# [30D] Global South Accelerates Diversification of Energy and Trade Routes Away from Hormuz

*Issued Sunday, May 24, 2026 at 5:09 PM UTC — Hamer Intelligence Services Desk*

**Issued**: 2026-05-24T17:09:05.531Z (3h ago)
**Expires**: 2026-06-23T17:09:05.531Z (30d from now)
**Category**: GEOPOLITICAL | **Confidence**: 71% | **Impact**: HIGH
**Risk Direction**: de-escalatory
**Affected Regions**: South Asia, East Asia, Africa, Latin America
**Affected Assets**: Long-term crude supply contracts, Pipeline and port infrastructure investments, Strategic petroleum reserves policies
**Permalink**: https://hamerintel.com/data/forecasts/10955.md
**Source**: https://hamerintel.com/forecasts

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## Prediction

Over the next month, several Global South states will accelerate policy and commercial steps to diversify energy import routes and trade logistics away from over-reliance on the Strait of Hormuz, even if a partial US–Iran agreement is secured. Measures will include increased contracting for non-Gulf crude, investment in alternative pipelines and ports, and strategic stockpiling. This shift will be framed as risk management rather than political realignment but will gradually erode the centrality of Hormuz as a singular chokepoint.

## Drivers

- Emerging trend: Global South reorients energy and trade logistics amid Hormuz instability
- Prolonged uncertainty over blockade duration and deal durability
- Perception that even de-escalation agreements may be fragile