Posted 05 March 2026 - 06:20 PM
Asian countries are apparently in crisis mode over energy supplies. Whilst their militaries have some reserves for emergency operations, the civilian reserves vary wildly from country to country.
Japan's strategic reserve for oil is 254 days, built up after an embargo in 1973. Refiners have already asked the government to open them, Tokyo has said no, at least not yet. Japan's reserve is easily the largest in Asia. However, Japan's reserve for LNG is only three weeks.
China has 10 days of storage before domestic operations face supply constraints. Diesel exports have already been halted to preserve current supplies. It has been trying to stockpile from its Russian inflow, but that is more limited than I think people have understood (larger reserves from Russia can only be used with the Power of Siberia 2 pipeline which hasn't been built yet due to Beijing screwing over Moscow for two years solid before agreeing to the plan; they may shortly bitterly regret this).
India has next to no reserves and has implemented gas cuts to industry of 10-30% across different regions, starting today.
South Korea is reliant on 1.6 million barrels per day through Hormuz and is believed to have pretty much zilch in reserve.
Pakistan and Bangladesh have no reserves whatsoever and, unlike some of the other countries, limited Plan B options.
Iran has hit the Baku-Tbilisi-Ceyhan pipeline running from Ceyhan, Turkey to Baku via the Georgian capital. This pipeline supplies 30% of Israel's oil. Iran's next logical target is the Saudi East-West Pipeline that bypasses Hormuz, and the Abqaiq processing hub that handles the majority of Saudi crude before it reaches any export terminal. Bahrain's Bapco Energies Refinery has also been hit, sustaining heavy damage.
Iran's missile and drone strikes on Azerbaijan, if escalated, could also close the Azerbaijan-Armenia-Georgia air corridor, effectively shutting down Europe-Asia air travel altogether (aside from some routes that can divert north around Russia or south around India). With air carriers also ready warning of limitations to fuel storage for planes, that could be catastrophic to international travel.
Azerbaijan has declared a military alert and mobilised a large contingent of ground forces to the Iranian border. Air defence systems have been put on high alert, and Azerbaijan's military posture has shifted from the west, aimed at Armenia, to the south, aimed at Iran. Given Azerbaijan's proven military effectiveness in its two wars with Armenia, using sophisticated drone tactics, they may judge intervening in northern Iran (where a large Azeri minority lives) is necessary.
One of the two main Kurdish factions in north-eastern Iraq has indicated it might be willing to undertake offensive action in Iran, especially since Iranian forces have attacked them, but it is demanding close US air support, special forces on the ground and protection from Turkish retaliation. They've also advised they are not well-equipped, with their best equipment being Kalashnikovs and a few drones. They need artillery, much more drones and drone defences, and more armoured vehicles to support any kind of push into the Iranian border region.
Pakistani Balochs have crossed the border into Iranian Balochistan (Sistan and Baluchestan Province) and may be considering a secession from Iranian control. This could elevate the conflict into full-scale civil war, with the bulk of Iran's ground forces so far unengaged.
2 missiles have been destroyed heading towards Turkey. Turkey has taken consultation with NATO allies.
Qatar, the UAE and Saudi Arabia have been discussing joint military defensive actions, including air strikes on Iranian missile sites. Apparently they would act in concert together and keep the USA informed of their plans. There would be no suggestion of Gulf States flying combat missions alongside Israeli forces.
The UK, France, Spain, Italy, Greece, Germany and the Netherlands are deploying military assets to Cyprus.
Israel and the Gulf countries have fired 800 PAC-3 missiles in a week, more than Ukraine has in the entire war.
Camp Arifjan, a US military base in Kuwait, has received significant damage, with communications equipment destroyed.
The attack on Cyprus has been confirmed to have consisted of a single Shahed which flew at low altitude from Lebanon to hit a hanger used for hosting US U-2 spy planes.
Lebanon has reinstated visa requirements for Iranian nationals and banned the IRGC from operating in Lebanon. It may also pass laws to make the crime of "dragging Lebanon into conflict" a treasonable offence.
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