Iran appears to be increasingly focusing its retaliatory attacks against energy production infrastructure in Gulf Arab States. The U.S.-Israeli operation against Iran is also continuing at a significant tempo, including a major new wave of Israeli strikes going after leadership targets in Tehran.
Readers can catch up on previous developments in the ongoing conflict in our previous rolling coverage here.
Increased targeting of Gulf Arab States’ oil and natural gas production is part of a clear Iranian strategy to put pressure on those countries to, in turn, create complications for the United States. As the economic pressure builds, the idea is that these countries will seek to end the conflict, and/or that relations with the U.S. will sour. The prospect of major, long-term disruptions in energy exports from the region has global ramifications, as well, which could bring immense external pressure to end the conflict. There is also the aspect of drawing Arab countries into the conflict, which would complicate it politically and militarily. In addition, some energy targets are not as well defended as U.S. bases in the region, for instance, and scoring hits with the now finite weapons Iran has on hand becomes easier.
So, it’s not surprising that Iran has morphed its tactics in this manner. How this will all play out is unknown. But if the war continues on for a prolonged period, and interceptors run low while Iran’s stocks of drones and missiles don’t dry up, this entire issue could become greatly magnified.
So far, Qatar and the United Arab Emirates, as well as the United States, have pushed back on reports that interceptor stocks are dwindling and the U.S. is resisting replenishing them due to its own stockpile concerns. It isn’t clear if this is a case of strategic counter-messaging or if indeed stockpiles remain in the green, although from everything we understand about the stockpile issue overall, the former seems far more likely.
Energy-related targets impacted are relatively wide-ranging and the scope of attacks appears to be becoming larger with time.
A large fire broke out today in the Oil Industry Zone in Fujairah in the United Arab Emirates (UAE), reportedly caused by falling debris from the interception of an Iranian drone. The port of Fujairah sits on the Gulf of Oman, on the other side of the highly strategic Strait of Hormuz.
According to state-run Oman News Agency, two Iranian drones were shot down today above the Dhofar governorate in southern Oman, while a third came down close to the port of Salalah. No casualties or damage were reported.
The port of Duqm in Oman was also targeted by several drones, according to the country’s state news agency. One of these is said to have struck a fuel tank.
Several ships attempting to cross the Strait of Hormuz have also come under attack, as you can read about here. Yesterday, the U.S. Central Command denied Iranian claims that the Strait was closed. Online ship tracking data shows a major slowdown in traffic overall, but there is still some movement through this highly strategic waterway. Imagery is also emerging showing a backlog of ships waiting to pass through.
Tanker Pola pulled a Leeeroy Jennnkins yesterday and ran the Strait with her AIS off.
Expect others to follow suit. https://t.co/3HcYxHJJ9o pic.twitter.com/7k34IVq5cw
— Sal Mercogliano (WGOW Shipping)
(@mercoglianos) March 3, 2026
Oil production at Iraq’s largest oil field, in Shafaq, has reportedly been halted, as has the flow of oil through a pipeline that links its northern Kurdish autonomous region with Turkey. There are reports that Iraqi oil exports, overall, have slowed dramatically due to the ongoing conflict.
This all follows Iranian attacks yesterday that caused a halt to some operations at the Ras Tanura refinery in Saudi Arabia and a shutdown in liquid natural gas production by state-owned QatarEnergy in that country.
Further rolling coverage can be found below, with the newest updates at the top.
UPDATE: 11:23 AM EST-
U.S. and Israeli strikes on Iran continue. The Israel Defense Forces say a wave of 100 jets dropped 250 munitions on leadership targets in Tehran earlier this morning. A building in the city of Qom, where Iran’s Assembly of Experts was reportedly meeting as part of the process of choosing a new Supreme Leader, was also struck.
Iranian President Masoud Pezeshkian has issued a statement regarding the delegation of authorities to regional officials to enable “quick decision making” amid ongoing strikes targeting the country’s leadership.
The video below is said to show a Centurion Counter-Rocket, Artillery, Mortar (C-RAM) system in Iraq firing on an incoming Iranian drone. The Centurion is a ground-based version of the Phalanx Close-In Weapon System (CIWS) used on various U.S. and foreign warships, and is armed with a six-barrel 20mm Vulcan Gatling-type cannon.
French fighters are now flying over the United Arab Emirates to help bolster that country’s defenses. France is also reportedly sending anti-air and anti-drone capabilities to help protect Cyprus in the Eastern Mediterranean.
Iranian media reports say the country’s Islamic Revolutionary Guard Corps has targeted dissident groups in northern Iraq. Axios has also reported that President Donald Trump spoke with Iraqi Kurdish leaders this past week about “what might come next.” There have been reports raising the possibility of armed Iranian Kurdish groups in Iraq launching a ground incursion even before the current conflict began.
U.S. President Donald Trump has now said that it is “too late” to negotiate with Iran’s new leadership, according to Fox News. U.S. Special Envoy Steve Witkoff, who took part in negotiations in the lead-up to the current conflict, claims that Iranian officials say “have enough enriched uranium for 11 nuclear bombs.”
Contact the author: thomas@thewarzone.com
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