❌

Normal view

The oil routes around Hormuz face their own chokepoints

By: aletho
4 October 2026 at 16:29
By Kamran Yeganegi | The Cradle | October 3, 2026

Saudi oil tankers are loading again at Yanbu, less than three weeks after drone strikes shut down the East–West Pipeline that supplies the Red Sea port. On 24 September, crude was reported to be flowing west again, although no ship had yet loaded a cargo.

By 29 September, trade sources and shipping data showed that loadings had resumed. The interruption and recovery have offered a costly demonstration of what an oil route around the Strait of Hormuz can, and cannot, do.

Yanbu, Ceyhan and Baniyas sit at three very different points on that spectrum.

Yanbu has a 1,200-kilometer pipeline in operation and an established export terminal. Ceyhan is already loading Iraqi crude, though current Iraqi flows are measured in hundreds of thousands–not millions–of barrels a day. Baniyas could eventually give Iraq a major Mediterranean outlet, but for now it remains a project that depends on new infrastructure and financing, political agreements, and protection across two fragile states.

The comparison begins with the oil that reaches ships during a crisis. Pipeline capacity matters only as much as the pumps, terminals, and security along the route allow.

Yanbu’s exposed lifeline

Saudi Arabia’s 1,200-kilometer East–West Pipeline has a nominal capacity of 7 million barrels per day (bpd). Before the September strikes, reported flows through the system were already below that capacity. Three pumping stations were damaged, and the shutdown halted crude loadings at Yanbu. Riyadh blamed Iraqi resistance factions; the Islamic Resistance in Iraq denied responsibility for the strike. Baghdad condemned the strike and opened an investigation.

Restarting the line on 22 September did not immediately restore exports. Crude had to reach Yanbu and replenish stocks before tankers could load. Two vessels scheduled for 23 September left without cargo, according to shipping data cited by Reuters. Loadings resumed days later, after a strike on pumping stations hundreds of kilometers inland had kept the port idle.

Yanbu was moving between 2 million and 2.65 million bpd when tankers returned. Traders expected flows to rise to 3 million to 4 million bpd, but a return to the pre-attack level of roughly 5.5 million bpd could take another month.

The voyage has become more expensive, too. Quoted war-risk premiums for Saudi-linked tankers calling at Yanbu have risen to around 3 percent of vessel value, up from below 1 percent in early July. For a $100 million tanker carrying two million barrels, a 3 percent premium adds roughly $1.50 to the cost of each barrel, before fuel or freight. Yanbu may bypass Hormuz, but insurers are charging heavily for the detour.

Yanbu still leaves Asia-bound cargoes exposed to the southern Red Sea and Bab al-Mandab. Attacks and warnings by Yemen’s Ansarallah-aligned army have made passage through those waters more costly and uncertain. Heidmar Maritime Holdings chief executive Pankaj Khanna has highlighted another problem for shipowners: the Red Sea lacks the US naval protection sometimes available around Hormuz.

Saudi Arabia has escaped one strait only to send its oil toward another. Cargoes bound for Europe can head north through the Red Sea, but Asian customers require the southern passage. That split limits how freely Riyadh can reroute shipments when risks around Bab al-Mandab rise.

Ceyhan’s southern supply problem

Ceyhan is already loading Iraqi crude, though its northern supply remains small compared with the volumes exported through the Gulf. Flows stood at roughly 200,000 bpd in mid-September, down from about 250,000 bpd before the war. Baghdad’s challenge is getting oil from its vast southern fields into that northern export system.

Iraq has begun moving southern oil north by road. A September trial sent 209 tanker trucks carrying about 38,000 barrels to Kirkuk over two days. Basra Oil Company later said around 250,000 bpd was being transported north for onward export through Ceyhan.

Truck convoys are useful during a crisis, but they cannot replace a high-capacity pipeline. The first trial averaged about 182 barrels per truck. Moving 250,000 barrels at that rate would require roughly 1,370 loaded truck trips, with vehicles returning south for the next run. Road conditions and loading points impose additional constraints. Expanding Ceyhan therefore depends less on the Turkish terminal than on a reliable south-to-north connection within Iraq.

