Supply diversity alone does not guarantee supply security. The Strait of Hormuz crisis has made that clear, because even when sources broaden, critical commodities can still concentrate in routes that can be targeted, mined or disrupted. 

As traffic slowed, starts and stops followed diplomacy and then tightened again with renewed attacks on ships and infrastructure, leaving shippers and refiners to manage uncertainty in real time. That gap between diversified supply on paper and secure delivery in practice exposed how quickly war-risk premiums, transit delays and operational constraints can turn normal supply chains into emergency ones, especially for importers with limited stocks.