The Gulf Energy Trap: Why There Is No Safe Route Out Of The Middle East War? – OpEd
Key Takeaways: The author says the old Gulf bet—that oil and gas would always find a way out—is broken: the Iran–Israel–U.S. war has made Hormuz, pipelines, ports, tankers, and bypasses all part of the same exposure. Pre-war Hormuz: ~20 million barrels a day (~a quarter of seaborne oil) plus heavy Qatari/UAE LNG use. Saudi East–West…
