The Gulf is Building Around the Hormuz
Gulf states build transport alternatives to reduce dependence on the Strait of Hormuz.
Analysis
Long-form analysis on geopolitics, maritime security, trade corridors, energy, infrastructure and business risk.
Analysis
From Air Hub to Aerospace State: The UAE Moves Up the Aviation Supply Chain
Tim Clark’s call for manufacturers to establish operations in Dubai reflects a broader UAE strategy to localise aircraft production, expand maintenance capacity and strengthen the aviation systems supporting trade, food security and economic growth.
Analysis
From Strategic Redundancy to Systemic Resilience: Rethinking the Economics of Energy Security
Energy security requires strategic redundancy, diversified corridors and shared infrastructure to withstand interconnected maritime disruption.
Analysis
When Sea Routes Fail, Cargo Takes Flight
MSC’s investment in next-generation freighters, foreign carriers’ reluctance to return to the Gulf and Emirates’ rapid expansion reveal how disruption is redrawing the global freight network.
Analysis
From Maritime Passport to Houthi Clearance: AIS Enters Its Next Phase
The passage of Chinese-owned tankers through Bab el-Mandeb suggests that political identity, cargo declarations and direct clearance are becoming part of an informal maritime access system.
Analysis
China’s Arctic Shipping Ambition Is Moving From Experiment to Network
China’s scheduled Arctic service transforms seasonal access into a developing logistics network.
Analysis
Groundhog Day in Hormuz: The Strait Is Open, but the Fight Is Over Who Controls It
Hormuz remains open, but control, revenue and authority are now contested.
Analysis
The Strait of Hormuz's Paradox: When Strategic Leverage Becomes a Strategic Liability
Weaponising Hormuz accelerates alternative corridors, gradually eroding Iran’s greatest strategic leverage.
Analysis
IMEC and the New Geography of Corridor Resilience
IMEC’s future depends on resilient networks, not one vulnerable trade route.
Analysis
The Jones Act Debate Is Really About America’s Maritime Capacity Problem
Jones Act waivers expose America’s deeper maritime capacity and shipbuilding weakness.
Analysis
Canada Cannot Break Gravity, But It Can Build Corridors
Canada must build strategic corridors, not simply surrender to US economic gravity.
Analysis
Hormuz, Lebanon and the New Risk Premium for Gulf Stability
The US-Iran memorandum may ease immediate pressure, but renewed uncertainty around the Strait of Hormuz and Israel-Hezbollah exchanges shows that resilience, not normalisation, is now the central issue.
Analysis
‘They move fast’: How Gulf states have already moved on to plan B, with or without Iran deal
Gulf countries are accelerating investments in pipelines, railways, ports, and trade corridors as they seek to reduce their dependence on the Strait of Hormuz
Analysis
The US-Iran MoU: Ships First, Nuclear Later
Hormuz may reopen, but nuclear, proxy and maritime risks remain unresolved.
Analysis
From the Black Sea to Malta: How the Ukraine-Russia War Reached the Mediterranean’s Shadow Fleet
Ukraine’s maritime war now targets Russia’s shadow fleet, exposing salvage and legal gaps.
Analysis
Hormuz as a Live Testbed for Unmanned Warfare: Drones, Sea Robots and the New Maritime Battlespace
Hormuz is becoming a live testbed for drones, sea robots, and escalation.
Analysis
Gold, Shipping and Sovereignty: Why Canada’s Hope Bay Mine Matters
A gold mine with wider significance Canada’s Arctic has long been defined by distance, high operating costs and a lack of infrastructure. However, Agnico Eagle’s decision to revive the Hope Bay gold project in Nunavut shows how this calculation is beginning to change. On 19 May 2026, the
Analysis
From Desert Logic to Arctic Strategy
Canada needs Arctic statecraft integrating infrastructure, defence development, industry, and realistic limits.
Analysis
The Dealmaker’s Trap
Trump’s dealmaking freezes war, preserves leverage, but deepens instability, distrust, and global costs.