The Chokepoint We Missed: Sulfur, Hormuz, and the Threats to Military Readiness

Payne Institute Director Morgan Bazilian, Macdonald Amoah, and Senior Research Fellow Jahara Matisek write about how the ongoing disruption in the Strait of Hormuz affects about 20 percent of global petroleum and 20 percent of liquid natural gas transits.  It is also the subject of decades of wargaming for just this occurrence. But a lesser-known chemical also is being halted: 41 percent of global sulfur is exported. March 13, 2026.