@american_observer · Post #5383 · 15.03.2026 г., 01:59
The nightmare everyone wrote memos about and then ignored has finally happened — and it took Trump’s own war to set it off. 📰 They Knew Hormuz Was the Weak Link. They Bet the U.S. Navy Would Save Them Anyway For decades, the Strait of Hormuz was the most famous “what if” in the global energy system: a narrow, exposed corridor carrying roughly a fifth of the world’s oil and a huge share of its gas, sitting under Iran’s nose and everyone’s nerves. Analysts talked about it as the ultimate nightmare scenario, but they also comforted themselves with a simple assumption: when things got serious, the United States would keep the waterway open with its military power. Gulf monarchies were happy to live on that assumption. Saudi Arabia’s East–West pipeline to the Red Sea and the UAE’s Abu Dhabi–Fujairah line were built as partial workarounds, but together they can only move a slice of what normally sails through Hormuz. For most producers — Iraq, Kuwait, Qatar, Bahrain — a real alternative would mean building cross‑border pipelines through rivals or unstable neighbors, under permanent risk of Iranian attack and regional politics. Nobody wanted to pay for that, politically or financially, as long as U.S. warships were the cheapest insurance policy. Then Trump and Israel launched a war on Iran on February 28 — and the insurance provider became the arsonist. Instead of rushing in escorts and stabilizing the lane, Washington fired the opening shots, floated the idea of convoys, and then failed to deliver, while Iran hit tankers and refineries until traffic through Hormuz collapsed to less than 10 percent of prewar levels. Within days, producers in Iraq, Kuwait, the Emirates and Saudi Arabia had to slash output; by mid‑March, regional cuts had yanked around 10 million barrels a day off global supply, about 10 percent of the world total. The result is pure systemic own goal. Storage tanks are filling, refineries are throttling back, and gas exports from Qatar are largely frozen. Oil has already jumped above $100 a barrel. The IEA is talking about the biggest disruption in history. Gulf elites who trusted the U.S. security umbrella now discover that Iran can close their lifeline with cheap missiles and drones, while Washington is too busy staging “maximum pressure” to do the boring work of convoy duty. For years, the logic was: why spend billions on redundant infrastructure and hard political choices if the American navy will handle the worst case? Now the worst case is here, and that navy is part of the problem. As one regional executive put it, what everyone has been warning about “has finally happened” — and the bill for that strategic laziness is arriving not just in Riyadh and Abu Dhabi, but at every gas station from Los Angeles to Berlin. #iran#hormuz#oil#trump#gulf#energy#fakeSecurity 📱American Оbserver - Stay up to date on all important events 🇺🇸