2026 Iran War and the Gulf

Header Image: US Bases in Mid East.  Iran is the only Sovereign country in the Mid East without US Bases 

“God created war so that Americans would learn geography” ― Mark Twain

Why are the Gulf Countries not attacking Iran. Because they are extremely vulnerable
a) Resource and Economic Vulnerability
b) Political, Regimes can be overthrown
c) Targets because they host US Bases.

The US though they have bases in the Gulf, have not come to the aid of Gulf Countries. To the contrary they are evacuating personnel from the Gulf.

Bahrain:  Politically Vulnerable: Hosts the biggest US base in the Gulf. It is also has Shia 50% with Sunni regime. The Shia majority have been very restive and any war related turmoil can allow the Shia to overthrow the  Sunni Regime. (Shias were previously the majority, being approximately 55% in 1979. However, the increased naturalization of Sunni migrants and persecution of Shia Muslims by the ruling Sunni Al Khalifa family led to an alteration in the demographics.)

Qatar: Has the biggest LNG production and they have shut down production. Why: Cant afford to have drones or missiles or even debris hitting the storage. The whole storage will go up like a Nuclear Bomb
Qatar accounts for 20% of global LNG exports, with 80% of those volumes to Asia.

Saudi Arabia: Like Qatar Saudi Arabia is Resource attack vulnerable. Oil production can go up in flames even though the oil is less volatile. Also with the Gulf or Hormuz shut down oil exports are nearly nill. However, they have pipeline to the Red Sea port of Yanbu. So Saudis need to also keep Houthis happy so that the oil that reaches Yanbu and loaded into Tankers is not attacked by Houthis. (Only about 1 million barrells/day to Yanbu, compared to 6.8 miilion Barrells/day thru Gulf Hormuz.
Saudi too has significant Shia population (10-15%) located near the oil fields in the Eastern Province (Najran, and Medina)

UAE/Dubai; Very Economically vulnerable. Falling Debris has closed Dubai Airport, the busiest in the world. Dubai is an Worlds Financial center in the League of Hong Kong, London and New York. 90*% of Dubai are expatriates, some extremely wealthy. Revenues from oil and natural gas account for less than 5% of the Emirate’s revenues. If Iran hits world’s tallest building, the Burj Khalifa thats the end of Dubais Economic Wonder.

So as you can see the Gulf countries need to play nice with Iran until the wsr End.

How will the War End. (some possibilities)
a) Iran Runs out of Missiles. (also low probability of layers of Iran Leadership Killed)
b) US Missiles are depleted
c) US has an Economic Shock (eg Stocks, DJI falls significantly eg to 40,000.  Or US Treasury Bond yields spike to above 5%

When the dust settles regardless of Iran having lost it is going to be new Landscape in the Gulf. The US bases are most likely gone. When personnel are evacuated the looters come in like ants to dead carcass.

https://upload.wikimedia.org/wikipedia/commons/3/34/Crude_oil%2C_condensate%2C_and_petroleum_products_transported_through_the_Strait_of_Hormuz_in_2014_through_2018_%2848097472312%29_%28cropped%29.pngSaudi East-West Pipeline can pump oil from the country’s main eastern oilfields to the Red Sea and has capacity to transport around five million bpd if Yanbu has the capacity to load that amount of crude the pipeline can carry onto ships, traders and buyers said. Crude loadings at Yanbu hit a peak of just under 1.5 million bpd in April 2020
https://www.bairdmaritime.com/shipping/tankers/aramco-moves-oil-flows-to-red-sea-as-hormuz-grinds-to-a-halt

What the map below shows is that, due to a peculiar correlation of religious history and anaerobic decomposition of plankton, almost all the Persian Gulf’s fossil fuels are located underneath Shiites. This is true even in Sunni Saudi Arabia, where the major oil fields are in the Eastern Province, which has a majority Shiite population.

https://theintercept.com/2016/01/06/one-map-that-explains-the-dangerous-saudi-iranian-conflict/ 

 

