Strait of Hormuz Oil & Shipping Intelligence 2026

In Chagai District (~49km from the mine), law enforcement agencies destroyed a 100-acre illegal opium plantation linked to terror financing networks (2026-03-10). The IG FC South visited Nok Kundi (~32km from the supply corridor) to review border security with local elders (2026-03-10). Unverified reports indicate clashes between Afghan Taliban and Pakistani forces near the Chagai border (2026-03-08). No direct kinetic attacks on Reko Diq infrastructure were reported this cycle, but the proximity of terror-financing operations highlights the persistent illicit economy in the immediate mine vicinity. The N-25 supply corridor faces severe kinetic threats and is assessed as NO_GO for unescorted logistics. Heavily armed BLA militants established checkpoints and blockaded the CPEC route in the Karkh area of Khuzdar (~314km from the mine), detonating an IED against security forces (2026-03-09). In Quetta (~454km from the mine), the BLA assassinated a Counter-Terrorism Department officer (2026-03-09). Furthermore, a grenade attack in Pasni, Gwadar (~432km from the mine) injured five non-local Sindhi labourers (2026-03-11), reinforcing the BLA's campaign against out-of-province workers. Nationally, Pakistan faces a severe economic shock from the US-Iran war, triggering a Rs 55/liter fuel price hike and nationwide austerity measures, including a four-day work week and school closures (2026-03-10). [Full analysis available for customers]

Today is Day 13 of the US-Israel war against Iran. On March 12, President Ilham Aliyev addressed the 13th Global Baku Forum. He stated regional security is Azerbaijan's top priority Report.az. EU Council President Antonio Costa continued his Baku visit. They discussed defense cooperation and the Middle Corridor Report.az. Global oil prices remain highly volatile due to the conflict. Prices exceeded $103 per barrel. Iran's new Supreme Leader vowed to keep the Strait of Hormuz closed APA. The thwarted IRGC terror plot against the BTC pipeline underscores severe risks OC Media. Evacuations from Iran via the Astara border reached 2,225 people by March 11 APA. Armenian Prime Minister Nikol Pashinyan spoke to the European Parliament on March 12. He assured that a peace treaty with Azerbaijan will definitely be signed Report.az. [Full analysis available for customers]