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Analysis

From oil to data centers, US-Iran war takes key Mideast infrastructure offline

Although disruptions to shipping through the Strait of Hormuz have long been expected as a by-product of a regional war with Iran, Tehran is expanding the list of targets — with other key energy assets potentially in the crosshairs.

A food delivery bike drive close to a plume of smoke rising from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Iran's retaliatory missile and drone campaign in the Gulf has killed three people and wounded 58 in the United Arab Emirates since it began, Emirati authorities said on March 1, the day after the US and Israel launched a nationwaide attack on Iran killing its supreme leader. (Photo by Ryan Lim / AFP via Getty Images)
A food delivery driver rides close to a plume of smoke rising from the Zayed Port following a reported Iranian strike in Abu Dhabi, on March 1, 2026. — Ryan Lim / AFP via Getty Images

The US-Iran war has rapidly expanded beyond military targets since hostilities erupted Feb. 28, with the conflict pulling the Gulf’s most critical infrastructure into the line of fire — from oil refineries and gas terminals to ports, airports and even data centers.

What began as retaliation for US-Israeli strikes has evolved into a sweeping campaign against the region’s economic arteries. Alongside raising the risks of prolonged supply shocks that could impact the global economy, this is already presenting a critical test for Gulf states attempting to diversify their economies away from oil.

Although disruptions to shipping through the Strait of Hormuz have long been expected as a by-product of a regional war with Iran, Tehran is expanding the list of targets — with other key energy assets potentially in the crosshairs. “The question now is whether Iran will continue escalating by increasing its targeting of critical energy infrastructure,” Noam Raydan, a senior fellow at the Washington Institute for Near East Policy, told Al-Monitor. 

What happened: The most immediate impact has been on energy. On Monday, Saudi Arabia said debris from intercepted drones caused a limited fire at the Ras Tanura oil refinery, prompting precautionary shutdowns of some units. Riyadh said supplies were unaffected despite halting operations at the facility, which is part of a major export complex. 

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