Updated
Updated · Al Jazeera English · Aug 30
Iran-Backed Groups Hit Gulf Energy Sites in 172 Attacks as Brent Jumps 22%
Updated
Updated · Al Jazeera English · Aug 30

Iran-Backed Groups Hit Gulf Energy Sites in 172 Attacks as Brent Jumps 22%

3 articles · Updated · Al Jazeera English · Aug 30

Summary

  • At least 172 attacks have hit nonmilitary infrastructure across the Gulf since February 28, with oil, gas, power and desalination sites making up 48% of the targets, according to ACLED.
  • The strikes have landed hardest in the UAE, Kuwait and Bahrain, while repeated attacks on Qatar’s Ras Laffan LNG hub and a July 27 drone strike on Saudi Arabia’s Abqaiq complex exposed key regional chokepoints.
  • Brent has climbed from $72 to $88 a barrel as the Strait of Hormuz remains largely closed, boosting producer profits even as Gulf operations face mounting disruption.
  • Rystad estimates US firms’ Gulf gas supply share will fall about 40% this year and oil supply 30%-35%; ExxonMobil has been among the most exposed through Qatar and UAE assets.
  • The conflict is creating a split across US energy: Chevron posted $12 billion in quarterly adjusted earnings with limited Gulf exposure, while delays and repair costs threaten projects including Qatar LNG and Exxon’s $10 billion expansions.

Insights

With Gulf energy infrastructure crumbling under relentless attacks, could the crippled Strait of Hormuz soon push global crude prices beyond $130 a barrel?
Will the devastating destruction of Qatar's LNG hubs permanently end the Middle East's dominance over global energy supply chains?
How will heavily exposed energy giants survive multi-billion dollar repair bills while competitors reap massive profits from soaring oil prices?