Between security and trade

The future of corridors in the geopolitics of nodes (as opposed to that of lines)

What we have learnt from the Covid pandemic, the war in Ukraine and the conflict in the Middle East is that strategic value stems from the chain comprising ports, railways, freight terminals, customs, energy, industry and data. The last century saw the world divided into blocs; then came globalisation, and power developed along value chains. Today, those who manage the intersections between networks (electricity, maritime and infrastructure) hold the keys to the motorways. This is the logistics of the future

Nella mappa l’intersezione dei principali corridoi logistici legati a Europa, Cina, India e Medioriente

7' min read

Translated by AI
Versione italiana

7' min read

Translated by AI
Versione italiana

Ports, railways, undersea cables, electricity grids and customs facilities are reshaping the economic landscape between Asia, the Gulf and Europe more rapidly than formal alliances. The India–Middle East–Europe Economic Corridor (IMEC), the Iraqi Development Road, the CPEC/Gwadar between China and Pakistan, the China–Europe Railway Express and EU corridors known as TEN-T, despite numerous cross-cutting tensions, are building an overlapping network of options through which India, China, the Gulf monarchies, Turkey and Europe seek redundancy and the ability to route goods, energy and data flows via alternative routes to Hormuz and those used until six years ago. For Italia, the stakes are exceptionally high: to transform its Mediterranean position from a mere geographical advantage into infrastructural power, becoming the European hub where goods, energy, data and industry could converge. What we have learnt from Covid, the war in Ukraine and the current conflicts in the Middle East is that strategic value stems from the portrailfreight villagecustomsenergyindustry and data. The last century saw the world divided into blocs; then came globalisation, and power developed along value chains. Today, we are entering the era of ‘node geopolitics’. These are the points where electrical connections, data, maritime routes and critical infrastructure intersect. Whoever controls these nodes today holds the keys to the motorways. This, therefore, is the logistics of the near future.

Steps already taken by the EU

A maritime terminal without rail links to the hinterland remains merely a point of entry; a port connected to manufacturing, continental markets, cables, electricity grids and interoperable customs procedures, on the other hand, becomes a platform for economic power. At least in theory, this is the logic embedded in the European TEN-T network. The Mediterranean Corridor links the Spanish ports of Algeciras, Cartagena, Valencia, Castellón, Tarragona and Barcelona with the south of France and thence with Genoa and La Spezia, continuing through Turin, Milan, Verona, Bologna, Padua, Venice and Trieste. The Commission also identifies the transalpine Lyon–Turin link and the rail connection to Slovenia as key elements of the axis. For Italia, this means that Genoa, La Spezia and Trieste do not compete exclusively with other ports: they compete on their ability to rapidly transfer cargo to Lombardy, Piedmont, Veneto, Bavaria, Austria and Central and Eastern Europe. The true strategic indicator is therefore the economic reach of the hinterland, not the nominal number of quays. There has been talk of European corridors for years and, in many cases, progress has been made. Now, however, they have become strategic – both amongst themselves and in connection with those coming from the East.

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IMEC enters Italian politics

The India–Middle East–Europe Economic Corridor brings a new dimension to this region. The project aims to link India, the Gulf and Europe by integrating maritime transport, land infrastructure, energy and digital connectivity. It is primarily a concept on paper, but its political trajectory has become more concrete. On 20 May 2026, in Rome, the Italian Prime Minister Giorgia Meloni and the Indian Prime Minister Narendra Modi formally reaffirmed Italia and India’s commitment to cooperation on the IMEC.

Incontro tra Roma e Delhi

La presidente del Consiglio Giorgia Meloni con il primo ministro dell'India Narendra Modi a Villa Doria Pamphilj, Roma, 20 maggio 2026. (Ansa)

Should the project become operational, Italia will be in a position to compete to become one of its main European gateways. However, no memorandum automatically guarantees this outcome: rail capacity, customs interoperability, efficient terminals, transalpine connections, digital logistics and energy supply are all required. This is where the competition becomes an industrial one.

The situation facing Italian ports and IMEC

Italia has an advantage that many new corridors have yet to develop: behind its northern ports lies one of Europe’s largest manufacturing hubs. Genoa and La Spezia look towards the Po Valley and Western Europe; Trieste and Venice have a natural reach towards Austria, southern Germany, Slovenia and the Danube region. In particular, the port system of Genoa can draw on a wealth of established expertise in trade with the Indian subcontinent. The long-standing presence of the Compagnia Ignazio Messina, which has been active for many decades in trade with India, is a distinctive feature of the Genoese port system. In August 2026, the company announced the expansion of services on this route, with the launch of the new Red Sea Express service, designed to strengthen links between the Indian subcontinent, the Arabian Peninsula and the Red Sea via a dedicated route between Nhava Sheva, Sohar, Jeddah and the other main ports in the area. Further south, the Italian port system can take on additional transhipment, energy and Mediterranean logistics functions. The problem in Italia is therefore not a lack of infrastructure, but the speed at which individual assets come together to form a system. The Ministry of Infrastructure and Transport is responsible for projects funded by NextGenerationEU totalling approximately 39.85 billion euros, of which 1.1 billion relates to REPowerEU; following the June 2025 restructuring, the MIT must achieve 70 milestones and targets by 2026, 58 relating to investments and 12 to reforms. The previous PNRR programme for ports and logistics had identified €9.2 billion in infrastructure investment, with 47 per cent earmarked for ports in southern Italy. Administrative timelines are crucial. A link that reduces physical distance can lose all its advantages if it introduces delays at ports, at borders or in documentation procedures. In February 2024, the Ministry of Infrastructure and Transport (MIT) allocated €16 million to the Port System Authorities to develop and implement the Port Community System, linking them to the National Digital Logistics Platform. This is a strategic step: interoperability between ports, freight terminals, customs and logistics operators can transform physical infrastructure into a high-speed administrative network. In the corridor economy, minutes and hours of predictability can be worth as much as kilometres of new railway line.

