Hormuz open: The torpedo in Trump's narrative
With 58 days of war in the Middle East, Trump’s claim that Iran must be defeated to reopen Hormuz clashes with ground realities: while war rhetoric intensifies, two Japanese liquefied gas carriers have crossed the strait without US Navy acompañante. The official thesis that the passage is blocked by Iran and would only clear after a military victory collapses when observing who passes and who does not.
The true game: United States vs China
The analysis gaining traction in economic debates suggests the current war is not against Iran, but against China. "The only way to paralyze China and deliver a blow that halts it is to cut its energy supply, which was guaranteed by Iran," argues one school of analysts. The United States watches Beijing surpass it economically, technologically, and soon militarily. The Strait of Hormuz, through which 20% of global crude oil flows, becomes the key to strangling the world's second economy. But the plan has a hole: the strait has never been closed to everyone.
Japan, the wildcard that dismantles the story
While the Trump administration insists on the need for a military campaign, Japan has managed to get two of its LNG carriers to cross Hormuz without incident. Neither the US Navy nor the Iranian Navy stopped them. Prime Minister Sonae Takaichi has not detailed how they achieved this, but has stated her willingness to dialogue with Iran's leadership. The move leaves Washington in an awkward position: if a key ally can pass without firing a shot, what is the point of war? For many, the answer is that the real goal is not freedom of navigation, but weakening China.
The UN vote: China's isolation
At the United Nations, most Middle Eastern countries—except Yemen and Iran—voted in favor of sanctions and military actions against Tehran, aligning with the United States. China voted against, exposing itself before Gulf states, to whom the US supplies intelligence and Patriot and THAAD missile defense systems. The board tightens: Beijing loses influence in the region while Washington strengthens its alliance with Sunni oil producers. But the strait remains open for the Japanese, and gas continues to flow.
With Trump demanding a war to open a strait already open to allies in China's orbit, the uncomfortable question is whether the true objective lies elsewhere. For now, ships are passing, but the global energy board is being reconfigured at full estimulante ilegal.
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