In the long human struggle to transform rivalry into order, a London research group has turned to a postwar European experiment for guidance — proposing that Gulf nations jointly govern the Strait of Hormuz, the narrow passage through which a third of the world's seaborne oil travels. Drawing on the logic of the 1951 European Coal and Steel Community, which bound former adversaries through shared economic fate, the analysts suggest that pooled authority over the strait could reframe the region's zero-sum competition as a shared stake in stability. The proposal does not promise easy answers, bu
The New York Times
· Jul 19, 2026
· governance
· 1 min read
Medium
Sourcing: Verified
Think Tank Proposes Gulf Coalition Model for Strait of Hormuz Control
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Bias & Framing
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Geopolitical Impact
🌎
Proposed Gulf coalition for Strait of Hormuz management mirrors European integration models, potentially reshaping regional power dynamics and reducing Iranian influence over critical shipping lanes.
Escalation Risk
moderate
Confidence
MED
Iran
Saudi Arabia
United Arab Emirates
Oman
Kuwait
Qatar
Bahrain
European Union
Shift toward multilateral Gulf governance could diminish Iran's unilateral leverage over 21% of global oil transit. Strengthens GCC+ coordination while potentially reducing US military presence dependency. May increase European diplomatic influence in regional affairs through institutional models.
European Coal and Steel Community (1951) transformed Franco-German rivalry into interdependence, reducing conflict through shared resource management. Similar model could mitigate Gulf tensions, though regional sectarian divisions and Iranian opposition present greater obstacles than Cold War Europe faced.
Economic Lens
📈
Proposed Gulf coalition for Strait of Hormuz management could reduce geopolitical risk, stabilize oil markets, and lower energy prices if successfully implemented, but faces significant political obstacles.
Market Signal
mixed
Confidence
MED
Energy/Oil & Gas
Shipping & Maritime Transport
International Trade
Defense & Security
Insurance & Risk Management
Potential long-term benefit: stabilized or lower energy prices if coalition reduces supply disruption risks. Short-term uncertainty as markets assess feasibility. Consumers in energy-dependent economies most affected.
Proposal may encourage diplomatic initiatives for regional cooperation frameworks. Could prompt U.S. and international engagement in Gulf security architecture. May influence sanctions policy and naval presence decisions. Requires multilateral negotiation and confidence-building measures.