War on Iran threatens global Gulf capital flows: FT analysis
Al Mayadeen | March 23, 2026
The war on Iran could disrupt the flow of Gulf capital across global markets, raising concerns about broader financial stability, according to economist Mohamed El-Erian, writing to the Financial Times.
While much attention has focused on energy markets and the resumption of oil production and shipments, El-Erian argued that an equally important issue is how the war may affect the Gulf’s relationship with international capital markets in the short term.
The six members of the Gulf Cooperation Council (GCC), Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates, have become major global financial players over decades, investing heavily across international markets.
El-Erian noted that there is a risk of a temporary shift in capital flows as Gulf countries face increased domestic financial demands amid the war, even if their long-term investment role remains intact. Such a shift could impact global interest rates and the distribution of funding, given the world’s growing reliance on GCC capital.
Before the US-Israel war on Iran, GCC countries had already established themselves as influential forces in global finance, not only as energy suppliers but also as major hubs for transport, tourism, and liquidity.
The region generated a current account surplus exceeding $800 billion over the past four years and has deployed its financial resources across global markets, including public and private investments.
GCC’s growing role in global finance
El-Erian highlighted the growing presence of global financial institutions in the Gulf, where sovereign wealth funds, offices, pension funds, and banks actively manage and allocate capital internationally.
Over time, GCC countries have expanded their investment strategies, now playing a leading role in sectors such as artificial intelligence, life sciences, and robotics.
However, the war on Iran has caused a near “sudden stop” in the energy sector, creating short-term revenue pressures. Governments are expected to increase spending to shield populations from the impact of the war, even as some expenditures decline.
El-Erian emphasized that GCC countries are not uniform, noting that outcomes will depend on financial reserves, revenue recovery speed, and the balance between domestic spending and international investments.
He also warned that any disruption in global capital flows comes at a difficult time, with advanced economies facing large deficits and rising debt issuance, alongside major financing needs driven by technological shifts such as artificial intelligence.
The result is sustained high borrowing costs, which could affect countries, companies, and households, while amplifying financial risks and exposing new vulnerabilities.
Despite the challenges, El-Erian said the GCC will recover its energy exports and maintain its role as a global financial and logistical hub, but stressed that temporary shifts in capital flows must be considered in assessing the broader economic impact of the Iran war.
Iran retaliation shakes helium, global tech supply chains
Al Mayadeen | March 22, 2026
The Associated Press on Sunday reported that Iranian strikes on US-linked gas infrastructure in Qatar is now threatening to disrupt not only global energy markets, but also key technology supply chains, due to the role Qatar plays in helium production.
The strikes come in direct response to the earlier targeting of Iran’s own energy sector, particularly the attack on the South Pars gas field, the country’s largest and most strategic source of natural gas. Iranian officials had warned that any attempt to hit its economic infrastructure would be met with reciprocal measures across the region, signaling a shift toward targeting energy assets tied to the broader war effort.
Qatar, which shares the same gas reservoir with Iran, became part of this escalation, with strikes on Ras Laffan reflecting a deliberate mirroring of earlier attacks on Iranian facilities.
Helium shock
The Gulf state supplies roughly a third of the world’s helium, a gas that, despite its everyday image, is essential for advanced industries, including semiconductor manufacturing, medical imaging, and space launches.
Production was halted earlier this month at the US-linked Ras Laffan facility after attacks on energy infrastructure, with further strikes this week causing what officials described as extensive damage. Qatar’s state-owned energy company has since warned that helium exports will be reduced by around 14 percent.
“It makes the story worse,” Phil Kornbluth, president of Kornbluth Helium Consulting, told AP. “Your best-case scenario would be you’re back producing some helium in six weeks or something like that. As it looks right now, that’s highly unlikely.”
Prices surge
Prices have already begun to rise, with spot rates doubling since the crisis began. While most helium is sold through long-term contracts, analysts say sustained disruption could push those prices higher as well.
“There’s lots of room for price increase if this is an extended outage,” Kornbluth said.
The impact has not yet fully reached global markets, largely because shipments sent before the escalation are still arriving. But that buffer is expected to run out within weeks.
“Nobody’s run out of helium yet. But it’s a few weeks out when the shortage really hits,” he added.
Chips under pressure
The implications are particularly serious for the semiconductor sector. Helium is used during chip production to regulate temperature, especially in the etching phase, where maintaining consistent cooling is critical.
“You really want to maintain a constant temperature over the wafer. And in order to do that, you need to be able to draw heat away from the wafer that’s being processed,” said Jacob Feldgoise, an analyst at Georgetown University’s Center for Security and Emerging Technology. “Helium is an excellent thermal conductor. And so chip fabs will blow helium over the back of the wafer in order to speed heat removal and keep heat removal consistent.”
There is currently no viable substitute for helium in this process.
Beyond chipmaking, helium is also used to cool MRI machines and in rocket fuel systems, making it a key resource across both medical and aerospace sectors.
Supply chain strain
The situation is further complicated by transport constraints. Liquid helium must be stored in specialized containers that can only hold it for a limited time before it begins to escape. Around 200 of these containers are currently stuck in the region, slowing efforts to stabilize supply.
“It’s going to take a fair amount of time to get these containers out of Qatar and to get them somewhere else where they might be able to be filled with helium,” Kornbluth said. “So this initial period when you lose Qatar supply and have to rejig the supply chain and reposition containers, that’s going to be the worst part of the shortage most likely.”
With few alternative producers and Russian exports restricted by sanctions, options for replacing Qatar’s supply remain limited. Asian manufacturers, particularly in South Korea, are seen as especially exposed due to their reliance on Qatari helium.
“Even disruptions affecting just a handful of materials could destabilize the entire semiconductor manufacturing process as each stage of production depends on the previous one,” said Jong-hwan Lee, a professor at Sangmyung University.
Still, analysts say a complete supply collapse is unlikely. In the event of shortages, helium is typically redirected toward critical sectors such as healthcare and chip production, where demand is hardest to replace.
But the situation points to how quickly a regional escalation can ripple through global industries, exposing vulnerabilities far beyond the immediate battlefield.
Washington approves billions in new arms sales to Gulf states as concerns grow over stocks of air defenses
The Cradle | March 20, 2026
Washington has approved around $7 billion in arms to the UAE – as part of a larger package for Gulf states hosting US bases and currently facing retaliatory Iranian strikes, the Wall Street Journal (WSJ) reported.
