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The renewed instability surrounding the Red Sea, recurring security concerns in the Strait of Hormuz and repeated attacks on critical maritime infrastructure have exposed a fundamental reality of twenty-first century energy geopolitics: production alone no longer guarantees power.
Nearly one-fifth of global oil consumption passes through the Strait of Hormuz, making it one of the world’s most strategically sensitive maritime chokepoints. At the same time, disruptions in the Red Sea have forced many commercial vessels to divert around the Cape of Good Hope, increasing shipping time and transportation costs. These events have reminded both producers and consumers that the greatest vulnerability in global energy markets often lies not beneath the ground, but along the routes that connect producers to international markets.
