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Energy Infrastructure

Gulf Conflict Forces Allied Diversification, Iran Centralization

Gulf Conflict Forces Allied Diversification, Iran Centralization

Gulf States Double Fujairah Pipeline Capacity Gulf states accelerated trade diversification by doubling the capacity of the United Arab Emirates’ Fujairah bypass pipeline. In Q1 2026, the US approved $45 billion in potential Foreign Military Sales (FMS), with 81% ($36.6 billion) allocated to Middle Eastern allies, including significant purchases

Grid Defense: Centralized Strategy, Local Autonomy

Grid Defense: Centralized Strategy, Local Autonomy

RUSI documented that in 2024, a targeted attack on identical solar panel controllers disrupted energy generation on a relevant scale across numerous facilities. Identical Systems Create Virtual Critical Infrastructure RUSI argues that deploying identical systems across numerous facilities can transform decentralized grids into a "single 'virtual critical infrastructure&