Iraq and Turkey open another route

Whilst the IMEC corridor is developing its own policy framework, Iraq and Turkey are building an alternative with a different structure. On 22 April 2024, Iraq, Ankara, Qatar and the United Arab Emirates signed a memorandum of cooperation on the Development Road and the port of Al-Faw. The official project envisages approximately 1,200 kilometres of road and railway within Iraq and an indicative budget of around 17 billion dollars. The institutional timetable sets out a first phase to be completed in 2028, a second in 2033 and a third in 2050. The United Arab Emirates’ involvement in both the Development Road and the IMEC framework is perhaps the most interesting aspect from a geopolitical perspective. It suggests that Abu Dhabi does not necessarily regard the two systems as mutually exclusive. Building multiple access routes means reducing dependence on a single corridor and enhancing its own value as a hub. For Ankara, the Development Road can further strengthen an already structural function: that of linking the Gulf, the Caucasus, Central Asia and Europe. For Italia, this means that the eastern Mediterranean and the Adriatic can be reached by freight volumes coming from new land routes, intensifying competition between European gateways.

China already has a transport network

In this logistical acceleration, China is starting from a radically different position: not from a project, but from a railway network that is already operational. As of 10 June 2025, according to the Chinese State Council, the services connected 128 Chinese cities with 229 cities in 26 European countries, as well as more than 100 cities in 11 Asian countries. Beijing’s advantage lies in the network effect: terminals, operators, customs procedures, industrial clients and logistics services already exist. The next strategic step is to make that network less dependent on individual geopolitical crossings, by strengthening alternative routes through Central Asia, the Caspian region, the Caucasus and Turkey. This also changes the significance of IMEC. Its competition with Chinese systems will not be decided solely on the basis of distance, but on reliability, frequency, total cost, security and the ability to reach European industrial districts.

Cables and energy are transforming the Mediterranean

As well as energy supply, the main driver of change in the logistics sector of the future lies on the seabed. The EU Commission is supporting the EU–Africa–India Digital Corridor, a secure undersea system stretching approximately 11,700 kilometres, designed to link Europe and India with intermediate landing points in the Mediterranean, the Middle East and East Africa. Italia is explicitly listed among the Team Europe participants alongside the European Commission and the European Investment Bank. This changes the economic value of Mediterranean ports. The gateway of the future does not merely handle TEUs: it houses landing stations, terrestrial backbones, data centres and energy connections. Goods can be transported; data can be processed. It is in the latter aspect that an increasing share of the technological value is concentrated. On 5 February 2026, the Commission announced a further €347 million to strengthen the security of submarine cables, alongside a new Submarine Cable Security Toolbox and the Cable Projects of European Interest. For Italia, the security of landing stations and the diversification of backbone networks towards the rest of Europe therefore become matters of industrial policy and national security, not just telecommunications. Automated ports, electrified railways, refrigerated logistics, industries and data centres depend on the availability of a reliable electricity supply. Clearly, Italia cannot aspire to become a Mediterranean digital and logistics hub whilst keeping port planning, the electricity grid, data infrastructure and industrial policy separate.

Upcoming Italian fixtures

Italia has a unique geographical configuration: it is crossed simultaneously by the East–West Mediterranean Corridor and the Scandinavian–Mediterranean Corridor, which links Scandinavia and Germany with Austria, Northern Italy, Southern Italy and Malta. The Commission defines the latter as one of the main north-south axes of the European economy and identifies the Brenner Base Tunnel, the 55-kilometre railway line between Innsbruck and Fortezza, as one of the key projects. This intersection changes the national outlook. Genoa, La Spezia, Venice and Trieste could serve as western or northern terminals for the new Indo-Mediterranean flows; the Brenner links the Italian production system to Germany; Lyon–Turin links the Po Valley to Western Europe; the Adriatic route opens up towards the Balkans and Central and Eastern Europe; the cables reaching the Mediterranean tie all the corridors together. A vast web, whose points of intersection form the nodes. Power lies with those who can receive a ship, transfer its cargo to the rail network, complete customs clearance swiftly, guarantee energy supplies, host data centres and manufacturing sites and, above all, offer an alternative route when another segment of the system becomes unavailable. This is the geopolitics of the nodes.

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