Energy Under Attack: What the Gulf Can Learn From Ukraine and Iraq

Energy Under Attack: What the Gulf Can Learn From Ukraine and Iraq

Atlantic Council – All Content
Atlantic Council – All ContentMar 12, 2026

Why It Matters

The shift transforms energy security from a corporate concern into a national‑security imperative, directly affecting global oil and gas supply stability.

Key Takeaways

  • Iran targeted Qatar LNG and Saudi oil facilities.
  • Iraq uses dedicated pipeline protection forces.
  • Ukraine relies on rapid‑repair brigades and grid hardening.
  • Gulf should expand offshore loading buoys for redundancy.
  • Cross‑border electricity integration boosts regional resilience.

Pulse Analysis

The recent Iranian attacks on Qatar’s Ras Laffan industrial city and Saudi Arabia’s Eastern Province have jolted the perception of energy infrastructure as a purely commercial asset. Once shielded by the U.S. security umbrella, oil terminals, pipelines and LNG plants now sit on the front lines of geopolitical conflict, threatening the uninterrupted flow of roughly seven million barrels of Saudi crude and a substantial share of global LNG. Market participants are recalibrating risk models, recognizing that any disruption in the Strait of Hormuz or Gulf export corridors can reverberate through worldwide energy prices.

Iraq and Ukraine provide contrasting yet complementary blueprints for resilience. Baghdad’s creation of a 14,000‑strong Oil Protection Force, coupled with drone‑based surveillance and a network of offshore single‑point moorings, illustrates how an export‑oriented economy can maintain shipment continuity despite frequent sabotage. Meanwhile, Kyiv’s strategy of hardening substations, pre‑positioning spare parts, and deploying rapid‑repair brigades demonstrates that domestic grid reliability can be preserved under sustained attack. Both cases stress the importance of dedicated institutions, real‑time monitoring, and redundant export pathways—elements that Gulf planners can adapt to their own context.

For the Gulf, the path forward lies in institutionalizing cross‑ministry energy protection, expanding low‑tech hardening such as buried pipelines and fortified substations, and scaling offshore loading infrastructure to diversify export routes. Enhancing the GCC Interconnection Authority’s power‑sharing protocols will create a regional safety net, allowing states to offset localized outages quickly. By embedding these measures into a whole‑of‑society security doctrine, Gulf nations can protect critical energy flows, sustain revenue streams, and reinforce their strategic role in the global energy market.

Energy under attack: What the Gulf can learn from Ukraine and Iraq

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