Hormuz Shock Exposes Cracks in US 'Energy Dominance' Model for Asia

Name: Hormuz Shock Exposes Cracks in US 'Energy Dominance' Model for Asia
Uploaded: 2026-10-24T14:02:34.212442+00:00
Description: An eight-month disruption around the Strait of Hormuz that began in February 2026 has shown that US energy dominance does not guarantee secure delivery to import-dependent Asian economies. China, India, Japan and South Korea together took 69% of crude passing through the strait, leaving them exposed to refining bottlenecks and surging freight costs even as US supply expanded.

An eight-month disruption around the Strait of Hormuz that began in February 2026 has shown that US energy dominance does not guarantee secure delivery to import-dependent Asian economies. China, India, Japan and South Korea together took 69% of crude passing through the strait, leaving them exposed to refining bottlenecks and surging freight costs even as US supply expanded.

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