Ash Oro @ashoro.co.uk · 29/07/20262/15 Most discussion treats Hormuz and Malacca as separate strategic problems. One is seen as a Middle Eastern security issue, the other as a Southeast Asian shipping route. Commercial shipping doesn't see the world that way. 150
Ash Oro @ashoro.co.uk · 29/07/20263/15 For much of East Asia's energy supply, Hormuz and Malacca are successive gateways within the same supply chain. Disruption in one inevitably affects the other because they are part of the same maritime system, not isolated waterways. 161
Ash Oro @ashoro.co.uk · 29/07/20264/15 Recent supply-chain modelling supports this. Restrict flows through Hormuz and downstream traffic through Malacca falls as well. Systems don't experience disruption in isolation; pressure applied at one critical node propagates through the wider network. 160
