Gulf Arab states are exploring the construction of oil pipelines through Israel to Mediterranean ports, a remarkable geopolitical shift that would bypass the Strait of Hormuz entirely while deepening economic ties between former adversaries.The proposal, first reported by the Financial Times, would see crude oil from Saudi Arabia, the United Arab Emirates, and potentially other Gulf producers transported via pipeline through Israel to the port of Haifa, where it could be loaded onto tankers for European markets.To understand today's headlines, we must look at yesterday's decisions. The Abraham Accords, signed in 2020, normalized relations between Israel and several Arab states including the UAE and Bahrain. What seemed at the time like symbolic diplomatic progress has now created the foundation for substantive economic integration in response to a genuine security threat."This is not just about oil," said Yoel Guzansky, a senior fellow at the Institute for National Security Studies in Tel Aviv. "It's about Gulf states recognizing that their strategic vulnerability to Iran requires diversification of export routes, and that Israel offers both geographic proximity and technological expertise."The technical challenges are considerable. A pipeline from the Saudi oil fields at Ghawar to Haifa would span roughly 1,500 kilometers, requiring passage through Jordan and significant investment in pumping infrastructure. Engineers estimate construction costs between $8 billion and $12 billion, with a timeline of at least four to five years.But the could outweigh the expense. The , just 21 miles wide at its narrowest point, has long represented the Achilles' heel of Gulf energy security. has repeatedly threatened to close the waterway during previous confrontations, and its current blockade demonstrates that such threats are not merely rhetorical.Israeli officials have welcomed the discussions, seeing them as both economically advantageous and diplomatically significant. "This would make an essential link in global energy infrastructure,It transforms us from a small market into a critical transit hub."The proposal faces political obstacles as well. has not formally normalized relations with , and any agreement would require Saudi Crown Prince to move ahead of Palestinian reconciliation—historically a redline for Arab-Israeli cooperation. Palestinian Authority officials condemned the proposal as , through whose territory the pipeline would likely pass, has maintained cool but correct relations with since their 1994 peace treaty. Amman would need to approve the project and would likely demand significant transit fees, turning Jordanian territory into valuable real estate in the Gulf energy architecture.Energy analysts caution that even if approved, such a pipeline would take years to construct—offering no immediate solution to the current crisis. But the mere fact that Gulf states are seriously considering the option reveals how profoundly 's actions have reshaped regional security calculations. noted , a Gulf analyst at the European Council on Foreign Relations.
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