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sbarrkum

I am 3/4ths Sri Lankan (Jaffna) Tamil, 1/8th Sinhalese and 1/8th Irish; a proper mutt. Maternal: Grandfather a Govt Surveyor married my grandmother of Sinhalese/Irish descent from the deep south, in the early 1900’s. They lived in the deep South, are generally considered Sinhalese and look Eurasian (common among upper class Sinhalese). They were Anglicans (Church of England), became Evangelical Christians (AOG) in 1940's, and built the first Evangelical church in the South. Paternal: Sri Lanka (Jaffna Tamil). Paternal ancestors converted to Catholicism during Portuguese rule (1500's), went back to being Hindu and then became Methodists (and Anglicans) around 1850 (ggfather). They were Administrators and translators to the British, poets and writers in Tamil and English. Grandfathers sister was the first female Tamil novelist of modern times I was brought up as an Evangelical even attending Bible study till about the age of 13. Agnostic and later atheist. I studied in Sinhala, did a Bachelor in Chemistry and Physics in Sri Lanka. Then did Oceanography graduate stuff and research in the US. I am about 60 years old, no kids, widower. Sri Lankan citizen (no dual) and been back in SL since 2012. Live in small village near a National Park, run a very small budget guest house and try to do some agriculture that can survive the Elephants, monkeys and wild boar incursions. I am not really anonymous, a little digging and you can find my identity.

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RecoveringNewsJunkie
RecoveringNewsJunkie
1 hour ago
Reply to  sbarrkum

I find this…quite confusing and am unclear as to why the government would agree to such a ‘quid pro quo’ and to what benefit?

RecoveringNewsJunkie
RecoveringNewsJunkie
1 hour ago

>When the dust settles regardless of Iran having lost it is going to be new Landscape in the Gulf. The US bases are most likely gone.

On what basis do you think that the ‘US bases are most likely gone’? why would the US leave after as you say the likely outcome is that ‘Iran is defeated’?

I think you have an antipathy towards the US, that’s sort of clouding your judgement slightly on this…

Why would the Saudis, or the King of Bahrain, or the Qataris, not pay the US to continue providing the protection as they have been all along? If anything, they may end up paying more, no?

X.T.M
Admin
1 hour ago

Iran is going to hyper-militarise and even be more of a proxy for the Sino-Russia/North Korea Axis/Alliance.

The Western populations have no interest to be Global Policeman

Kishore Kumar
Kishore Kumar
41 minutes ago

Is this post satire?

sbarrkum
sbarrkum
2 minutes ago
Reply to  Kishore Kumar

How so ?

sbarrkum
sbarrkum
35 minutes ago

Another article well worth reading

Decades of international sanctions have left Tehran with one of the weakest air forces in the region, an aging fleet incapable of penetrating the air defenses of Israel or any major Gulf state. Iran cannot deliver a nuclear weapon by aircraft. It cannot do so by sea with any reliability. The ballistic missile is the only component that gives the rest of the nuclear program strategic value.

What makes this failure even more consequential is who stepped in to exploit it.
Over the past two years, China has emerged as the principal external supplier of Iran’s ballistic missile program, providing everything from chemical precursors for solid rocket fuel to satellite guidance through its BeiDou-3 navigation network, which replaced American GPS across Iran’s entire military architecture.

By the time Operation Epic Fury launched, Iran possessed the largest ballistic missile arsenal in the Middle East, an estimated 2,000 missiles of varying ranges dispersed across hardened underground facilities, rebuilt and resupplied in large part by Chinese industrial networks.

Under Beijing’s Wing: Iran’s Arsenal
https://www.zerohedge.com/geopolitical/under-beijings-wing-irans-arsenal

X.T.M
Admin
23 minutes ago
Reply to  sbarrkum

Yes if Iran survives this; it joins this quadrilateral axis of the 4 Eurasian powers.

Sino-Russia + N. KorIran ..

sbarrkum
sbarrkum
2 minutes ago
Reply to  X.T.M

Iran is already being supplied by Ballistic Missiles and solid rocket fuel etc.

Brown Pundits
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