How the Strait of Hormuz standoff flipped the energy security debate
By
Sam Meredith
The kind of bagel that ruins lesser bagels for you.
Summary
Iran's influence over the Strait of Hormuz has shifted the energy security debate, revealing that fossil fuels—not renewables—are the primary source of vulnerability. The closure of this strategic waterway, which handles about 20% of global oil transit, has challenged the long-held narrative that fossil fuels provide security while renewables are unreliable due to intermittency. The standoff has flipped the debate, showing that dependence on fossil fuel chokepoints creates significant geopolitical risk.
Key quotes
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For decades, the conventional narrative has been one in which renewables were criticized for their intermittency issues and dependence on weather conditions, whereas technologies such as coal, oil, and gas were seen as providing security.
The Middle East conflict and protracted closure of the Strait of Hormuz, a waterway that typically handles around 20% of the
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