The Hormuz Thesis.png
The Hormuz Thesis.png

The Hormuz Thesis: The Energy Chokepoint Beneath the AI Economy

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This paper connects the AI economy to global energy security. While AI is often discussed through chips, models, and data centers, its expansion also depends on reliable energy flows, fuel markets, grid stability, LNG, oil supply, and shipping chokepoints. The Hormuz Thesis frames the Strait of Hormuz as a reminder that the AI economy is still exposed to physical energy constraints and geopolitical volatility.

This paper connects the AI economy to global energy security. While AI is often discussed through chips, models, and data centers, its expansion also depends on reliable energy flows, fuel markets, grid stability, LNG, oil supply, and shipping chokepoints. The Hormuz Thesis frames the Strait of Hormuz as a reminder that the AI economy is still exposed to physical energy constraints and geopolitical volatility.