UAE

Affectionate-Panic-1

There are other shipping lanes, Saudi has a pipeline with 7 million barrels per day capacity to ship to the Red Sea and the UAE has a pipeline that with 1.5 bpd capacity. Yes it won't replace 100% of what was going through the red sea, but it's not a full 20% of the worlds volume that is blocked off.

Buubzencok

He still holds 53% stake in DJT tho. I imagine some shady sheik from the UAE buys in as a bribe and brings value up temporarily at some point

jrex035

>I'm waiting to see if the GCCs report capping any more wells It's happening on a daily basis right now. Kuwait production is down to 1.3m bpd vs 2.6m bpd last month, UAE production is down to 2m bpd vs 3.6m bpd last month, Iraq is down to ~1.8m bpd down from more than 4m bpd last month, Saudi is down to 8m bpd vs ~10m in February, etc. At this point 8-9m bpd have already been capped and won't be ready to come back online for weeks to months, meaning higher prices for longer

JOPAPatch

He will when the ground invasion fails. Military action is more than just words. They have meaning. We got into this stupid war in the first place because people don’t know war. Where will the ground invasion happen? Iraq and Turkey oppose the war and will not allow us to launch an assault from their territory? By air? History has not been kind to air assaults not backed by a conventional ground force. Operation Market Garden in WW2 failed because the airborne troops faced resistance. Not heavy resistance, but resistance. Their intel suggested that the Netherlands were defended by old men and boys. The Nazi invasion of Crete obliterated the Nazi airborne corps to the point they were never used again in any appreciable operation. And most recently, the Russian VDV attack on Hostomel airport ended with the attackers running out of ammo, and the defenders running them over with sedans and pickup trucks. By sea? An amphibious landing is used to secure a beachhead or port to allow a conventional ground force to land. The US lacks the ships required to move such a force from sea to land. We do not have the Roll-on Roll-off (RoRo) ships in the US Navy or Military Sealift Command. Where would the ships depart if they even existed. Would the UAE or Oman really allow us to stage an invasion from their territory when all Arab nations are refusing to allow US aircraft to conduct strikes from their airbases? Where does the force go once they are in Iranian territory? Iran has more in common with [archipelagic islands](https://www.aljazeera.com/news/2026/3/5/map-shows-how-big-iran-is-compared-with-the-50-us-states) than other mainland nations. This wouldn’t be an issue if the nation was flat. Instead, it is one of the most mountainous nations on earth with roughly 55% of their landmass covered by mountains. The Zagros Mountains average between 7,000-9,000 feet. The main roads go through these mountains without any way to bypass them. Even if the US could invade from the west, conduct an amphibious assault from the southeast, and drop troops in along the Gulf coast; where do they go? Tabriz is the closest city to the west that can be reached and then it’s all mountains separating it from the center of the nation. Chabahar, the only major port outside of the Strait of Hormuz, is tiny compared to the rest of their ports. The major roads leading to the center also go through the mountains. And there’s no major cities along the Gulf coast, with only a few major roads to lead to the center. The US military, especially the Navy, has war gamed this conflict extensively. Their conclusion was that it was not going to be won. How do you think the Republican base will respond when the war is lost? When American troops die en masse because they’re fighting in battles that past Generals say would be lost?

moorhound

>AP News: European allies seek clarity on Trump’s calls to send warships to Strait of Hormuz Apparently this was one of those "say it first then work it out" statements Bomb alarms just lit up in UAE, Bahrain, and Israel within 30 minutes too so this could flip

ThinkingOfTheOldDays

sad for my (small) $UAE watchlist position. still red. poor little sheiks, I feel for them

WattMotorCompany

Fellas, is 1/3 UAE oil production and 1/2 Kuwait oil production bullish and priced in

Electrical_Ad_828

She will be back at market open. Fujeirahoil port in UAE struck earlier today; so things are heating up

MrYOLOMcSwagMeister

UAE oil terminal got hit again, the retard put out some lie that there will be a coalition to escort tankers, every other country said fuck no, the retard says he's talking to Tehran, Tehran said it does not want a truce. And oil stable around where it was on Friday? This market is in denial and/or regarded

DingleJingle_

UAE’s Fujairah oil trading hub was once again targeted overnight by a drone attack. I really wish I could live in the fantasy land this market lives in with mango as director/producer.

FartPolluter

Stupid bers dont understand this was all priced in. The decapitation strike leading to a hardening of Iranian resolve, all the middle east radar systems being destroyed, everyone fleeing UAE who are now arresting western manosphere influencers filming drone strikes and the desperate attempt to cobble together a bunch of other countries to get them involved in the crisis to open the Gulf of Hormuz while the USS Lincoln sits 500 miles from the Gulf. All in the JP Morgan's late Feb stock market brief.

