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STATE OF THE STRAITWeekly Strategic Intelligence NewsletterIssue No. 6
ssue No. 6 of State of the Strait examines how Tehran is tying the reopening of Hormuz to the wider postwar settlement, even as shipping contracts, oil prices rise, and the international system searches for ways around Iranian coercion.
lhpgop
Aug 1115 min read


The Nuclear Republic: Trump’s Push for a More Energy-Secure America
rump's nuclear initiative should be understood within that larger framework.
The administration is not abandoning oil and gas in favor of nuclear power. It is simultaneously encouraging fossil-fuel production, LNG exports, nuclear construction and expansion of the infrastructure required to support them.
lhpgop
Aug 107 min read


STATE OF THE STRAIT ISSUE 4, July 28, 2026
Subscribe for weekly strategic assessments of the Strait of Hormuz, maritime security, energy markets, and global shipping. For a deeper exploration of the concepts behind this newsletter, see Blue Web Doctrine: Maritime Strategy for the Twenty-First Century and other Blue Web Institute publications.
lhpgop
Jul 2918 min read


Hormuz Update: Pressure, Perception, and the Real Chokepoint
Restore flow too broadly and leverage may dissipate before the central dispute is addressed. Maintain maximum pressure indefinitely and coalition cohesion, domestic economic tolerance, and global energy stability may erode.
lhpgop
Apr 273 min read


The Spice Must Flow: How Fueling the World Knows No War Zone
There is a persistent illusion in modern geopolitics that war cleanly divides the world into opposing camps—trade stops, resources are cut off, and economic systems align neatly with military alliances. In reality, the opposite is true.
lhpgop
Mar 223 min read


U.S. Licensing in Sanctioned Venezuela: A Critical Fiscal Perspective
Amazingly, the Biden Administration which had previously closed down the ability of US energy producers to operate AND who's border...
lhpgop
May 28, 20243 min read
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