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Strait of Hormuz collapse is weaponizing global food supply chains

Iran's war with the US and Israel re-escalated in July after a short-lived ceasefire collapsed, with IRGC strikes on commercial shipping in the Strait of Hormuz reducing traffic from roughly 110 transits per day to about 15. A FAO assessment warns Iraq's food security is directly threatened by the Hormuz closure. Simultaneously, Ukraine struck Russian Black Sea grain export terminals, and global food prices remain elevated — the oils index near double its baseline. Sudan's civil war has produced 33.7 million people in need — the highest globally — with confirmed famine in El Fasher and Kadugli. Gaza's fragile ceasefire frays under near-daily Israeli strikes, with over 1,000 killed since the truce and aid still throttled.

The convergence is what matters: two major war-related chokepoints — Hormuz and the Black Sea — are simultaneously disrupted, hitting grain and cooking-oil supply routes that East Africa and the Gulf depend on. Countries already in famine or near-famine — Sudan, Palestine, Burkina Faso, Mali — have no fiscal buffer for further price shocks. Currency collapse in Iran, Sudan, Cuba, and Yemen means import-dependent populations face food costs that domestic economies cannot absorb. Lebanon's re-escalating Israel-Hezbollah front and Yemen's renewed Houthi-government fighting risk drawing additional shipping lanes into the conflict perimeter. The compounding of active war, drought across the Horn and Central Africa, and severed trade routes is producing a global food crisis that is no longer cyclical but structural.

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