The Gulf is Building Around the Hormuz
Gulf states build transport alternatives to reduce dependence on the Strait of Hormuz.
Reports
Downloadable intelligence reports, briefings and outlooks from Power & Corridors and partner desks.
Downloadable Report
Saudi Arabia's Oil Corridors Under Pressure: The Hormuz Alternative Is Now Contested
Saudi Arabia’s Hormuz alternative now faces pressure from Iraq-linked attacks and Houthi threats in the Red Sea.
Downloadable Report
India's July 2026 Instability Spike: Legislative Disruption, Not Regime Fracture
India’s instability spike reflects legislative confrontation, not imminent government collapse.
Downloadable Report
Three Corridors, Three Risk Channels — July 2026
Corridor risk can build through compliance, insurance and strategy before freight prices react.
Downloadable Report
Russia–Poland Escalation Risk - July 2026
Russia-Poland Escalation Watch: Why the Near-Term Risk Is Provocation, Not Invasion
Downloadable Report
Hormuz Is Open, But the Route Is the Real Battleground
Hormuz remains open, but routes, ownership and inbound traffic reveal growing pressure.
Downloadable Report
NERAI Shadow Fleet Enforcement Risk — June 2026
Russia’s shadow fleet keeps oil moving while enforcement raises costs and risks.
Downloadable Report
NERAI Supply-Chain Disruption Outlook — June 2026
A 30–90 day read on the chokepoints, tariffs and corridors shaping global trade risk — and what they mean for your operations.
Downloadable Report
Mine Warfare in Transition: What the Strait of Hormuz Reveals About US Naval Readiness
Mines do not need to sink ships to change the balance in the Strait of Hormuz. They only need to create enough uncertainty that traffic slows, insurers hesitate, naval escorts are diverted and energy markets start pricing risk into the route. That is why the current mine-clearance mission is
Downloadable Report
AIS Has Become the New Front Line in Maritime Conflict
AIS has become a contested signal of survival, identity and maritime permission.