With the number of drones and missiles flying toward energy infrastructure in the Gulf these days, it might seem like a strange time to pour capital into that sector, in that region. But a gold rush is shaping up to profit from new workarounds to the Strait of Hormuz. It will be somewhere in the Gulf region, but outside the Strait, the project’s organizers told me. The idea was born before the war broke out, Mark Gunderson, a Texas oil developer whose MWG Enterprises is a partner in the project, told me. The project, whose other backers include the Patel Family Office and Saudi’s AHQ Group, is part of a larger tide of capital flowing into Gulf oil infrastructure.