Blog•Mar 16, 2026
The $100 Trillion Energy Crisis Nobody Saw Coming
The Strait of Hormuz shut completely after Iran’s retaliation, halting all commercial traffic and stranding nearly a fifth of the global tanker fleet. While crude oil found temporary relief through Saudi and UAE pipelines and strategic reserves, other energy streams—LNG, refined diesel and jet fuel, and cooking gas—have no bypass, causing acute shortages worldwide. India’s restaurants, for example, are forced to burn wood as 90% of their cooking gas imports vanished. The author argues this creates a $100 trillion structural energy crisis and a multi‑billion‑dollar investment thesis focused on alternative infrastructure and supply contracts.
