The PJenga Framework by
Ike Aaren Hadler -
2026-03-05
Energy shock and global system stress
Few locations in the world illustrate the PJenga Framework more clearly than the Strait of Hormuz.
This narrow maritime corridor connects the Persian Gulf to the global ocean system.
Through it flows a significant portion of the world’s oil and liquefied natural gas.
Because of this, the Hormuz corridor functions as a critical block within the energy tower.
When tension rises in this region, the effects rarely remain confined to the Middle East.
Instead they propagate rapidly through multiple PJenga towers.
⸻
Pressure on the energy tower
Military escalation, shipping disruptions, or even the perception of risk in Hormuz can immediately influence energy markets.
Insurance premiums for tanker traffic rise.
Shipping routes become more uncertain.
Energy traders begin to price in geopolitical risk.
Oil prices increase even before physical supply disruptions occur.
The first tower under stress is therefore Energy.
⸻
Tr…