Energy analyst Richard Bronze of Energy Aspects has warned against treating bypass infrastructure as a substitute for Hormuz altogether. “The idea that the strait will stop mattering or become worthless is pure rhetoric,” he told Arab News. For Iraq, the road to Ceyhan provides an outlet. It cannot yet carry southern crude at a scale that would loosen Baghdad’s reliance on the Gulf.

Baniyas across the war map

Baniyas is the most ambitious option because it could reshape Iraq’s export map. Iraq has approved preliminary studies comparing routes including Basra–Haditha–Kirkuk–Ceyhan and Basra–Haditha–Baniyas, with a consortium that includes Chevron, TI Capital, and Qatar’s UCC. Chatham House estimates the wider Iraq–Syria network at around $15 billion, with a proposed initial capacity of roughly 2 million bpd and construction potentially taking about four years.

Syrian officials have given a somewhat shorter timeframe. Syrian Petroleum Company chief Youssef Qablawi said in August that the Haditha–Baniyas project could take around 30 months to three years after final agreements and engineering work. Even the shorter timetable places Baniyas beyond the present shipping crisis, assuming agreements and funding are secured.

The route’s security problem is also more complex than a line drawn on a map. A pipeline from Haditha toward Syria would traverse western Iraq, including areas where ISIS cells remain a concern, before entering eastern Syria, where state authority remains uneven and armed groups continue to operate.

Chatham House noted in September that armed actors, including ISIS, have attacked oil wells and tanker trucks in eastern Syria, while Iraq’s fragmented security system leaves multiple actors capable of obstructing or extracting rents from infrastructure.

Israel’s strikes and military presence in Syria would loom over any pipeline to Baniyas. There is no evidence that Israel plans to attack the project, but a route through Syrian territory would depend on security guarantees Damascus cannot yet provide.

Baniyas itself is more functional than the word “reconstruction” sometimes suggests. Iraqi-origin fuel oil has already been trucked through Syria and handled at the terminal, demonstrating that a commercial logistics chain can operate.

The existing trade gives the project a foothold, but handling trucked fuel oil is far removed from loading 1–2 million bpd of pipeline crude. Storage, pumping systems, berths and terminal reliability would have to be scaled accordingly.

The old Kirkuk–Baniyas line was badly damaged, and the planned network may take a different route. Existing truck traffic therefore offers little indication of the cost or the construction work required to handle sustained crude flows.

Sanctions are another constraint, though less severe than under Bashar al-Assad. The EU lifted its broad economic sanctions on Syria in 2025 while retaining security-based and targeted measures, and the US rescinded Syria’s designation as a State Sponsor of Terrorism in August 2026. That lowers, but does not eliminate, banking, insurance, due-diligence and counterparty risk for a multi-billion-dollar project.

Iran’s leverage runs through Iraq

The geopolitical logic behind Iraq’s western routes is often framed as a means to reduce Iranian leverage over Hormuz. Iran’s influence in Iraq also extends through energy trade, political networks, and armed factions embedded in Iraq’s fragmented security order.

At the same time, Tehran does not treat Iraq exactly as it treats other Gulf states. Mostafa Khoshcheshm, a political commentator on Iranian television, told Al Jazeera in August that Iran viewed Iraq as a “friendly state” and had allowed some Iraqi oil tankers to pass Hormuz.

He said Baghdad had “always stood up to the United States.” His view is one Iranian reading of Baghdad’s position. An Iraqi move toward Gulf- and US-backed western export corridors would also alter the economic leverage surrounding it.

An expansion through Baniyas or Ceyhan would give Baghdad more room to negotiate export terms without severing its ties to Iran. Gulf investment would bring new transit partners and sources of capital, though it would not automatically shift Iraq’s political alignment.

The security question cuts both ways. Iran-aligned resistance factions could be a source of vulnerability if they viewed a corridor as threatening their strategic interests. ISIS remnants and local power brokers could also obstruct it, while transit-state disputes might halt flows without an attack. Yanbu’s damaged pumps are a warning about the vulnerability of a land corridor.

