Capitalism’s deepest axiom is that commodities must flow, that all barriers must be overcome. Through the Strait of Hormuz pass the densest forms of energy first—crude oil in vast, slow-moving volumes, followed by refined fuels that keep engines, aircraft, and armies in motion. Then comes liquefied natural gas, supercooled and pressurized, feeding power grids an ocean away. Behind it move the quieter enablers of survival: fertilizers that sustain global harvests, the chemical substrate of future food supply. And at the far, almost invisible edge, helium—weightless, irreplaceable—drifting outward to cool MRI machines, stabilize semiconductor fabrication, and sustain the most delicate instruments of advanced economies. To clot such a maritime artery is to induce a stroke in global prosperity, a cascading failure that begins with energy, spreads through food, and reaches into the nervous system of modern technological life.

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https://www.beyondwasteland.net/p/trickster-in-a-stranglehold