2 claims in “maritime/geopolitics”
Major shipping companies (Maersk, CMA CGM, Cosco) are headquartered in Denmark, France, and China respectively, and historically did not need large national navies to protect their operations because the US Navy provided free global security.
The host argues that preventing the Iranians from posing even a small (1%) threat to vessels would be sufficient to keep insurance premiums so high that most vessels cannot afford to transit, effectively keeping the strait closed without overt US occupation.