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Why are they DESTROYING oil refineries around the world? | Redacted w Clayton Morris

 

Global oil refinery explosions happening in 2026, jet fuel shortage, energy crisis, Strait of Hormuz, Iran, Russia, UK attacks on Russian refineries, Agenda 2030. Oil refineries are burning across Texas, India, Australia, Russia, Iran, UAE, Ecuador and more — and experts say it's not a coincidence. With jet fuel supplies plummeting and Professor Robert Pape warning Europe is roughly one month from running out, airlines are already canceling thousands of flights.

 

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The Gulf’s Illusion of Security Has Collapsed

BY Salman Rafi Sheikh

The Gulf Cooperation Council’s model was built on a comforting illusion: that oil wealth could fund perpetual transformation while US protection could absorb regional risk. Recent Iranian strikes on energy infrastructure — and the muted limits of deterrence that followed — have shattered both assumptions.

 

The same hydrocarbons that power Gulf prosperity now mark its most exposed vulnerability against external attacks, while the “oil for security” arrangement with the US has proven to be more slogan than guarantee. The GCC needs a radical resent.

Energy Wealth as Strategic Exposure

The Gulf’s political economy has long rested on a paradox: the same infrastructure that generates extraordinary wealth also concentrates extraordinary risk. Nowhere is this more visible than in the vulnerability of oil production and shipping infrastructure, such as the Strait of Hormuz, to precision attacks, sabotage, closure, and escalation dynamics.

The Gulf is no longer a protected space within the global order but one of its most visible pressure points 

The 2019 attacks on Saudi Aramco’s Abqaiq and Khurais facilities marked a turning point. Drone and missile strikes temporarily disrupted roughly half of Saudi oil output, affecting around 5 percent of global supply and sending shockwaves through energy markets. The US and Saudi officials assessed that the operation demonstrated a new level of sophistication and strategic intent. The strikes were widely interpreted as a direct message: even the most heavily protected energy infrastructure in the world was not beyond reach.

What made these attacks structurally significant was not only their immediate impact but also their strategic implication. Abqaiq alone is central to global oil processing capacity, handling millions of barrels per day, making it a node whose disruption reverberates far beyond the region. The logic is simple but destabilising: in a system where hydrocarbons are globally integrated, localized disruption produces systemic effects.

More recent escalations have reinforced rather than diminished this vulnerability. Reports of continued disruptions to Gulf shipping routes and energy infrastructure have highlighted the Strait of Hormuz as a persistent chokepoint in global energy security. One recent assessment noted that prolonged instability has already forced rerouting of exports and reduced output across multiple Gulf producers, including Saudi Arabia, Kuwait, Qatar, and Iraq. Even temporary interruptions create cascading effects on insurance costs, shipping logistics, and global price volatility.

This pattern exposes a structural limit in Gulf diversification narratives. While GCC states have pursued ambitious transformation agendas—Saudi Arabia’s Vision 2030 being the most prominent—the underlying fiscal architecture remains deeply hydrocarbon-dependent. Diversification has progressed in sectors such as tourism, logistics, and finance, but oil revenues continue to anchor state capacity. The contradiction is not that diversification has failed, but that it exists within a system where energy remains both enabler and vulnerability. The strategic lesson is therefore not merely economic. It is geopolitical: infrastructure concentration creates coercive exposure. In such a system, energy is not just an export commodity; it is an operational theater of conflict.

The Erosion of “Oil for Security”

If the vulnerability of energy infrastructure represents the economic dimension of the crisis, the second exposed pillar is the security architecture that has underwritten Gulf stability since the early Cold War and solidified after 1991.

For decades, the Gulf’s implicit bargain with the United States was straightforward: ensure stable oil flows in exchange for external military protection. This arrangement survived wars, sanctions regimes, and periodic crises. But it was always predicated on a core assumption, i.e., deterrence would prevent escalation against Gulf territory and infrastructure. Recent developments have challenged that assumption.

There is little denying that Washington’s strategic priorities have shifted. Energy independence has reduced the structural centrality of Gulf oil to US domestic stability, even if global markets remain deeply connected. As a result, the Gulf is no longer the unambiguous epicentre of US security doctrine that it once was. This does not mean abandonment, but it does mean conditionality and selectivity in response.

In addition, disruptions to maritime traffic, energy flows, and infrastructure across the Gulf have been accompanied by diplomatic fragmentation and uncertainty over enforcement mechanisms, including failed attempts at collective maritime security coordination. The outcome is a security environment in which protection is still present but no longer absolute or even guaranteed to be supplied—something that Israeli strikes on Qatar proved last year.

This is the core transformation: the Gulf is moving from guaranteed deterrence to managed exposure. The political consequence is profound. States that once relied on a single external guarantor are increasingly forced to internalize risk management and externalize alignment strategies.

Strategic Hedging: The China Factor

The erosion of both economic insulation and security certainty has accelerated a broader strategic reorientation across the GCC: not abandonment of the United States, but diversification of dependency. China has become central to this recalibration, though not in the conventional sense of replacing the United States as a security provider. Instead, its role is structural and multidimensional.

First, China is the dominant customer for Gulf hydrocarbons, anchoring long-term energy demand even as Western economies transition toward decarbonization. Second, it is a major investor in infrastructure, logistics corridors, and industrial diversification projects across the region. Third, it has emerged as an increasingly active diplomatic actor in Gulf–Iran relations, including facilitation of rapprochement efforts.

The significance of this shift was underscored by high-level engagement between China and Gulf monarchies in recent years, including state visits and regional summits that signalled a deepening strategic dialogue. Western reporting has consistently framed these developments not as alliance replacement but as “multi-alignment”—a deliberate strategy by Gulf states to avoid overdependence on any single external power.

This strategy is not ideological; it is structural. In a context where both energy infrastructure and security guarantees are exposed to volatility, diversification applies not only to economies but also to external alignments. The emerging Gulf strategy, therefore, is not a pivot but a portfolio logic: distribute risk across multiple external relationships while retaining maximum autonomy within a fragmented global order.

The End of Strategic Certainty

The deeper significance of the current moment is not that the Gulf model is failing, but that it is losing its foundational assumption: predictability through stability. For decades, Gulf political economy was built on the idea that volatility could be externalized, either through global energy markets or through external security guarantees. What the current escalation has revealed is that volatility now circulates through both.

This creates a more unsettling reality than outright rupture: a system in which prosperity persists but certainty does not. The Gulf is not becoming less central to global energy or geopolitics; it is becoming more exposed within them.

The temptation is to interpret diversification and hedging as solutions. They are not. They are adaptations to a structural condition in which energy wealth no longer guarantees security, and security partnerships no longer guarantee insulation.

The more provocative implication is this: the Gulf is no longer a protected space within global order but one of its most visible pressure points. And in such a system, the question is not whether the old model will return, but how long actors can govern effectively in a world where exposure is permanent rather than episodic.

https://journal-neo.su/2026/04/25/the-gulfs-illusion-of-security-has-collapsed/