Iran’s shift to the targeting of critical infrastructure and other civilian profile targets is likely reflective of an attempt to increase economic disruption across the Gulf, pressure regional governments that host US military bases and support operations, and demonstrate Iran’s capacity to impose widespread costs across the region despite being under sustained pressure from US and Israeli joint strikes. Iran may have also calculated that attacks of this magnitude may undermine the long-term presence of the US military in the Middle East by increasing the political and security costs for host nations and raising domestic pressure within Gulf states to distance themselves from US military operations.
Iran is also likely attempting to pressure Washington and Tel Aviv by provoking international condemnation and economic pressures on a global scale. Attacks on oil and gas infrastructure, followed by the suspension of operations at these sites, combined with a de facto Iranian blockade in the Strait of Hormuz, will almost certainly trigger economic shocks and volatility in global energy markets, as well as disruptions to maritime trade and energy supply chains. This strategy is likely to increase international pressure and could help to isolate Washington.
