The Collapse of the World's Strategic Straits, Part 2 || Aug 19, 2026
Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like?
There are a handful of straits and chokepoints that will follow suit, including the Bab al-Mandab, Turkish Straits, and Danish Straits (the Strait of Malacca will likely remain open). Each of these has regional players with strong incentives to adopt their own version of the Iranian model. Just another line item pushing us toward a more regionalized world.
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Comments (44)
So what are you doing to prepare for the coming shortages?
It seems to me that everyone knows who the United States and Israel are fighting except the US Government and its mainline news media. It’s not Iran, it’s a pernicious and persistent parasite on Iran, the Iranian Revolutionary Guard Corps.
Have you considered that the US is actually serious when it says that it is considering making the straight of hormuz US territory? Imagine a Brettonwoods moment where the US claims every straight in the world. And yes, charges a small toll. Policing the world's waterways would be paid for. And the other countries, at least those on team America, get a preferential price on transit and access to global shipping. It might sound like a big change...but is a functional fix.
It seems apparent that Russia has a huge incentive to persuade Iran not to impose tolls in the Strait of Hormuz in order to safeguard Russia's free access to Danish Straits and the Dardenelles. We'll soon find out if Putin blows that opportunity, too.
Tell me about the Bearing Strait...
The collapse of globalization... now where have I read about that?
So the Straight of Malacca in turmoil whilst 🤔 all the Straights are rolled....Hmmmm!! Stopping the Malacca trade would be juicy!! If I was looking to end Pax-Americana this could kill it!
Surprised that Peter failed to mention the ones most strategic to the US - Straits of FL and the Yucatan.
My short list of other straits and international waterways that are likely hot spots got "hidden", which is bizarre -- and a disservice to paying Patreon supporters: Mine that have been "hidden" have all been short, inoffensive, and on-topic. About a week ago, Peter responded to my first asking why, by saying "There is an auto-moderation feature that hides comments flagged by the Patreon system." Great, but by what criteria? Patreon has easily found "Community Guidelines" pages describing what's forbidden. I'd already carefully read those, and recommend others do so, too. But, Peter & staff, seriously: The auto-moderation is failing to follow those.
When you are talking about Somlia? Are you referring to Somaliland?
So on a scale of 1-10 how much worse has the Clowmander and Chief made the entire world?
The Strait of Magellan?
Shipping security services. The golden age of High Seas adventure has begun. Join now, land-lubber. See the world.
Good idea! you can sign up first, bubba-lubber!
the key takeaways from the EIA data released on Wednesday: 1. US crude inventories rose 4.4 million barrels, bringing levels to the highest since late May. That comes as strategic reserves fell by about 5 million barrels, suggesting those barrels were seeping into commercial inventories. 2. Still, the market mostly read this report as bullish. That’s partly because refinery runs rose again last week, up to their highest since September 2019. Unsurprisingly, that was led by the Gulf Coast, where runs were the highest since August 2018. 3. Another tailwind: Distillate inventories fell once again last week, down 1.5 million barrels to the lowest since early July. The bulk of the decrease occurred on the East Coast, but supplies also fell in the Midwest and on the Gulf Coast. Nationally, distillate supplies remain at their lowest seasonal levels since 1996 as winter heating season continues to draw closer.
Why am I getting hidden comments on my posts? Is someone being mean to me, and is the webmaster trying to protect my feelings? Or is the commenter a coward? I protest! I should be able to give a retort.
Peter, when you are talking about Somlia? Are you referring to Somaliland?
The question seems to be, what can the civilized world powers do to prevent this from occurring. It seems Peter has been correct, that the US providing unimpeded navigation to the world has been the catalyst to the economic growth worldwide, and that removing that safety mechanism will adversely affect most of the world's nations. To me it seems the obvious first step would be to keep Iran from being able to impose those fees, which would mean actually doing something about the IRGC control. I believe it would also require the US to treat our allies as that, allies, and work with them instead of antagonizing them at every chance. I'm not sure if the US has the leadership to be able to do that any longer. The same for most of the world powers. If we don't, it's plausible that the chaos that follows will negatively impact nearly all nations of any economic consequence, including us.
Canada as the Arctic melts as well
And then port fees will increase in all other countries to cover the cost of strait fees to their shipping
Sal (What's Goin On With Shipping) def beat Peter to the punch with his video released a few days ago, with quite a bit more detail.
What about the South China Sea? If China controls it with its new island bases, would they also want to exploit it for political purposes? Then there is the Tawan Straits. . .
It really feels like Trump and Pete Hegseth should have thought about all of this before starting a war without the proper military buildup and positioning and allies being brought in… I’m glad I don’t have the moral responsibility for having voted for this, imagine, having to live with the fact you voted for the destruction of the American lead global order
And you're just realizing this, NOW????? The day ole' Drunken Guts was approved was when EVERYONE knew that dad quit his job and left for Tahiti with his mistress and the kids' college money!! Seriously, Nebraska?? Need to husk some of that corn so you can see into the wider world, I suppose.
So, djt wants his name on stuff, so now we have trump tolls.
I suspect we won't see any fix for this, as we're in the middle of a total societal collapse...
Straits of Florida!
Great topic 👍 didn't Indonesia already threaten a toll on Malacca? Corruption doesn't always come with wise foresight I suppose...
Arguably, that scenario suggests a revisit of electric vehicles for the U.S. market. However, this time the U.S. needs to build the freaking infrastructure, i.e., reliable and universal charging stations, across the U.S.
Yup, but I believe we'll need more than that. How long does it take to charge an EV? It only takes five minutes to fill a tank with gasoline; that is, if you're not Russian.
Don't forget Eritrea. They're so responsible ...
So we're going to get resource wars not because of dwindling supplies, but because we can't get along well enough to allow things to get to where they need to go.
What about the straights of Gibraltar?
What if the migration issue in Ceuta is not about migration , but on the long term access of Marocco to Gibraltar access?
It is going to be a mee too 😅
Thank you, Donnie.
The shores of Tripoli ... ?
For Bab al-Mandab, even a stranger add to the mix: Somalia's EEZ is maintained by the Turkish navy, they also have a huge military base there. So can this region also be another geopolitical contest between France and Turkey?
In the bad old days, this would not have been tolerated; coordinated force would have been used to nip this in the bud, and it would not have gotten this far. But sadly, we no longer have coherent leadership in the free world. The police have been defunded and downsized. Can this be turned around yet? Will all the damage being done be mitigated after November of 2028?
And how about the Bering Strait. That could get tricky very quickly 😬.
There's very little traffic through the Bering Straight.
And so it begins.
What about Gibraltar? The English Channel?
Quite.
