
Iran named Saudi Arabia's Ghawar field, UAE's Zakum, and Qatar's North Field as targets if US strikes. $100 oil, LNG disruption risk.
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Iran has drawn up a list of energy infrastructure targets across Saudi Arabia, the United Arab Emirates, Qatar, and other nations if the US or Israel strikes Iranian oil facilities, the state-affiliated Tasnim News Agency reported.
The plan covers the Ghawar oil field, which pumps more than 5% of global supply, alongside the Abqaiq and Khurais facilities. Those three Saudi sites produce over 7 million barrels per day, the report said. In the UAE, the list includes the Zakum oil field and the Ruways refinery, which can process more than 1 million barrels a day.
Qatar's North Field and Ras Laffan, which together handle roughly 20% of global liquefied natural gas trade, are also named. Kuwait's Burgan field, Bahrain's Sitrah refinery, and Israel's Leviathan and Tamar gas fields round out the reported targets.
A senior Iranian security official quoted by Tasnim said, "We have prepared a comprehensive plan to respond to any potential American recklessness." The official also claimed that Iran bombed Qatar's most vital gas refinery during the 40-day war and that Trump later apologized on Truth Social. That claim could not be independently verified.
The threat comes as a US official told Axios that President Trump is seriously considering strikes on Iranian energy infrastructure. No final decision has been taken. The proposed bombing campaign, according to the report, aims to pressure Tehran into accepting American terms in ongoing ceasefire negotiations. The report added that the strikes could involve the Israeli military for the first time in weeks, an escalation expected to trigger Iranian missile attacks on Israel.
Oil markets have already priced in elevated risk. Oil Pierced $100 as US Strikes Iran From Caspian to Gulf earlier this month. Any further escalation would directly threaten the world's most concentrated energy production zone. A disruption at Ghawar alone would cut global supply by more than 5 million barrels a day, traders said.
Gulf state energy companies – Saudi Aramco, ADNOC, QatarEnergy – would face the most direct operational risk. Their refining and export infrastructure sits within missile range of Iran. The reported target list also includes Bahrain's Sitrah, a key transit point for regional crude, and Kuwait's Burgan, the second-largest oil field in the world.
For LNG markets, Qatar's Ras Laffan is the single biggest concentration of liquefaction capacity. A shutdown there would ripple through Asian and European gas markets, which rely on Qatari supply for roughly 10% of total imports, according to industry data cited by the report.
The White House has not confirmed the reported strike plans. Trump's national security advisor said earlier this week that "all options remain on the table" regarding Iran's nuclear program and regional proxies.
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