Investment strategist Samer Choucair stated that the global investment landscape is currently witnessing rare moments—those in which great fortunes are quietly built, away from the usual market noise.
He explained that the traditional rules of the economic game in 2026 are being redefined. The Strait of Hormuz, long considered the world’s primary energy artery, is losing its central dominance—while Saudi Arabia is emerging as the leader of the most significant logistics and investment transformation of the 21st century.
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Shifting Reality: The Decline of Traditional Energy Routes
Choucair began by highlighting that the widely cited figure—around 21 million barrels of oil passing daily through the Strait of Hormuz, representing nearly 20% of global oil trade—now masks a deeper reality.
“The world has already begun to decouple from this route,” he said, citing recurring geopolitical tensions, particularly between the United States and Iran, along with the constant risk of disruption or closure.
He emphasized that diversifying energy routes is no longer optional—it has become a strategic necessity to avoid systemic risks threatening global supply chains.
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New Logistics Hubs Redefining Global Trade
According to Choucair, the world will not wait long. Within less than a decade, the global energy and trade map is set to shift dramatically, with reduced reliance on narrow chokepoints.
He pointed to major projects such as NEOM, King Salman Port, and the India–Middle East–Europe Economic Corridor (IMEC), emphasizing that these are no longer theoretical plans but real infrastructure reshaping global trade.
“These projects will lead the next phase of the global economy,” he noted.
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Logistics and Ports: The Gateway to Massive Returns
Choucair highlighted that the logistics and ports sector is experiencing unprecedented growth, particularly along the Red Sea.
He noted that the entry of major global players such as DP World and CMA CGM into the Saudi market reflects strong institutional confidence in this long-term structural shift.
He projected annual returns in this sector ranging between 15% and 20%, describing it as one of the most important opportunities not yet fully recognized by the broader market.
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The Hidden Capital in Pipelines and Green Energy
Choucair revealed what he described as “hidden capital” quietly generating billions.
He pointed to major projects aimed at transporting oil away from the Strait of Hormuz through pipelines and land routes—projects that require smart financing through private equity and green bonds.
He also emphasized that smart money is increasingly flowing into renewable energy and green hydrogen projects in NEOM and Saudi Aramco, with tens of billions expected to be invested over the next three years, driven by strong foreign capital inflows.
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Logistics Real Estate and Equities as Strategic Assets
On the asset side, Choucair noted a surge in demand for warehouses and industrial zones in cities such as Riyadh, Jubail, and Yanbu.
He described logistics real estate as both a safe haven and a growth engine.
For easier access, he advised investors to look at the Saudi stock market (Tadawul), particularly companies linked to infrastructure and ports, as a practical entry point into this transformation without operational complexity.
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The Elite Investor Strategy
Choucair concluded by outlining a clear strategy for what he described as elite investors:
Reduce exposure to oil assets directly tied to Strait of Hormuz risks
Allocate between 25% and 40% of portfolios to logistics, new energy, and real assets in Saudi Arabia
He emphasized that history is being written now.
“Saudi Arabia is no longer just an oil state—it has become a global logistics hub and a premier investment destination.”
While the Strait of Hormuz will remain important, it will no longer be the only artery of global energy.