Hormuz Shock and Spillover

The center of gravity just shifted from missiles to infrastructure. When gas trains, export terminals, and shipping lanes start going down, the economic effects spread far beyond the battlefield.Energy infrastructure escalationHormuz and the naval gapWhy allies are holding backU.S. force posture and coordination frictionsIranian leadership losses and regional riskMarket fallout and policy consequencesInflation and Washington politicsHumanitarian and environmental costsDomestic security and AI-driven threatsOther developments to watchThis podcast was created with Podkey. Make your own at https://podkey.fm