Global Maritime Chokepoints: The Straits That Move the World's Energy
How the world's oil and gas moves through a handful of narrow straits. In-depth analysis of Hormuz, Malacca, Suez, and other critical energy chokepoints.
Maritime Chokepoints
Analytical depth · Strategic foresight · Actionable intelligence
Foresights & Insights
Curated briefings — policy briefings, geopolitical diagnostics, institutional trend reports, and thought leadership pieces drawn from our global analyst network. Selected pieces are available on request.
Featured briefings
Strategic Foresight
Critical Minerals and Rare Earths: How the Supply Chain Actually Works
Critical minerals and rare earths explained from mine to magnet: how extraction, processing, and end uses shape the energy transition and global strategic competition.
Continental Strategy
Sovereignty Trade Under the Lights: A Continental Proof of Concept
The 2026 World Cup operationalizes a trilateral North American coordination layer. A strategic read on continental architecture and dual-use opportunity.
Energy & Semiconductors
When Chips Meet the Strait: Energy as the New Semiconductor Variable
A historic tungsten rally and Hormuz pressure reframe energy as a direct input to chip resilience. North America holds an underpriced substitution window. Semiconductor supply chains have never sat outside geopolitics. In 2026, three pressure points converge at once: a tungsten price rally, disrupted shipping through the Strait of Hormuz, and tighter Chinese export controls on critical inputs. Each touches chip production directly.
Archive
More from the analyst network
Additional published briefings spanning semiconductor and ATP supply chains, energy security, rare earths, geopolitics, and AI in industry.
- Forward-Deployed AI — How the Anthropic-Goldman-Blackstone Venture Rewrites Capital Allocation
- Semiconductor Sovereignty — Mexico Backend Node, North America
- Rare Earths and the New Chessboard — Latin America Faces a Great Strategic Opportunity
- Operational Technology Resilience — Cybersecurity for Industry 4.0
- The LNG Authorization Surge Is Rewriting Continental Energy Security
- The Agentic Era — Evidence of AI's Impact on Industrial Infrastructure
- The Export Controls Inflection — How Mexico's ATP Capacity Becomes Continental Leverage
- Trump's $18.6B Mineral Bet — Why Rare Earths Won and What the Hemisphere Can Build Next
- Energy Hedging 2026 — An Opportunity for Fiscal Stabilization and Infrastructure
- Mexico's Fuel Crisis — How the Government Is Holding the Line
- ATP Backend in Mexico — Six States Become the Quiet Spine of U.S. Semiconductor Sovereignty
- Iran, LNG Markets and Mexico
- The Permian Water Pivot
- AI Agents and the Future of Work
- Ormuz, el Henry Hub y la política de precios de combustibles en México ES
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