# [7D] BRICS States Exploit Oil Route Chaos to Advance Alternative Payments and Shipping Schemes

*Issued Friday, September 11, 2026 at 11:31 PM UTC — Hamer Intelligence Services Desk*

**Issued**: 2026-09-11T23:31:18.130Z (2h ago)
**Expires**: 2026-09-18T23:31:18.130Z (7d from now)
**Category**: GEOPOLITICAL | **Confidence**: 65% | **Impact**: HIGH
**Risk Direction**: escalatory
**Affected Regions**: BRICS countries, Middle East exporters, Europe and East Asia as energy importers
**Affected Assets**: US Dollar (DXY), Chinese Yuan in energy trade, Russian Urals and ESPO crude flows, BRICS New Development Bank instruments
**Permalink**: https://hamerintel.com/data/forecasts/24580.md
**Source**: https://hamerintel.com/forecasts

---

## Prediction

Within seven days, key BRICS members (notably China, India, and Russia) are likely to publicly or semi-publicly promote expanded use of non-dollar payment channels and alternative shipping insurance or routing for Middle Eastern energy, capitalizing on Western buyers’ anxiety over Hormuz and Bab el‑Mandeb. This might include new deals for yuan- or rupee-settled oil, BRICS-bank guarantees, or political support for Russian and Iranian cargoes facing Western restrictions. The narrative will reinforce the bloc’s strategy of recasting global economic order under conflict-induced fragmentation. Confirmation would be announcements of new settlement mechanisms or routing agreements; a coordinated Western effort to stabilize shipping and offer alternative cover could blunt BRICS leverage.

## Drivers

- Emerging trend: BRICS leveraging conflict-induced fragmentation to recast global economic order
- Converging disruptions from Iran war, Yemen, and Ukraine energy strikes
- Heightened risk premiums on Western-insured tankers
- BRICS interest in dedollarization and parallel financial rails