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Solving the Strait of Hormuz Blockage

Austin Vernon · 28 Mar 2026

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  1. Markets ensure the disruption can't last more than 1-2 years.
  2. EVs, autonomous vehicles, electric/CNG trucks, and drone delivery should be deregulated and unleashed.
  3. The most important thread holding this together is that markets be allowed to function. A ham-fisted attempt at controlling supply and demand could worsen the situation by limiting production growth and substitution. The global economy is remarkably resilient when it is free to adjust.

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