Kitco NEWS

The Global Supply Chain Crisis And The Return To Resource Sovereignty: Col. Douglas Macgregor

Apr 1, 2026
Guest
Col. Douglas Macgregor
Col. Douglas Macgregor, retired Army colonel and military analyst, discusses supply-chain shocks and the push for resource sovereignty. He links insurance disruptions to Strait of Hormuz shutdowns. He warns of fertilizer and energy shortfalls, missile and ISR vulnerabilities, and the strategic need for domestic rare-earth and refining capacity. He frames a shift toward hard assets and geopolitical realignment.
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INSIGHT

Insurance, Not Iran, Shut The Strait

  • The Strait of Hormuz was effectively closed by insurers, not direct Iranian action.
  • Col. Douglas Macgregor says Lloyd’s of London stopped underwriting shipping once the strait became a war zone, cutting commercial traffic ~95% and choking oil and feedstock flows.
INSIGHT

Hormuz Closure Threatens Food And Water Security

  • Closing the strait takes 15 million barrels a day offline and risks global food and water crises.
  • Macgregor warns desalination plants and oil infrastructure failures could trigger famine and mass displacement within 6–12 months in Africa, the Middle East, and South Asia.
INSIGHT

U.S. Interceptor Shortage Risks Missile Defense Collapse

  • The U.S. may run out of interceptor missiles within 10–14 days in a high-attrition missile war.
  • Macgregor says U.S. production is only five–seven interceptors per day while adversaries (with Chinese help) can produce vastly more, crippling air/missile defense sustainability.
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