Skip to content
You can now search across every topic, entity and event.What's new
European Energy Markets
15JUN

Ghalibaf threatens UAE over Kharg help

2 min read
12:23UTC
EconomicDeveloping

Iranian Parliamentary Speaker Mohammad Bagher Ghalibaf warned on 26 March that if any regional country assists in a Kharg Island occupation operation, Iran will conduct 'continuous and relentless attacks' on that country's vital infrastructure. 1 The unnamed 'regional neighbour' is widely understood to be the UAE, the most plausible staging point for US amphibious forces given its proximity, port infrastructure, and existing military relationships.

The threat is directed at a specific operational concern. Pentagon sources confirmed active planning for a US Marine amphibious assault on Kharg Island , which handles approximately 90% of Iran's oil exports. Iran has fortified the island with mines, anti-personnel and anti-armour devices, and MANPAD shoulder-fired anti-aircraft systems . The logistics of any assault require a staging base, and the UAE is the operationally obvious choice.

Ghalibaf issued a near-identical threat earlier in the conflict : 'regional energy and oil infrastructure' would be targeted if Gulf states facilitated military action against Iran. Wednesday's statement is more specific: it explicitly ties the threat to Kharg Island and uses the word 'occupation,' signalling Iranian intelligence awareness of the Marine planning documented in .

The threat does diplomatic work that military signalling alone cannot: it puts pressure on Abu Dhabi to resist Washington's requests for basing access or logistical support, knowing that compliance risks Iranian strikes on UAE desalination plants and oil infrastructure. If the UAE refuses to host US forces, the Kharg Island logistics become considerably harder and the operation's feasibility, already questioned by CNN analysts and the Foundation for Defense of Democracies, declines further.

Deep Analysis

In plain English

Iran's parliamentary speaker warned that any Middle Eastern country that helps the US seize Kharg Island (the terminal from which Iran exports 90% of its oil) will face sustained attacks on its own infrastructure. The unnamed country is almost certainly the UAE. The US military cannot easily launch an island assault without a staging base nearby, and the UAE has the ports and infrastructure that would be needed. Iran is essentially telling the UAE: let the Americans use your territory and we will bomb your desalination plants and oil facilities. Given that the UAE gets most of its drinking water from desalination, this is a serious threat.

Deep Analysis
Root Causes

The UAE faces a genuine dilemma: refusing US basing requests damages the strategic relationship with Washington; accepting them risks Iranian strikes on infrastructure the UAE cannot easily replace.

The underlying structural cause is Gulf states' dependency on both US security guarantees and Iranian non-aggression. These two requirements are now in direct conflict.

First Reported In

Update #49 · Hormuz toll into law; Tangsiri killed

Bloomberg· 27 Mar 2026
Read original
Different Perspectives
Spain's LNG terminal operators
Spain's LNG terminal operators
Spain's 9,145 GWh terminal inventory is the largest single stock in the EU LNG network, an option value that can reroute cargoes wherever the winter strip pays best rather than a cavern gas obligation tied to a fixed date. That flexibility matters more as Germany's cavern shortfall pushes more of the winter security question onto import infrastructure.
European Commission
European Commission
Brussels holds the bloc to 90% on a flexible window while Germany, holding roughly a quarter of EU storage capacity, tracks toward missing its own lower 80% figure by 21 points. A national shortfall this size in the anchor market matters more to bloc security than the flexible timetable alone can absorb.
French power exporters and CRE
French power exporters and CRE
French day-ahead rose in step with Germany but by less, reopening a EUR 7-17 premium that makes northward export flows commercially attractive again after the EUR 43.09 discount evaporated in days. CRE separately authorised RTE and Enedis to buy flexibility locally, betting the coming winter's binding constraint is grid congestion rather than a shortage of firm capacity.
TTF trading desk
TTF trading desk
A visible national shortfall like Germany's 21-point gap is a directional signal, not noise, for a desk holding the summer-winter spread. TTF's flat EUR 58-60 range through this week's German price swings says the market has not yet chosen to reprice refill risk into the front of the curve.
German cavern and CCGT operators
German cavern and CCGT operators
German caverns kept buying prompt gas at TTF near EUR 58-60 through the inversion; the wind collapse to 2.4 GW then flipped the spark spread to plus EUR 29 and put turbines back in the same queue. Every day turbines win that bid, injection at a third of the 877 GWh/day pace needed falls further behind.
Slovakia
Slovakia
Slovakia says it dropped its hold-out on the 21st sanctions package only after Ursula von der Leyen personally signed written gas-price and supply guarantees. The Council of the European Union's own 17,238-character release on the package names neither Slovakia nor any guarantee, leaving Bratislava's account unconfirmed by the institutional record.