Iran war exposes fragility of Gulf-Asia supply chains

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The ongoing Iran war is exposing the vulnerability of Gulf-Asia supply chains that rely on the Strait of Hormuz and Bab el-Mandeb for energy imports and manufactured exports. The conflict raises concerns about the reliability of US security guarantees in protecting these crucial maritime chokepoints. Despite awareness of this vulnerability since the Iran-Iraq war, little has been done to mitigate the risk, with reliance placed on US military presence. Analysts suggest that traditional solutions like stockpiles and alternative routes offer limited protection against the current disruption. The conflict is forcing Gulf states and Asian economies to re-evaluate their supply chain security in a world where US protection may not be assured.
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