The US State Department is “not required” to announce the billions in arms to the UAE “under the rules governing U.S. arms exports, which use different modalities for different types of sales,” the report said.
“The Trump administration on Thursday moved forward with $23 billion in weapons sales to the UAE, Kuwait, and Jordan,” in order to “bolster those countries militarily during the conflict with Iran,” US officials told WSJ.
“The proposed weapons sales include more than $16 billion announced earlier on Thursday by the State Department, including air-defense systems, bombs, and radar for the UAE, and $8 billion in air-defense equipment for Kuwait,” the report added.
The officials said the deals include the sale of Patriot PAC-3 Missiles (worth $5.6 billion) and CH-47 Chinook helicopters (worth $1.32 billion) to the UAE.
“The US also approved $37 million in so-called Direct Commercial Sales of Predator XP drones and sustainment programs for light B-250/350 aircraft with an unspecified dollar value,” the officials went on to tell WSJ.
Washington has invoked an emergency clause in the US arms control law for the part of the sales to the UAE. As a result, deals can “bypass” the congressional review protocol, WSJ added.
The State Department said on 19 March that sales to the UAE will improve the Gulf state’s “capability to meet current and future threats.”
According to an Anadolu Agency (AA) report from early March, Gulf countries spent over $3 billion in the first four days of the war alone.
WSJ reported on 2 March that Washington’s Arab allies were in a “race against time” due to quickly depleting stockpiles of US-made interceptors.
“The intensity of interceptor usage that we have seen over the last couple of days can’t be maintained for more than another week – probably a couple of days at most, and then they will feel the pain of interceptor shortage,” Fabian Hoffmann, a missile expert at the University of Oslo, told the outlet at the time.
The report, citing another expert, stated that these countries will have to “ration” their defenses and “change tactics” to a “much more judicious use of those incredibly high-demand interceptors that are running low, and using them only against the highest-value targets, the ballistic missiles.”
The brutal US-Israeli war on Iran has reached the end of its third week.
Tehran has continued its massive and unprecedented campaign of retaliatory strikes on Israel as well as US military assets across the region. Iran closed the Strait of Hormuz to Washington and its allies, and is targeting vessels that attempt to cross in violation of its warnings.
The global price of oil has now shot up past $119.
Tehran struck several major energy facilities across the Gulf on Wednesday: the Ras Laffan site in Qatar, Habshan Gas Facility in the UAE, and SAMREF Refinery in Saudi Arabia.
An Iranian missile also struck Israel’s Haifa Oil Refinery on Thursday.
Israel had bombed Iran’s South Pars Gas Field earlier this week, with direct approval from US President Donald Trump.
Attacks on enemy energy facilities not over yet, strikes ongoing: Iran
Al Mayadeen | March 19, 2026
The spokesperson for the Iranian armed forces, Khatam al-Anibya Central Headquarters, Lieutenant Colonel Ebrahim Zolfaghari, warned on Thursday that Iran’s strikes against energy infrastructure in the region are not over.
He stressed that further strikes on Iran’s energy infrastructure would trigger an even stronger response that would target enemy assets and those of the allies of Iran’s enemies. Zolfaghari warned that future responses would not stop until adversary energy assets are “completely destroyed”.
SAMREF refinery in Yanbu under attack
On Thursday, an aerial attack targeted the Saudi Aramco-operated SAMREF refinery in Yanbu, an industry source told Reuters, in the latest escalation in the Gulf following US-Israeli strikes on Iranian energy infrastructure.
The SAMREF refinery, a joint venture between Saudi Aramco and Exxon Mobil, was struck in the Red Sea port city of Yanbu. The source claimed the attack caused minimal impact, with no immediate reports of significant disruption to operations.
It is worth noting that Gulf states have largely maintained limited and tightly controlled disclosures regarding attacks on critical infrastructure and US-linked military assets on their territory. Official statements have overstated the interception of incoming missiles and drones, often highlighting high success rates, while offering little detail on damage or operational disruption. The United Arab Emirates has even claimed that debris from interceptions hit its facilities and caused huge plumes of smoke to rise in al-Fujairah, instead of admitting that its defenses failed to intercept drones.
On Wednesday night, Saudi Arabia’s Ministry of Defense also reported that it successfully intercepted ballistic missiles targeting assets in Riyadh. Meanwhile, footage taken by migrant workers in the area showed multiple direct impacts.
Numerous energy facilities and assets in the UAE, Saudi Arabia, Kuwait, and Qatar were struck overnight.
Iran responds in kind to all
Iranian officials have repeatedly said that security can either be achieved for all or for none, emphasizing that insecurity in Iran will lead to insecurity across the region.
The attacks on US-linked energy facilities follow a series of US-Israeli strikes targeting Iran’s energy infrastructure, including the strategic South Pars gas field. In response, Iran’s Islamic Revolution Guard Corps (IGC) issued evacuation warnings for multiple oil and gas facilities across Saudi Arabia, the UAE, and Qatar, explicitly naming the Yanbu refinery among its targets.
Yanbu has emerged as a critical export hub since Iran effectively shut down the Strait of Hormuz for US-Israeli-linked vessels and products earlier in the war. The waterway, through which roughly a fifth of global oil supply typically passes, has long been a cornerstone of international energy flows.
With Hormuz disrupted, Yanbu and the UAE’s al-Fujairah port became key alternative outlets. However, Fujairah has also come under repeated attacks in recent days, forcing suspensions of operations.
Targeted assets
QatarEnergy reported that Iranian missile strikes on the Ras Laffan industrial city, home to the country’s primary liquefied natural gas processing facilities, caused “extensive damage”. A nearby vessel was also damaged in an attack in the morning.
UAE authorities halted operations at the Habshan gas facility following the alleged interception of a drone attack.
An oil refinery in Kuwait was targeted in a drone strike this morning, sparking a “limited” fire, according to state media. The fire at the Mina Al-Ahmadi refinery was reportedly contained, and there were no reports of injuries, according to the Kuwait News Agency. The oil refinery is located about 500 kilometers south of Kuwait City. It is one of the largest oil refineries in the region, with a petroleum production capacity of 730,000 barrels per day.
