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For almost half a century, the vast majority of climate experts have agreed on a solution to global warming: stop burning fossil fuels like coal, oil, and natural gas. But despite the political efforts of governments across the world to promote replacing these fuels, fossil sources have remained a stubbornly large share of global energy — around 80 percent at last count.

But the war in Iran, which the United States and Israel launched two months ago this week, may turn out to be the push that dislodges fossil fuels’ place atop the world’s energy system. The Strait of Hormuz, the narrow waterway near Iran through which 20 percent of the world’s oil and natural gas supplies flow, has been blocked since early March, with no relief in sight. This has created the biggest energy crisis in modern history. Twenty-five countries are now reporting critical road fuel, jet fuel, or heating oil shortages. 

But unlike the oil shock of the 1970s, which occurred in a time when substitutes for fossil fuels were not yet powerful or cheap enough to build at scale, this disrupti... Read more

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