Iraq’s other proposed exits face obstacles of their own. Reviving the dormant Iraq Pipeline through Saudi Arabia (IPSA) would require Riyadh’s agreement and extensive repairs. The Basra–Aqaba route would have to be built across western Iraq and Jordan.

Egypt’s SUMED pipeline is already operating, but Baghdad has no direct way to feed Iraqi crude into it. For now, the southern Gulf terminals remain Iraq’s only outlet capable of handling exports at scale.

What reaches the tanker?

As of early October, Yanbu can move the largest potential volume because the pipeline and port already exist, but its 7 million bpd nameplate figure overstates the immediately exportable capacity, while Red Sea shipping costs and the Bab al-Mandab remain concerns.

Ceyhan can now load Iraqi crude, but expansion depends on resolving Iraq’s internal north–south logistics. Baniyas offers the largest geopolitical transformation, but it remains years, billions of dollars, and security agreements away from moving crude at scale.

Hormuz remains central to the region’s oil trade even as states invest in alternatives. Yanbu, Ceyhan and Baniyas each shift some exposure from the strait to pumping stations, desert corridors, insurers or transit governments. Their value will be measured by the barrels reaching ships when the Gulf route is under threat, not by the capacity listed in a project plan.

US military withdrawal from Iraq and the collapse of US-Israeli hegemonic project in West Asia

By: aletho
3 October 2026 at 16:48
By Iqbal Jassat | Press TV | October 3, 2026

The departure of the final US military forces from Iraq marks a profound turning point in the modern history of West Asia.

For over two decades, the narrative of foreign intervention dictated that regional stability was impossible without Washington’s oversight. Today, that narrative lies broken.

The end of the US-led military mission is not the result of a benevolent diplomatic concession or a calculated policy shift by the Pentagon. It is, undeniably, a hard-fought victory achieved through the unyielding resolve of Iraq’s Islamic Resistance and the enduring steadfastness of its people.

Crucially, the withdrawal of American forces delivers a severe blow to the strategic calculations of the Zionist entity. For decades, Israel’s expansionist ambitions and its destabilising campaign of aggression across the region – from Palestine and Lebanon to Syria – have relied entirely on the foundational guarantee of US military backing.

Washington’s illegal military presence in Iraq served as a vital buffer and logistics corridor designed to fracture the Axis of Resistance and project power on Israel’s behalf. With the American shield removed from Iraq, the regional depth that Tel Aviv exploited to enforce its hegemony is rapidly collapsing.

The end of the US occupation severely limits the capability to isolate regional resistance factions, exposing the fundamental limits of Zionist expansionism when stripped of direct imperial protection.

The balance of power has fundamentally shifted, proving that the era of unpunished aggression across West Asia is coming to an end.

For 23 years, Iraq served as the central stage for a flawed experiment in imposed security. The 2003 invasion promised democracy and stability but instead delivered a legacy of institutional fragmentation, economic exploitation, and a vacuum that fueled regional terrorism.

In charting this path towards absolute liberation, none can deny the blueprint for true sovereignty remains Iran’s historic achievement of complete independence.

By expelling foreign military mandates and dismantling external control over its domestic wealth, Iran proved that a nation can cultivate formidable defensive and scientific capabilities entirely from within.

This self-reliant model stands as a direct contrast to the Arab Persian Gulf sheikdoms, which have long tethered their survival to American protection, effectively trading their strategic autonomy for a fragile security umbrella.

While these neighboring monarchies remain dependent on foreign bases and external guarantees, Iraq’s triumph demonstrates that genuine security cannot be imported or bought.

The reality of the past two decades, stretching from the sudden collapse in Kabul to the gradual eviction from Baghdad, proves that dependence on foreign superpowers is an inherently fragile strategy.

When foreign forces occupy bases under the guise of “protection,” they serve primary external geopolitical interests rather than the security of the host nation. The presence of these military installations frequently exacerbates regional polarization, turning host countries into potential flashpoints for broader wars they cannot control.

Iraq’s transition into a new era demonstrates a vital alternative: security is most durable when it is organically derived from national unity, localized defense capability, and regional cooperation. The resistance infrastructure that stood firm against occupation has demonstrated that an organized, highly motivated regional population can outlast the political will of an external superpower.

