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"Zero Hormuz Dependency": UAE Races To Rewire Energy Flows, Bypassing Chokepoint Chaos
The shuttered Strait of Hormuz is expected to reopen within days, though conflicting reports suggest the US-Iran memorandum of understanding could be formally signed as early as today, Thursday, or Friday. Either way, the interim peace deal appears likely to be signed within the next 48 hours, setting the stage for energy flows through the critical maritime chokepoint to begin normalizing, a process that could take many months.
The broader takeaway is that buyers of crude, refined products, and LNG now have to rethink their sourcing stack after the US-Iran conflict effectively shut Hormuz for several months. That means diversifying supply chains and reducing exposure to single-point maritime chokepoints. For Gulf energy producers, the Hormuz disruption will accelerate a massive push toward alternative export channels that bypass Hormuz entirely, potentially reducing Tehran's ability to use the strait as a lever in future conflicts.
In the first month of the conflict, Saudi Arabia's Hormuz-bypassing East-West pipeline ramped up to its full capacity of 7 million barrels a day, allowing the Kingdom to divert flows from Persian Gulf loading terminals to those at Yanbu on the Red Sea.
Separately, there has been a rush across other Gulf states to identify alternatives to Hormuz, and major plans to begin building new pipeline routes may soon be approaching.
Earlier this month, Sheikh Khaled Ahmad Al-Sabah, managing director of international marketing at Kuwait Petroleum, said Kuwait is among the countries that have reportedly held talks with Saudi Arabia and the United Arab Emirates about potential cross-border pipelines that could connect Gulf oil production to buyers without relying on tanker transits through Hormuz.
New signals from Gulf states seeking to rewire energy flows emerged on Wednesday in a new note citing a top UAE official who said the energy exporter is preparing to have "zero dependence" on Hormuz.
"We're moving toward having zero Hormuz dependency and that's regardless of whether it's open or not," UAE's Minister of Foreign Trade Thani Al Zeyoudi told Bloomberg in an interview. "It's going to open and we hope that will happen quickly, but we will not stop the new plan."
The plan includes major investments in pipelines, rail, and road links from UAE ports in the Persian Gulf to Dibba, Fujairah, Khor Fakkan and at least one new harbor on the Gulf of Oman coast.
Abu Dhabi has already announced plans to fast-track a second crude pipeline to Fujairah by 2027 and is now reviewing a third petroleum pipeline, as well as ways to export petrochemicals, LNG, and other energy products without relying on Hormuz.
The UAE can reroute more crude through pipelines to eastern ports, but LNG, aluminum, container imports, and other commodities are harder to shift. Dubai's Jebel Ali remains the world's largest container hub outside Asia, and moving more cargo through eastern ports would raise inland transport costs and boost shipping times.
In recent weeks, the Iraqi cabinet approved plans to accelerate crude exports through the Kurdistan-Turkey pipeline network, which would more than triple its existing shipments from 220,000 barrels per day to 770,000.
"Iraq is in a much more complicated situation because we know that most, if not all, of its oil transits through Hormuz," Alan Lemangnen, senior economist at QuantCube, told CNBC in an interview.
What is becoming increasingly clear is that the Hormuz squeeze is rewiring the Persian Gulf's energy map. Over time, that shift could render Iran's leverage over the Hormuz chokepoint far less effective, if not obsolete.
Perhaps Tehran has already read the writing on the wall. That may help explain why Iranian officials are now willing to play ball with the Trump administration through an MoU to reopen Hormuz and eventually enter talks over the country's nuclear ambitions.
Tyler Durden Wed, 06/17/2026 - 18:50Iran promises to help Hezbollah once assets are unfrozen, sanctions are lifted
Daveigh Chase shared the touching legacy she hoped to leave behind years before her death
Daveigh Chase shared the touching legacy she hoped to leave behind years before her death
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James Harden Arrested On Hypocritical Firearms Charge In Texas
NBA player James Harden was arrested over the weekend in Texas for “unlawful carry of a firearm in a motor vehicle.”
But wait, how can carry in a vehicle be unlawful in a state like Texas, where constitutional carry is the law of the land?
On Saturday, June 13 at around 3am, Harden was driving a Mercedes sedan that was part of a group of five vehicles traveling through downtown Houston, Texas.
According to reports, one of the vehicles was pulled over near the 1600 block of Jefferson Street, when Harden pulled up behind it in his vehicle. During the interaction, an officer noticed a handgun sitting in the cupholder of Harden’s vehicle - for which he was arrested under a misdemeanor charge and taken to Harris County Jail after Harden indicated that the handgun was his.
The charge? “Unlawful carrying of a weapon in a motor vehicle,” a misdemeanor under Texas state law.
But how can that be possible - isn’t Texas a constitutional carry state?
What could possibly qualify as “unlawful carry?”
Well, according to the statute, the carry of a handgun in a vehicle is illegal when:
“The handgun is in plain view, unless the person is 21 years of age or older or is licensed to carry a handgun under Subchapter H, Chapter 411, Government Code, and the handgun is carried in a holster”
Translated from legalese, this means that Texas views any handgun “in plain view” not secured in a holster by someone without a state issued permit to carry, a crime.
A carve out in Texas’s constitutional carry law, the statue says that if a handgun is visible in a vehicle, it must be in a holster.
According to sources writing on the technicalities of the law itself, a firearm not in a holster must be hidden. In a glove box, console, under the seat or in a bag — those are all perfectly legal.
Having the gun out on the seat? Go to jail.
This seems like a massive oversight for a state that by most measurements, is one of the most pro-gun states in the country.
According to reporting, Harden owns the gun legally, and there was no crime committed. While there are conflicting reports about the traffic stop as to whether Harden himself had made a traffic violation or not, the carrying of the firearm itself was legal under Texas law.
The only exception was the technicality of Texas law requiring that handguns in plain view by those without a permit be secured in a holster.
And for that, Harden had to be arrested and taken to jail.
This story got a ton of attention over the weekend because Harden is a famous basketball player, but we at GOA are left thinking, how many other law-abiding gun owners has this exact situation happened to?
Texas must change this law.
That’s why we spoke out about this situation right as it happened.
https://x.com/GunOwners/status/2065904365391454648
If there’s one message, we’d like politicians in Texas to take away from this situation it’s this:
Texas must change its law.
The glaring hypocrisy from a state that has constitutional carry, to be arresting someone for something so pedantic as not having that gun in a holster, in plain view in their own car, committing no crime, is outrageous.
While this may have happened to a celebrity - regular, every day, law-abiding gun owners in Texas are at risk of the exact same situation happening to them.
Lawmakers in Texas should not let that stand.
Change the law. Nobody should be arrested for carrying their firearm simply because of the position the firearm is observed in by law enforcement; it’s a right - not a privilege.
Tyler Durden Wed, 06/17/2026 - 18:25