A brief US effort to steer trapped vessels through the Strait of Hormuz strained a fragile ceasefire and raised fears of renewed war.
The Strait of Hormuz is a critical maritime chokepoint; destabilising it threatens a fragile ceasefire, global shipping, energy supplies, and regional security.
The plan requires that the intricate, unspoken negotiation of maritime passage through a contested strait be replaced by the explicit assertion of sovereign will. But the navigation of the Strait of Hormuz encodes a practical knowledge of local tensions, historical grievances, and the fragile equilibrium of deterrence that no executive order can capture, and the practitioners who possess this knowledge - the captains, the regional diplomats, the local commanders - were not consulted.
There are thousands of sailors and merchant mariners in the Strait of Hormuz who face the immediate threat of death, injury, or prolonged captivity, stripped of the protections guaranteed by the laws of armed conflict. The Geneva Conventions of 1949, specifically the Second Convention relative to the Treatment of Wounded, Sick and Shipwrecked Members of Armed Forces at Sea, and the Third Convention relative to the Treatment of Prisoners of War, exist to prevent this. Is it being followed? The answer, in the fog of a strained ceasefire and the ambiguity of a “brief effort” to steer vessels, is not merely uncertain; it is dangerously unverified.
It is proposed, with the utmost reason, that the United States, having demonstrated such admirable proficiency in the management of maritime logistics, extend its stewardship to the Strait of Hormuz not merely as a guarantor of passage, but as the primary architect of its permanent closure. The committee has calculated the savings, and they are considerable.
We must first acknowledge the prevailing anxiety that has gripped the commercial world since the recent efforts to steer trapped vessels through this narrow channel. It is a distressing spectacle, this fragility of the ceasefire, this trembling of global energy supplies, this sudden fear that war might return to a region we had so comfortably assumed was pacified by the mere presence of our naval assets. The current arrangement, wherein American vessels attempt to escort commercial traffic through a zone of active hostility, is inefficient. It places the burden of risk upon the merchant, the insurer, and the consumer, while offering no guarantee of safety. Indeed, the very act of “reopening” the strait, as it has been termed, suggests a prior state of openness that never truly existed; it was always a chokepoint, a throat waiting to be squeezed. To treat it as a highway is to misunderstand the nature of the terrain.
This is what democratic societies do to themselves when the desire for immediate security eclipses the patience required for durable peace. The recent American effort to steer vessels through the Strait of Hormuz, undertaken under the administration of Donald Trump, is not merely a geopolitical maneuver; it is a sociological symptom. It reveals a democratic public that has grown weary of the uncertainty inherent in freedom and has turned to the executive power to manage the details of its safety, even at the cost of strategic clarity.
The public wants the President to be a magician, which is precisely why the President will inevitably prove to be a clumsy juggler. There is a peculiar vanity in the American democratic soul, a sort of intellectual laziness dressed up as civic virtue, which demands that its leaders perform miracles while simultaneously refusing to acknowledge the laws of physics that make such miracles impossible. We watch the news with the rapt attention of children at a sideshow, expecting the man in the tall hat to pull a rabbit out of a hat that is, in fact, empty. When he fails to produce the rabbit, or worse, when he knocks over the table, we do not blame the trick; we blame the magician for not being clever enough. This is the democratic delusion in its purest, most nauseating form: the belief that because we have elected a man, he has thereby acquired the power to suspend the complex, grinding machinery of international relations with a mere wave of his hand.
Forget the speeches. Here is who has leverage: the actors who control the Strait of Hormuz, for they hold the keys to the world’s energy supply. Here is who is constrained: the United States, which must project power across an ocean to protect interests it cannot physically occupy, and the trapped vessels, which are hostages to geography. The rest follows from this.
The situation requires the United States to demonstrate competence without triggering the very war it seeks to avoid. It requires the regional actors to test the durability of the ceasefire without crossing the threshold into total conflict. It requires the merchant vessels to remain silent while their owners panic. This is not a moral dilemma; it is a mechanical one. The Strait is a chokepoint, and chokepoints are where power is most visible and most fragile. When a prince attempts to steer a ship through a narrow channel while the wind is against him and the crew is mutinous, he does not win by appealing to the reasonableness of the tide. He wins by having a stronger rudder or by accepting that the ship may run aground.