With key export terminals under mounting strain and alternative routes repeatedly disrupted, the escalation led by Trump and Netanyahu appears to have further compounded, rather than resolved, the very crisis their initial aggression set in motion, deepening instability across global energy markets.
IRGC says regional energy sites linked to US will be reduced to ashes
Press TV – March 18, 2026
The Islamic Revolution Guards Corps (IRGC) says regional energy production facilities linked to the United States will be reduced to ashes as the elite force prepares to respond to attacks on Iran’s natural gas production sites.
Spokesman of the IRGC’s Khatam al-Anbiya Central Headquarters Lieutenant Colonel Ebrahim Zolfaqari said on Wednesday that Iran’s attacks will target countries whose territories were used to launch airstrikes on Iran’s gas facilities earlier in the day.
“Fuel, energy and natural gas infrastructure of the source of the invasion will be set ablaze and reduced to ashes at the earliest opportunity,” the spokesman said in a televised statement.
Earlier on Wednesday, the IRGC issued a warning note to people living near five major energy production facilities in Saudi Arabia, the United Arab Emirates (UAE) and Qatar, to immediately evacuate to protect their lives from Iran’s reprisal attacks.
The warning came right after Iran’s Oil Ministry said four refining facilities in Asaluyeh, a Persian Gulf coastal town home to Iran’s gas processing installations, had suffered damage as a result of US-Israeli airstrikes.
Meanwhile, commander of the IRGC Navy Rear Admiral Alireza Tangsiri said in a post on his X account that the force had updated its bank of targets to include “oil installations related to the US.”
Tangsiri said the IRGC will open fire on those installations forcefully and with full strength.
“We warn citizens and workers to keep away from these installations,” said his post.
Iran has been carrying out reprisal attacks against US military bases and other assets in regional countries since the start of the US-Israeli aggression on February 28.
However, oil and gas infrastructure was spared to prevent major disruption to regional and international energy supplies.
Iranian authorities had warned that those facilities would also come under attack if corresponding sites in Iran were hit.
The Wednesday attacks and Iran’s planned response are expected to cause a major surge in international energy prices, with analysts warning that they could well exceed $150 a barrel, up nearly three times compared to before the aggression on Iran.
Qatar condemns ‘dangerous’ Israeli attack on gas field
RT – March 18, 2026
The Qatari Foreign Ministry has condemned Israel’s attack on Iran’s South Pars gas field, which is jointly operated by Iran and Qatar. The ministry said that strikes on Pars constitute “a threat to global energy security.”
Gas processing facilities on the Iranian side of the field were damaged in strikes on Wednesday. While Israel has not taken responsibility for the strikes, Axios reported that they were carried out by Israeli forces in coordination with the US.
In a post on X, Qatari Foreign Ministry spokesman Majed al-Ansari blamed the destruction on Israel.
“The Israeli targeting of facilities linked to Iran’s South Pars field, an extension of Qatar’s North Field, is a dangerous and irresponsible step amid the current military escalation in the region,” he wrote. “Targeting energy infrastructure constitutes a threat to global energy security, as well as to the peoples of the region and its environment.”
Al-Ansari called on all parties involved in the conflict to “exercise restraint” and avoid “the targeting of vital facilities.”
South Pars/North Field is the world’s largest natural gas field. Holding an estimated 1,800 trillion cubic feet of natural gas, its recoverable reserves are believed to be almost as large those of every other gas field on earth combined. Qatar depends on oil and gas for 80% of its revenues, with almost all of its gas extracted from this field.
Iran has threatened to retaliate to the attack in kind. “As previously warned, if the fuel, energy, gas, and economic infrastructures of our country is attacked by the American-Zionist enemy, in addition to a powerful counterattack against the enemy, we will severely strike the origin of that aggression as well,” the country’s military said in a statement to Iranian media.
“We consider targeting the fuel, energy, and gas infrastructures of the countries of origin legitimate and will retaliate strongly at the earliest opportunity,” the statement continued.
In the hours after the attack on South Pars, loud explosions were heard in the Saudi capital of Riyadh, while QatarEnergy announced that missiles had hit the Ras Laffan LNG hub, causing “significant damage.” Qatar’s civil defense agency blamed the attack on Iran.
Iran warns it may target US missile launch sites in UAE cities
By Al Mayadeen | March 14, 2026
The spokesperson for Iran’s central Khatam al-Anbiya Headquarters warned that Iranian forces may target US missile launch sites operating from locations inside cities in the United Arab Emirates, following attacks launched against Iranian territory.
Lieutenant Colonel Ebrahim Zolfaghari said the US military had resorted to operating from ports, docks, and concealed facilities within UAE cities after its military bases in the region were destroyed.
According to the Iranian official, US forces launched missiles from these locations targeting the Iranian islands of Abu Musa and Kharg. The US CENTCOM had published footage of earlier attacks from desert settings where High Mobility Artillery Rocket System (HIMARS) fired precision munitions at Iranian territory.
Although several Gulf states have publicly claimed that their territories would not be used for attacks against Iran, open-source information suggests otherwise. Flight-tracking data indicate that Saudi Arabian airspace is being used by aerial refueling tankers supporting fighter aircraft involved in strikes against Iran. The Prince Sultan Air Base in Saudi Arabia has reportedly hosted multiple Stratotanker refueling aircraft participating in these operations.
Kuwait also plays a key logistical and operational role. The country hosts US Marine contingents, communications infrastructure, command-and-control facilities, and other assets used by US forces participating in operations targeting Iran.
In Qatar, the Al Udeid Air Base serves as a central node for regional operations, hosting critical radar systems for missile early warning and satellite communications infrastructure and serving as the forward headquarters for United States Central Command air operations.
Meanwhile, the United Arab Emirates hosts anti-missile radar systems and interceptor batteries, along with logistical infrastructure supporting both US and Israeli personnel, including facilities used for resupply and operational coordination.
Iran asserts right to strike launch sites
Zolfaghari addressed the UAE leadership directly, stating that Iran considers it a legitimate right to strike hostile US missile launch sites located in ports, shipping terminals, and military hideouts used by US forces in certain UAE cities.
He stressed that such actions would fall within Iran’s right to defend its national sovereignty and territorial integrity. The spokesperson reiterated that Tehran views the targeting of US launch sites used in attacks against Iranian territory as a lawful defensive measure.
