For some time now, the Strait of Hormuz has dominated global headlines. Oil tankers have been left stranded, energy prices are fluctuating, and international analysts continually speak of the possibility of prolonged disruption to this vital artery. The question raised more than any other is this: Why has the United States, despite its unrivalled military power in the region and the extensive presence of its fleets, not reopened the strait? The simple and superficial answer is that it “cannot” or “does not want to get involved.” But a deeper analysis shows that America can open the strait, yet deliberately chooses not to. This choice is part of a larger, multi-layered strategy that has transformed an old threat into an exceptional opportunity.

The Strait of Hormuz is a narrow waterway through which approximately one-fifth of the world’s oil passes. Any disruption to it not only unsettles energy markets but also places economies dependent on oil imports under severe pressure. On the surface, keeping this strait open serves global stability and the short-term interests of major energy consumers. But America’s current strategy goes beyond this appearance. By maintaining the present situation, namely, serious restrictions on the free and safe movement of oil tankers—America has effectively placed its hand on the world’s energy artery. This control provides a powerful tool for deterrence in more distant parts of the world, especially against China.

China depends on energy imports from the Middle East more than any other power. A significant portion of the oil this country needs is supplied via the Persian Gulf and the Strait of Hormuz. If Beijing decides to launch a military attack on Taiwan, it must calculate that America could severely restrict or even cut off the flow of oil. Such an action would........

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