The Israel Defence Forces struck the South Pars / Asaluyeh gas complex on 6 April, Iran's largest petrochemical facility. Israeli Defence Minister Israel Katz confirmed the strike publicly and characterised it as "a severe economic blow costing Iran tens of billions of dollars"1. Combining Asaluyeh with the Mahshahr complex hit on 5 April, Katz claimed that 85% of Iran's petrochemical export capacity is now offline. Iran has not confirmed the figure.
That figure is an Israeli government claim, not an established fact, and it should be read as such. Independent verification is constrained because Planet Labs commercial satellite imagery of Iran has been blacked out by undisclosed US government order since 9 March, removing the principal external check on damage assessments from either side. Iran's pre-war petrochemical exports earned roughly $14 billion a year in hard currency, and Tehran has not announced a replacement revenue stream as the strikes accumulate.
If Katz's number is accurate, the tools Washington spent two decades building are now being outperformed by the bombs of an ally Washington was supposed to be restraining. South Pars is jointly operated with Qatar, which calls its half North Dome. A strike that compounds pressure on Doha lands in the same week Doha refuses to mediate. The two facts may be unrelated. Neither side is treating them that way.
