The return to shipping lane tolls and piracy (even without the crumbling of globalism's protection strategy)?

C C

Consular Corps - "the backbone of diplomacy"
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BACKGROUND

After WWII, the United States took on the responsibility of protecting global shipping lanes, which was crucial for international trade and security (and advancing the US's own economic and resource monopolization goals). In return, many nations became allies in the Cold War struggle, benefiting from U.S. naval power to ensure the safety of their maritime commerce.

Globalism (excerpt): By the late 1940s, the modern concept of globalism was formed in the United States. In their position of unprecedented power, US planners formulated policies to shape the kind of postwar world they wanted, which in economic terms meant a globe-spanning capitalist order centered exclusively upon the United States. This was the period when its global power was at its peak: the United States was the greatest economic power the world had known, with the greatest military machine in history. [...] this was a far-reaching conception of "American-centric state globalism using capitalism as a key to its global reach, integrating everything that it can into such an undertaking". This included global economic integration, which had collapsed under World War I and the Great Depression.

Globalization After WWII: The US, with its geographic protections and abundant natural resources, emerged from World War II as the only remaining country with a robust economy, a functioning industrial sector, and a strong military. Zeihan says that, instead of asserting itself as an empire, the US used its advantage to create a new world order-one aimed at isolating and economically strangling the Soviet Union. The US offered the world a deal: Align against the Soviet Union, and in return, the US would become the world’s police to ensure that international trade could flourish-except in the Soviet bloc. [...] Zeihan asserts that, during this period, we’ve lived in an era of unprecedented economic growth and stability facilitated by the US’s commitment to protecting worldwide trade and transportation.

CURRENT SITUATION (article below)

And via what's happened with the Strait of Hormuz (and its potential infectious spread to other areas), so much for the critics? "Critics of Zeihan’s perspective argue that the idea that global trade depends on a constant US naval presence is exaggerated. Most shipping lanes face little threat beyond natural hazards in peacetime, and while piracy is occasionally an issue in a handful of places around the world, it only affects a tiny fraction of global trade."

But even without the erosion of both globalism and the gradual diminishing of the US Navy, the key factor here is that new technology has made naval protection of the shipping lanes (at chokepoints) obsolete. Due to that, this return to taxing and pirating trade supply lines seems to have been inevitable, regardless of old Cold War policies and international order tumbling to the wayside.
  • The era of free seas is unraveling-and now everyone’s going to pay
    https://www.msn.com/en-us/news/worl...g-and-now-everyone-s-going-to-pay/ar-AA20C97i

    EXCERPTS: The “Tehran toll booth” was taking effect, as the U.S. Navy watched on, an admission that, at least here and now in the world’s oil corridor, America no longer rules the waves.

    [...] Whatever happens next, the precedent of a toll booth in open waters will reverberate across a world order the U.S. helped build. America’s allies worry other players could try to replicate Iran’s example, like empires of the 17th century, when China’s Qing dynasty, the Ottomans and Portuguese taxed passing vessels. Trump has floated his own wish for an American toll on the Persian Gulf, and his expenditure of naval power in the Middle East has given Beijing and its navy-the world’s largest-freer rein to expand control over the South China Sea.

    [...] shipowners will still have to consider the risks of fiendish new challenges that the U.S. Navy has been unable to resolve -- like cheap drones that can swarm past warships designed to shoot down planes and missiles. The U.S., once the guarantor of open seas, has shown it can acquiesce to their closure, and America’s European allies, which once ruled the seas, have rebuffed Trump’s demand that their navies reopen a strait that his own military left closed...
    (MORE - missing details)
  • Why the US Navy won't blast the Iranians and 'open' Strait of Hormuz
    https://responsiblestatecraft.org/iran-strait-of-hormuz/

    EXCERPTS: Back in the Persian Gulf today, the Navy grasps the reality of the circumstances, recognizing that it simply can’t sail into the strait without risk getting blown to smithereens by Iran’s missiles. Today, its carriers are stationed well outside the Gulf and the ranges of Iranian missiles. [...] Lessons of the Ukraine-Russia war are relevant. Ukraine successfully drove the Russian Black Sea Fleet from its shores through attacks by missiles and unmanned systems. Iran has integrated various of these systems into its tool kit in the strait. [...] Iran can threaten maritime operations in the strait relatively easily and cheaply through their missile, drone, and maritime unmanned attack systems from areas well back from the strait. There is no decisive military solution to this problem given Iran’s geography and military capabilities.
 
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Now the ongoing experiment of whether this emerging pessimism about classic naval protection to deter exploitative fees and commandeering of shipping lanes is warranted. The clincher will be if all or most of the trapped commercial vessels can eventually do the same without being fired upon. (As well as new ones enter.)

https://news.usni.org/2026/04/11/tw...muz-to-establish-new-route-for-merchant-ships
https://www.msn.com/en-us/news/worl...can-vessels-moved-through-channel/ar-AA20F1nz

"Two Navy guided-missile destroyers entered the Strait of Hormuz on Saturday, the first American warships to transit the strait since the U.S.-Israel offensive in Iran began on Feb. 28. [...] No action was ultimately taken, and two US Navy guided-missile destroyers were able to pass through the channel."
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This reads like a lot of overthinking to me. Iran's toll booth idea has arisen from the simple need to fund the repair of all the damage done to the country by Israel and the USA. It is one of the negotiating cards being played by Iran, in a process that may well take months to work through. Iran has, thanks to Trump's idiotic cack-handedness, discovered the power that controlling the Strait of Hormuz gives it, something it had always threatened but never seriously tried until now. It is about the only leverage Iran has, so it will not give it up without getting something substantial in return. But nobody has yet accepted the idea, so it strikes me as quite premature to bemoan the end of the global principle of freedom of navigation. We are just at the start of a difficult negotiation.

As for "classic naval protection", the advent of drone warfare certainly changes a lot of things. It looks as if ships will in future need a form of protection different from the traditional costly missiles that are designed to defend against incoming planes or missiles rather than waves of cheap drones. But the passage without hindrance of commercial vessels through the Strait won't tell us anything about that, only that Iran has decided to allow shipping to pass and, crucially, that ship insurers begin to trust Iran's assurances.

A lot of that will come down to whether Iran can, in turn, trust Israel and the United States not to start bombing them again. So far, both countries have shown a total lack of good faith, not only by starting a bombing campaign in the middle of negotiations, but by actually assassinating the people who would have to agree to what was being negotiated! So they have serious work to do on that score. It is also far from clear that the USA is capable of delivering on a deal that also commits Israel.

So this focus on naval protection is largely a distraction from the real issue, which is the total breakdown of trust, thanks to the manifest untrustworthiness of both Trump and Netanyahu. (We in Europe are also acutely aware of the USA's betrayal, so maybe we can see Iran's perspective a bit more clearly than most American commentators.)

Interestingly, Zelensky has been quick off the mark to tout the expertise Ukraine has in anti-drone defence. He is signing up the Gulf countries already, a smart move given the remarkable degree of equivocation and lack of enthusiasm the USA has shown towards helping him in his defence against Russian aggression (another symptom of the betrayal of Europe by Trump's USA). He needs funds and the Gulf states could be an excellent market for what he has to offer. Perhaps he can offer ship-borne systems too.

There could be a good article written on the growth of workarounds across the globe, in a number of fields spanning natural resources, trade and defence, resulting from this amply justified loss of trust in the United States. That I think is the main issue at stake today.
 
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