Ancient-Barracuda235

# Fire breaks out near UAE's Fujairah Port after drone attack; oil loading suspended # Dubai Airport attack LIVE: Authorities in UAE's Fujairah confirmed that a fire broke out in the Fujairah Oil Industries area after a drone attack. Notably, the port serves as the country’s only export route that bypasses the Strait of Hormuz.

TrollerCoasterWoo

“TotalEnergies says production has been shut down or is in the process of shutting down in Qatar, Iraq and UAE offshore, representing approximately 15% of the company’s total output.” https://www.bloomberg.com/news/live-blog/2026-03-15/iran-latest?cursorId=69B7B00769700000 Some of y’all think that’s bullish

Vegetable_Push6542

The UAE is the biggest loser in all of this. Tourism has grinded to a complete halt half of all Iranian missiles are towards it. Even if we manage to overthrow the IRGC they'll glass Dubai to the ground before they go out.

louis-debroglie

> UAE BEGINS LOADING AGAIN AT PORT OF FUJAIRAH …30 mins later… > UAE LARGEST PORT FUJAIRAH BEING HIT AND DAMAGE BEING ASSESSED #BREAKING > FUJAIRAH OIL LOADING SUSPENDED AFTER PORT HIT > FUJAIRAH EMIRATE: DEVELOPING FIRE IN THE PETROCHEMICAL INDUSTRIAL AREA AFTER BEING TARGETED BY A DRONE Oil should be UP MORE after this

Snowedin-69

UAE interceptors. The Emiratis are protecting the American bases.

mauurya

No body expected Iran to go ham on Dubai daily. They expected a few attacks here and there. Now they are throwing more missiles and drones at UAE than they are doing against Israel. Because of the large expat population in UAE especially the rich influencers and businessmen from US and UK. Things will go tits up if one of those drones accidentally hits the Worker areas where millions of Indians and Pakistanis live.

scenario77

Have you read the news of how many ballistic missiles and drones the UAE intercepted or you conveniently choose to ignore and pick on a few that caused damage? UAE air defences have intercepted 298 ballistic missiles, 15 cruise missiles and 1,606 UAVs.

BiggieMoe01

I’m afraid the Iranians haven’t even started the party in the UAE yet

TomatoSpecialist6879

Zero personal tax is not the main factor, otherwise people would be moving to Monaco, Bahamas, Cayman Islands, or Vanuatu. Expats flock to UAE because they pay a lot for middle class and above jobs, a public school teacher can easily fetch 10k a month tax free teaching in private schools in Dubai.

BiggieMoe01

The UAE and particularly Dubai will be in the shitter after this war. They will no longer be able to attract foreign investments, expat numbers will plummet and they will never be able to market themselves as a 100% safe country.

New_Sport_8490

Ticker UAE

idrisssssssssssss

the type of supply chain disruption from closing the strait for weeks, followed by Iraq and UAE stopping production altogether (cannot store newly pumped oil anymore) I think hints at severe disruption beyond 2 months. With this east-west pipeline Saudi Arabia can only supply 5 million barrels per day via the Red Sea, which is 1/4th of what left Hormuz normally. and the US Navy is refusing to escort ships through

Cristinky420

There has been a VERY large fire burning in the Gulf, about 80 miles off the coast of Abu Dhabi & Doha. I've been watching it on NASA fire map for a few days. There are zero reports on ukmto.org about any incidents in the area. The UAE and Dubai subs reported feeling a large energy wave that shook their windows at around midnight their time. Now Trump's posting about warships...

DingleJingle_

So there are videos of a fire, a confirmation by the government of the UAE and flights are turning around and not landing. But mago got these markets actually believing all this shit is just AI and there is nothing to see here. Crazy fucking times brothers. Buy your calls I guess.

calm_discussion_3500

UAE is like 1/4 of the GDP of California. UAE is like $400B. I'm not saying it could be rough for them but reality is world will keep spinning.

jrex035

Unreal the level of market manipulation underway with oil prices. This weekend saw more oil production coming offline, more attacks on regional O&G (UAE's Fujairah partially shut down), and attacks on Iran's Kharg Island where they export almost all of their oil from (attacks were on military infrastructure with Trump threatening additional attacks on the oil infrastructure if they don't stop the blockade of the Strait) all while there's still clearly NO PLAN to militarily reopen the Strait. So of course oil is up a measly 1% lmao. They're really keep trying to pretend that everything is fine until we have a circuit breaker up day on oil and circuit breaker down day on equities in the next week or two. Whatever, I'll take it as an opportunity to buy even more BNO and oil companies tomorrow

