Hormuz Crisis: Transit Routes Through Afghanistan, Pakistan Would Be an Opportunity for Central Asia
The Strait of Hormuz has long been regarded as a central artery of global energy trade. A substantial share of oil and gas exports moves through this corridor, and regional crises are often framed in terms of energy security. For Central Asia, however, current tensions carry broader implications. They may increase demand for alternative food supply chains and transit routes linking the region to the Arabian Sea and Gulf markets. Recent tensions involving Iran also point to the strait’s growing role in food logistics. For Gulf states, Hormuz remains an energy chokepoint and a vital route for essential goods. For Central Asian policymakers, this shift matters. Any prolonged disruption could raise the region’s importance as both a supplier of agricultural commodities and a transit hub. Member states of the Gulf Cooperation Council (GCC) are among the world’s most import-dependent food markets. According to Reuters, between 80% and 90% of food consumed in GCC countries is imported. This reliance creates external demand that could increasingly draw Central Asia into Gulf food security planning. At the same time, the geography of these supplies remains relatively concentrated. Analysts estimate that more than 70% of the region’s food imports transit the Strait of Hormuz. This pattern could heighten interest in Central Asia as a source of food exports and a transit route. Amid ongoing regional tensions, this dependence has attracted growing attention from experts. Reuters described recent developments as “the greatest test of the Gulf countries’ food strategy since the 2008 global food crisis.” In recent years, regional governments have sought to diversify suppliers and build strategic reserves. Analysts nevertheless warn that stockpiles and diversification measures may provide only limited protection. If disruptions persist, logistical constraints could drive up prices and extend delivery times. This would create both a market shock and new commercial opportunities in Central Asia. Under such conditions, GCC food security depends on access to global markets as well as the resilience of transport routes. This is where Gulf vulnerabilities begin to intersect more directly with Central Asia’s economic geography. The infrastructure of major regional ports plays a central role in this system. One of the key logistics hubs is Jebel Ali Port in Dubai, the largest container port in the Middle East and a major re-export center. A substantial share of food shipments destined for GCC states and neighboring markets passes through this facility. Estimates suggest that disruptions at major logistics hubs such as Jebel Ali could affect supply chains on which tens of millions of people depend. This concentration of logistics flows increases the region’s strategic exposure to maritime instability. For Central Asian economies, this raises the strategic value of diversified overland and multimodal routes. Food security concerns are also linked to agricultural inputs. Industry analyses suggest that roughly 25–30% of global nitrogen fertilizer exports transit the Strait of Hormuz, including about 31% of global urea trade. During the initial weeks of heightened tensions, urea prices in Middle Eastern markets reportedly rose by about $70–80 per ton, from roughly...
