Strait of Hormuz LNG Disruption: Global Price Cascade, China’s Energy Chokepoint Exposure and the Northern Corridor Imperative

ABSTRACT As of 1 March 2026, the Strait of Hormuz is experiencing its most severe transit disruption in decades. This is not a hypothetical scenario — it is an active crisis with real-time market, shipping, and geopolitical consequences unfolding across every energy benchmark simultaneously. The trigger: U.S.-Israeli strikes on Iran have prompted Tehran’s Islamic Revolutionary … Leggi tutto Strait of Hormuz LNG Disruption: Global Price Cascade, China’s Energy Chokepoint Exposure and the Northern Corridor Imperative