tachyonvelocity

**Everything you need to know about this crisis: How does oil disruption in supply and oil elasticities affect oil prices?** There are a lot of different information going around, like what % of Hormuz is global supply, is it 20%? If we assume this is true, If the market was in equilibrium before, in a simple demand and supply model the price will rise until quantity demanded falls by 20% and the market clears again. The proportion by which the price will rise depends on the elasticity coefficient, as %δP= -20%/PED. The price elasticity of demand for oil is extremely inelastic in the short run, and very inelastic in the long run. Short-run elasticity is actually less than -0.1, -0.05 to -0.1 for developed countries, and likely higher (more inelastic) for developing countries due to higher oil consumption as % of GDP. Long run is -0.3. This means if there is a sustained 20% reduction in supply, the price increase according to your formula, is -0.2/-0.08 or 3.5 times higher. Pre-war crude oil prices hit $55, so 3.5x that is $192. There are some caveats, because the actual Iran War disruption is less than 20% reduction in supply. Through calculations using[ IEA's recent oil market report](https://www.iea.org/reports/oil-market-report-march-2026), the reduction in supply is more like 8% of available supply (-9 mb/d) out of 106 mb/d in demand, due to SPR release flows of +2 mb/d, spare bypass capacity in Saudi Arabia (Yanbu) and UAE (Fujairah) of +5.5 mb/d, and uninterrupted Iranian exports of +2.5 mb/d. In total, -20 mb/d of oil and products flowed out of Hormuz pre-War. Some additional short term supply can come online through all other countries increasing output (Kazakhstan) and the release of some Russian barrels, +1 mb/d. If these assumptions are stable and stay in the future, then the price shock will be -0.08/-0.08 in the short term or 2x from $55 which is $110. There are also a couple more mitigating factors to the price shock, such as fairly ample supply of oil across the globe, including China, which has not yet tapped into reserves, and including industrial storage which can be tapped into quickly. In addition, some Hormuz lows from Iran giving preferential treatment to some countries' ships, there could be navy escorts allowing at least some flows coming, and the idea that if the Iran War is over fairly quickly, a month or 2 at most, then disruptions to supply is going to be somewhat limited. The worry of that is if the assumptions to supply disruptions aren't held, for example if Kharg island oil is disrupted, if Iran is able to disrupt Yanbu or Fujairah, or if the Houthis are able to disrupt the Red Sea. In addition, if the war is expected to last a longer time, there could be short term panic buying.

hfbvm2

UAE oil selling 150$ physical, even 106$ seems cheap. When its time for delivery you can 1.5x your investment

2020isgreat

TRUMP ASKED THE WORLD TO SEND WARSHIPS. HERE'S WHAT EVERY COUNTRY SAID: France — OFFICIALLY REJECTED. Will not send warships. China — No response. Called it a "sovereign right." United Kingdom — "Discussing options with allies." No commitment. Japan — Silence. 70% of Japan's Middle East oil comes through Hormuz. South Korea — No confirmation. Seoul caught between Washington and its own oil dependency. Germany — No convoy support. Norway — Rejected. Qatar — Already STOPPED gas production. Declared force majeure. Their energy minister said "this will bring down economies of the world." UAE — Gulf states "tried to stop this war because they knew the implications." Iran — Still attacking ships. Still laying mines. Still blocking the strait. 10 countries. 0 warships. lmao

Soffatjockis

US bombs oil hubs on Kharg. Iran bombs oil hubs in Saudi, UAE, Qatar, Kuwait, Oman... Mango: *surprised pikachu.jpg*

ThinkingOfTheOldDays

I think now would be an easy time.  $UAE is down 20% or more since conflict started. Have to think real estate is off similarly 

Fullertonjr

Now you see where the problem lies with the U.S. and Israel deciding to go along with this current path. The U.S. presence in the ME is seemingly necessary, but attacking Iran puts that into direct jeopardy. This is why it was stupid politically and economically to attack them, knowing what was at risk. The U.S. doesn’t want to “give control of the strait to Iran”, but Iran is currently showing that they have always had control of the strait and anything that passes through was solely because they allowed it. The U.S. has no ability to defend shipments at any ports in the Persian gulf and most certainly have no desire to actually put more U.S. warships into the line of fire. Currently, whether the U.S. wants to pull out of those bases, Iran is making them useless. Iran has shown the UAE, Saudi Arabia, Oman, Qatar and Kuwait that the U.S. cannot and will not protect them, so politically all of that posturing by the U.S. has been shown to be worthless.

