Strait of Hormuz Oil & Shipping Intelligence 2026

Operations at Reko Diq are facing immediate pressure from a mass refugee influx at the Taftan border (~49km from the mine), where over 2,000 Pakistani nationals have crossed fleeing instability in Iran, overwhelming local resources Daily Lead Pakistan, Dawn. Security risks in the mine corridor have sharply escalated; the BLA has released profiles of Majeed Brigade suicide bombers, signaling imminent complex attacks, while BLF insurgents ambushed a military convoy in Turbat (~338km from mine) on the M-8 route, killing three personnel The Balochistan Post. The primary N-25 supply route remains DISRUPTED and effectively impassable. Beyond existing protests and curfews in Kalat (~314km from mine), insurgents attacked the City Police Station in Hub (~619km from mine), a critical logistics node connecting Karachi to the hinterland The Balochistan Post. To the north, the Chaman border crossing (~200km from mine) is a kinetic war zone following the Defense Minister's declaration of 'open war' against Afghan Taliban forces, involving heavy artillery and airstrikes Reuters. In Karachi (~637km from mine), the security situation has deteriorated following the death of 11 protesters at the US Consulate, prompting the US Embassy to order non-emergency staff to depart Express PK. [Full analysis available for customers]