USNI News – Iran’s push to charge merchant shippers for passage through the Strait of Hormuz under threat of violence could spread to other parts of the world, maritime experts said this week.
Category Archives: Geopolitics
The Missing Navies: The Hormuz Crisis and the Limits of America’s Indo-Pacific Partnerships
War on the Rocks – On May 4, 2026, a South Korean vessel came under fire in the Strait of Hormuz, leading President Donald Trump to urge the government in Seoul to join the U.S.-led operation to secure the waterway. The South Korean government politely replied it would “review” the American proposal. The event crystallized a major paradox of the ongoing conflict: The closure of the Strait of Hormuz, the worst maritime crisis in decades, is fundamentally an Asian problem, yet Asia is almost entirely absent from the debate over how to resolve it.
The Other Border Problem: How Russia and China’s Lawfare Threaten the Arctic
War on the Rocks – What happens when the Arctic starts to look like the South China Sea?
The Kara Strait: Russia’s Hormuz trap for Europe
Council on Geostrategy – On 13th October 2025, the container vessel Istanbul Bridge pulled into Felixstowe, the United Kingdom’s (UK) principal container hub, loaded with nearly 5,000 containers of Chinese goods. On the face of it, the arrival would appear unremarkable; just one among thousands of ships arriving in British ports each year from the People’s Republic of China (PRC). Yet, the voyage marked a meaningful shift: rather than following traditional trade lanes, Istanbul Bridge had traversed the Northern Sea Route (NSR). Skirting the Arctic coast of Russia, this is an emerging corridor that promises to change global shipping and trade.
The protraction trap: why a regional conflict could be hard to end
The Strategist – The most dangerous assumption in current contingency planning is that any war, even a regional war in Asia involving the United States, would be short. Four interacting forces would make high-intensity regional conflicts hard to terminate: regime legitimacy pressures, alliance dynamics, operational stalemate and nuclear escalation limits. Together they create a protraction trap. This means that strategies for deterrence should prioritise the ability to sustain and manage a conflict that lasts for many months, at least. The outcome of such a conflict may depend less on who wins the opening battle than on who has greater political, military and economic endurance. One side may seek rapid victory, but the US and its allies should plan to sustain the fight.
With the Shield Or On It? – Aspides and the EU Aspirations for Sea Control
CIMSEC – Beyond the specific case of the Houthis and the Red Sea, the analysis points to broader lessons. It underscores the need to improve the efficiency of EU naval operations, particularly in high-intensity contexts, while also highlighting implications for NATO as it prepares to confront the practical challenges of sustaining protracted operations in littoral waters against a well-armed, land-based opponent.
UK forced to shelve legislation to return Chagos Islands to Mauritius
The Guardian – Officials accept that time has run out to pass law after US dropped its support for plan.
A Temporary Corridor Strategy For Hormuz
CIMSEC – The Strait of Hormuz does not need to be made safe to reopen global shipping. It only needs to be made governable. Even as the United States has begun striking selected Iranian military targets—including recent operations against military facilities on Kharg Island—the fundamental challenge in the Gulf remains unchanged: restoring predictable commercial transit through a contested maritime chokepoint without triggering a broader regional war. Attempts to eliminate every Iranian capability that could threaten shipping would require a prolonged campaign across the Persian Gulf. A more practical approach is to establish a temporary defended transit corridor, concentrating naval escort, airborne surveillance, shipborne helicopter protection, and a limited southern-shore defensive node into a narrow and defensible passage through the strait.
Shipping Industry Uncertain As Hormuz Crisis Carries On
USNI News – The absence of safe passage for merchant vessels through the Straits of Hormuz has led to uncertainty among the shipping industry, Cichen Shen, the Asia Pacific editor with shipping analysis Lloyd’s List, said during a Thursday webinar.
“For the shipping industry and many others, we are still left planning around an open-ended conflict with no visible off road, and that uncertainty is arguably as damaging as the disruption itself,” Shen said.
Hormuz disruption will change trade — and defense — at other chokepoints
Breaking Defense – Disruption at the Strait of Hormuz will set off a chain reaction of pressure through the global shipping network, requiring international defense efforts.
The Strait of Hormuz Problem: What ‘Securing’ the Waterway Actually Requires
RUSI – Iran has closed the Strait of Hormuz without formally closing it. The question facing Washington is not how to secure the waterway – it is whether any realistic military operation actually can.
Gulf War III is a Warning About the Effects of a ‘Taiwan Straits War I’
RUSI – Ripples of economic disruption radiating from the attack on Iran by Israel and the US give notice of the effect a war over Taiwan would spread through the world.
The Arctic is a Strategic Distraction
CIMSEC – Over the past five years, numerous articles have called for increased U.S. defense resources focused on the Arctic. This is a strategic mistake, a distraction.
Four Takeaways from Donald Trump’s National Defense Strategy
National Interest – James Holmes writes that the 2026 National Defense Strategy sets striking new priorities for the Pentagon—but can hardly be described as “isolationist” in character.
