← Back to Dashboard

Home > Alternative Routes

Alternative Shipping Routes

With the Strait of Hormuz closed to commercial traffic, vessels must reroute around the Cape of Good Hope or rely on limited pipeline bypass capacity. Below is a comparison of normal transit versus Cape reroute for major shipping lanes, plus an overview of pipeline alternatives and their real-world constraints.

Route Comparison: Normal Transit vs Cape of Good Hope Reroute

Ras Tanura, Saudi Arabia Rotterdam, Netherlands

VLCC

Normal19d / 6,400 nm
Cape Reroute35d / 11,800 nm
Extra Days+16d
Extra Distance+5,400 nm
Extra Cost: +$500K

Ras Laffan, Qatar Yokohama, Japan

LNG Carrier

Normal16d / 6,600 nm
Cape Reroute38d / 13,200 nm
Extra Days+22d
Extra Distance+6,600 nm
Extra Cost: +$850K

Jebel Ali, UAE Singapore

Container

Normal7d / 3,100 nm
Cape Reroute28d / 10,500 nm
Extra Days+21d
Extra Distance+7,400 nm
Extra Cost: +$600K

Basra, Iraq Shanghai, China

VLCC

Normal18d / 7,200 nm
Cape Reroute40d / 14,500 nm
Extra Days+22d
Extra Distance+7,300 nm
Extra Cost: +$900K

Jubail, Saudi Arabia Rotterdam, Netherlands

Container

Normal18d / 6,500 nm
Cape Reroute34d / 12,000 nm
Extra Days+16d
Extra Distance+5,500 nm
Extra Cost: +$450K

Jubail, Saudi Arabia Yokohama, Japan

VLCC

Normal16d / 6,800 nm
Cape Reroute38d / 13,200 nm
Extra Days+22d
Extra Distance+6,400 nm
Extra Cost: +$850K

Kuwait City, Kuwait Mumbai, India

VLCC

Normal3d / 1,200 nm
Cape Reroute25d / 10,800 nm
Extra Days+22d
Extra Distance+9,600 nm
Extra Cost: +$400K

Ras Laffan, Qatar Incheon, South Korea

LNG Carrier

Normal8d / 4,500 nm
Cape Reroute30d / 12,000 nm
Extra Days+22d
Extra Distance+7,500 nm
Extra Cost: +$1.2M

Ras Tanura, Saudi Arabia Singapore

VLCC

Normal10d / 4,200 nm
Cape Reroute28d / 11,500 nm
Extra Days+18d
Extra Distance+7,300 nm
Extra Cost: +$650K

Jubail, Saudi Arabia Jamnagar, India

VLCC

Normal4d / 1,500 nm
Cape Reroute26d / 11,000 nm
Extra Days+22d
Extra Distance+9,500 nm
Extra Cost: +$500K

Kharg Island, Iran Ningbo, China

VLCC

Normal17d / 6,900 nm
Cape Reroute39d / 14,200 nm
Extra Days+22d
Extra Distance+7,300 nm
Extra Cost: +$880K

Distances are approximate great-circle-based routing estimates. Cost figures reflect average VLCC/LNG carrier operating costs and bunker fuel prices at current levels. Actual costs vary by vessel type, speed, fuel prices, and charter rates.

Pipeline Bypass Capacity

Three pipeline systems can move crude oil out of the Gulf region without transiting the Strait of Hormuz. Combined theoretical capacity is roughly 7-8 million barrels per day, but operational throughput is significantly lower. For context, approximately 20 million barrels per day normally transit the strait.

East-West Pipeline (Petroline)

Operational
RouteAbqaiq, Saudi ArabiaYanbu, Red Sea
Capacity5.0M bbl/day
StatusOperational

Saudi Arabia's primary bypass option. Originally built in the 1980s with a design capacity of 5 million barrels per day. In recent decades, parts of the pipeline have been repurposed for natural gas liquids transport, reducing effective crude oil throughput to an estimated 2.5-3.5 million barrels per day. Full restoration to nameplate capacity would require weeks of re-commissioning. Terminates at Yanbu on the Red Sea coast, allowing tankers to bypass the Strait of Hormuz entirely.

