Tensions in the Strait of Hormuz force us to reconsider material benefits of fossil fuels
by Ron Stein
Recent calls for a more realistic shift from “decarbonization” to “low carbon” suggest that discomfort with ideology-driven climate policy is finally beginning to surface in public debate. For years, climate discussions in many countries have been dominated by abstract targets, slogans, and numerical commitments. Yet behind these lofty ideals lies a deeper and more practical question:
Have we come to understand energy far too narrowly?
Tensions in the Strait of Hormuz in early 2026 have made that question impossible to ignore.
Today, under the banner of decarbonization, energy is often treated as if it were synonymous with electricity. Public discussion tends to focus on how to generate electricity without carbon emissions, how quickly electric vehicles can replace conventional cars, or how far renewable electricity from wind turbines and solar panels can expand. These are important questions, but they are not the whole picture. From the perspective of a chemical engineer, reducing the energy debate to electricity alone is equivalent to seeing only half of civilization.
Fossil fuels are not merely inputs for electricity generation. They are also indispensable raw materials for the modern industrial world. In addition to supporting transportation systems, more than 6,000 products that sustain daily life—including clothing, medical equipment, fertilizers, plastics, synthetic fibers, housing materials, detergents, packaging, and countless industrial components—owe their existence to the material benefits of fossil fuels. Oil and natural gas are not simply burned; they are transformed into the feedstocks from which modern life is built.
This distinction is crucial. When policymakers and activists speak as though the problem can be solved simply by replacing fossil-fuel-based power generation with renewable electricity, they overlook the material foundation of modern civilization. Electricity alone cannot replace the petrochemical chains that support medicine, sanitation, food production, logistics, communication devices, transportation, and housing. Even a society that succeeds in electrifying much of its transport and power system would still face the question of how to secure the immense range of materials now derived from fossil resources.
That is why the petrochemical industry deserves far more attention than it usually receives in climate discussions. Fossil-fuel feedstocks are processed into basic petrochemical products such as ethylene and propylene, which then branch out into thousands of derivative products. This vast network of transformation supports not only clothing, food, transportation, and housing, but also the medical and sanitary systems upon which public health depends. In every sense, it forms part of the very fabric of modern civilization.
Once we understand this, it becomes obvious that a disruption in fossil-fuel supply would mean far more than higher gasoline prices or temporary pressure on power generation. If supplies were seriously interrupted, the consequences would reach into nearly every corner of daily life. The clothes we wear, the medicines we take, the smartphones we use, the fertilizers that sustain agriculture, and even the containers and packaging that transport food and medical goods would all be affected by shortages of raw materials.
The modern world is not merely powered by fossil fuels; it is materially structured by them. This is why recent tensions in the Strait of Hormuz have such profound significance.
The issue is not limited to geopolitics, tanker traffic, or fluctuations in energy prices. The Strait of Hormuz is one of the most critical chokepoints in the global energy system, and instability there exposes just how vulnerable advanced societies remain. When supply routes are threatened, what is at stake is not only energy security in the narrow sense, but also the continuity of the material systems that sustain ordinary life.
In the spring of 2026, the gap between ideology and reality became visible all at once. Tensions in the Strait of Hormuz, together with the stark reminder that some countries, such as Japan, rely on finite imported fossil-fuel supplies measured in days, were not merely statistics.
They were a warning about the fragility of everyday life itself. Numbers like these may appear dry and technical, but behind them lies a simple truth: if supply chains are strained for long enough, the effects will be felt not only in fuel markets but across the full range of goods on which modern society depends.
What had long been obscured under the rhetoric of decarbonization was suddenly illuminated by crisis. The “thickness of civilization” became visible again. By this I mean the dense, interconnected, and often invisible material network that supports human well-being: industrial chemistry, manufacturing, transportation, sanitation, communications, healthcare, agriculture, and construction. These are not marginal or optional features of modern life. They are its substance. And this crisis revealed that more than 6,000 products essential to daily life could be placed at risk at the same time.
None of this means that environmental problems should be ignored, or that societies should abandon efforts to reduce waste, improve efficiency, and pursue cleaner technologies. But it does mean that energy policy must begin from a more honest understanding of reality. A civilization cannot be sustained on slogans. Nor can policymakers responsibly design the future while pretending that fossil fuels are nothing more than a dirty legacy to be discarded. They are also part of the material infrastructure of life as we know it.
The real challenge, therefore, is not to deny this dependence, but to manage it wisely. A mature energy policy should aim not at simplistic moral purity, but at resilience, prudence, and realism. It should ask how societies can preserve the quality of life, maintain stable supply chains, reduce unnecessary waste, and use limited resources intelligently. It should also recognize that technological transition takes time, and that forcing change without regard for material realities can produce shortages, instability, and needless harm.
To face reality is not an act of resignation. On the contrary, it is the most sincere and forward-looking course of action. It means acknowledging the tension between ideals and practical necessity, while continuing to take steady and responsible steps. From that starting point, we can begin to redesign energy policy in a way that is both sustainable and humane—one that respects the environment without forgetting the material foundations of civilization itself.
Originally published in America Out Loud on April 13, 2026.
Ronald Stein, P.E. is a CO2 Coalition member, engineer, energy consultant, speaker, author of books and articles on energy literacy, environmental policy, and human rights, and Founder of PTS Advance, a California based company.