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The 21-Mile Chokepoint: How Hormuz Is Exposing the Physical Backbone of the EV and Battery Supply Chain
A system-level autopsy of the EV and battery supply chain under acute stress, and the structural dependencies behind it In recent weeks, what was long considered a tail-risk scenario has become operational reality. The escalation around Iran and the effective disruption of flows through the Strait of Hormuz since early March 2026 have triggered one of the most severe shocks to the global industrial system in decades. This is not a shock the system was designed to absorb. At f
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