Iran’s closure of the Strait of Hormuz has exposed the reality that the world is undergoing an unexpected energy transition—not from fossil fuels to renewables, but from a free and open energy commons to one dominated by geography, military threats, and the hard reality that national security has become inseparable from energy security. Today’s maritime economy has outgrown available naval power, and commercial shippers remain far more risk-averse than in past crises. Protecting vital energy chokepoints now requires stronger fleets, smarter alliances, and a clear recognition that energy security is national security. 

 

 

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