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MENA Unleashed

@MENAUnleashed33,943 subscribers

Nuanced analysis on the political economy of the Middle East.

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Dubai International Financial Centre has been hit by a drone attack this morning. Apologies are in order. Iran promised and delivered. If you still have money in the UAE, you are going to lose a lot of it. Now your bank will restrict withdrawals and that's just a start. Get out now! Message me if you need help. I have helped three people so far.

Dubai International Financial Centre has been hit by a drone attack this morning. Apologies are in order. Iran promised and delivered. If you still have money in the UAE, you are going to lose a lot of it. Now your bank will restrict withdrawals and that's just a start. Get out now! Message me if you need help. I have helped three people so far.

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The supposed threat to Iran.

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Boyz call the mental hospital.

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Three attacks that happened in the past 6 hours confirm we are in global energy war. Valero's Port Arthur refinery exploded in Texas. Israeli strikes cut power to two Iranian cities. An Iranian drone knocked out electricity to part of Kuwait. This is not coincidence. This is the shape of a global energy war. Valero Port Arthur is not a random refinery. It is one of the largest in the US, configured specifically to process Venezuelan heavy crude. The Trump administration had just unlocked Venezuelan oil exports to US buyers to compensate for Hormuz disruption. That processing node is now offline. Valero Port Arthur is the next-door neighbour of Saudi Aramco-owned Motiva Port Arthur Refinery (1 km apart) with 640,000 barrels per day. The largest refinery in the United States. Motiva is the processing backbone for Venezuelan heavy crude that Saudi is helping the US redirect away from China and into Gulf Coast supply chains. Iran has been hitting Saudi energy infrastructure for weeks. The refinery that just exploded sits 1.3 miles from the crown jewel of Saudi oil processing on American soil. That is not a coincidence. Iran and its adversaries are hitting each other's downstream infrastructure. Refineries, power grids, gas terminals. The logic is simple. You cannot sustain a war economy without energy processing capacity. So you target the processing. What happened in Texas fits that pattern. This is not the first time a Gulf Coast energy facility has been hit during or after a Middle East war. It happened during the last conflict too. Port Arthur is close to the Mexican border. A drone launched from Mexican territory could reach it. That is not speculation. That is geography. The energy war is not coming. It is already global and running across 4 continents simultaneously.

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