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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 2 of 2
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 2 of 2
Excerpt from the article. > ***The ongoing crisis can be viewed in two main ways:*** - *Iran and its nuclear program as the central focus of the conflict. In this narrow lens, the war revolves primarily around containing or neutralizing Iran’s nuclear ambitions. If that’s the case, any impact is short-lived. Regardless, the US will benefit, even in the long term, from the closure of the Hormuz strait* - *Iran as…
> **Torsten Slok** (Apollo) : The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy prices and macro outcomes. Chart book, [available here](https://www.apolloacademy.com/wp-content/uploads/2026/03/Strait-of-Hormuz-Energy-Demand-and-Supply-030326.pdf), examines energy demand and supply, as well as the significance of the Strait of Hormuz.
Excerpt from the article.
The ongoing crisis can be viewed in two main ways: - Iran and its nuclear program as the central focus of the conflict. In this narrow lens, the war revolves primarily around containing or neutralizing Iran’s nuclear ambitions. If that’s the case, any impact is short-lived. Regardless, the US will benefit, even in the long term, from the closure of the Hormuz strait - *Iran as…
Torsten Slok (Apollo) : The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy prices and macro outcomes. Chart book, available here, examines energy demand and supply, as well as the significance of the Strait of Hormuz.