Here’s what we’re tracking today
Half a bypass
Plus: Aramco plans to store Saudi crude in Singapore’s caverns from 2027
Tuesday, 27 October 2026
Half a bypass
Our Lede today dives into how much of the Gulf’s Hormuz problem a railway due in 2030 can solve. One Atlantic Council fellow tells us it can solve about half, and a supply-chain analyst we spoke to doesn’t expect the full network until the early 2030s.

Today at a glance
Transportation
Rail
The GCC railway would solve half of the Gulf’s Hormuz problem, and the half it can’t solve sits beyond the Gulf’s borders
The network stops at the Gulf's edge, and border rules…
Ports
Morocco lets OCP move its phosphate logistics into separate companies that can bring in investment funds
The carve-out lands as OCP courts outside equity for its…
Aviation
Fuel costs are making Gulf airlines rethink how long to keep older jets flying
With new jets still years late, Qatar is retiring, Emirates…
Storage + Warehouses
Alexandria’s transit cargo is growing, and three partners want to process some of it at Dekheila
The Alexandria Port Authority, Hassan Allam Utilities, and Al Tarek…
Projects
Business
Explainers
Inside the split between oil on paper and oil in hand
The war exposed the gap between futures prices and physical…
East Port Said, Tanger ports face a new challenge with Europe’s carbon rules for shipping — but green bunkering can help
To prevent losing volumes to non-EU transhipment hubs and evasive rerouting, the EU set up a list of high-risk neighboring container transhipment…