This moment serves as a stern warning to those Arab regimes tempted by the illusion of the Abraham Accords. Normalising ties with the Zionist entity under the pretext of economic benefit or strategic deterrence is a fatal miscalculation.

Entangling a nation’s destiny with a decaying occupation framework will neither guarantee security nor provide immunity from regional realities.

For the capitals still hosting US military bases or pursuing compromise with Tel Aviv, the message from Baghdad is clear: true stability is forged through regional integration, resistance to imperialism, and self-reliance—not through the permanent invitation of foreign militaries or treacherous pacts that betray the core causes of the Islamic world.

Most profoundly, this historic milestone radiates a powerful ray of hope to the people of Palestine, who have endured decades of devastating cruelty and brutal subjugation since the creation of Israel.

For a population resisting land theft, apartheid, and relentless military assault, the liberation of Iraq offers undeniable proof that even the most heavily funded occupation is not permanent. It demonstrates that when a people refuse to break, the architecture of oppression can be dismantled piece by piece.

The steadfastness of the Iraqi resistance serves as a direct message to the Palestinian struggle: the path of compromise is a dead end, but unyielding resistance eventually breaks the chains of tyranny.


Iqbal Jassat is an executive member of the Media Review Network, Johannesburg, South Africa.

Why America keeps losing wars?

30 September 2026 at 12:30
America has become an imperial power that aims to invade and dominate the weak countries. This tendency has created global insecurity and led America to lose wars. In terms of natural resources and firepower, America dominates like no other country. It has the largest and most flexible military, the most weapons, and the most devices […]

US Completing Its Withdrawal From Remaining Military Bases in Iraq

29 September 2026 at 19:47
The US military is set to complete its withdrawal from its remaining bases in Iraq on Wednesday under a deal signed between the US and the Iraqi government in 2024. The US is officially ending the mission of the anti-ISIS coalition that began in 2014 after the US redeployed troops to Iraq following a 2011 […]

A divided Kurdistan region: A strategic risk for Europe

15 September 2026 at 06:30

The Kurdistan Region of Iraq is steadily—and increasingly in a semi-official manner—sliding toward a formal division into two separate administrations. Occurring amid a prolonged political deadlock, parliamentary paralysis, and the breakdown of unified state institutions, this constitutional vacuum has created the conditions for a complete paralysis of national governance, writes Halo Hassan Saeed.

The Kurdistan Regional Government (KRG), headed by Prime Minister Masrour Barzani, has operated in a caretaker capacity since 2023 following the expiration of its constitutional mandate. This comes after the failure of the winning Kurdish parties from the October 2024 parliamentary elections—principally the Patriotic Union of Kurdistan (PUK) and the Kurdistan Democratic Party (KDP)—to form a new government.

De Facto territorial division

The KRG no longer exercises governing authority uniformly across the region. Amid escalating disputes, institution building has stalled, and the Kurdistan Parliament has been unable to perform its legislative or oversight functions for the past three years.

Consequently, two distinct de facto administrations have emerged, each backed by separate financial institutions and security structures:

• KDP Administration: Security, executive, and financial authority concentrated in Erbil and Duhok governorates.

• PUK Administration: Independent administrative and security control over Sulaymaniyah and Halabja governorates.

More than 30 rounds of negotiations between the two major parties have failed to yield a power-sharing compromise. The KDP remains determined to retain both the regional presidency and premiership, alongside the key Ministries of Interior and Natural Resources, and the Kurdistan Region Security Council. The PUK demands an equal power-sharing formula—either the presidency or premiership, alongside the Interior Ministry—or a full 50–50 executive split.

The PUK–New Generation coalition

The political dynamic shifted significantly with the formation of an alliance between the PUK and the New Generation Movement. Combined, the bloc commands 38 out of 100 parliamentary seats, directly challenging the KDP’s 39 seats. With remaining political factions holding 23 seats and refusing to join either bloc, the KDP's attempt to form a majority government has been effectively blocked.

