Gulf nations aim to divert 60% of oil exports away from Strait of Hormuz by 2028

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One-fifth of the world's oil sails through a strait barely 21 miles wide.

And right now, the Gulf's richest nations are racing to make sure that stops mattering.

Welcome to the billion-dollar escape plan from the Strait of Hormuz.

Iran has been flexing hard — threatening tankers, floating tolls that could rake in tens of billions, even demanding cash for "safe passage."

So the Gulf did what empires do when a chokepoint gets too risky.

They built around it.


🏗️ The numbers behind the great escape

  • 🛢️ 7.3 million barrels/day could flow through alternative routes by 2028
  • 📉 That's nearly 60% of Gulf oil exports, freed from Tehran's grip
  • ⏳ By end of 2027, pipelines alone could already divert 45%
  • 💰 UAE's West-East pipeline is already halfway built, deadline: 2027

🇦🇪 UAE isn't improvising. It planned this a decade ago

The 252-mile pipeline will run beside the existing Fujairah line.

Result? UAE's land export capacity doubles to 3.6 million barrels a day.

ADNOC's chief put it bluntly: "Too much of the world's energy still moves through too few choke points."

They saw this coming, long before the headlines caught up.


🇮🇶 Iraq and Saudi Arabia join the sprint

Iraq just broke ground on a 435-mile pipeline to Haditha, eventually linking Jordan, Syria and Turkey.

$1.5 billion. 2.5 million barrels a day. And Washington is quietly backing it, with Chevron reportedly at the table.

Saudi Arabia? Studying a jump to 9 million barrels a day via the Red Sea.

Even Dubai's Jebel Ali port is about to get a rival — on the Arabian Sea side of Hormuz.


⚡ But here's the catch nobody's tweeting about

Even after all this spending, 7 to 9 million barrels a day will still need Hormuz.

And the backup route through the Red Sea? It runs straight past Houthi rebels threatening the Bab el-Mandeb Strait.

You can build a thousand pipelines.

You still can't build your way out of geography completely.

That's all for now!