Zolfaghari also called on residents in the UAE to stay away from ports, docks, and locations hosting US military forces inside urban areas to avoid potential harm. He emphasized that Iran’s position stems from what it describes as its legitimate right to defend its sovereignty and national territory in the face of US attacks.
Additional CENTCOM-supporting infrastructure in the UAE
Beyond missile defense assets, the UAE hosts several facilities and capabilities that support CENTCOM activities:
Al Dhafra Air Base
One of the most important US-operated installations in the Gulf. It hosts:
- US Air Force fighter aircraft
- ISR platforms (intelligence, surveillance, reconnaissance)
- MQ-9 Reaper drones
- Aerial refueling aircraft
- Surveillance aircraft such as AWACS
Port logistics hubs
Jebel Ali Port in Dubai is the largest US Navy port of call in West Asia, regularly hosting carrier strike group vessels, destroyers, and logistics ships. It alsos serves as a major resupply and maintenance hub for the United States Navy.
Pre-positioned military stockpiles
The UAE hosts US pre-positioned equipment, including:
- Ammunition
- Armored vehicles
- Spare aircraft parts
- Logistics supplies for rapid force deployment.
Intelligence and surveillance infrastructure
Facilities linked to:
- Regional signals intelligence collection
- Satellite communication nodes
- Integrated air defense networks.
With US threats against Kharg Island escalating, and the possibility of a limited US operation to seize the strategically critical island increasingly discussed, the United States Central Command would likely view the United Arab Emirates as the primary hub for logistics and land-based strike operations against Iranian positions along the mountainous coastline opposite the country.
Given its proximity to southern Iran and its extensive military infrastructure, the UAE could serve as a key staging area for missile launchers, aircraft, reconnaissance platforms, refueling operations, and maritime logistics supporting operations around Kharg and the Gulf.
The UAE would also likely play a central role in any US attempt to control the Strait of Hormuz, particularly after Tehran restricted the passage of US- and Israeli-linked vessels through the critical waterway. The strait is one of the world’s most important maritime choke points, handling roughly 20% of global seaborne oil trade, making control of the passage a major strategic objective in any escalation.
Iran says drone strikes targeted Israeli intelligence, cyber units
Meanwhile, amid operations directed away from the Gulf and toward the Israeli-occupied territories, the Islamic Republic of Iran’s Army announced carrying out drone strikes targeting key Israeli military infrastructure, including intelligence and cyber operations facilities.
In a statement, the army said the strikes targeted the Israeli military’s intelligence apparatus, specifically “Aman”, Unit 8200, which is specialized in cyber operations and data processing, and sites housing Israeli fighter jets were among the targets struck during the operation.
According to the Iranian army, the attacks were carried out in honor of “the brave fallen Iranian leaders,” naming Chief of the General Staff of the Iranian Armed Forces Abdolrahim Mousavi, IRGC Commander Mohammad Pakpour, and Defense Minister Aziz Nasirzadeh.
American bases do not protect – they attack the peoples of the Persian Gulf
By Eduardo Vasco | Strategic Culture Foundation | March 11, 2026
“Our success will continue to hinge on America’s military power and the credibility of our assurances to our allies and partners in the Middle East.”
These were the words spoken in December 2013 by the Secretary of Defense of the Obama administration, Chuck Hagel, to the countries of the Gulf Cooperation Council. That reinforced the historical guarantees given by Washington to its puppets, reaffirming the deceptive propaganda that the United States is the guardian of global security.
Promises like that are made by every administration, whether Democrat or Republican. Twelve years later, Donald Trump would reinforce that mantra again, addressing Qatar specifically: “The United States shall regard any armed attack on the territory (…) of Qatar as a threat to the peace and security of the United States.” According to Trump, the United States would respond to attacks against Qatar with “all lawful and appropriate measures,” “including militarily.”
Israel had just bombed Doha, targeting Hamas leaders. The entire speech by the president of the United States was completely hollow: the Patriot systems acquired for 10 billion dollars in the 2012 agreement, together with a new acquisition of Patriot and NASAMS systems for more than 2 billion dollars in 2019, did not intercept the Israeli bombardment. And the United States did not consider that attack a “threat to the peace and security of the United States” — on the contrary, they turned a blind eye to it.
Qatar hosts the U.S. Central Command, the U.S. Air Force and the British Royal Air Force at Al-Udeid Air Base, built with more than 8 billion dollars invested by the Qatari government. None of this has protected the Qatari people. Iran’s retaliation for the U.S.–Israel aggression revealed that the base itself (the largest U.S. military installation in the Middle East) is a fragile target: it was struck by a missile on the 3rd, which likely damaged or destroyed the AN/FPS-132 early-warning radar, one of the most important sensors in the U.S. missile defense system, valued at about $1.1 billion. Satellite images suggest significant damage to the equipment, which could compromise the ability to detect ballistic missiles at long distances.
In 2017, Saudi Arabia spent $110 billion on U.S. military equipment in an agreement that foresees spending more than $350 billion by next year — including Patriot and THAAD systems. Apparently, this enormous expenditure is not guaranteeing fully secure protection. Despite important interceptions in the current war, the U.S. government instructed part of its personnel to flee Saudi Arabia to protect themselves — which reveals that even the United States does not trust the defensive capability it sells to others. In fact, in the early hours of the 3rd, two drones struck the U.S. embassy in Riyadh and, two days earlier, U.S. soldiers were also targeted.
Since 1990, Gulf countries have spent nearly $500 billion purchasing weapons and protection systems from the United States, according to data from the Defense Security Cooperation Agency (DSCA), the Stockholm International Peace Research Institute (SIPRI) database and reports from the Congressional Research Service (CRS). The construction and maintenance of defense infrastructure by the United States is almost entirely financed by the host countries. All of this is being blown apart by the legitimate Iranian retaliation.
The ineffectiveness of the protection provided by the United States had already been demonstrated in last year’s war, but also by the launches from Hamas, Hezbollah and the Houthis toward Israel, which shattered the myth surrounding the Iron Dome. In a certain sense, the success of many of those attacks represented a humiliation for the all-powerful American arms industry. The several MQ-9 Reaper drones shot down by the Yemenis represented losses amounting to $200 million — the drones used by the Houthis to shoot down the American aircraft cost an insignificant fraction to produce.