Abu Dhabi Crude Oil Pipeline (ADCOP)

Partially Disrupted
RouteHabshan, Abu DhabiFujairah, Gulf of Oman
Capacity1.5M bbl/day
StatusPartially Disrupted

Completed in 2012 to give the UAE a Hormuz bypass. Capacity is 1.5 million barrels per day — roughly half of UAE daily exports. Connects the Habshan oil field complex inland to the port of Fujairah on the Gulf of Oman coast, east of the Strait. In the current disruption, Fujairah port operations have been intermittently affected, limiting the pipeline's practical value even though the pipeline infrastructure itself remains intact.

Iraq-Turkey Pipeline (Kirkuk-Ceyhan)

Reduced Capacity
RouteKirkuk, IraqCeyhan, Turkey (Mediterranean)
Capacity0.5M bbl/day (operational)
StatusReduced Capacity

A twin pipeline system with a combined design capacity of 1.6 million barrels per day, but actual throughput has been limited to approximately 0.5 million barrels per day due to years of infrastructure degradation and intermittent shutdowns. The pipeline has been offline for extended periods and requires negotiation between the Kurdistan Regional Government, Iraq's federal government, and Turkey. Even at full capacity, it can only handle a fraction of Iraq's 4.5 million barrel per day production. Terminates at Ceyhan on the Turkish Mediterranean coast.

Key limitation: Even if all three pipelines operated at full nameplate capacity simultaneously (approximately 8.1M bbl/day), they could replace less than half of the roughly 20M bbl/day that normally transits the Strait of Hormuz. In practice, current combined operational throughput is estimated at 3.5-5.5M bbl/day. Pipelines also cannot carry LNG, containerized goods, or other non-crude commodities.

Cape of Good Hope Capacity Analysis

With Hormuz closed, virtually all Gulf-origin shipping must reroute around the southern tip of Africa. But can the Cape route absorb the full volume? The short answer: not without significant friction.

Fleet Utilization & Vessel Availability

The Cape reroute adds 10-22 extra sailing days per voyage depending on origin and destination. This means each vessel completes fewer round trips per year, effectively shrinking available fleet capacity by 15-25%. With approximately 2,500 vessels already trapped inside the Gulf and unable to trade, global effective fleet capacity is under severe pressure. Charter rates for VLCCs have surged to record levels above $400,000 per day.

Port Congestion at Key Cape Route Waypoints

Ports along the Cape route — particularly Durban, Cape Town, and Las Palmas — are experiencing congestion from the surge in vessel traffic. Bunkering (refueling) capacity at these ports was not designed for the current volume. Waiting times for fuel and provisions have increased, adding further delays on top of the longer sailing distance.

Impact on Suez Canal Traffic

The Hormuz closure has reduced Suez Canal transit volumes because Gulf-origin cargoes that would normally pass through Suez on the westbound leg are now routed around Africa instead. Suez Canal Authority revenue has declined as a result. However, some vessels that previously used the Suez-Hormuz corridor are now taking the longer Suez-to-Cape hybrid routing for non-Gulf cargoes, creating unusual traffic patterns.

Precedent: 2024 Red Sea Rerouting

During the 2023-24 Red Sea shipping disruption, approximately 60% of container traffic that normally used the Suez Canal rerouted via the Cape of Good Hope. That disruption caused container freight rates to triple on affected lanes and added 10-14 days to Asia-Europe transit times. The current Hormuz closure is significantly larger in scale: it affects crude oil and LNG volumes (not just containers), involves a far higher proportion of global energy trade, and has removed roughly 20 million barrels per day of oil flow from its normal routing — compared to zero oil disruption in the Red Sea scenario.

Summary

The Cape of Good Hope is not a bottleneck in the way that Hormuz or Suez are — it is open ocean with no canal capacity limit. The constraints are instead logistical: longer voyages absorb more fleet capacity, bunkering ports become congested, and the global vessel fleet simply does not have enough ships to maintain the same cargo throughput when every voyage takes 50-150% longer. The result is higher freight costs, extended delivery times, and a structural supply shortfall that pipelines cannot fully offset.

Route distances and transit times are approximate, based on standard commercial shipping route databases. Cost estimates assume average VLCC operating costs at current bunker fuel prices. Pipeline capacities sourced from EIA, IEA, and operator disclosures. All figures are for informational purposes and may differ from actual commercial terms.

← Back to Dashboard | Methodology