受伊朗封锁影响,波斯湾主要能源出口国正加紧部署替代运输方案。霍尔木兹海峡战前日均运输石油及石油产品2000万桶,约占全球原油出口总量的20%[1]。沙特阿拉伯通过东西管道向红海转运石油,成效最为显著——该国4月至5月间波斯湾沿岸出口从4750万吨/年骤降至630万吨,但红海出口则从2960万吨激增至5480万吨[1]。
与此形成对比,阿联酋尽管拥有替代港口设施,但效果受限[1]。该国同期波斯湾沿岸出口从6850万吨跌至1200万吨,替代港口出口也从1370万吨下降至630万吨[1]。专家指出,新建管道项目面临巨大障碍——巴士拉至亚喀巴管道需投资80至100亿美元,巴士拉至阿曼连接需投资100至150亿美元,均需5至7年的建设周期[1]。绕过好望角的海运路线也将增加数十万美元的单次成本[1]。
与此同时,以色列总理内塔尼亚胡提议通过该国地中海港口建立替代油气管道网络[1]。美国总统特朗普称"我们已经扫雷整个海峡"[1]。
Persian Gulf energy exporters are urgently pursuing alternative transportation routes following Iran's blockade of the Strait of Hormuz, which typically handles approximately 2,000 barrels of oil and petroleum products daily, representing roughly 20 percent of global crude exports [1]. Saudi Arabia has successfully redirected shipments through its east-west pipeline to the Red Sea, increasing exports via that route from 29.6 million tons to 54.8 million tons between April and May [1]. However, the United Arab Emirates faces significant constraints despite possessing alternative port facilities, as its geographic proximity to Iran leaves such infrastructure vulnerable to drone and missile strikes, severely limiting the effectiveness of workaround measures [1].
Infrastructure expansion presents a longer-term solution but remains impractical for immediate relief. Economists estimate that constructing the Basra-Aqaba pipeline would require $8–10 billion in investment and five to seven years to complete, while the Basra-Oman connection would demand $10–15 billion over the same timeframe [1]. Meanwhile, rerouting shipments around the Cape of Good Hope adds tens of thousands of dollars per voyage in transportation costs [1]. Despite these challenges, some policymakers have proposed creative solutions; Israeli Prime Minister Netanyahu has suggested establishing an alternative oil and gas pipeline network through Mediterranean ports in Israel [1].