May 27, 2026
Managed Scarcity: Governments, Stockpiles, and Defence Spending
Rachel Ziemba, Adjunct Senior Fellow in the CNAS Energy, Economics, & Security Program, outlines how the Strait of Hormuz closure has triggered shocks across energy and mining supply chains. Diesel and jet fuel shortages are hitting transport and industry, while sulphur disruptions ripple into metals processing. Governments are scrambling with bilaterial deals, stockpile drawdowns, and reserve releases, creating a period of “managed scarcity”.
Listen to the full interview on Mining Insiders.
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