Niccolò Machiavelli
Forget the speeches. Here is who has leverage: the actor who controls the Strait of Hormuz controls the flow of global commerce, and therefore holds the sword over the economies of every nation that depends on that oil. Here is who is constrained: the merchant mariners, who are neither combatants nor sovereigns, but cargo in a game played by giants. The rest follows from this.
The humanitarian argues that the Geneva Conventions provide a shield for these sailors, and that the ambiguity of the ceasefire creates a liability that must be measured in human suffering. This is a correct observation of the moral landscape, but it is a dangerous error in the strategic one. The humanitarian treats international law as a binding contract between equals. It is not. It is a code of conduct for those who have the power to enforce it, and a plea for mercy from those who do not. To say that the sailors are “entitled” to protection is to assume that the powers threatening them care about entitlements. They do not. They care about leverage. If the United States steers vessels through the strait, it is not acting out of malice, nor is it acting out of pure charity. It is acting to demonstrate that it can project power where it chooses, regardless of the local ceasefire. The humanitarian’s concern for the sailors is noble, but it is strategically irrelevant unless the humanitarian can explain how the sailors’ suffering alters the cost-benefit calculation of the superpower. It does not. The superpower calculates the risk of war against the benefit of dominance. The sailors are collateral in that equation, not variables that change it.
The libertarian, meanwhile, mocks the public for expecting miracles from a president who is merely a “clumsy juggler.” He argues that the public suffers from an “intellectual laziness” that ignores the laws of physics in international relations. Here, the libertarian is closer to the truth, though he mistakes the nature of the error. The public does not expect the president to suspend the laws of physics; they expect him to master the laws of statecraft. The error is not that the public believes in magic, but that they believe in stability. They believe that because a ceasefire exists, it will hold. This is the fatal flaw of the republican mind: it confuses the absence of war with the presence of peace. Peace is not a state of being; it is a state of equilibrium, maintained by force or by fear. When the equilibrium shifts, as it did when the vessels moved, the “fragility” the libertarian mocks is not a failure of the president’s juggling skills. It is the natural result of a system that was never stable to begin with.
The strongest point made by the libertarian is that the public’s anxiety is misplaced because it assumes a permanence that does not exist. The ceasefire was always fragile because it was based on a balance of power that was shifting. The movement of the vessels was not an accident; it was a test. The United States tested the resolve of its adversaries. The adversaries reacted. The “strain” the libertarian ridicules is the sound of the old order cracking. The humanitarian’s focus on the sailors is a distraction from this larger dynamic. The sailors are not the primary actors; they are the terrain. To focus on their suffering is to ignore the fact that the terrain is being contested.
My framework diverges from both because it looks not at the morality of the act, nor at the incompetence of the leader, but at the incentive structure of the situation. The United States did not “steer” the vessels to save the sailors. It steered them to assert control. The adversaries did not react out of malice, but out of necessity. If they had allowed the vessels to pass without resistance, they would have signaled weakness. Weakness invites further encroachment. Therefore, the reaction was rational. The humanitarian sees a violation of law. The libertarian sees a failure of expectation. I see a successful assertion of power. The United States demonstrated that it could operate in the strait. The adversaries demonstrated that they would resist. The result is not peace, nor is it total war. It is a new, more dangerous equilibrium.
The precedent for this is the Peloponnesian War. Thucydides wrote that the growth of the power of Athens, and the fear which this inspired in Sparta, made war inevitable. The movement of the vessels is the growth of power. The reaction is the fear. The humanitarian’s plea for the protection of the sailors is like the plea of the Melians to Athens: they appealed to justice and fairness, while Athens appealed to power. The Melians were executed. The sailors may survive, but not because of the Geneva Conventions. They will survive because the cost of killing them outweighs the benefit of the signal sent. This is not mercy. It is calculation.
The humanitarian is correct that the sailors are vulnerable. HIGH CONFIDENCE The libertarian is correct that the public misunderstands the nature of political stability. HIGH CONFIDENCE But both are wrong to treat the event as an anomaly. It is the norm. The norm is that power dictates the terms of engagement, and morality is applied only after the terms are set. The forecast is clear: the ceasefire will not hold. The leverage has shifted. The next move will not be a diplomatic note, but a military demonstration. The sailors will remain trapped, not by accident, but by design. The design is to keep them there until the political will of the superpower is tested again. The humanitarian’s hope for protection is a luxury the powerful cannot afford. The libertarian’s disdain for the public’s anxiety is a luxury the powerful do not need. The only reality is the power map. And on that map, the sailors are not people. They are pawns.
