Strikes near Kuwait and Dubai, U.S. casualties, and threats to Gulf energy routes signal a dangerous widening of the U.S.–Israel war on Iran. From Strait of Hormuz disruption to oil price shock and regional proxy escalation, the conflict is testing worst-case scenarios.
A coordinated Arab and Gulf diplomatic push failed to stop U.S. alignment with Israel’s war on Iran. With escalation underway, scenarios now range from short, high-intensity strikes to a prolonged regional conflict. The risk of state collapse and energy market shock is no longer theoretical.