Tuesday, March 17, 2026

Hormuz is not necessary to global trade.

The territorial waters are clear. Iran has a right to do what Iran is doing. No court is going to say Iran has no right to defend its territorial waters. The USA is wrong to be the Gulf’s police. If ships are in danger because Iran is extremely difficult to deal with that is not our problem. It never was. It is up to other countries and the companies that find those territorial waters convenient to negotiate with Iranian leadership for safe passage. Attempting to make Iran the 51st state is pure stupidity, but, hey, it would make a great resort with a lot of mining and oil prospects. I mean as the 51st state we could be rich as well, right? 

Iran is the Shi’ite homeland and I don’t see that changing. 

Trump believes he is a god that works miracles with the strength of the USA military. He hijacked our military and now the world is quaking to realign in ways that bring Trump’s irresponsible global ideation under control. Every person in the world is under threat. Trump’s administration is an existential threat.

In the small global map below it is obvious the Persian Gulf can be eliminated as a shipping route. Yes, the routes are longer requiring more time and fuel to deliver their cargo. But, those routes are not inefficient. The initial change in the routes will take time and adjustment to delivery, but, that is all. Sailors and captains will have to familiarize themselves with new navigational maps and waters, but, once the ships make that change the rest is history.

The arrival of ships to ports of delivery will resume as soon as the new routes are being used and in place. The rate of product delivery will be the same. The amounts of cargo and income will be the same. The only difference falls to the shipping companies and their costs. The crews will be in service longer and the fuel slightly higher, but, both those costs can be negotiated.

The ships are already in service and their depreciation will be the same. Balancing all those costs with income as usual will be decided by CEOs as to costs to the shipper. When considering the increased safety and sanity in not dealing with chronic Middle East turmoil, the costs actually look worth it. The Somali pirates will have to actually seek education to develop their people and country, but, what a nice side effect that is.