ShapurII
Trusted Member
That's my point. Iran never dared to go all suicidal and hit the targets it had to hit.It didn’t materialize because the energy war never happened.
Iran didn’t truly close SoH, about 4-7MBPD leaked thru. Add in the 2MBPD from UAE pipeline + 4MBPD from Saudi east-west pipeline = 10-13MBpd of the 20MBPD pre war was still flowing to global markets.
Iran didn’t have the guts to attack UAE or Saudi pipelines. In fact the worst attack on energy was actually carried out by Houthi’s 4 months into the conflict.
So 150+ could materialize if conflict goes to November OR if iran had guts to strike Arab energy facilities the first month of war or attacked SoH ships like Ukraine is doing to Russia.
The fact that the Emirates oil production surpassed its war time production barely 2 months after the ceasefire is a clear indication of that.
This is while Iran lost almost its entire capacity of petrochemical exports and had its aluminum and steel production facilities hit severely by Israel.






