Energy Supply Risks Intensify as Trump and Iran Trade Escalatory Threats Over Power Infrastructure

Mutual threats over energy infrastructure mark a dangerous new phase. Iran warned all regional energy, IT, and water desalination facilities would be destroyed, a threat extending well beyond combatant targets to civilian populations dependent on desalinated water across the GCC. Gulf oil production has dropped by at least 10 million barrels/day. UAE and Australia joined 22 nations committing to ensure safe Hormuz navigation, but the coalition lacks enforcement capability against Iran's mine and anti-ship missile coverage of the narrow waterway.