The strait of Hormuz blockade will strangle US defense industry
theguardian.com
theguardian.com
- Sulfur matters but we have many substitutes, stockpiles, and alternative supply chains.
- 20% of global oil passes through it, but the US doesn't depend on it, will hurt China disproportionally more. While oil is globally priced, it has different benchmarks.
- The "6% traceability" stat likely reflects formal mapping, not actual operational ignorance.
Until even greater disruption that meaningful takes barrels from PRC to the point of degrading mainland, i.e. after SPR runs dry, PRC suffers significantly less than US while gaining more industrial competitiveness. But, at current level of disruption, i.e. still relatively lack of, PRC wins on essentially every domain.
It's a lazy assumption that the motivation for war is profit, but in this case ...
Close: the main factor in weapon costs is development. The main factor in prices depends on how many are manufactured, what sort of maintenance there will be (huge business), how much profit the defense contracting corporation wants to make, etc.
For example, now that the Patriot missile is already developed, each new one made and sold for millions will have a gross profit. If you can say "material prices increased (unsaid: "by 20%, etc") so we need to double the price", and the buyer is motivated (started a war and exhausted their previous supply), and also they are already locked into your ecosystem, then that is a win for you in even more ways.
If you are money-friends with the head of the military, and they are infamous for corruption, violating laws and regulations, not caring about the cost of things they spend government money on, and gifting government favors to their money-friends, then you are golden.
Countries reliant on oil coming through the strait will have to find other sources, pushing prices up, unless the USA implements price and export controls on producers in its own soil that will reflect in the USA's economy which is very reliant on oil.
And if the US attempts a ground invasion to keep the strait open, it will be a complete disaster for the US.
by some estimates, Qatar and Kuwait could experience ~14% GDP contraction this year if this goes on.
The Industrial-Military complex and the constant fight against Right-to-Repair is finally biting us in the ass. It remains to be seen if we will learn anything from this disaster.
What's clear is it the way this is being executed is a complete reboot of how prior Middle East conflicts were executed which suggests major ownership of prior problems and learnings applied
I genuinely wonder what point you have here other than to remind us of these fundamental human truths. And if so thank you. But I would ask you what would you be doing if you were making the policy decision?
And since when murdering the leaders repeatedly is a valid war strategy?
Not even mentioning that Chamenei was killed together with a daughter, son in law and a grandson. But who cares about accidental casualties, right? Just one more kid.
[citation needed]
I don’t doubt there was a plan written up, they have plans for all kinds of scenarios. But we have no idea what that plan says. It could well say “avoid doing this if at all possible because of the enormous downsides”. It could also say “the only resolution is a ground invasion that will result in tremendous loss of life”.
The military are not magicians, they cannot make a get out of jail free plan for any given scenario. They can assess positives and negatives and prepare a report for civilian leaders. Who may then ignore it entirely.
Control of the SoH and the BaM requires seizing and holding large areas of inhospitable terrain, with long supply lines and complex human terrain, in contest with an adversary armed with masses of cheap but effective drones. A contested landing to take Bandar Abbas and Qeshm will cost thousands of lives and tens of billions in assets, then you have to hold it for decades while trying to topple a neighbouring regime of religious fanatics.
Tell us more about US minesweepers and the comprehensive United States military planning.
What, no minesweepers in the region? Need help from other allies that have been insulted and told they're not needed for five (non consecutive) years?
Great planning.
What's that? Some of the new Littoral Combat Ships, infamous for falling apart and needing frequent repairs, have been moved from their assigned middle eastern stations to an entirely different theater for maintenance because the CiC started a war that made their middle eastern ports unsafe [2]? Oh, those were specifically ones configured for minesweeping [2]? Great planning.
Here's some reading about how the head of the entire armed forces failed to plan for this:
> Before the U.S. went to war, Gen. Dan Caine, the chairman of the Joint Chiefs of Staff, told President Trump that an American attack could prompt Iran to close the Strait of Hormuz. [0]
> but Trump’s preference of leaning on a tight circle of close advisers in his national security decision making had the effect of sidelining interagency debate over the potential economic fallout if Iran were to respond to US-Israeli strikes by closing the strait. [1]
> He told his team that Tehran would likely capitulate before closing the strait—and even if Iran tried, the U.S. military could handle it. [0]
> “Planning around preventing this exact scenario — impossible as it has long seemed — has been a bedrock principle of US national security policy for decades,” a former US official who served in Republican and Democratic administrations said. “I’m dumbfounded.” [1]
0 – https://www.wsj.com/politics/national-security/iran-oil-horm...
1 – https://www.cnn.com/2026/03/12/politics/hormuz-trump-adminis...
2 – https://www.twz.com/sea/u-s-navy-minesweepers-assigned-to-mi...
Sorry, what's the implication here? That no one else could've considered this all-but-inevitable conflict (inevitable given Republican geopolitical strategy) prior to yesterday? That some people can plan for things but everyone else is a neophyte because of... reasons? I don't understand how something can be "comprehensively planned" in your words, but also no one can possibly have an expertise because the conflict is too new. Which is it?
Military planners foreseeing things doesn't mean much if their commander-in-chief ignores them and substitutes his own uneducated, unplanned feelings for their analysis.
> What's clear is it the way this is being executed is a complete reboot of how prior Middle East conflicts were executed which suggests major ownership of prior problems and learnings applied
The problem is that what they are doing has resulted in failure to keep the strait open. Whether they learned the wrong thing, or applied the wrong lessons, or did not learn anything at all, is an exercise left to the reader.
So how can you predict the impact on the US defense industry? How can you predict it will be strangled?
What the hell is this shitty article that doesn't use a single hard number? No graphs, no prediction based on previous wars, no investigative dig into the supply chains...
That's The Guardian for you, sir.
The Chokepoint We Missed: Sulfur, Hormuz, and the Threats to Military Readiness https://mwi.westpoint.edu/the-chokepoint-we-missed-sulfur-ho...
It's reasonable to assume that a fuller version exists in which Morgan D. Bazilian and Macdonald Amoah lay out the background data which Lt. Col. Jahara “Franky” Matisek et al have seen.
Morgan D. Bazilian is the director of the Payne Institute for Public Policy and professor at the Colorado School of Mines, with over thirty years of experience in global energy policy and investment. A former World Bank lead energy specialist and senior diplomat at the UN, he has held roles in the Irish government and advisory positions with the World Economic Forum and the International Energy Agency. A Fulbright fellow, he has published widely on energy security and international affairs.
Macdonald Amoah is an independent researcher with interests across critical mineral supply chains, advanced manufacturing gaps, the industrial base, and geopolitical risks in the mining sector.
Lt. Col. Jahara “Franky” Matisek (PhD) is a US Air Force command pilot, nonresident research fellow at the US Naval War College, and senior fellow at the Payne Institute for Public Policy, and a visiting scholar at Northwestern University. He is the most published active duty officer currently serving, with over 150 articles on industrial base issues, strategy, and warfare.Maybe I'm just used to high quality reporting on the subjects I read like Irrational analysis or Chips and cheese where a minimum of 10 graphs are needed for any deep dive.
Sure .. 18 years ago you could have logged into the W.Australian mineral intelligence company Interria and seen such data - that business was sold to Standard & Poor and portaled there (and updated) for 14 years or so - recently it's no longer visible .. but such several such databases do exist .. I guess you just need the contacts and an account for access.
You can ask S&P, Rio Tinto and other majors, the Colorado School of Mines, US Military, the Chinese companies that were leaching data all those decades, ROSATOM (Russian Uranium) peers that track other minerals, etc.