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Container cranes and a ship at the Port of Djibouti at sunset

III Kinetic Conflicts & DefenceSub-Saharan Africa

Nueva Sociedad finds Ethiopia's quest for the sea exists only on paper

Container terminal at the Port of Djibouti (December 2015)Photo: Skilla1st / Wikimedia Commons · CC BY-SA 4.0 · resized · Source
Institution
Nueva Sociedad
Author
Héctor Barros, Federico Muiña
Country · language
Latin America (Argentina) · Spanish
Affiliation
Independent journal (Buenos Aires)

Summary

Writing in the Latin American journal Nueva Sociedad on 19 October, Héctor Barros and Federico Muiña describe how Ethiopia's search for access to the sea has grown into a regional crisis. On 1 January 2024 Prime Minister Abiy Ahmed and Somaliland's leader Muse Bihi Abdi signed a memorandum under which Ethiopia was to lease about 20 kilometres of coastline for 50 years for its navy. According to the authors, the full text was never published and the lease never took effect. Somalia treated the deal as a breach of its sovereignty. Türkiye mediated in Ankara in December 2024, where the parties agreed on respect for Somali sovereignty and a formula for commercial access, but the port question was left unresolved.

The authors argue that the crisis has widened through the Nile and the Red Sea. Egypt, which draws more than 90% of its water from the Nile, opposes the Grand Ethiopian Renaissance Dam inaugurated in September 2025, and signed a military cooperation agreement with Somalia in August 2024. In December 2025 Israel became the first UN member to recognise Somaliland; the African Union rejected the recognition. According to the World Bank, more than 95% of Ethiopia's foreign trade by volume passes through Djibouti, and the country has a population of around 140 million.

The analysis also ties the renewed fighting in Tigray and Afar in September 2026 into this picture. Federal forces took Alamata and entered Mekele on 3 October, while the road to Djibouti stayed open. Eritrea cut diplomatic ties on 1 October. Ethiopia told the UN Security Council that Eritrean troops had advanced up to 60 kilometres into Tigray, which Asmara denied. Federal forces reached Zalambessa on the border on 13 October. As of 14 October, the authors note, neither government had declared war, and the port deal will remain on paper until the question of who has authority to sign it is settled.

Blind spot

The analysis frames Ethiopia's demand for sea access as geopolitical ambition, but never puts a number on the economic cost, in port fees, of trade that is 95% dependent on Djibouti. Gulf states' port investments in Berbera and Assab and Türkiye's military presence in Somalia are barely discussed. The piece stops at 14 October and does not cover fighting in the second half of the month.

Talay assessment

Bottom line

The analysis shows Ethiopia's search for a port binding Somalia, Egypt, Eritrea and Israel into a single web of rivalry, and that web colliding in 2026 with the Tigray front. The dependence of more than 95% of foreign trade on Djibouti exposes Addis Ababa's greatest vulnerability. The most likely path is a port deal left in limbo and continued tension on the Eritrean border without a declaration of war.

Likely effects

  • Djibouti corridorNegativeWeeks

    If fighting in Afar threatens the Djibouti road, more than 95% of Ethiopia's foreign trade faces disruption risk at once.

  • Red Sea securityNegative6 months+

    Israel's recognition of Somaliland and Egypt–Somalia military cooperation turn the area around Berbera into a new arena of regional rivalry.

  • Türkiye's mediationUncertain1–6 months

    Because the December 2024 Ankara understanding left the port question open, Türkiye may need to re-engage on the Somalia–Ethiopia file.

Possibilities, ranked

  1. 1
    Port in limbo, contained tension55%

    The Somaliland deal is not implemented, and fighting on the Eritrean border continues without a declaration of war.

    Watch: A new letter from Ethiopia or Eritrea to the UN Security Council

  2. 2
    Ethiopia–Eritrea war30%

    Clashes around Zalambessa turn into open war and the dispute over Assab becomes militarised.

    Watch: A formal declaration of war by Ethiopia or Eritrea, or troop movements towards Assab

  3. 3
    Diplomatic route15%

    Türkiye or the African Union opens talks on a new formula for commercial access.

    Watch: Announcement of a round of Somalia–Ethiopia technical talks in Ankara

Probabilities are calibrated judgement based on the sources, not measurement, and are revised as new information arrives. Not investment advice.

Original publication: nuso.org · 19 October 2026

This page summarises the institution's view and does not reflect the view of Talay Insight. No direct quotation is used.