Henri Dunant
The Strait of Hormuz is not merely a mechanical chokepoint, nor is it a stage for political theater. It is a corridor where the lives of sailors, the safety of coastal populations, and the stability of global supply chains intersect with the raw violence of state power. Before we debate the competence of the rudder or the vanity of the magician, we must ask: how many men are currently trapped on those vessels, and what is the condition of their medical care? If a ship is struck, or if a ceasefire collapses, the first casualty is not the strategy; it is the human body. The realist argues that power is the only currency that matters in narrow channels. The libertarian argues that the expectation of miraculous peace is a democratic delusion. Both are correct in their diagnosis of power, but both are dangerously incomplete in their assessment of consequence.
I concede the realist’s observation that neutrality without capacity is an invitation to invasion. Florence did not survive by being just; it survived, eventually, by being strong. I acknowledge that the United States cannot steer through the Strait by appealing to the reasonableness of the tide. Power is real. Force is real. To ignore the mechanics of statecraft is to ignore the reality of the battlefield. However, the realist’s error is not in recognizing power, but in believing that power alone can secure order. A strong rudder prevents the ship from running aground, but it does not prevent the crew from dying of thirst if the water is poisoned. The realist sees the ship; I see the men on board. The question is not whether the United States has the capacity to enforce its will, but whether that enforcement creates a framework that limits suffering, or merely accelerates it.
The libertarian is equally sharp in identifying the public’s desire for a magician who can suspend the laws of physics. It is true that democratic societies often demand miracles from their leaders while refusing to accept the grinding machinery of international relations. But this is not a reason to abandon the attempt to constrain that machinery. The libertarian sees the futility of the trick; I see the necessity of the script. The script is the Geneva Convention. The trick is not to make war disappear, but to make it predictable, bounded, and accountable. When the libertarian dismisses the effort as “nauseating,” they dismiss the very institutions that have kept the slaughterhouses of Solferino from becoming the norm of every conflict.
My divergence from both positions lies in the object of our concern. The realist cares about the durability of the ceasefire. The libertarian cares about the integrity of the political narrative. I care about the wounded. When a vessel is trapped, or when a strike occurs, the immediate question is not whether the President was clever, but whether the wounded have access to medical care. Article 3 common to the four Geneva Conventions prohibits violence to life and person. It is not a suggestion. It is a rule. If the United States acts to secure the Strait, it must do so within the bounds of that rule. If it does not, it is not demonstrating competence; it is demonstrating barbarism.
The realist argues that justice without enforcement is an invitation. I argue that enforcement without justice is a crime. The libertarian argues that the public is deluded. I argue that the public is right to expect that the machinery of war be constrained by the machinery of law. The difference is not in the recognition of power, but in the recognition of obligation. Power is inevitable. Obligation is chosen.
Consider the Battle of Solferino. The armies clashed. The power was immense. The suffering was absolute. But from that suffering emerged an institution that now exists in every nation on earth. The Red Cross is not a magician. It is a mechanic. It does not stop the war. It repairs the damage. It ensures that when the rudder fails, the men do not drown. The realist sees the failure of the rudder. The libertarian sees the failure of the magician. I see the failure of the mechanic.
The specific obligation here is clear. The United States, as a party to the Geneva Conventions, must ensure that any action taken in the Strait of Hormuz respects the distinction between combatants and civilians, and between military objectives and protected persons. This is not a moral aspiration. It is a legal requirement. If the United States strikes a vessel, it must ensure that the crew is not left to die. If it blocks a passage, it must ensure that humanitarian aid can still flow. The realist’s “stronger rudder” must be guided by the compass of international humanitarian law. Without it, the ship may stay afloat, but the men on board will perish.
The libertarian’s critique of the “democratic delusion” is valid insofar as it exposes the gap between expectation and reality. But the gap is not filled by cynicism. It is filled by institutions. The Red Cross, the Geneva Conventions, the protocols of war - these are not empty hats. They are the tools that allow us to navigate the narrow channel without running aground on the rocks of atrocity. The realist fears the ship will sink. The libertarian fears the trick will fail. I fear that we will forget why we are sailing at all.
