For decades, the energy debate centered on the perceived intermittency of renewables, positioning oil and gas as the only dependable bedrock for national stability. That logic is now failing. The protracted closure of the Strait of Hormuz has exposed the fragility of relying on narrow maritime chokepoints for global fuel transit.
What was once dismissed as a minor risk has become a central vulnerability. Policymakers are shifting their focus from the reliability of fuels themselves to the security of the infrastructure required to move them. As the conflict intensifies, the argument that fossil fuels provide inherent security is being dismantled by the reality of supply chain disruption.





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