Strait of Hormuz Oil & Shipping Intelligence 2026

In Chagai District (~49km from the mine), the Oil and Gas Development Company (OGDC) confirmed a $25 million investment in the Reko Diq project, signaling long-term commitment despite immediate volatility Profit by Pakistan Today. However, the security environment in the wider corridor is kinetic; Pakistani security forces killed 14 BLA militants during a major clearance operation in Ornach (~314km from the mine), located immediately adjacent to the critical N-25 supply highway Pakistan Connect. The N-25 supply route remains effectively blocked or highly dangerous due to the Ornach operation and insurgent attacks. In Surab (~280km from the mine), an IED destroyed a police armored vehicle, confirming the high threat to logistics convoys TBP Balochi. The Chaman border crossing (~436km from the mine) is a conflict zone following Pakistan's declaration of 'open war' and subsequent airstrikes on Taliban targets in Afghanistan Daily Sabah. [Full analysis available for customers]