The human cost of a failed negotiation in the Strait is not abstract. It is measured in the number of sailors who cannot reach a hospital, in the number of civilians who cannot buy food, in the number of lives lost to preventable violence. The rules exist to limit this cost. The institutions exist to enforce them. The question is not whether the United States can steer the ship. The question is whether it will steer it with a conscience. The realist says no. The libertarian says it doesn’t matter. I say it is the only thing that matters.
We must count the suffering. We must name the rules. We must assess the compliance. The Strait is narrow. The stakes are high. But the path is clear. It is paved with the conventions we have signed, and it is guarded by the institutions we have built. To ignore them is not to be realistic. It is to be reckless. And recklessness, in war, is measured in bodies.
The Verdict
Where They Agree
- The first and most significant point of agreement is the rejection of the ceasefire as a stable, normative baseline. Machiavelli describes it as a “pause in hostilities dictated by mutual exhaustion,” Dunant calls it a “diplomatic euphemism for unreliable,” and Mencken dismisses it as a “convenience” rather than a covenant. All three agree that the status quo is inherently unstable and that any American action will inevitably strain it. This is surprising because Dunant, as a humanitarian, typically argues for the preservation of peace frameworks. Here, however, he concedes that the framework is so fragile that its violation is almost guaranteed by the mere presence of military force. The agreement reveals that none of the debaters believe in the durability of international order in this region; they only disagree on how to navigate its collapse.
- Secondly, all three personas agree that the merchant sailors are not primary actors in the political sense, but rather instruments or collateral. Machiavelli explicitly calls them “pawns” and “cargo in a game played by giants.” Dunant, while advocating for their protection, admits they are “terrain” being contested and that their suffering is a “liability” to be managed rather than a political force to be reckoned with. Mencken views them as victims of a “political performance” and “collateral damage.” The agreement here is structural: the sailors have no agency in the geopolitical calculus. This is a profound concession from the humanitarian, who usually centers the victim. By accepting that the sailors are passive objects of statecraft, Dunant aligns himself with the realist and libertarian in viewing the conflict as a contest between sovereign powers, with human life as the metric of cost rather than the driver of policy.
- Finally, there is a shared skepticism toward the efficacy of “limited” or “brief” interventions. Machiavelli argues that half-measures signal weakness and invite further testing. Mencken argues that such efforts are theatrical performances designed to soothe public anxiety without achieving strategic goals. Dunant argues that “brief efforts” lack the institutional planning necessary to protect human life, making them dangerous. All three agree that the specific American action described - a “brief effort to steer trapped vessels” - is fundamentally flawed in its execution. The disagreement is not about whether the US should act, but about why the action failed: Machiavelli says it failed because it was too weak, Mencken says it failed because it was a lie, and Dunant says it failed because it was unregulated. The shared ground is that the tactic itself was incompetent or counterproductive.
Where They Fundamentally Disagree
- The first irreducible disagreement is the normative status of international law and humanitarian norms. This is a purely normative dispute, as the empirical facts of the Geneva Conventions are not in question. Machiavelli views international law as a “code of conduct for those who have the power to enforce it,” essentially a tool of the strong that holds no independent moral weight. For him, justice without power is an invitation to invasion. Dunant views the same laws as “non-negotiable metrics” of civilization, arguing that enforcement without justice is a crime. For him, the legitimacy of state action is derived from its adherence to these rules, regardless of strategic outcome. Mencken views the laws as a “fiction agreed upon by the powerful to restrain the weak,” a cynical instrument of control that is discarded when inconvenient. The steelman of Machiavelli is that moral constraints are strategic liabilities in an anarchic system. The steelman of Dunant is that moral constraints are the only thing preventing total barbarism, and thus are strategic necessities for long-term stability. The steelman of Mencken is that the laws are a mask for power, and acknowledging them as moral truths is a form of self-deception.
- The second disagreement is empirical and concerns the causal mechanism of the ceasefire’s strain. Machiavelli argues that the strain is a rational response to a shift in the balance of power; the adversaries reacted because they had to signal strength to avoid appearing weak. This is a structural realist claim: the reaction was inevitable given the incentive structure. Mencken argues that the strain is a result of political theater and public delusion; the “fears of renewed war” are manufactured by the press and politicians to maintain engagement. This is a constructivist/cynical claim: the reaction is performative. Dunant argues that the strain is a result of institutional failure; the lack of humanitarian oversight and legal compliance created the conditions for escalation. This is an institutionalist claim: the reaction was caused by the absence of protective frameworks. The empirical question here is resolvable: did the adversaries react due to strategic calculation (Machiavelli), political signaling (Mencken), or lack of legal constraints (Dunant)? Evidence from diplomatic cables, military communications, and on-the-ground reporting would be required to distinguish between these causal mechanisms.
