Israel and the USA have attacked the South Pars Gasfeldera joint project between Iran and Qatar. In response, the Iranians have declared that all energy infrastructure in the region is now considered a legitimate target. So far, they have attacked Qatari facilities, including the Ras Laffan Industrial City, a $NGAS (-3,57%) hub, and report heavy damage. In addition, a $2222-refinery in Riyadh was also attacked.
The hit rate of Iranian attacks now also appears to be increasing, while the local air defense systems in some Gulf states also appear significantly weakened. The number of hits is also increasing.
The winners will continue to be fertilizer, drone manufacturers and defense tech.
