
Chokepoints Reframe the Global Market: Oil Routes and AI Supply Chains Under Pressure
Chokepoints are becoming a dominant lens for bottlenecks in oil supply and AI deployment, as Red Sea routing and Houthi threats threaten Bab el-Mandeb traffic and lift energy prices, while AI growth is constrained by data-center capacity and power shortages — signaling a two-front chokepoint risk to global trade and the economy.

