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The U.S. shale revolution plays a crucial role in this context. The United States has increased its oil production dramatically in the last two decades, thereby enhancing global oil supply. This means that even if Iran were to disrupt the Persian Gulf oil lanes, the U.S. would endure some challenges but would ultimately remain resilient due to its robust production capabilities.
Zin speculates that even if Iran attempted to shut down shipping lanes, they would struggle to do so effectively and could face international isolation, especially from major economic powers that rely on oil supplies. He also notes the limitations of Iran’s naval power, likening it to a historical narrative of defeat against superior forces.