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
Ash Oro @ashoro.co.uk · 29/07/20265/15 That doesn't mean the two straits are strategically identical. The Strait of Malacca works because decades of cooperation between Indonesia, Malaysia and Singapore have produced a mature operational framework built around safe, predictable navigation. 160
