لباب-العدد 32

بيـن تطويـر خطـوط الأنابيـب والمسـارات البديلـة، وتوسـيع قـدرات التخزيـن، وتعزيـز التكامــل الإقليمــي لشــبكات الطاقــة، وتنويــع الأصــول ومصــادر الإمــداد الخارجيــة، وحمايـة الممـرات البحريـة والبنيـة التحتيـة للطاقـة، إلـى جانـب مواصلـة التنويـع أن التحــدي الإســتراتيجي لــدول 2026 الاقتصــادي. وبهــذا المعنــى، كشــفت حــرب الخليـج لا يكمـن في قدرتهـا على إنتـاج الطاقـة بقـدر مـا يكمـن في قدرتهـا على ضمـان وصولهـا إلـى الأسـواق في بيئـة جيوسياسـية شـديدة التقلـب. ، مضيق 2026 الأمـن الاقتصـادي الخليجـي، أمـن الطاقـة، حـرب الكلمـات المفتاحيـة : هرمـز، بـاب المنـدب، الممـرات البحريـة، الغـاز الطبيعـي المسـال، سلاسـل الإمداد. Abstract: This study examines the strategic and economic implications of the 2026 war on Iran for energy security in the Gulf states. It proceeds from a fundamental paradox: while the Gulf holds a substantial share of global oil and natural gas reserves, a significant proportion of its energy exports depends on a limited number of maritime chokepoints vulnerable to conflict and disruption, most notably the Strait of Hormuz and Bab al-Mandab. The war demonstrated that disrupting energy flows does not require the complete closure of a maritime chokepoint. Missile and drone attacks, naval mines, rising security and insurance risks, and the reluctance of shipping companies to transit high-risk waters can severely constrain maritime traffic, with consequences extending rapidly from the energy sector to public revenues, financial stability, supply chains, and global energy markets. The study analyzes the varying capacity of Gulf states to absorb such shocks according to their geography, degree of dependence on the Strait of Hormuz, and access to alternative pipelines, ports, and export routes. It also examines the strategic interdependence between Hormuz and Bab al-Mandab, arguing that the maritime chokepoints surrounding the Gulf constitute an interconnected security system in which disruption at one chokepoint can undermine the effectiveness of alternatives used when another is impaired. Particular attention is given to Qatar, where the crisis exposed the vulnerability arising from the dependence of liquefied natural gas exports on Hormuz and highlighted challenges related to export continuity, storage capacity, contractual commitments, and the preservation of market share. The study concludes that Gulf energy security can no longer be assessed primarily in terms of reserves and production capacity. It increasingly depends on the ability of the wider energy system to deliver resources

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