Analysis of MENA logistics corridors amid geopolitical tensions, rising costs, and new supply chain strategies
International trade rests on a fragile balance: over 80% of global trade travels by sea. In this scenario, the MENA region (Middle East and North Africa) represents a crucial hub thanks to strategic corridors such as the Suez Canal, the Strait of Hormuz, and Bab el-Mandeb.
In recent years, however, geopolitical tensions have put these routes under pressure, generating significant effects on the timing, costs, and reliability of the global supply chain.
International trade rests on a fragile balance: over 80% of global trade travels by sea. In this scenario, the MENA region (Middle East and North Africa) represents a crucial hub thanks to strategic corridors such as the Suez Canal, the Strait of Hormuz, and Bab el-Mandeb.
In recent years, however, geopolitical tensions have put these routes under pressure, generating significant effects on the timing, costs, and reliability of the global supply chain.
Why MENA corridors are so important
Certain maritime passages in the region are true “bottlenecks” of world trade:
- The Strait of Hormuz handles over a third of the world's seaborne oil
- The Suez Canal is the main link between Europe and Asia
- Bab el-Mandeb is essential for traffic between the Indian Ocean and the Mediterranean
These corridors are not just trade routes, but critical infrastructure for energy, industry, and global distribution.
The effect of geopolitical tensions
Starting from the end of 2023, the situation worsened rapidly:
- Attacks in the Red Sea have caused a collapse in volumes in the Suez Canal (up to -67%)
- In 2026, the conflict with Iran almost blocked traffic in the Strait of Hormuz
- Attacks on commercial vessels and tankers have increased, making routes less secure
The result has been a massive shift of traffic toward alternative routes.
Alternative routes: the return of the Cape of Good Hope
Many companies have begun to avoid the Red Sea, choosing to circumnavigate Africa:
- Shipments are up to 70-80% longer
- Fuel consumption and operating costs are increasing
- Uncertainty in delivery times is growing
Concrete example: an LNG shipment from Qatar to the United Kingdom increases from 19 to 34 days.
Impact on costs and prices
The economic consequences are immediate:
- Container freight rates rose to over 5,900 USD per container in 2024
- High volatility in oil prices
- Increased procurement costs for many industries
This translates into pressure on corporate margins and an increase in final prices.
Air transport: a partial solution
Air cargo has absorbed part of the demand:
- The Middle East has improved the sector's profitability (approximately 9% margin)
- However, high costs make it sustainable only for high-value goods
It is therefore not a true mass alternative to maritime transport.
The role of Gulf logistics hubs
Despite the critical issues, infrastructure remains solid:
- Dubai handles over 15 million containers per year
- Ports such as Salalah and Sohar remain central for transshipment
These hubs represent a key element of resilience in the global supply chain.
Conclusions: toward a new global logistics?
The crisis in MENA corridors highlights an increasingly clear reality: the global supply chain must become more flexible and resilient.
Companies will need to:
- diversify routes
- reduce dependence on single corridors
- integrate different modes of transport
- invest in planning and risk management
In an increasingly unstable context, logistics is no longer just operational, but a strategic lever for competitiveness.