The ineffectiveness of American protection also reveals the extremely low quality of the products of its military complex. This complex is dominated by a small handful of monopolies such as Lockheed Martin and Raytheon which, without competitors and with clients subservient to the American government, see no need to make the maximum effort to produce weapons and systems of unsurpassable quality. Finally, corruption runs rampant in this field, and inferior peoples such as those of the Gulf do not deserve to consume products of the same quality as those destined for America — apparently their regimes are willing to pay dearly for anything.
Iran, with all its experience of more than four decades dealing with aggression, has known how to use these vulnerabilities very well. Leaders at the highest levels of the Iranian state publicly insist that peace in the Middle East is impossible while U.S. bases remain operational in the region. Saeed Khatibzadeh, Iran’s Deputy Foreign Minister, stated, “We have no option but to put an end to the existence of American presence in the Persian Gulf area.” These appeals are certainly circulating in neighboring countries — both among the general population and within the armed and political forces.
The Persian nation is not only attacking military installations but also strategic targets that affect the nerve center of the Gulf countries’ economies: the energy industry — in retaliation for the bombings of its own oil infrastructure by the United States and Israel. These Iranian attacks place even greater pressure on the puppet regimes of imperialism to do something to stop their masters. The obvious solution would be to prevent the use of their territory for aggression against Iran, which would necessarily imply closing the military bases.
Although all these countries are dictatorships that repress any dissent, as the suffering of the civilian population increases, popular discontent may become uncontrollable. Their rulers know this and are already racking their brains to find a safe way out of this potentially explosive situation.
Will the peoples of these countries swallow all the lying propaganda that their regimes — fed by the lie industry of the United States and Israel — try to tell them, that Iran is the aggressor and responsible for the attacks? But why do the United States build missile launch bases so close to residential neighborhoods? Clearly, just like the Israelis, this is not a “moral” and “ethical” army: those people exist to serve as human shields for American soldiers. The logic of protection is inverted: it is not U.S. anti-aircraft systems that serve to protect the Saudi, Emirati or Qatari people — it is these second-class citizens who must die to protect the occupying forces.
Moreover, U.S. military bases frequently house soldiers responsible for crimes against local populations. This became explicit during the Iraq War. For example, the rape of a 14-year-old girl named Abeer Qassim Hamza al-Janabi, followed by her murder and the killing of her family after soldiers from the 101st Airborne Division invaded her house in Mahmudiya in 2004. Or the rapes documented over years during the invasion of Iraq, together with the practice of sexual exploitation and prostitution carried out in areas near American military installations such as Balad Air Base, used by the 4th Infantry Division.
On the 1st, U.S. Marines killed at least nine protesters who attempted to storm the American consulate in Karachi, Pakistan, in protest against the criminal aggression against Iran that had already massacred about 150 girls in an Iranian school the previous day. This is what imperialist presence in the countries of the Middle East, Central Asia, Africa and Latin America serves for: to rape, murder and use the natives themselves as human shields, not to protect them.
How long will it take before they rise up against this true military occupation? Probably not long.
Op. True Promise 4: Iran’s missile blitzkrieg dismantles US war machine in West Asia
By Ivan Kesic | Press TV | March 10, 2026
In just ten days, Iran’s military response to the Israeli-American war of aggression has dismantled the core of US power in the Persian Gulf, from Qatar’s Al-Udeid Air Base to the US Fifth Fleet headquarters in Bahrain.
What began on February 28, 2026, as the ill-fated “Operation Epic Fury” has spiraled into a strategic catastrophe for the US military-industrial complex.
The aggression, which led to the martyrdom of the Leader of the Islamic Revolution, Ayatollah Seyyed Ali Khamenei, as well as ordinary civilians, has been met with one of the most devastating and precisely coordinated military campaigns in modern regional history.
Systematically, Iranian missiles and drones have pierced American air defenses, reducing over a dozen military installations to rubble, obliterating advanced radar systems, and crippling US naval power.
Thousands of American personnel now confront an undeniable reality: their assets are no longer safe from Iran’s formidable and far-reaching arsenal.
US military web in the Persian Gulf
To fully grasp the magnitude of Iran’s military achievements, one must first understand the intricate web of US military power that has for decades strangled the Persian Gulf region.
This network has served as the primary instrument of US hegemony over the world’s most vital energy resources and the principal military guarantee for the security of the Zionist entity.
At the apex of this system sits Al-Udeid Air Base in Qatar. A sprawling facility covering approximately fifty square kilometers southwest of Doha, it stands as the largest American military installation in the entire West Asia and the forward headquarters of United States Central Command.
Al-Udeid is the cornerstone of US military strategy in the region, housing over ten thousand personnel and supporting the 379th Air Expeditionary Wing. Its formidable array of bombers, fighter aircraft, surveillance platforms, and drones has, for years, been the launchpad for aggressive operations against regional nations.
Less than two hundred and fifty kilometers from Al-Udeid lies Al-Dhafra Air Base in the United Arab Emirates. This installation complements its Qatari counterpart by providing the United States with advanced intelligence, surveillance, and reconnaissance capabilities.
Al-Dhafra hosts approximately five thousand active-duty US military personnel assigned to the 380th Air Expeditionary Wing.
Their primary missions include aerial refueling and high-altitude intelligence gathering, utilizing platforms such as the Lockheed U-2 Dragon Lady, the Boeing E-3 Sentry AWACS, and the RQ-4 Global Hawk surveillance drones – aircraft that have routinely violated Iranian airspace along the Persian Gulf coast.
The base achieved particular notoriety in 2019 when one of its Global Hawk drones was shot down by Iran’s air defense system, an episode that foreshadowed the far greater defeats to come.
In Bahrain, the Naval Support Activity in Manama serves as the headquarters for both US Naval Forces Central Command and the United States Fifth Fleet.
Supporting over nine thousand military personnel and more than one hundred tenant commands, this facility, established on the grounds of the former British Royal Navy base HMS Juffair, provides the logistical and command infrastructure necessary for the Fifth Fleet to project power throughout the region with its carrier strike groups and supporting vessels.
Kuwait hosts yet another crucial node. Camp Arifjan serves as the primary forward logistics hub for American ground forces, while Ali Al-Salem Air Base hosts the 386th Air Expeditionary Wing, and Mohammed Al-Ahmad Naval Base provides critical naval infrastructure.