Rock_or_Rol

It’s not that simple anymore. It’s not just domestic politics that would suffer from appearing like a paper tiger that just committed some atrocities, but geopolitical relationships (Qatar, UAE, & Saudi). We’d probably see an increase of military buildup from a rejuvenated Iran as well. He only has bad options (and it’s entirely his fault). With that being said, I agree. I’d rather pay for reparations now, reestablish a JCPOA deal, constrain Israeli aggression and deal with the geopolitical fallout. Accept the L. Using dissidents to overthrow the Iranian regime didn’t work, that was the US’s only win condition here. The only other “win” conditions from here would only incur heavy heavy losses. He fucked up. I don’t want to see FPOV drone footage of our troops. I don’t want to see tens of million of Iranians suffer a failed state. I don’t want us entrenched in proxy wars in the upcoming decades across the Middle East, turkey etc. I don’t want to see US friendly gulf states do another Yemen to Iran.. I don’t want to see tens of millions of refugees scattered across the region.. If you don’t want another North Korea in the gulf, use the carrot.. not the stick.

ColForbinClimbs

It is not priced in. Look at previous oil shocks through history. 1971, 1979, 1990, 2008. Production has stopped in UAE, Saudi Arabia, and Iraq because they have no more storage. We don't know how long it'll take to get back to normal global supply levels but it certainly won't be 2-3 months. They can't just push a big green button to start production either, once they start it takes a month to start producing, and some wells won't produce anymore once they lose pressure. There are a lot of unknowns that can't be priced in yet.

Cool_83

Where are you getting the 15% shortage from? There are VLCC moving through the straits, UAE is fueling ships in Oman and Saudi have upped their pipeline and are fueling ships in the Red Sea. So maybe Kuwait and Iraq are having issues but that isnt 15%.

Catch_ME

That school fuck up did so much damage to us. The Kurds aren't escalating and this school bombing is one of the reasons cited. The idea of Iranians rising up was squashed on Day 1 of the bombing. What's crazy is that in all of this, there is one good thing that happened. UAE was forced to be a participant that they had to pull their military resources overseas and may have paused an active genocide in Sudan. See: [https://thecradle.co/articles/irans-strikes-inside-uae-fuel-rapid-collapse-of-genocidal-rsf-militia-in-sudan](https://thecradle.co/articles/irans-strikes-inside-uae-fuel-rapid-collapse-of-genocidal-rsf-militia-in-sudan)

ub3rm3nsch

Your first paragraph is essentially gibberish. Remove China from demand? Iranian oil does not meet the bulk of Chinese demand. Stopping Gulf Oil alone is impacting supply. You definitely don't know oil markets inside and out if you aren't able to see that the bulk of Gulf Oil isn't getting out, and that is what is leading to the prices. You obviously haven't been following that Iraq, Kuwait, the UAE and Saudi have been taking production down because they are running out of storage capacity.

mrsweettreats

🚨 UAE losses in the war are staggering. Around $1 million is reportedly lost every minute — nearly $10 billion per week, excluding losses in tourism, hotels, and other sectors. -Dubai TV

elpresidentedeljunta

Is it though? The region produces about 30 million Barrel? Oil to China and others still flows apparently. 3 million go through the west pipeline and some throught the one south in the UAE. 3.7 million barrel was the oversupply before. Several producers have started increasing their output and strategic reserves are being made available. This is a crunch, no doubt, but I haven´t seen anybody actually mathing the shortfall. Then again, we see that the markets react way less panicked than the headlines would suggest. So some people obviously did math it out.

ub3rm3nsch

You seem to be confusing Iranian oil with Gulf oil. The majority of Iranian oil goes to China. The majority of oil from Saudi Arabi, UAE, Iraq and Kuwait, which can't be shipped, does not. Scarcity of oil, and increased competition for it absolutely harms the U.S. That is exactly why you are seeing WTI go up (not just Brent), and increased gas prices in the U.S. Increased fuel prices affect the entire supply chain. Not to mention, increased fuel prices affect Asian companies (TSMC) that make components for the AI companies that are currently the bedrock of the U.S. economy.

carrollart

Consider the participants in new coalition “Board of Peace” as of Feb ‘26 : Israel , Saudi Arabia , UAE, Turkey and many more. Even Kazakhstan. Remember Kazakhstan? From the hit strategy board game RISK? well it’s back

GOOOOOOOOOOOOOOONING

Those allies include Saudi Arabia, UAE, Qatar, Kuwait, etc. Not only do they ship oil through the Strait, they rely on it for food as well.

retard_trader

Exactly my point. "Allies," is vague since Iran has already struck targets in UAE, Saudi Arabia etc.

Unhappy_Hedgehog_808

Nah they just bombed an oil storage facility in UAE instead.

cashflow_

UAE and Saudi Arabia could do their part also the slackers

undermon

Holy shit the put/call ratio went way down on Friday...everyone went long...ceasefire rebuffed and Port of Fujairah in UAE on fire with operations suspended....we are going to limit down on Sunday

DefiantDelta

well yeah, the UAE isn't a democracy

VanguardDeezNuts

Just listing things out for me. Israel is busy with Lebanon, Iran and Gaza, the US is doing stuff in Iran, Pakistan and Afghanistan are fighting again, Cuba is waiting for its turn to meet visiting American forces, Bahrain has no idea why it is getting smacked, the largest gas refinery/field in Qatar is offline, UAE's largest loading port is shut down, Taiwan is getting nervous with US assets being moved out of the region, Australia is for some reason sending planes to the middle east, no one knows if Hormuz is mined for sure, Russia is still trying to find its meaning in Ukraine. Have I missed something?