Following the failure of recent domestic mediation led by Salahaddin Bahaaddin, Secretary-General of the Kurdistan Islamic Union, the PUK and New Generation leadership—represented by Bafel Talabani and Shaswar Abdulwahid—agreed during a meeting in Sulaymaniyah to move forward with unilateral administration. Under this arrangement, Sulaymaniyah and Halabja will be managed independently of Erbil, utilizing monthly internal revenues to fund stalled public services and investment projects while strengthening political coordination directly in Baghdad.

Socioeconomic fallout

With Western international attention reduced and a lack of active external mediation, ordinary citizens are bearing the brunt of this administrative fracture:

• Economic stagnation: Record-high inflation, sharp fuel price increases, and elevated local taxes and fees.

• Public infrastructure: Severe electricity shortages and deteriorating basic services.

• Commercial contraction: Declining business activity and shrinking employment opportunities for youth.

Strategic implications for European security and policy recommendations

The institutional breakdown in Iraqi Kurdistan is no longer merely an internal political feud; it carries direct implications for European foreign policy and regional stability:

1. Migration risks: Economic paralysis and political hopelessness are creating fresh push factors for young Kurds to seek irregular migration routes toward Western Europe.

2. Energy security: Intra-Kurdish friction jeopardizes energy infrastructure and gas development projects that could otherwise contribute to European supply diversification.

3. Regional stability: A fragmented Kurdistan weakens federal stability in Iraq, creating security vacuums that hostile actors or extremist remnants could exploit.

Why this matters to Europe

The future of the Kurdistan Region is not solely a Kurdish or Iraqi domestic matter. Its institutional stability has direct implications for European interests in Iraq and the wider Middle East.The Kurdistan Region has long served as a relatively stable political and economic partner for European countries, while also playing an important role in regional security, counterterrorism, energy cooperation, trade, and humanitarian affairs. A prolonged division between competing administrations could gradually weaken these functions and create greater uncertainty for European engagement.For Europe, the concern is therefore not simply whether Kurdish political parties can resolve their differences. It is whether the institutional fragmentation of the Kurdistan Region could produce a less predictable partner, weaker governance, and greater instability along one of the Middle East's strategically important corridors.Preventing that outcome is in Europe's own interest. A stable, unified, and institutionally coherent Kurdistan Region provides European governments with a more reliable partner in Iraq and strengthens the broader framework of regional stability.

Halo Hassan Saeed is a Kurdish-Iraqi writer, journalist, and researcher.

The Shift: 25 years after 9/11, our country is still dominated by the “War on Terror”

11 September 2026 at 20:34
President George W. Bush addresses the nation from the White House following the terrorist attacks on the World Trade Center and the Pentagon. Photo by Greg Mathieson/Mai/Getty Images

This story originally appeared in Mondoweiss on Sep. 11, 2026. It is shared here with permission.

This week marks the 25th anniversary of the 9/11 attacks.

The United States has experienced much political and social upheaval since then, but the subsequent “War on Terror” paved the way for our current moment, and there are booming echoes of the era all around us.

Once again, the United States is waging a disastrous war in the Middle East with no discernible end in sight. Islamophobic rallies targeting NYC Mayor Zohran Mamdani conjure up memories of the “Ground Zero Mosque” controversy. The government designates activist and advocacy organizations as terrorists. The Guantánamo Bay detention camp remains open. In fact, a legal immigrant was just sent there.

CBS reveals that the Taliban seized roughly $7 billion worth of American-purchased military hardware after the United States officially lost that war 5 years ago.

“Taliban fighters patrol in armored vehicles once supplied to Afghan forces, wearing American tactical gear and carrying American weapons,” reads the report. “CBS News saw one Humvee in the Afghan capital still adorned with a faded Green Bay Packers decal — a remnant from its past operators.”

The small number of Americans who opposed that war were either dismissed or attacked. So too were those who warned that the Bush administration’s overreach would result in disaster.

“The civil libertarians were mostly ignored, and as one new threat followed another — Iraq, ISIS, ‘lone wolves’ — the president’s reach continued to grow. Across the Bush and Obama administrations, the commander in chief was given, or simply took, new powers to prosecute, shut down and seize the assets of alleged terrorist groups and their supporters,” writes Radley Balko in the New York Times. “With the arrival of armed drones, the president assumed the right to remotely assassinate anyone, anywhere outside U.S. borders, at any time, including American citizens.”

