{"id":94016,"date":"2026-05-02T09:16:14","date_gmt":"2026-05-02T09:16:14","guid":{"rendered":"https:\/\/www.europesays.com\/iran\/94016\/"},"modified":"2026-05-02T09:16:14","modified_gmt":"2026-05-02T09:16:14","slug":"iran-us-israel-war-as-strait-of-hormuz-chokes-what-options-do-gulf-states-really-have-middle-east-conflict","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/iran\/94016\/","title":{"rendered":"Iran-US-Israel war, As Strait Of Hormuz Chokes, What Options Do Gulf States Really Have, middle east conflict"},"content":{"rendered":"

Two months into the Iran war and the Strait of Hormuz is still mostly shut. Vessel traffic is running at a fraction of pre-war levels<\/a>, with the patchwork of ceasefires, blockades and re-closures since February 28 not restoring confidence on the bridge of any tanker.<\/p>\n

Hormuz<\/a> has long been understood as one of the world’s central trade chokepoints. It normally carries around 20 million barrels<\/a> of crude and oil products each day, as well as roughly a fifth<\/a> of global liquefied natural gas (LNG) exports. A third of the world’s helium and a similar amount of the urea that ends up as fertiliser also pass through the strait<\/a>.<\/p>\n

Plans and projects to diversify away from Hormuz have been on drawing boards for decades, and those workarounds are now being stress-tested as never before. The bypass infrastructure is doing roughly what architects had hoped, providing around<\/a> 3.5 million barrels to 5.5 million barrels a day of crude capacity.<\/p>\n

But this is still nowhere near enough.<\/p>\n

Hormuz workarounds<\/p>\n

The most important pipeline on the planet right now runs across Saudi Arabia. The East-West Pipeline \u2013 also known as Petroline \u2013 was built in the 1980s during the original Tanker war, when Iran and Iraq attacked merchant vessels in the Gulf as part of their wider conflict.<\/p>\n

The pipeline’s capacity was expanded to a 7 million barrel emergency ceiling in 2019. However, the loading terminals in the city of Yanbu on Saudi Arabia’s Red Sea coast were never designed to carry this much oil this fast, and analysts tracking tanker traffic estimate that less oil is currently flowing through the pipeline than its theoretical ceiling.<\/p>\n

From Yanbu, oil bound for Europe still has to cross Egypt via the Sumed pipeline<\/a>, which has a capacity of just 2.5 million barrels per day. Although oil flows through this pipeline have surged by 150%<\/a> since the start of the war, its comparatively small capacity remains a binding constraint on European supply.<\/p>\n

Iran noticed the geoeconomic importance of Petroline and has targeted it accordingly. An Iranian drone strike<\/a> on a pumping station in April knocked 700,000 barrels a day offline. Saudi Aramco, the operator, had the line back at full capacity within three days. While the repair time is reassuring, the fact of the strike is not.<\/p>\n

The other half of the Gulf bypass story runs through the United Arab Emirates (UAE). The Abu Dhabi Crude Oil Pipeline<\/a> (Adcop) goes from Habshan to Fujairah on the Gulf of Oman side of the country. With a capacity of just under 2 million barrels per day, Adcop is the only major bypass that exits the Gulf directly into the Indian Ocean.<\/p>\n

But as with Petroline, it has been targeted during the war. Iranian drone strikes on Fujairah on March 3, 14 and 16<\/a> set storage tanks on fire and suspended loadings. While Adcop offers some diversification for the UAE, it does not solve the targeting problem.<\/p>\n

\"A<\/a>The East-West Pipeline in Saudi Arabia and the Abu Dhabi Crude Oil Pipeline in the United Arab Emirates are two crucial Hormuz workarounds. Peter Hermes Furian \/ Shutterstock<\/a><\/p>\n

The situation is worse for the Gulf region’s other big oil producers. Iraq’s 3.4 million barrels<\/a> per day of pre-war crude exports went almost entirely through the southern port city of Basra and the Strait of Hormuz.<\/p>\n

There is one northern pipeline, connecting oil fields in Kirkuk to Ceyhan in Turkey. This pipeline was reopened<\/a> in September 2025 after a two-and-a-half-year halt, with flows ramped up<\/a> to 250,000 barrels a day in March. But this volume pales in comparison to what Iraq has lost.<\/p>\n

Kuwait has it worse still. Pre-war crude exports ran at around 2 million barrels<\/a> per day, with every barrel exiting through Hormuz. Kuwait has no pipeline alternative. Kuwait Petroleum Corporation declared force majeure<\/a> in March, temporarily allowing it to suspend its obligations to meet delivery contracts.<\/p>\n

This was extended on April 20, with the oil company saying it could not meet contractual obligations even if Hormuz reopened. Overcoming the damage that has been inflicted on Kuwait’s production base \u2013 and then ramping up production \u2013 will take months.<\/p>\n

Qatar’s vulnerability is a different shape. Its pre-war crude exports were smaller than its Gulf neigbours, at around 0.6 million barrels per day. These exports all left Qatar via the strait. For Qatar, the story is gas. Its 77 million tonne<\/a> LNG capacity at Ras Laffan is the largest in the world, supplying about 19% of global LNG trade. There is no alternative to shipping this gas through Hormuz.<\/p>\n

Iran itself has built a Hormuz bypass: a 1,000-kilometre pipeline from Goreh at the head of the Gulf to a terminal at Jask on the Gulf of Oman. It is designed for 1 million barrels per day. But in practice, sanctions and unfinished terminal infrastructure have kept actual throughput at a fraction of design.<\/p>\n

The US Energy Information Administration estimated that, in summer 2024, under 70,000 barrels per day were flowing through the pipeline. Loadings stopped altogether<\/a> that September. According to Kpler, which provides real-time data on global shipping movements, only a single tanker<\/a> \u2013 around two million barrels \u2013 has loaded at Jask in the war so far.<\/p>\n

A call for more pipes in the Gulf, as there have been since the war began, is understandable. But it is no answer. Replicating Hormuz in pipelines would cost hundreds of billions of US dollars and a decade of construction. And at the end of it, new pipelines and terminals at Yanbu, Fujairah and wherever else would be no harder to reach with a drone than the old ones.\"The<\/p>\n

David B Roberts<\/a>, Associate Professor, School of Security Studies, King’s College London<\/a><\/p>\n

This article is republished from The Conversation<\/a> under a Creative Commons license. Read the original article<\/a>.<\/p>\n

(Except for the headline, this story has not been edited by NDTV staff and is published from a syndicated feed.)<\/p>\n","protected":false},"excerpt":{"rendered":"Two months into the Iran war and the Strait of Hormuz is still mostly shut. Vessel traffic is…\n","protected":false},"author":2,"featured_media":94017,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[33162,102,7451,33164,49,1205,26674,33165,101,33163,224],"class_list":{"0":"post-94016","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-strait-of-hormuz","8":"tag-abu-dhabi-crude-oil-pipeline","9":"tag-hormuz","10":"tag-iran-drone-attacks","11":"tag-kuwait-oil-exports","12":"tag-middle-east","13":"tag-oil-exports","14":"tag-qatar-lng-exports","15":"tag-saudi-arabia-oil-infrastructure","16":"tag-strait-of-hormuz","17":"tag-uae-oil-exports","18":"tag-us-iran-war"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@iran\/116504231012332822","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/94016","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/comments?post=94016"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/94016\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media\/94017"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media?parent=94016"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/categories?post=94016"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/tags?post=94016"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}