Significant_Speed854

To be fair, why the fuck aren’t other countries helping? I get maybe not at first but Iran has fired over 1500 missiles at UAE. Like…,

Ok_Advantage_8153

Its entirely accurate take. 'Shit idea spirals out of control'. is another way of putting it.  This'war' isn't close to won.  If there wasn't anything left to bomb Iran wouldn't have been able to hit the US embassy in Iraq, oil facilities in Kuwait and the UAE and ship in the strait.... today All its lacking is the 'Mission accomplished' banner to meme off of.

Vegetable_Push6542

We probably get a deal where USA ceases military action in exchange for Hormuz opening again with the threat that Iran will glass the UAE if they restart fighting. And then rest of the year is a game of chicken where we launch occasional strikes but not enough to make Iran go full scorched earth.

stocksnPA

Egypt had one of the largest protests during Gcide in Gaza. All of that was suppressed on the news. Anything active during that protest that got posted online was heavily censored or removed. So idk where you are saying it helped the economy and everything is kumbaya. Select few individuals? Ok sure, I am glad their pockets are filled. Qatar Saudi and UAE are getting kickbacks from US. You think corrupted leaders will sit in their meetings and say US bad when their accounts are literally getting funded? I travel very frequently and have no issues sitting down with locals on the floor and eating food. I dont just stay around areas that are of convenience/resorts , I have been to places where poverty exists in these countries. No one wants pretend moral compass causing wars in that region. No one wants their govt funding gcides. Middle east govnts are heavily criticized for destabilizing and being actively involved in other Gcides. Can you discuss that openly? No, they obviously have laws against that. You have also just included nothing but well my parents travel and everyone is so happy that US is involved in every country stripping people of their homes because we can make a few quick bucks. I am not an orange supporter and I will never support oppression of any kind whether that’s forced economical trade like US has history of doing or otherwise. I am not saying you or your family does. We are the military bullies here, there is no way around that truth.

mrsweettreats

Oh the oil facilities hit in Russia and UAE back up?

jraiv420

Iran retaliated for Kharg by striking a major oil hub in the UAE, the port of Fujairah. USO calls 📈🤑

grouch1980

So if talking to Egyptians isn’t a valid way to learn the beliefs and opinions of Egyptians, how did you arrive at your conclusions about what Egyptians believe? My parents hate the spray-tanned asshole currently in the White House. They assumed Egyptians would also hate him. They were wrong. The most common reason Egyptians gave my parents explaining their support for the Orange Turd was their support of the 2020 Abraham Accords which normalized diplomatic relations between Israel and the Arab world. This has fostered economic growth in the region. Qatar, Saudi Arabia, and UAE certainly don’t seem to view the US as an enemy. It could be argued that they are currently some of our biggest allies. Anyone paying even minimal attention to the current world order knows this. You’ve offered nothing by way of explanation for your assertion that the entire region is sick of the US.

FartPolluter

Trump waited for market closure to bomb Kharg. UAE ports bombed. USA want France and China to demine the Straight of Hormuz. Cant see a retracement unless we get substantial deescalation before Monday

Hamzehaq7

honestly, it depends on the day and what’s moving. sometimes you gotta ride the wave of underlying price action, especially with delta at $13.44 today. but if you notice a big gamma shift or something, that can signal when to jump in or out. with all this news like the fire in the UAE and Iran's threats, it's wild out there. gotta stay nimble and watch both sides. what’s your usual approach?

version-two

Yep, saw pictures this morning from another drone hitting UAE storage facility. They can say whatever they want, but Friday tells me the market wasn’t buying most of it.

nemodigital

Esp as we are seeing oil producing infrastructure destroyed in UAE and in the Gulf, domestic American/Canadian fertilizers will have an advantage.

trainwreck001

Drones attack one of the world's largest oil terminals in the UAE OIL $300

DanqueLeChay

Just blast a canal straight through UAE. Murica

Dale48104

Right concept. UAE could easily afford to build the “Dubai Canal”.

Material-Steak-5559

Here's an idea, they create the UAE Canal and avoid Strait from now on 😂😂😂

TheMericanIdiot

They can’t be permanent residents it’s not possible. You can only be UAE resident, which is renewed every 10 years.