This was the fortress America had built, a ring of steel and fire meant to contain and intimidate. And this is the fortress that Iran has just shattered.
Initial wave: Iran’s devastating response to US-Israeli aggression
When the US and the Israeli regime launched their cowardly aggression against Iranian territory on February 28, assassinating Leader of the Islamic Revolution Ayatollah Ali Khamenei and more than two hundred Iranian civilians, including 165 schoolgirls in the city of Minab, they evidently believed that such a devastating blow would leave Iran paralyzed.
The school was attacked twice by the US missiles, debunking the claim that it was not deliberate. As experts noted, the same site cannot be mistakenly targeted twice.
Within hours of the initial wave of aggression, the Islamic Revolution Guards Corps (IRGC) launched Operation True Promise 4, a meticulously planned retaliation that simultaneously targeted more than a dozen American military installations across the region.
At Al-Udeid Air Base in Qatar, Iranian missiles struck with devastating precision. Their impacts were captured on video and broadcast by multiple news agencies. The most significant achievement was the complete destruction of the AN/FPS-132 Upgraded Early Warning Radar, a system valued at approximately $1.1 billion that served as the electronic eye of American air defense throughout the Persian Gulf.
This fixed UHF phased-array radar, designed to detect and continuously track ballistic missiles at extremely long ranges, represented the most critical component of the US early warning architecture in West Asia.
Its obliteration rendered the entire American air defense network effectively blind, forcing surviving batteries to operate with degraded situational awareness and dramatically reducing their effectiveness against subsequent Iranian strikes.
Simultaneously, Iranian missiles and kamikaze drones descended upon Al-Dhafra Air Base in the UAE, destroying the American terrorists’ air warfare center, satellite communication center, early warning radars, and fire control radars, effectively decapitating the base’s command and control capabilities.
The Lockheed U-2 reconnaissance aircraft, Boeing E-3 Sentry AWACS, and RQ-4 Global Hawk drones found themselves without the supporting infrastructure necessary for their operations. Their hangars were damaged or destroyed, their crews scrambling to survive the onslaught.
The strikes extended to the naval infrastructure. At Jebel Ali Port in Dubai, which is the most frequent port of call for US Navy vessels outside the American homeland, Iranian missiles caused significant damage to facilities used for resupplying and maintaining the Fifth Fleet’s warships.
In Bahrain, the headquarters of the United States Fifth Fleet came under direct attack, with multiple missiles and kamikaze drones striking the Naval Support Activity facility.
Video clips captured the moment of impact as projectiles struck buildings within the base complex, including a high-rise structure housing American troops.
The IRGC announced that a service center for the Fifth Fleet had been specifically targeted, and subsequent attacks on March 1 would hit an unnamed US naval command and backup center with two ballistic missiles.
Kuwait’s American installations suffered perhaps the most complete destruction. Ali Al-Salem Air Base, struck on February 28, came under renewed attack on March 1.
The IRGC subsequently declared that the base had been rendered completely out of service. This facility, home to the US Air Force’s 386th Air Expeditionary Wing, was effectively neutralized as a military asset: its runways cratered, its hangars destroyed, its aircraft either damaged or forced to flee. The Mohammed Al-Ahmad Naval Base suffered an equally devastating fate, with three naval infrastructure structures reportedly destroyed.
In a matter of hours, the elaborate fortress America had spent decades building had been shattered.
Strategic significance of America’s lost assets
The full measure of Iran’s military achievement becomes apparent only when one considers what these destroyed facilities actually meant to American strategic power.
The AN/FPS-132 radar at Al-Udeid was not merely an expensive piece of equipment, but the keystone of the entire American air defense architecture in the Persian Gulf.
Without it, the Patriot and THAAD batteries scattered across the Persian Gulf states became fundamentally degraded. Forced to rely on their own shorter-range sensors, they were rendered far more vulnerable to saturation attacks.
The destruction of this single system effectively crippled the integrated air defense network that the United States had spent decades constructing.
Al-Dhafra’s destroyed command and control centers represented an equally significant loss. These facilities were the nerve centers through which American intelligence operations across the Persian Gulf were coordinated.
The satellite communication center had been the primary link transmitting data from surveillance aircraft to analysis centers; its loss temporarily blinded American intelligence collectors across the region.
The damage inflicted upon the Fifth Fleet’s headquarters in Bahrain disrupted the command infrastructure necessary for coordinating carrier strike groups and support vessels across an area encompassing the Persian Gulf, Red Sea, and Arabian Sea.
Without this hub, the fleet’s ability to project power became fundamentally compromised.
The destruction at Jebel Ali Port compounded these difficulties by damaging the primary logistics hub through which the Fifth Fleet received supplies and maintenance support.
A fleet without fuel, without spare parts, without the means to sustain prolonged operations, is little more than a collection of floating metal.
In a single night, Iran did not merely strike American bases; it dismantled the architecture of American power in the region. The radar that saw everything was blinded.
The centers that coordinated everything were silenced. The ports that sustained everything were crippled. The fleet that dominated everything was paralyzed.
Continuing campaign: Sustained pressure on US positions
The second phase of the retaliatory military campaign unfolded on March 8 and 9, with fresh strikes targeting key American installations in the region.
Al-Udeid Air Base came under renewed attack on March 8, with loud blasts and sirens reported. The Qatari Ministry of Defense subsequently acknowledged the strikes, though Iranian military sources framed them as direct hits on the key command hub.
The fact that attacks continued despite Qatari interception claims suggested that many missiles and drones were still getting through. The following day, March 9, Al-Udeid was struck again, with explosions rocking the base for the second consecutive day and verified reports confirming impacts.
The Juffair Naval Base in Bahrain was also targeted on March 8. The IRGC announced a direct strike in retaliation for a US attack on an Iranian desalination plant on Qeshm Island earlier the same day. Foreign Minister Abbas Araghchi stated that the United States had set the precedent by hitting civilian infrastructure, which made Iran’s response more legitimate.
Ali Al-Salem Air Base in Kuwait, already severely damaged in earlier strikes, came under drone attack on March 8. The Islamic Resistance in Iraq claimed responsibility for an operation that allegedly breached Kuwaiti air defenses and hit the installation.
