are acknowledged as evil genocide-complicit and supporting cnuts.
Orcas discuss Genocide-supporting and complicit Zionists. Donald Trump, Keith Starmer, David Lammy, Rachel Reeves, Angela Rayner and Wes Streeting are acknowledged as evil genocide-complicit and supporting cnuts.

Continue ReadingMorning Star Editorial: Britain is drifting into Donald Trump’s war. That has to be stopped

British Journalist UNCOVERS SHOCKING Iran War COVER-UP

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Keir Starmer explains that UK is participating defensively in Trump and Israel's criminal war in Iran. Corrected from 2 earlier versions that claimed that UK is bombing defensively and - Oops - referred to Iraq instead of Iran.
Keir Starmer explains that UK is participating defensively in Trump and Israel’s criminal war in Iran. Corrected from 2 earlier versions that claimed that UK is bombing defensively and – Oops – referred to Iraq instead of Iran.
Donald Trump warns against following the https://onaquietday.org blog, says that it's easy atm, she only needs to report war crimes supporting Israel's genocidal expansion.
Donald Trump warns against following the https://onaquietday.org blog, says that it’s easy atm, she only needs to report war crimes supporting Israel’s genocidal expansion.
Orcas discuss rotting brain. Front Orca says "Wish someone would lock him up".
Orcas discuss rotting brain. Front Orca says “Wish someone would lock him up”.
Continue ReadingBritish Journalist UNCOVERS SHOCKING Iran War COVER-UP