The UAE is planning a new port on the east coast—“avoiding the Strait of Hormuz”! Kobeissi: The US-Iran war is reshaping global trade

Middle East geopolitical conflicts are intensifying, and the global shipping and trade landscape is facing a major reshuffle! A post by the well-known finance social media outlet The Kobeissi Letter reveals that the United Arab Emirates is planning to build a brand-new port in Fujairah on the east coast to bypass the Strait of Hormuz, which is fraught with danger. In the future, cargo will be delivered directly to Dubai and Abu Dhabi via overland transport, showcasing proactive contingency measures by Middle Eastern countries to manage war-related risks.
（Background recap: Trump gives Iran a final countdown: by Saturday, he will publicly guarantee that the Strait of Hormuz remains open—don’t fire on merchant ships again, or the consequences will be on you）
（Background add-on: One day, three consecutive missile barrages! Iran’s missile attacks on the Strait of Hormuz choke off the world’s 25% oil lifeline—risk of U.S. forces getting involved）

As geopolitical tensions sparked by the “Iran war” continue to heat up, security risks for key global shipping routes are forcing Middle Eastern countries to seek more resilient alternative solutions.

On July 13, 2026, Taipei time, The Kobeissi Letter, a well-known finance social media account with more than 800k followers, posted breaking news on X (formerly Twitter), citing intelligence from the Financial Times (FT) that the United Arab Emirates (UAE) is actively planning a major infrastructure strategy shift.

BREAKING: The UAE is planning to build a new port and container terminal on the country's east cost to bypass the Strait of Hormuz, per FT.

Details include:

1. Dubai's DP World is in talks to develop a new multipurpose port in the coastal area of Fujairah

2. The new project… pic.twitter.com/bCLl1XnQVT

— The Kobeissi Letter (@KobeissiLetter) July 13, 2026

The UAE plans to build a new port, fully bypassing the Strait of Hormuz

Based on the details disclosed in the post, DP World, a global logistics giant headquartered in Dubai, is currently in close talks with the UAE government. The plan is to develop a brand-new multipurpose port and container terminal in the coastal area of Fujairah on the UAE’s east coast.

The core strategic goal of this infrastructure project is to allow international containers to enter and exit the UAE directly, with absolutely no need to sail through the currently perilous “Strait of Hormuz.” According to the current blueprint, after cargo arrives at the new port, it will be transferred directly to Dubai, Abu Dhabi, and nearby Persian Gulf states via trucks using overland routes.

Kobeissi: War continues to reshape the global trade landscape

The Strait of Hormuz has long been regarded as the world’s most important chokepoint for transporting crude oil and commodities. Whether it remains open directly affects international oil prices, inflation expectations, and even the pricing of global risk assets. For the UAE, this infrastructure move—viewed as a “Plan B”—The Kobeissi Letter concludes with a sharp observation: “The Iran war continues to reshape the global trade landscape.”

This hedging measure has also sparked heated discussion online. Some market observers praise it as an extremely smart and necessary supply-chain redundancy strategy, capable of significantly reducing shipping insurance costs and the risk of supply chain disruptions; but some netizens worry that during periods of extreme conflict, the new port could still become a potential strategic attack target. In any case, this move highlights that Middle Eastern countries are actively preparing for economic and trade resilience amid long-term conflict.