When military power fails to impose “deterrence,” oil becomes politics. And the Strait of Hormuz is now writing Gulf security rules instead of the Pentagon. With Hormuz still closed and the emergency oil stock releases used to calm markets running down, prices are moving _ no matter how much some people deny it _ toward a new surge. The real problem is not the price as a number. It is the chain reaction: gasoline and diesel, shipping and insurance, raw materials, and then inflation that travels from Asia to the United States. And even if the strait opened tomorrow, the damage would not vanish. Supply chains do not reset overnight, and parts of the oil and petrochemicals flow would take […]