Hormuz and the Invisible Fractures: the Price of a Distant War – Views from the New South

Hormuz and the Invisible Fractures: the Price of a Distant War – Views from the New South

June 5, 2026

Introduction……………………………………………………………………………………………………………7
1. Chess versus Poker : Military and strategic lessons of
the USA-Iran war (February-April 2026)…………………………………………………………….11
Abdelhak Bassou
2. The Hormuz Test: Power, Law and the Fragmentation
of Trade and Connectivity (A Triple Fracture)…………………………………………………….21
Ferid Belhaj
3. The Iran War and the Transatlantic Crisis…………………………………………………………35
Ian O. Lesser
4. The U.S.–Israel War Against Iran: China’s Strategic Calculus and Diplomatic
Imperatives………………………………………………………………………………………………………45
Marcus Vinicius De Freitas
5. What Does the Middle East War Mean for the Sahel?………………………………………63
Rida Lyammouri
6. Dire Strait of Hormuz: A Chokepoint for Global Food
and Energy……………………………………………………………………………………………………….71
Otaviano Canuto
7. The Iran War and Africa’s Energy Security: Four Policy Takeaways…………………..91
Hafez Ghanem

8. Oil Shocks and Structural Resilience in North Africa………………………………………105
Hinh T. Dinh
9. The Hormuz Shock and South America’s Mineral
Reckoning……………………………………………………………………………………………………….121
Otaviano Canuto and Hugo A. Mansilla
Annexes………………………………………………………………………………………………………………133

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