Gulf energy infrastructure
🔴 Active damage
Dozens of refineries, gas plants, and ports hit by missile and drone strikes — Iran war now in week four
Major facilities across Saudi Arabia, UAE, Kuwait, Qatar, and Bahrain have been struck or disrupted. Some have restarted. Others remain offline. Operational status of many sites still unclear.
▲Ras Laffan, Qatar: QatarEnergy declared force majeure on LNG supply contracts
▲Bapco Energies, Bahrain: 400,000 bbl/day plant damaged — force majeure declared
▲Kuwait: oil output cut by at least half — two refineries affected
Fuel & energy costs
🔴 Severely disrupted
Hormuz near-standstill — Saudi Arabia rerouting exports via Red Sea as Gulf ports close
Fujairah, Jebel Ali, Sohar, and Salalah have all been periodically shut by drone strikes. Yanbu on the Red Sea is absorbing diverted Saudi crude exports. Das Island LNG operating at low levels — can't export via Hormuz.
▲Strait of Hormuz: near-standstill in tanker traffic
▲Ruwais, UAE: one of the world's largest refineries shut after drone strike fire
→Ras Tanura, Saudi Arabia: restarted after initial shutdown — watch for re-targeting
Iran conflict — status
⚠ Deadline extended
Trump extends Iran energy-attack pause by 10 days — says talks going "very well"
Second extension of Trump's pledge to hold off strikes on Iranian energy sites. Iran rejected a 15-point US proposal but has recently pulled back from targeting Persian Gulf oil infrastructure. Situation remains fluid.
→Trump: 10-day extension on Iranian energy site attack pause
▲Iran rejected 15-point US deal proposal — conflict ongoing
▼Iran has recently avoided Gulf oil/gas infrastructure — temporary de-escalation
Supply chain
🔴 Cascading disruption
Gulf port closures compounding tariff disruptions — medication and fuel supply chains most exposed
Maersk's APM Terminals suspended Bahrain operations. Container and crude flows through the Gulf severely disrupted. Combined with existing tariff-driven delays, just-in-time supply buffers are thin.
▲Khalifa Bin Salman, Bahrain: Maersk APM Terminals suspended operations
▲Generic drug shortages at 10-year high — 300+ active shortages nationally
→Food supply domestically stable — but import-dependent categories at risk