Strait of Malacca

Energy Geopolitics

The Malacca Trap: How Iran’s Hormuz Blockade Sparked a $5 Trillion Naval Arms Race

Great power competition for Asia's maritime chokepoints escalates as the 2026 Iran war exposes extreme supply chain fragility across the world's busiest shipping lanes.

9 min read ·
Energy Geopolitics

Indonesia’s Malacca Toll Trial Balloon Threatens Global Shipping Order

Finance minister's backtracked proposal—citing Iran's Hormuz regime as precedent—signals erosion of UNCLOS freedoms as chokepoint states eye revenue over rules.

7 min read ·