Strait of Hormuz Oil & Shipping Intelligence 2026

In Chagai District (~49km from Reko Diq), the Taftan border crossing is experiencing a mass influx of over 2,000 Pakistani nationals fleeing the escalating conflict in Iran Dawn. Locally, unverified reports indicate a grenade attack targeted police in Dalbandin (~49km from the mine) The Balochistan Post, while authorities destroyed a 200-acre opium plantation in the district dailyindependent.com.pk. Meanwhile, the UN Working Group has reportedly issued a communication regarding alleged human rights violations at the Reko Diq project X Intelligence. Along the primary supply routes, the N-25 Highway remains CONGESTED due to severe nationwide fuel shortages and panic buying following a Rs 55/liter price hike Dawn. Regionally, security forces killed 15 terrorists in intelligence-based operations in Balochistan (~314km from the mine) Dawn, while the BLA claimed responsibility for 14 recent attacks across the province X Intelligence. The Chaman border crossing (~436km from the mine) remains DISRUPTED amid intense cross-border fighting under Operation Ghazab-lil-Haq Daily Jang. Nationally, the geopolitical fallout from the US-Israel-Iran war has triggered a bloodbath at the Pakistan Stock Exchange, which plummeted over 11,000 points Dawn. [Full analysis available for customers]

The US-Israel war against Iran enters its tenth day. Iran named Mojtaba Khamenei as its new Supreme Leader France24. Regional tensions remain extremely high. The southern border remains a vital escape route. Over 1,900 foreign nationals have fled Iran via the Astara crossing Report.az. Freight movement across the Iran border has resumed Trend. Expected severe logistical delays occurred but are easing. Operations at Nakhchivan International Airport are fully restored. AZAL resumed direct flights from Baku to Nakhchivan today Report.az. Expected retaliatory drone strikes on Nakhchivan did not occur. Global oil prices surged to nearly $120 per barrel France24. This price spike will significantly boost Azerbaijan's state revenues. [Full analysis available for customers]