Thursday, March 19, 2026

WAR, SHIPPING LANES, AND THE CONSEQUENCES OF WAR

 

AND THEN THERE'S THIS: GO READ THE WHOLE THING.

I strongly encourage you to read the whole thing. 

Here is a key portion:

Now connect the dots. Strike Iran, and Europe either bends or goes dark in an energy crisis. The European shipping community and political establishment has spent the last year dismissing, undermining and mocking every Trump maritime initiative. They scoffed at the USTR tariffs. They laughed at the SHIPS Act. They blocked the IMO exemptions. They refused to take American maritime policy seriously. Now their energy supply runs through an insurance facility controlled by Washington. "Let their navies figure it out." Except everyone knows they can’t. European naval forces are too small, too slow, and too poorly equipped for sustained convoy escort operations through a contested strait. While the MSM is busy spinning Europe's failure to participate as a vote against the war... the smart players all know they aren't sending warships because they can't. All the European navies combined couldn't send more than three ships at a time to defend the Red Sea and an entire German Task Force sailed around Africa to avoid it. Eventually Europe will have to capitulate to get the U.S. Navy, and the U.S. insurance backstop, to fully reopen the Strait. And what does “capitulate” look like? The IMO carbon tax. Greenland. Tariff concessions. The SHIPS Act. Every maritime policy priority that Europe and China have been blocking for the past year.

The Hormuz Hypothesis – What If the U.S. Navy Isn’t in a Hurry to Reopen the Strait?

 

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