- The third disagreement is normative and concerns the primary duty of the state. Machiavelli argues that the state’s primary duty is security and the preservation of power; morality is secondary and only relevant insofar as it serves state interests. Dunant argues that the state’s primary duty is the protection of human dignity and the mitigation of suffering; power is secondary and only legitimate when constrained by humanitarian law. Mencken argues that the state’s primary duty is to serve the interests of the elite and the public’s desire for order, even if that order is a lie; individual rights are secondary to the stability of the collective narrative. The steelman of Machiavelli is that without security, no other values can exist. The steelman of Dunant is that without humanity, security is meaningless. The steelman of Mencken is that without the illusion of control, society collapses into chaos.
Hidden Assumptions
- Niccolò Machiavelli: Assumes that regional actors are rational utility-maximizers who respond predictably to signals of strength and weakness. This is a testable claim: if regional actors acted irrationally or against their own strategic interests (e.g., by escalating unnecessarily or backing down despite having leverage), Machiavelli’s model would fail. The assumption is contestable because it ignores the role of ideology, domestic politics, and misperception in decision-making.
- Henri Dunant: Assumes that the Geneva Conventions and humanitarian institutions have a causal effect on state behavior, independent of power dynamics. This is a testable claim: if states consistently violate these conventions without strategic cost, and if humanitarian presence does not correlate with reduced suffering, then the assumption is false. The assumption is contestable because it presumes a level of institutional efficacy that may not exist in high-intensity conflicts.
- H. L. Mencken: Assumes that the American public is fundamentally passive and easily manipulated by political elites, lacking the capacity for independent judgment or resistance. This is a testable claim: if public opinion significantly constrained or directed US policy in the Strait, or if citizens actively resisted the “theater,” Mencken’s view would be undermined. The assumption is contestable because it underestimates the agency of civil society and the complexity of public discourse.
Confidence vs Evidence
- Niccolò Machiavelli: Claims that “virtue without competence is a recipe for certain defeat” with absolute confidence, citing the ruins of the Florentine Republic. This is tagged as high confidence but relies on a single historical analogy that may not be generalizable. The evidence is thin because it ignores cases where moral authority or diplomatic skill achieved outcomes without coercive power. The reader should be suspicious of this overconfidence, as it dismisses the possibility of non-coercive success.
- Henri Dunant: Expresses 60% confidence that the emblem of neutrality can still command respect in modern asymmetric conflicts. This is tagged as low confidence but is actually well-supported by evidence from recent conflicts where humanitarian corridors were maintained despite intense fighting. The underconfidence here hides a strong argument: the institutions are more resilient than Dunant admits. The reader should note that Dunant’s skepticism may be unwarranted given the continued operational success of the Red Cross in various theaters.
- H. L. Mencken: Claims that “the machinery of social reform is almost always a front for the expansion of bureaucratic power” with absolute confidence. This is tagged as high confidence but lacks specific evidence linking the Strait of Hormuz incident to bureaucratic expansion. The claim is a general cynicism rather than a specific analysis of the event. The reader should be suspicious of this overconfidence, as it substitutes a broad ideological critique for a detailed examination of the specific policy failure.
What This Means For You
When evaluating coverage of this topic, you should ask whether the reporting treats the Strait of Hormuz as a mechanical problem solvable by American will, or as a complex political environment with independent regional agency. Look for evidence that distinguishes between the strategic calculations of regional actors and the performative aspects of American policy. Be suspicious of claims that attribute the strain of the ceasefire solely to American incompetence or solely to regional irrationality; the truth likely lies in the interaction between both. Pay special attention to the humanitarian dimension: are the sailors treated as passive victims or as political actors? The most misleading assertions will be those that present the situation as a simple binary of strength versus weakness, ignoring the institutional and legal frameworks that shape the conflict. Demand specific data on the number of sailors affected, the compliance with Geneva Conventions, and the actual strategic objectives of the regional actors, rather than relying on abstract theories of power.