Roknifard: Munitions Could Be First Factor In Ending War

The Middle East conflict is entering a critical phase where military logistics, rather than geopolitical ambitions, may determine the trajectory of escalation. Recent analysis from regional security experts suggests that depleting munitions supplies could fundamentally alter the conflict's duration and intensity—a development with profound implications for energy markets, European investment portfolios, and global supply chains. The catalyst for this reassessment stems from a pattern of infrastructure attacks targeting the region's energy backbone. Qatar's Ras Laffan Industrial City, home to the world's largest liquefied natural gas (LNG) export facility, has sustained significant damage from recent strikes. Simultaneously, Israel's targeting of Iran's South Pars gas field—one of the world's most critical hydrocarbon reserves—represents a deliberate strategy to cripple energy infrastructure. These operations consume substantial munitions stockpiles while generating immediate economic consequences. For European investors, this dynamic creates both risks and opportunities. Europe's energy security remains intimately tied to Middle Eastern supply chains, despite the EU's diversification efforts toward renewable energy and alternative suppliers. Disruptions to LNG export capacity from Qatar directly impact European industrial competitiveness, particularly in energy-intensive sectors like chemicals, steel, and fertilizer production. If munitions constraints genuinely limit the duration and scope of future attacks, European energy markets could stabilize