US assets and energy hit
Recent strikes reportedly damaged a US F‑35 and struck Israel’s Haifa refinery, while US officials are seeking billions in funding as drone warfare expands across the theater (youtube.com) (youtube.com). Media analysts warn disruptions may already be pushing oil into the $118–$119/barrel range and threatening LNG flows after attacks on major regional plants (youtube.com).
CENTCOM confirmed the jet made an emergency landing on March 19 and said the aircraft landed safely while the pilot is in stable condition; the incident is under investigation. (militarytimes.com) Iran’s Islamic Revolutionary Guard Corps publicly claimed it struck the F‑35 at about 02:50 local time and released video the same day alleging severe damage, a claim U.S. officials have not independently verified. (english.alarabiya.net) Israel’s Energy Ministry said the Haifa refinery experienced localized outages after the March 19 barrage but described the damage as “not significant,” and power for most affected customers was reportedly restored within hours. (usnews.com) QatarEnergy reported “extensive damage” at the Ras Laffan industrial city after missile strikes that have forced a halt to some LNG output, a disruption energy analysts say has removed roughly 17–20% of global LNG export capacity. (bloomberg.com) Benchmark Brent crude spiked above $119 per barrel in intraday trading after the latest Gulf attacks before pulling back, with traders citing uncertainty over sustained supply from Gulf refineries and terminals. (thehill.com) The Pentagon has sent a supplemental request to the White House seeking roughly $200 billion to cover operations related to the Iran campaign, while Pentagon budget materials and officials are simultaneously pushing major increases for unmanned systems and counter‑UAS procurement. (politico.com)