Maleficent-Rate-4631

I raise one better [https://www.reddit.com/r/UAE/comments/1rm870k/straight\_of\_hormuz\_alternative/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/UAE/comments/1rm870k/straight_of_hormuz_alternative/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

behindgreeneyez

The UAE just arrested a British guy who for filming the bombing last week, I’d be leaving too.

FistEnergy

It just got officially announced by Iran: "Iran warns UAE residents to evacuate port areas in Abu Dhabi, Dubai Iran’s semi-official Tasnim news agency is urging people in the United Arab Emirates to “immediately” evacuate areas surrounding Jebel Ali port in Dubai, Khalifa port in Abu Dhabi, and Fujairah port. “These areas have become legitimate targets due to the presence and concealment of US military forces among civilian installations and will be targeted in the coming hours,” the agency reported."

FistEnergy

Iran has publicly announced that UAE oil infrastructure will be targeted and destroyed in the next few hours. They are retaliating for Kharg Island. Meanwhile, in Yemen: "Yemen’s Houthis have announced they’ll be joining the war in support of Iran shortly. Analysts expect them to shut down another strait, Bab El-Mandeb, which will close the Suez Canal." the next level of escalation is here. The new floor for oil is $125 and the American financial markets have already emptied their bag of tricks to suppress it. $150 is a real possibility now. Not to mention LNG, helium, fertilizer, etc. Not good!

FistEnergy

Iran has publicly announced that UAE oil infrastructure will be targeted and destroyed in the next few hours. They are retaliating for Kharg Island. Meanwhile, in Yemen: "Yemen’s Houthis have announced they’ll be joining the war in support of Iran shortly. Analysts expect them to shut down another strait, Bab El-Mandeb, which will close the Suez Canal." the next level of escalation is here. The new floor for oil is $125 and the American financial markets have already emptied their bag of tricks to suppress it. $150 is a real possibility now. Not good!

WrexyWrex

# Drones attack one of the world's largest oil terminals in the UAE – video [https://news.liga.net/en/politics/news/drones-attack-one-of-the-worlds-largest-oil-terminals-in-the-uae-video](https://news.liga.net/en/politics/news/drones-attack-one-of-the-worlds-largest-oil-terminals-in-the-uae-video) congrats oil bulls

Market-Genius-AI

The part everyone seems to be missing: US markets closed BEFORE Kharg Island was struck. None of Friday close reflected any of this: - Kharg Island bombing (90% of Iran oil exports) - US Embassy Baghdad helipad direct hit - 5,000 marines deployed (was 2,200, now revised up) - AWS data centers in UAE struck - IDF expanding campaign to Tabriz Brent was ~$119 at Friday close. Goldman Q2 base case is $120, tail risk $150 on full escalation. Retail traders plowed $211M into oil ETFs Thursday alone. Largest single-day inflow ever recorded. Monday open is completely unpriced.

JOPAPatch

They haven’t yet. First comment said: > No need to destroy their own infrastructure, they can just stop pumping oil to the island. Neither side wants to destroy it. >However if Trump destroys the infrastructure, that's escalation and **Iran will go after every tanker ship, and every bit of oil infrastructure in the middle east.** I said: > **Iran is already doing that.** The US wants to hold the island as a bargaining chip to get Iran to negotiate an end to the conflict. It’s a dumb plan but that’s what it’s for. Iran is going after all of the oil infrastructure. They just attacked [Fujairah](https://www.reuters.com/world/middle-east/fire-occurred-uaes-fujairah-after-debris-fell-during-interception-drone-no-2026-03-14/) oil terminal in the UAE today. It’ll take time for them to hit all of the infrastructure. They can’t hit them all in one day. The trend is that they’re now targeting oil infrastructure.

Soffatjockis

>Drones attack one of the world's largest oil terminals in the UAE Oil 150 dollars on Monday is NOT A MEME

JOPAPatch

[Yes they have.](https://www.aljazeera.com/amp/news/2026/3/4/which-oil-and-gas-facilities-in-the-gulf-have-been-attacked) Saudi Arabia – Ras Tanura oil refinery: 2x >First attack was intercepted but debris fell and caused a fire. Second intercepted, no damage. Qatar – Ras Laffan Industrial City LNG facilities: 1x >Intercepted, no damage. Qatar – Mesaieed Industrial City: 1x >Intercepted, no damage. UAE – Fujairah and Mussafah oil terminals: 2x >First attack was successful, caused damage. Second attack was intercepted, debris caused a fire. Oman – ports of Duqm and Salalah: 2x >First attack hit oil terminals at Duqm, caused damage and fires. Second attack, hit fuel transfer infrastructure, caused damage.

