05/20/2026
Lessons From the Strait
By Ed Perkins
American and Israeli’s war on Iran has prompted the Iranians to play their trump card - closing the Strait of Hormuz.
All of America’s mighty air and naval power are no match for a few Iranian missiles and drones.
Up to 30% of the world’s oil and natural gas flows thru the Strait, and almost 30% of the urea which is made from natural gas and is used to make nitrogen fertilizer, all of which has been shut off. The result is the spike in gas prices (we have seen $5 gallon gas ) and fertilizer prices and shortages. People around the world are feeling the pain with higher prices. The nations of the world have backed themselves into a corner by becoming so dependent on oil and natural gas, much of which comes from such a volatile part of the world and must pass through such a narrow waterway so close to a rogue nation. It was a disaster waiting to happen.
It does not need to be this way. The world has embarked on a decarbonization energy transition from fossil fuels to solar, wind, geo, hydro and yes even nuclear (dare we include fusion?). The transition is too slow and not without pain. But it is happening. Renewables have been growing worldwide faster than any other source of energy and in many instances the cheapest and fastest way to add energy production.
Imagine a world further along in decarbonization. All nations could be way more self-sufficient with energy from the abundant renewable sources within their borders. Why depend on expensive, unreliable energy from volatile nations? The world has seen several oil crisises. The 1973 oil embargo, Covid pandemic, Russian Ukrainian invasion, now the Iranian war. In a post-carbon future the geopolitical politics of energy would be defanged. Of course there will be other things for nations to fight about such as the rare earth minerals needed for modern electronics and batteries.
Here in the USA we have an administration trying to stop the energy transition. Rebates for electric vehicles have been eliminated, wind farms and large scale solar projects have been defunded. Ford Motor reported $4.8 billion in losses on electric vehicles in 2025. But $5 a gallon gas has driven sales up in recent months - hybrids up 37%, new EVs up 11%, used EVs up 28%. But will it continue if and when gas prices come back down?Americans seem to have very short memories.
Climate change is an important voting issue for most liberals. But it is not an important issue to most voters who have elected the climate change denier in chief twice. The price of gas is a driving issue in politics. Yes, decarbonizing the economy is necessary to address climate change. But affordability and national security are issues more voters can understand.
Ed Perkins and his wife Amy drive an EV and have a solar photovoltaic system at their Athens Co. home.