“If the ratcheting diminishment of our liberties came slowly and sometimes without much outcry under Presidents Bush, Obama and Joe Biden, the consequences of all those years of expanded presidential power are plainly visible now,” he continues. “Mr. Trump is using every authority we have given the president since Sept. 11, 2001, and some we haven’t, in ways the civil libertarians had tried to warn us about at the start.”

One of the major differences between the current war on Iran and Bush’s war on Iraq is that a sizable chunk of the population fell for the administration’s lies back then. The polling shows that’s not the case this time around, and, despite information from the region being consistently repressed, there seems to be a growing understanding that the United States military is losing quite badly.

They say Americans don’t vote based on foreign policy, but that isn’t exactly true. Many people voted for Obama over Hillary Clinton in the 2008 primary because he opposed the Iraq War. People voted for Trump because he claimed he wouldn’t launch any new wars. It’s quite obvious that Kamala Harris’s connection to Israel’s genocide hurt her at the polls.

Whether or not this typically translates into policy shifts is a separate debate.

Obama’s election effectively killed the domestic antiwar movement, and he launched the largest assassination campaign in world history. Trump’s rhetoric predictably turned out to be nonsense. The Democratic Party’s establishment certainly didn’t rethink its Israel policy as a result of the Harris loss.

This is all to say that the war in Iran, which the administration now says might last through 2029, could help propel the Democrats back into power during the midterms, but will that actually result in a foreign policy reset?

In recent weeks, Democratic leaders and presidential hopefuls have directed their anger toward Twitch streamer Hasan Piker, hoping to quash the party’s left flank before the 2028 nomination process. For them, it’s an existential battle that transcends the question of which party may or may not control Congress at any given time and there’s no broader discussion about reversing our current course beyond removing Trump from office.

Michigan’s Democratic Senate nominee, Abdul El-Sayed, was recently attacked for an old 9/11 tweet in which he expressed sympathy for those who died on that day and those who were killed in the wars after.

“Today, I mourn the 3K lives, 6K injuries, & infrastructural devastation in NYC, perpetrated ignorantly in the name of my faith,” it read. “Tomorrow, I’ll mourn ~1M lives, millions of injuries, & infrastructural devastation in 3 countries, perpetrated ignorantly in the name of my country.”

According to Brown University’s Costs of War project, an additional 3.6-3.8 million people have died indirectly in post-9/11 war zones, which brings the overall death toll to at least 4.5-4.7 million and counting.

25 years after 9/11, the American Empire is undoubtedly in decline, but its demise seemingly remains far off, and we’ve yet to collectively reckon with its ongoing crimes.

Greek-owned tanker attacked by drone in Iraqi territorial waters

9 September 2026 at 13:34

Greek-owned tanker “New Andros” was attacked by a drone while sailing in Iraqi territorial waters on Wednesday, September 9, 2026. According to the Greek Ministry of Maritime Affairs and Insular Policy, the two Greek nationals onboard, the captain and the chief engineer, are safe and in good health. The Panamanian-flagged, Greek-owned tanker was carrying around […]

The post Greek-owned tanker attacked by drone in Iraqi territorial waters appeared first on Keep Talking Greece.

The Euphrates Tunnel: History's First Underwater Tunnel or Ancient Legend?

13 July 2026 at 06:46

More than two thousand years before modern engineers bored tunnels beneath rivers and seas, ancient writers told of an astonishing passage hidden beneath the waters of the Euphrates. According to these accounts, a brick-lined tunnel ran beneath the river at Babylon, linking the city's two halves and allowing people to cross unseen below the current. If the story is true, the Euphrates Tunnel may have been the world's first underwater tunnel—a feat of engineering centuries ahead of its time. However, no trace of the structure has ever been found, leaving historians to wonder whether it was a genuine marvel of ancient engineering or another one of history's enduring legends.


The Euphrates River. Credit: Wikimedia Commons


© Amusing Planet, 2026

❌