The Iran War’s New Targets: Oil, Water, and Global Chaos || Peter Zeihan

TL;DR

Both sides are now targeting civilian infrastructure — oil storage and desalination — threatening mass casualties and global oil supply disruption.

Key Points

• 1.Israel has begun striking refined fuel storage depots (gasoline, diesel) near Tehran, signaling a shift from military targets toward paralyzing civilian movement and logistics.
• 2.Iran attacked a desalination facility in Bahrain using GPS-programmed Shahed drones — a deliberate strike, since Gulf states like Kuwait (90%), UAE, and Qatar (50%) have no natural water and depend entirely on desal to survive.
• 3.The Persian Gulf has been closed to shipping for 10 days, blocking roughly 150 million barrels of crude — 15% of global supply — already pushing oil prices to $100/barrel with no major production infrastructure hit yet.
• 4.Iran produces 500–700 Shahed drones per week, meaning the Bahrain attack is likely a test run, with more civilian infrastructure strikes — power grids, desalination plants — expected across Gulf states.