Gulf nations race to bypass Hormuz and build defenses as Iran war drags on

Key Points:

• Persian Gulf nations are enhancing their defense capabilities and developing alternative routes around the Strait of Hormuz due to ongoing conflict between the U.S. and Iran, which has disrupted oil transit through the strait.
• The UAE and Oman are expanding ports and infrastructure outside the Strait of Hormuz, such as new pipelines and deepwater terminals, to reduce reliance on the vulnerable waterway critical for global oil and gas supplies.
• Gulf officials emphasize the need for strategic autonomy while maintaining strong security partnerships, particularly with the U.S., and acknowledge the complexity of restoring relations with Iran amid continued hostilities.
• Despite U.S. sanctions and military actions aimed at pressuring Iran, experts and regional diplomats express skepticism about achieving a quick resolution, noting that both sides are reluctant to appear defeated.
• Gulf countries are diversifying defense partnerships, including with Ukraine, Turkey, and South Korea, and increasing offensive capabilities to prepare for prolonged instability, underscoring a pragmatic approach to regional security challenges.