The Gulf is accelerating plans to reduce its dependence on the Strait of Hormuz as months of conflict, missile attacks and shipping disruption expose the risks of relying on one of the world's most critical trade routes. From new ports to expanded pipelines, governments are moving quickly to shield their economies from a crisis that continues to deepen. Nearly a fifth of the world's oil supply normally passes through the narrow waterway. With ceasefire efforts faltering and commercial confidence under pressure, Gulf capitals are investing heavily in alternative export routes before the next shock lands. Dubai Pushes Beyond a Vulnerable Lifeline Dubai's DP World is in talks to develop new port facilities in Fujairah, aiming to ease reliance on its flagship Jebel Ali port. The move follows months of attacks that have left strategic infrastructure across the UAE increasingly exposed. Jebel Ali, long the backbone of the UAE's trading economy, was damaged by debris from an Iranian missile earlier this year. Dubai International Airport, US military installations and other key sites have also come under attack, underlining the growing security risks facing the country's logistics network. Oman Turns Neutrality Into Strategic Advantage Oman is positioning itself as an alternative gateway for Gulf trade. The Sultanate's Asyad Group and French shipping giant CMA CGM have agreed to develop a $400 million logistics terminal at Sohar, strengthening links outside the Strait of Hormuz. The project is designed to improve overland access between Gulf markets and ports beyond the choke point. As shipping companies seek safer routes, Oman hopes its balanced diplomatic ties and strategic geography will make it an increasingly important regional hub. Energy Strategy Shifts Into High Gear The UAE has also accelerated its energy overhaul. After ending its decades-long membership of OPEC, Abu Dhabi is fast-tracking the West-East pipeline, with plans to double export capacity through Fujairah by 2027 and bypass Hormuz altogether. Saudi Arabia is pursuing a similar strategy. Officials are examining an expansion of the kingdom's East-West crude pipeline to the Red Sea, creating additional export capacity that could also serve neighbouring producers during future disruptions. Pressure Builds on the Gulf's Most Exposed States Not every country has an easy escape. Kuwait, Bahrain and Qatar remain geographically dependent on the Strait of Hormuz, leaving them especially vulnerable if disruption continues. Qatar sends around 93 per cent of its liquefied natural gas exports through the waterway, while Kuwait is already discussing greater access to Saudi pipeline infrastructure. As conflict reshapes regional trade, Gulf states are no longer treating Hormuz as an unquestioned lifeline but as a strategic vulnerability they can no longer afford to ignore. How Gulf countries are preparing for life without the Strait of Hormuz
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