The US-Iran Peace Deal Impact on Pakistan could be worth as much as $20 billion, according to a new report released by KTrade Securities. The report suggests that a phased agreement between Washington and Tehran, combined with the restoration of normal commercial activity through the Strait of Hormuz, could significantly improve Pakistan’s economic outlook.
Analysts believe Pakistan is positioned to become one of the largest beneficiaries among emerging markets if regional tensions ease. The report notes that the country’s strategic location could allow it to serve as an important economic bridge connecting South Asia, the Middle East, and Central Asia.
The report identifies six major channels through which the US-Iran Peace Deal Impact on Pakistan could materialize. These include improvements in Pakistan’s country risk profile, foreign exchange reserves exceeding $20 billion, a recovery in exports to Gulf markets, lower inflation, and a stronger current account position.
Another major benefit could come from overseas employment opportunities. According to the report, the revival of large-scale development projects under Saudi Vision 2030 may create demand for up to 800,000 Pakistani workers annually, generating valuable remittance inflows and supporting domestic economic growth.
Gwadar Port is highlighted as a key strategic beneficiary due to its location outside the Strait of Hormuz. The report states that cargo activity has increased substantially, with container throughput already exceeding the previous year’s levels. Continued growth could generate significant port revenues and strengthen Pakistan’s logistics and trade infrastructure.
The report also points to expanding trade opportunities with Iran if sanctions are eased. Bilateral trade could rise to $2 billion through increased exports of textiles, cement, rice, fruits, and medical products, while Pakistan could benefit from importing energy products and industrial raw materials at competitive prices.
A further advantage could come from the Iran-Pakistan gas pipeline project. Analysts estimate that cheaper pipeline gas could save Pakistan between $1.5 billion and $2 billion annually compared to current LNG imports. Combined with potential gains from CPEC expansion and increased foreign investment, the US-Iran Peace Deal Impact on Pakistan could become a significant driver of economic stability and growth in the coming years.
