The Collapse of the World's Strategic Straits - Part 2 || Peter Zeihan
Aug 26, 2026 · 9m
Summary
Peter Zeihan predicts a shift in international law allowing nations to toll natural waterways, starting with Iran’s potential control of the Strait of Hormuz. This could trigger similar moves by rebels and states at the Bab el-Mandeb, Turkey at the Bosporus, and Scandinavia at the Danish Straits. Consequently, global energy and Russian exports face new bottlenecks, forcing a regional rewiring of commerce as distant nations struggle to source trapped resources.
Topics discussed
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Introduction: Potential for tolls on natural waterways
Bab al-Mandeb: Houthi rebels and regional instability
Strait of Malacca: Why it likely won't face tolls
Turkish Straits: Potential for Turkish regulation
Danish Straits: Scandinavian control over Russian exports
Global impact: Rewiring commerce and energy leverage
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