NotRobotNFL

Oil infrastructure in UAE was hit?

grouch1980

My parents spent about six months in Egypt last year. They were surprised to learn that the Orange Turd is quite popular there. They love Americans as well. UAE, Qatar, etc seem to be pretty sweet on America, too, at the moment. I’m not sure if things have changed in the last few months, but I think their first hand experience challenges your assertion, at the very least. It might be just a Shia thing.

The_Dee

"Sir the Americans killed our supreme leader" "Bomb the UAE" "Sir they wiped out our air force" "Bomb the UAE" "SIR we have no Navy" "Bomb the UAE" "Sir Kharg Island has b-" "BOMB. THE. UAE."

IndomieMuncher1999

This is incorrect. 3 million barrels is their full capacity, but usually they export ~1.5 million, less than the UAE for instance. 

Frenzal1

Are that many ships really going through? Why is insurance still so high if it's just business as normal? UAE just lost some major oil infrastructure... im not sure things are really that rosey.

vanadios

Hi everyone. This is Pete Hasegsth from the Department of War. I have been lurking in this group for a while and like you guys a lot. This is an important weekend for all of us, and I want to share some tips that might be helpful with your trades. Prior to this operation, the President, I, Marco, and JD all agreed that an American and Israelis occupation of Iran is unlikely to work out, but a political restructuring led by a coalition of Arab states in the Persian Gulf might do the job. There is still the Sunni/Shia thing to resolve, but it is easier for them to gain trust from the Iranian populace. Our allies don't seem willing to do that on our (and Bibi's) behalf, so our strategies are thus designed with only one goal in mind: to provoke the Iranians to attack the civilians and infrastructures of the neighboring Arab states to an extent that they will be willing to put troops on the ground to neutralize the threats from Iran. This is a simple point that leads to non-conventional strategies, as what we want to destroy is not Iran's defense and industrial capacity, but Qatar's and the Saudi's. We want to inflict pain on our enemies, but also on our cowardly friends. At times, you will wonder why we seem incompetent in defending our allies, or why we make mistakes leading to outrageous civilian casualties, or why our rhetoric focuses on enraging and mocking Iran rather than doing actual work. They are all parts of the plan! Please be patient with our long game, and remember to close your shorts and switch to calls when there is a rumor that the UAE is going to attack Iran. That's all. I have to deal with some PR bullshits now. This afternoon, I said there will be "no quarter" for the Iranian army, thinking it means no mercy, but it turns out that is against the Geneva Convention or something. The more you know! Good luck to all the patriots here tonight! Thank you for your attention to this matter. We will talk again soon.

ADDLugh

Iran actually hasn’t. They could’ve bombed the hell out of UAE and Saudis oil pipelines but they haven’t yet. The Houthi’s have also largely been quiet so far.

Rocherieux

Which Afghans attacked you first? The 9-11 attacks were carried out by 15 Saudi and 2 UAE nationals. One from Lebanon and one from Egypt. Saudi Arabia and the UAE remain great allies to the US.

ihopethisworksfornow

Personally I think they’ll keep it to proxy conflicts. Neither the UAE nor the Saudis have any appetite for their cities being bombed.

strip_club_dj

Apparentlt rumors that down the pipeline there could now be conflict between the UAE and the Saudis. They haven't been on the best terms lately and with Iran being taken out they have lost their common enemy.

peppermint_nightmare

Trump spends 11 trillion building a canal through the UAE? That way he can break his previous record for printing the most money in history.

liverpoolFCnut

I mean, aren't they doing it already ? They've hit refineries in UAE, Kuwait, Iraq, Oman and Bahrain, they've hit multiple ports, oil tankers, cargo ships even civilian airports.

LitterBoxServant

Real winners here are Saudi Arabia and UAE

Garbage-Disposal-938

I'm no expert, but if Iran loses control of Kharg, couldn't Iran counter by sending drones/missiles at Saudi oil terminals, refineries, oil fields, ports? Same for UAE, Kuwait, Iraq, et al Couldn't Iran even destroy Kharg's facilities themselves, as they flee invading US forces? If Iran's goal is to damage the West, they can destroy the oil facilities the West depends on. Seems like it might be their version of mutual assured destruction: "if Iran's government cannot continue to exist, then your oil facilities cannot continue to exist"

