The impact on supply chains and everyday costs

Toward greater resilience and practical cooperation

Diplomatic dimension and shared responsibility

A shipping crisis in the Gulf may seem distant to a family in Valencia or a business in Barcelona. Yet that distance vanishes the moment a supplier alters a delivery date, a shipping line reroutes, or the price of a basic commodity begins to climb. Maritime trade has connected the world in extraordinary ways, but it has also ensured that the fallout from any disruption is difficult to contain within a single region.

Una imagen tomada desde un dron muestra embarcaciones en el estrecho de Ormuz, vistas desde Musandam (Omán), el 15 de junio de 2026 - PHOTO/REUTERS
Vessels in the Strait of Hormuz viewed by drone from Musandam, Oman – REUTERS

For this reason, renewed anxiety over commercial navigation around the Strait of Hormuz deserves serious attention in Spain. Although the strait is not located in the Mediterranean and the latter faces its own security challenges, both maritime spaces are bound together by shipping lines’ commercial decisions, the demands of energy markets, and businesses’ daily reliance on predictable deliveries. A disruption in one area generates tension in the other without a single vessel needing to sail directly between them.

Spain knows full well the value of its maritime connectivity. Its ports link European markets with North Africa, the Atlantic, and international trade. For companies dependent on imported materials or selling into distant markets, the problem is not solely whether a route remains physically open, but whether it can continue to be used at commercially viable costs and timeframes.

The impact on supply chains and everyday costs

When security deteriorates in a major maritime corridor, shipowners and insurers reassess risk. Shipping lines may delay departures, alter schedules, or modify cargo acceptance terms. Whilst some of these decisions are entirely rational for the firms adopting them, collectively they leave importers and exporters facing a far less predictable system. A port may operate at full capacity whilst the supply chain feeding it becomes unreliable.

<p>El buque indio de transporte de gas licuado de petróleo (GLP) Shivalik llega al puerto de Mundra tras atravesar el estrecho de Ormuz, en medio del conflicto entre Estados Unidos, Israel e Irán, en Gujarat (India), el 16 de marzo de 2026 - REUTERS/ AMIT DAVE </p>
The Indian LPG carrier Shivalik arrives at the port of Mundra – REUTERS/ AMIT DAVE

The immediate temptation is to label this a purely energy-related problem. Energy matters, but the effects propagate through more complex channels. Fertilisers, chemicals, industrial components, and transport costs likewise suffer from the instability of maritime and energy networks.

An agricultural producer may face higher costs even if the epicenter of the disruption is thousands of kilometres away; a small business will often lack rapid alternatives to switch suppliers, and households are typically the last to find out why a seemingly everyday product has grown dearer.

Toward greater resilience and practical cooperation

From a Mediterranean perspective, the response should begin with a more practical understanding of what resilience entails. It is not enough to praise the number of ports, terminal sophistication, or the scale of the logistics sector.

Vista general de los ministros de los países árabes e islámicos durante una reunión sobre seguridad regional celebrada en Riad, Arabia Saudí, el 19 de marzo de 2026 - Agencia de Prensa Saudí/Imagen facilitada a través de REUTERS
General view of ministers from Arab and Islamic nations during a regional security meeting in Riyadh, Saudi Arabia – REUTERS

A country needs to identify precisely which essential goods depend on vulnerable routes, how long it would take to deploy alternatives, and which authorities can back businesses before a temporary disruption turns into a widespread economic problem.

Spain and its European partners could make better use of the ties they already maintain with Gulf economies. The United Arab Emirates, for instance, has developed top-tier port and logistics capabilities and operates through international trade networks.

Such expertise is valuable not because a single country can single-handedly guarantee the security of global traffic, but because commercial continuity depends on the timely exchange of information and practical coordination between regions.

This cooperation should be modest in its promises and concrete in its execution:

Port and logistics authorities can exchange real-time information regarding congestion and shifts in freight flows.
Governments have the capacity to identify essential imports whose delay entails a disproportionate societal cost.
Industry associations can help smaller firms understand risks that large multinationals already monitor with specialist teams.
Universities and maritime training institutions can bring security planning closer to operational personnel at terminals, aboard vessels, and across supply chains.

Fujairah Terminals en el puerto de Fujairah, Emiratos Árabes Unidos - REUTERS/SATISH KUM
Fujairah Terminals at the Port of Fujairah, United Arab Emirates – REUTERS/SATISH KUM

Diplomatic dimension and shared responsibility

There is also a clear diplomatic dimension. The protection of civil navigation must remain a priority, even when governments profoundly disagree on the triggers of a regional crisis.

This is not about dodging accountability or abandoning security measures, but about recognising that civil commerce shields populations far beyond the states directly involved in a confrontation. Initiatives aimed at reducing danger for crews and preserving the transit of essential goods deserve constant international attention.

Spain has a unique opportunity to build bridges in dialogue between the Gulf, Europe, and North Africa. These regions do not require identical interests to acknowledge their shared exposure. A Mediterranean port will not single-handedly resolve a crisis in Hormuz, but Mediterranean governments and businesses can indeed mitigate the uncertainty they pass on to their citizens.

On maps, the sea separates coastlines; in economic life, it unites them. When a maritime corridor is threatened, the correct question for Spain is not whether the crisis belongs to the Mediterranean or not, but how rapidly its consequences could arrive and what measures can be adopted before they do.