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Why Pipelines Cannot Circumvent the Strait of Hormuz

A drone and missile strike on Saudi Arabia’s East-West Pipeline has shattered the illusion that land-based infrastructure offers a viable alternative to the Strait of Hormuz. By disabling critical pumping stations, the attack exposed the vulnerability of a 1,200-kilometer conduit that was supposed to bypass Iranian naval threats.

Why Pipelines Cannot Circumvent the Strait of Hormuz

The Saudi government officially shuttered the pipeline as a precautionary measure, but satellite imagery reveals deeper structural damage to at least two pumping stations. Unlike a simple pipe rupture, these facilities require complex repairs, leaving the export route through the port of Yanbu compromised. This vulnerability highlights the strategic miscalculation of relying on pipelines to solve the logistical bottleneck of the Persian Gulf, where tanker traffic has already plummeted from 20 million barrels per day to 7 million.

Defense of such sprawling infrastructure against modern aerial weaponry is functionally impossible. The recent strikes demonstrate that drones and missiles can easily reach targets far beyond the immediate shores of the Strait. Despite this reality, policymakers continue to propose new pipeline construction as a remedy for regional instability. Such plans ignore the three-dimensional nature of modern conflict, where static assets become high-value targets for any adversary capable of launching a coordinated strike.

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