Comment by kragen

Yes, it's easy to imagine cases where people go around sinking ships; narcosubs, Red Sea oil shipping, and Russian warships in the Black Sea are of course dealing with that threat currently, but as hostilities escalate it's likely to increase. But energy in the form of shipped fuel intrinsically provides some minimal level of such local resilience—for it to work, you need at least a stockpile of fuel big enough to last until the next ship is expected to unload, which is orders of magnitude longer than the milliseconds before a cable cut affects you—and can provide arbitrarily large amounts of it.

The metal fuels in particular have the merit that you can use them in precisely such mass-produced batteries rather than to produce thermal power. As I alluded to in my grandparent comment, aluminum-air batteries were mass-produced in the 01960s.