The Prince Sultan Air Base near Al-Kharj in Saudi Arabia was targeted with a volley of ballistic missiles. Although Saudi forces claimed to have intercepted three missiles heading for the base, the installation still suffered significant damage.
Iran’s military-technological triumph
The past 10-11 days of combat have demonstrated conclusively that Iranian military technology has reached a level of sophistication American strategists never anticipated.
Iranian missiles have consistently penetrated American air defenses, striking their targets with precision that rivals, or exceeds, that of US weapons, as experts acknowledge.
Iranian drones have swarmed American bases in numbers that defensive systems simply cannot engage. The destruction of the AN/FPS-132 radar represents perhaps the most significant single technological achievement of the campaign: a billion-dollar system, specifically designed to detect and track missiles like those Iran fired at it, proved utterly incapable of preventing its own destruction.
The performance of Iranian anti-ship missiles against American naval assets, including the reported strike on a US Navy combat support warship, further demonstrates the comprehensive nature of Iran’s capabilities.
No domain, whether air, land, or sea, has remained immune this time.
Beyond technology, the sustained nature of the Iranian campaign reveals logistical and industrial capacities that the US clearly did not anticipate. Iran has fired hundreds of missiles and drones while maintaining the ability to continue such strikes indefinitely, a feat that suggests a production capacity Western intelligence had catastrophically underestimated.
American forces, by contrast, have expended enormous quantities of interceptors attempting to defend against Iranian attacks, depleting stocks that will take years to replenish.
The economics of this war are as devastating as its tactics: a missile that costs Iran a few hundred thousand dollars is met by an interceptor that costs America several million. This is a war of attrition that the United States cannot win.
The technological edge upon which American military dominance has rested for decades has been revealed as a myth in these 11 days. The industrial capacity that was supposed to guarantee American superiority has been exposed as insufficient. And the will to sustain a prolonged war in the face of mounting losses has yet to be tested.
Humiliation of American power
Beyond the purely military dimensions lies the broader strategic impact on American military prestige throughout West Asia, carefully built over the decades, military experts say.
The US has presented itself as the indispensable guarantor of security in the Persian Gulf, the force whose military might ensures the free flow of oil and the stability of friendly regimes.
The events of the past 11 days have exposed this narrative as hollow propaganda, revealing that American power rests not on invincible capability but on the absence of serious challenge.
The Persian Gulf Arab states that have hosted American bases now find themselves in an impossible position, their territories transformed into battlegrounds, their air defense systems exposed as ineffective, their American protectors revealed as vulnerable.
The casualties inflicted upon American forces, estimated in the hundreds by Iranian military sources, represent a human cost that will reverberate through American society.
American families are receiving notification that their loved ones will not return from a war that Washington started and cannot win, a source told the Press TV website.
The images of destroyed bases, burning aircraft, and fleeing personnel convey a message more powerful than any official statement: the United States is not winning this war.
New strategic reality
As the imposed war enters its second week, a new strategic reality has emerged in West Asia, one in which American military dominance has been shattered and Iranian power stands ascendant, military experts note.
“The United States can no longer guarantee the security of its bases in the Persian Gulf. It cannot protect its warships from Iranian missiles. It cannot conduct intelligence operations along Iranian coasts without risking the destruction of its most valuable platforms,” a highly placed military source told the Press TV website.
“The carefully constructed edifice of American military power has been revealed as a house of cards, collapsing at the first serious challenge.”
For Iran, he noted, these military achievements represent not merely a successful retaliation but a strategic victory that fundamentally transforms the entire regional security environment.
The Islamic Republic, through these 34 waves of Operation True Promise 4 (and counting), has demonstrated capabilities that will deter American aggression for years to come.
“The message from Tehran to Washington could not be clearer: the era of American dominance in West Asia has ended. Any future aggression against the Islamic Republic will be met with responses far more devastating than anything yet seen,” the source said.
Calls for the reconfiguration of military arrangements in the Gulf region
By Thembisa Fakude | MEMO | March 8, 2026
The former Qatari Prime Minister Sheikh Hamad bin Jassim bin Jaber Al Thani called for the formation of a strategic defence alliance bringing together Egypt, Saudi Arabia, Turkiye and Pakistan. Al Thani has described it as an “urgent need” in light of developments and changing regional and international dynamics. He made this call weeks before the attack on Iran by Israel and the US on 28th February 2026. It is not the first time Israel attacked Iran whilst in negotiations.
In June 2025 Israel attacked Iran whilst it was it was negotiating its nuclear program with the US. Iran retaliated with hundreds of missiles and drones targeting Israeli cities and the US military base in Al Udeid in Doha, Qatar. Al Udeid is the largest US military base in the Gulf region. In September 2025 Hamas leadership was attacked in Qatar by Israel whilst meeting to consider a ceasefire proposal from the US on the war on Gaza.
Qatar has spent billions of US dollars on US’s weapons and military hardware including a huge investment at the Al Udeid military base. It is estimated that Qatar has spent over 19 billion USD over time in Al Udeid. Notwithstanding, Qatar has remained vulnerable from external military attacks and its sovereignty has been compromised over the past months.
On 28 February 2026, the US and Israel started launching unprovoked attacks on Iran. They killed the Supreme leader of Iran, Ayatollah Khamenei and over 180 school girls at the Tayyebeh girls’ elementary school in the city of Minab in the early stages of the attack. Iran retaliated to the attacks by firing hundreds of drones to Israeli cities and US military installations in the Gulf.
The US and Israel have called for a regime change in Iran. Speaking to the media on 5th March 2026, Donald Trump said “he wants to be involved in picking up the next leadership in Iran”. Iran has vowed not to allow foreign interference in their politics including how its leadership is elected. Such rhetoric from the president of the US presents a threat to the political process in Iran. Moreover, Trump’s hope and ambition that the US can come into Iran, impose its political will and preference and still have a stable Iran is farfetched and dangerous. It could lead to political instability in Iran and indeed the region. Iran has suffered tremendous infrastructural and leadership devastation already in this conflict. However, its government has vowed to continue fighting and judging by how it has resisted over the past couple of days since the start of this war, it is unlikely to collapse.
