
An Analyst Spelled Out the Gulf's Red Line
Iran has laid down a clear rule of engagement: strike Iranian energy facilities, and equivalent facilities across the Gulf get targeted.
An Arab analyst breaks down exactly what’s at stake:
🔸 Gulf states hold 1.55 trillion barrels — 32% of global oil reserves
🔸 Targeting these facilities could eliminate 20% of global oil supply — 18 million barrels per day
🔸 20% of global LNG demand comes from this region
🔸 25-30% of global urea fertilizer exports — food supply implications for years
KSA: Ghawar field (58B barrels), Safaniya field (34B barrels), Ras Tanura port (handles 90% of Saudi exports)…
The skinny
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