McKoijion

The US and Israel keep announcing that they're destroying Iran's missile launchers, but the Shahed drone doesn't use a launcher. It just takes off with its own internal prop engine from the back of regular commercial trucks. https://en.wikipedia.org/wiki/HESA_Shahed_136#Deployment This thing is the most battle tested piece of modern military gear in the world right now. It's the main weapon Russia has used to devastate Ukraine. It costs Iran $20,000 to launch one, and it costs the US $4 million to shoot one down. Iran launches them in swarms. 90% are shot down, but 10% get through. So if Iran launches 10 of them, it costs them $200,000. It costs the US $36 million for Israel, Saudi Arabia, the UAE, etc. to shoot them down, and one still gets through. https://www.nbcnews.com/tech/tech-news/shahed-drones-iran-us-war-ukraine-russia-rcna261285 Israel estimated that Iran has a stockpile of 80,000 drones and can produce 10,000 more per month. Even if the US and Israel can somehow destroy all the drone factories, that's still a ton of drones ready to be deployed. Especially because the US's interceptor stockpiles were already nearly depleted *before* the Iran War even started. Ukraine has been using them for years to defend against the Shahed drones launched by Russia. The US can produce just 600 interceptors per year and is hoping to get that up to 2000 per year. The US has some hard choices to make because those few interceptors are supposed to protect Israel, Ukraine, Bahrain, Jordan, Kuwait, Qatar, Saudi Arabia, Turkey, the United Arab Emirates, Azerbaijan, Kurdistan, and Oman. And of course, they're supposed to protect the US homeland itself. https://www.realcleardefense.com/articles/2026/01/30/us_interceptors_are_depleted_making_iran_decision_difficult_1161881.html I don't think it's possible for the US to win this war. I don't think Iran is going to accept a ceasefire or anything less than an outright surrender. I also think that once Iran depletes the rest of the US's stockpile, it becomes increasingly easy for Russia to take Ukraine, China to take Taiwan, North Korea to take South Korea, etc. The US has the most powerful military in the world, but it's exhausted and has been spread extremely thin. This is really bad, and I don't it's possible to unscrew the pooch.

tika_dengu

Iran has land borders with Azerbaijan and Pakistan, both members of the Peace Board. They are perfect gateways into the country for a ground invasion. UAE can be a base for naval ops to capture Kharg island. In an out in two weeks.

FarrisAT

Great way for Iran to aim directly at Saudi, Bahraini, and UAE refineries. Which are all right on the coast and giant stationary targets.

Relevant-Camera-8391

UAE canal?

jraiv420

Another ship hit off the coast of UAE

OsamaBagHolding

If you're a UAE citizen you get taxed if you spend too much time outside of the country. Lol. LMAO even

Far_Addition1210

Something bad happening off the coast of the UAE.

godsslayer54

They had protests which were being silenced HARD. There was pressure building and the regime might have collapsed if it continued but now when there is a foreign threat the regime can declare anyone who protests now as traitors. Keep in mind that even in Arab allied countries the reputation of USA and Israel is NOT good but now especially since America has bombed desalination plants and school children it is as SHIT as it could ever be. There is a saying in Arabic me against my brother my brother and me against my cousin and my brother me and my cousin against the world. So the regime is not falling anytime soon now. Russia (whose economy was collapsing due to the sanctions they got when they invaded Ukraine) was selling OIL for VERY cheap to India but since then India started distancing itself from Russia and started to reduce oil imports from them planning to cut them off completely. After the invasion due to having no other choice they had to start purchasing from Russia again and this time without the discount. This is going to help Russia fund their war machine in Ukraine. China already has 4 months of oil stored so they are also directly helping Iran and so is Russia (since they're winning big with this) and it's also depleting intercept missiles from USA. This also screws over Europe especially in the winter months if this continues cuz they NEED heating to live there and they will also have to buy from Russia (at a premium no doubt). All US allies in the middle east have been left hanging and some Iranian leader officially hinted that they might start targeting middle east's desalination plants too (They already hit one in Bahrain). Countries like Saudi Arabia, UAE and Qatar get 80%+ of their water this way. This basically shows them that having American bases not only does not help them but actively makes them a target which shrinks American influence too. Iran also controls the houthis and if they start to blockade that strait too then say goodbye to the Suez canal (Remember when a few years ago a ship got stuck there). This would make all shipping from Asia to the Americas have to go all the way around Africa which would make everything delayed + hella more expensive too which would ultimately bring down the US market too. Many more terrible ways this may affect the United States too btw.

ThinkingOfTheOldDays

$UAE, UAE country etf, up a wopping 0.03% after a 20% drawdown. extremely bullish!!!

godsslayer54

Iran closed the strait that is used to supply oil from countries like Iraq, Saudi Arabia and UAE. Which are friendly countries to USA and Israel. These countries also host American military bases which has made them a target for attacks from Iran. When oil doesn't get to China and it's prices go up in China all the things they produce get more expensive and this hurts even the USA.

Just_Candle_315

There was a good article on here about Saudi investors set to withdraw $2 trillion from the US because how disastrous the Iran war is going to be. MBS spent years and billions marketing Iran as a country Saudi Arabia could partner with and open up as an economic ally, now that's all been obliterated. This is on top of the current trade disaster and the fact Saudi, Kuwait, Iraq, UAE has had to shut down refineries, which are timely, costly, and difficult to start back up again. Honestly a cluster fuck for everyone.