Secondly, the Prime Minister of Israel Benjamin Netanyahu has said repeatedly that he wants to eliminate all threats to Israel in the region including obliterating Hamas in Gaza and Hezbollah in Lebanon. Hamas and Hezbollah have refused to disarm and are both showing signs of recovering from the devastating war on Gaza. The recent attacks of Israel by Hezbollah in retaliation to the killing of Ayatollah Khamenei, caught Israel and many in the world by surprise. After heavy bombardment and killing of its leadership by Israel over the past 24 months, they are still capable of sending missiles and drones hitting their targets in Israel. Likewise, Hamas – who got praised by Trump – for their great work in helping to allocate the dead bodies of the Israeli captives in Gaza – are still governing Gaza.
Notwithstanding the devastation of Iran and the killing of its leadership, its political infrastructure is likely to endure. However, as long as the government of Iran continues to function, with all its current political infrastructural framework, it will continue to be targeted by Israel. Moreover, Hamas, Hezbollah have not disarmed. The Houthis in Yemen continue to attack US and Israeli interests in the Red Sea. Basically, notwithstanding the military attacks on these organisations and Iran, they are still standing albeit weaker. This means the “threats” to Israel remain, it also means that future conflicts between Israel and the US on one hand and Iran will continue as long as both Israel and the US refuse to accept the status quo. This reality brings us back to what the former prime minister of Qatar raised i.e., the strategic defence alliance in the region. Second, a need for the reconfiguration of the military arrangement in the region. The recent unprovoked attacks on Iran and its subsequent retaliation have added a momentum to these discussions. The attacks have also raised questions about the significance of the presence of US’s military bases in the region. Particularly, whether countries in the region should continue having strategic military partnerships with the US? Iran has insisted that US military bases in the region are legitimate targets and it will continue targeting them in retaliation and in defense of their people and sovereignty.
The conclusion therefore is that unless there is a reconfiguration of the security arrangements in the region, the US and Israel are likely to attack Iran again. Iran is likely to retaliate in the manner it is currently doing, targeting both Israel and US’s bases and infrastructure in the region. Iran has repeatedly said “it is not targeting its friendly neighbors rather the interests and assets of the US and Israel in the region”. Consequently, Gulf countries hosting these bases will continue to be targeted by Iran.
Iran pledges to ‘respect sovereignty of neighbors’, declares US-Israel assets ‘primary targets’
The Cradle | March 7, 2026
The Iranian armed forces warned that US and Israeli military installations across the region remain legitimate targets, as officials seek to ease tensions with neighboring countries.
“Should the previous hostile actions continue, all military bases and interests of criminal America and the fake Zionist regime on land, at sea, and in the air across the region will be considered primary targets and will come under the powerful and crushing strikes of the mighty armed forces of the Islamic Republic of Iran,” the Iranian Revolutionary Guard Corps (IRGC) said in a statement on Saturday.
The warning came alongside a declaration by Iran’s Khatam al-Anbiya Central Headquarters that Iranian forces “respect the national interests and sovereignty of neighboring countries” and “have not carried out any act of aggression against them.”
Nevertheless, military officials emphasized that installations used by the US or Israel to launch attacks against Iran remain fair game. Lieutenant Colonel Ibrahim Zolfaghari said that at least 21 US personnel have been killed and many more injured in attacks on the US Navy’s Fifth Fleet infrastructure, while additional casualties occurred during strikes on Al-Dhafra Air Base.
He also said Iranian forces targeted a US-owned oil tanker in the northern Persian Gulf.
Earlier in the day, President Masoud Pezeshkian announced that Iran’s interim leadership council had ordered the armed forces to cease striking neighboring countries unless attacks originate from their territory.
“The temporary leadership council approved yesterday that neighboring countries should no longer be targeted and missiles should not be fired unless an attack on Iran originates from those countries,” Pezeshkian said in a pre-recorded address.
Pezeshkian’s statement was made amid increasing tensions over regional airspace with Iran’s neighboring countries.
Turkish authorities claimed this week that NATO missile defenses intercepted a ballistic projectile allegedly launched from Iran that crossed Iraqi and Syrian airspace before approaching the northwestern Syria-Turkiye border.
In Azerbaijan, officials accused Tehran of launching a drone attack that struck the Nakhchivan airport terminal, prompting President Ilham Aliyev to warn Iran “will regret it,” while Iranian authorities denied involvement.
Tehran vehemently denied involvement in either of these attacks.
Saudi journalist Adhwan al-Ahmari said in a recent interview with Asharq News that “not all attacks” targeting Gulf states come from Iran, warning the war could be “an American-Israeli trap to implicate the Gulf countries and draw them into a confrontation with Iran.”
Iranian officials told Middle East Eye (MEE) that some recent drone strikes on Gulf energy infrastructure were not carried out by Tehran, with one official describing the attack on Saudi Aramco’s Ras Tanura facility as “an Israeli effort to sabotage regional peace and alliances between neighbours.”
“I can categorically say that some of the attacks were not carried out by us [Iran],” the anonymous official told MEE.
Saudi Arabia, Qatar, the United Arab Emirates, Kuwait, Bahrain, and Oman have all sustained strikes within their territories due to the presence of US assets within their borders.
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Strike on Israel Shows US Bases Near Iran Are ‘Achilles Heel’
By Svetlana Ekimenko – Sputnik – 14.04.2024
Fears of a greater Middle East escalation were triggered after Iran launched a massive drone and missile attack against Israel, aided by Hezbollah and the Yemeni Houthis. Iran said the attack was in response to Israel’s bombing of the Iranian consulate in Damascus, Syria, which killed seven members of the elite Revolutionary Guard Corps.
Iran’s massive retaliatory attack on Israel from its own territory is a sign that the conflict could “escalate out of control.”
Michael Maloof, a former senior security analyst in the office of the US secretary of defense, told Sputnik that the first ever direct Iranian attack on Israel set a dangerous precedent.
“My concern is that this could easily escalate into something not only between Iran and Israel, but beyond the Middle East region,” he said.
Iran’s assault, which it stated was an act of “self-defense” after the Israeli strike on its consulate in Damascus, was originally intended to be a “limited” one, said Maloof.
Iran first sent in “swarms of drones with lights on as a sign of psychological warfare,” but sending in cruise and ballistic missiles by Tehran was a “distinct escalation,” said Maloof.
The scale of Iran’s attack on Israel suggests that Tehran was sending a message, demonstrating that it possesses “extraordinary capabilities,” said Maloof. … continue
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