Hawaii Was the Greenland of the 19th Century
National Interest – James Holmes says that in the late 1890s, naval theorist Alfred Thayer Mahan made a compelling argument for the United States’ possession of Hawaii. Those interested in the annexation of Greenland might take note.
Pax Americana to Pax Sinica
Australian Naval Institute – Guided by Geoffrey Till’s emphasis on naval balance and freedom of navigation[i], this essay argues that China’s expanding naval posture near Australia signals a contested transition from Pax Americana to a prospective Pax Sinica. The analysis evaluates the broader implications for Canberra’s alliances, strategic autonomy, and regional security and considered whether these developments represent a natural recalibration of great-power behaviour or a deliberate challenge to Australia’s sovereignty.
Alarm over ‘exploding’ rise in use of sanctions-busting shadow fleet
The Guardian – The “shadow fleet” used by Russia, Iran and Venezuela to avoid western sanctions and ship cargo to customers including China and India is “exploding” in its scale and scope, and there are concerns that efforts to counter it are drawing closer to dangerous military confrontations.
Weak in Battle, Dangerous in Resistance: Venezuela’s Military Preparedness and Possible Responses to U.S. Action
War on the Rocks – Understanding how Venezuela might respond to U.S. military action requires an accurate assessment of the capabilities, readiness, and doctrinal approach to external intervention of the Bolivarian National Armed Forces (Fuerza Armada Nacional Bolivariana). The country’s government under President Hugo Chávez (1999-2013) adopted that name to honor Simón Bolivar, the 19th-century liberator who fought for South American independence and whose ideals form the basis for modern Venezuelan nationalism, known as Bolivarianism, linking the military to his revolutionary legacy.
What Would Teddy Roosevelt Think of the “Trump Corollary”?
National Interest – James Holmes says that the new “Trump Corollary” to the Monroe Doctrine echoes a similar set of ideas promoted by Teddy Roosevelt a century earlier—but differs in at least three ways.
The Riparian Logic of the Montreux Convention in Turkey’s Black Sea Policy
US Naval War College Review – Turkey’s policies often appear at odds with its position in NATO and the broad direction of its allies. These polices become less mysterious when it is understood that Turkey’s strategic imperatives are driven by its unique position as gatekeeper to the Black Sea and the dynamics introduced by the tiered rights granted by the Montreaux Convention.
Why U.S. Strikes Against Drug Boats Matter
War on the Rocks – On Oct. 14, President Donald Trump announced on social media that the United States had once more attacked an alleged drug smuggling small boat in international waters off the coast of Venezuela. This is the latest strike in what the Trump administration has, in a notification to Congress, designated a “non-international armed conflict” against Tren de Aragua, a narco-group based in Venezuela. In other words, the administration has invoked war powers to justify the targeting of these vessels and, ostensibly, other assets of the organization in the future — perhaps even inside Venezuela. This assertion that the United States is now engaged in a “war” against Tren de Aragua matters for two profound reasons…
Countering the People’s Republic of China’s Maritime Insurgency in the South Pacific
CIMSEC – Guadalcanal, the Coral Sea, Tarawa, New Guinea, and Iron Bottom Sound highlight the strategic location of the South Pacific during the Second World War. Today, U.S. and allied preeminence in this vital region is under threat. The People’s Republic of China (PRC,) through a sophisticated blend of economic inducements, political influence, and maritime coercion, is executing a campaign to erode U.S. and allied presence and reshape the Indo-Pacific order. Such activities mirror the tactics of insurgency, where control is gained not just through force, but by blurring legal boundaries, exploiting economic vulnerability, and using civilian fronts to advance strategic ends.
Why Defending Taiwan is Difficult: American Credibility and Taiwan’s Military Value
Center for Maritime Strategy – Taiwan, then, is not an especially acute case of the security dilemma. Operationally, Taiwan in China’s control would only somewhat harm American security while significantly improving China’s. Much like West Berlin in the Cold War, the primary significance of Taiwan is as a demonstration of uncompromising American resolve to deter an adversary and prevent allied bandwagoning. With a favorable military balance, that demonstration is easy. The United States’ military advantage in East Asia is eroding, however, and it is safe to assume that China will become increasingly assertive towards the island. Soon, American policymakers will have to make choices with no easy answers. Their decisions will be aided by an informed public that approaches the debate with the sobriety and humility that it deserves.
Reunification of the Aleutians: A strategic proposal for the Commander Islands
Breaking Defense – Reunification of the Aleutians: A strategic proposal for the Commander Islands
Small State, Big Stakes: The Maldives and Strategic Competition in the Indian Ocean
War on the Rocks – Located at the crossroads of vital Indian Ocean shipping lanes linking the Middle East and Asia, the Maldives has emerged as an unlikely but increasingly important foothold in Indo-Pacific strategic rivalry. Despite having less than 600,000 residents and limited naval capacity, the country’s geographic position, economic ambition, and diplomatic agility have made it a valuable partner for major powers. Malé is attempting to actively shape its strategic environment by securing investments, courting diverse partnerships, and raising its regional profile. For China, India, the United States, and others, access to Maldivian territory or association with its leadership enhances their ability to operate in this strategic corridor.
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