Strait of Hormuz Oil Flows: The 2026 Energy Crisis Analysed

The prolonged closure of the Strait of Hormuz is testing the self-correcting mechanisms of the energy market, potentially causing a crisis of confidence in energy security. This crisis may permanently alter how energy markets price geopolitical risk, how Asian economies design their import strategies, and how capital flows into alternative energy infrastructure for decades to come. The geographic concentration of energy demand, particularly in Asia, significantly amplifies the crisis's severity.