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Race to bypass Hormuz intensifies amid Trump's toll threat

Gulf countries accelerate search for alternative routes as tensions escalate.

US Top News and Analysis1 min

1The strategic importance of Hormuz

The Strait of Hormuz, handling 20% of global oil trade, has become a major risk for Gulf nations due to rising tensions and US toll threats. Ongoing conflicts with Iran and Houthi attacks continue to jeopardize the security of this critical maritime chokepoint.

2Saudi Arabia's pipeline strategy

Saudi Arabia is diverting 4 million barrels per day through its East-West pipeline to Yanbu port. This 750-mile infrastructure provides an alternative export route via the Red Sea, though its capacity remains insufficient to handle all of the kingdom's oil exports.

3UAE's Fujairah port project

The UAE plans to build a new port and container terminal in Fujairah outside Hormuz. Operated by DP World, this project aims to reduce reliance on Jebel Ali. Industry experts view this as both an immediate solution and long-term strategic move for energy security.

4Challenges for other Gulf states

Countries like Kuwait, Iraq and Qatar remain heavily dependent on Hormuz for most oil exports. According to IEA data, only Saudi Arabia and UAE currently have operational alternative pipelines, with limited capacity to handle regional export volumes.

5Geopolitical risks persist

Avoiding Hormuz doesn't eliminate risks but shifts them elsewhere. The Bab el-Mandeb strait in the Red Sea faces threats from Houthi attacks. Analysts warn disruptions here could remove millions of barrels daily from global markets, creating new energy security challenges.

6Long-term solutions require time

Experts at Peterson Institute estimate Gulf nations need 18-24 months to develop sufficient infrastructure to reduce Hormuz dependence. Building pipelines, ports and logistics networks requires significant time and investment, with no quick fixes available.

Original article: US Top News and Analysis — Hormuz Boğazı'na alternatif arayışı hız kazandı