The closure of the Strait of Hormuz is a severance of the G7’s industrial sinews. While the West faces a sulfur trap that halts everything from EV batteries to agriculture, China’s land-based energy and massive reserves provide a strategic firewall. As TSMC stutters under energy rationing, China’s SMIC and Huawei are positioned to seize global chip dominance. It is a material realignment where geography and chemistry outmatch financial fiat.

https://dialecticaldispatches.substack.com/p/material-determinism-in-the-persian

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