So You Want to Take Iran's Oil…

Peter Zeihan 6 min

There is no good way to take other countries' oil. We will be in occupation in the Middle East just like we were for the bulk of the last 25 years.

  • Donald Trump

Chapters

  1. 0:00

    The Futility of Taking Iran's Oil

    There is no good way to take other countries' oil, specifically Iran.

  2. 0:21

    South Pars Field Consequences

    Taking the South Pars field would shut down natural gas production and trigger a humanitarian disaster.

  3. 1:42

    Khuzestan Province Challenges

    Capturing Khuzestan requires taking all of the province and adjacent territory to control oil. The Arab population in Khuzestan is an oppressed minority experiencing population decline due to poverty.

  4. 3:45

    Failed Nation Building Precedent

    The United States failed to build a stable government in southern Iraq after overthrowing the central authority. Occupying Khuzestan would involve tens of thousands of American troops resisting the rest of the country.

  5. 5:14

    Upcoming Marine Deployments

    Two loads of Marines with Marine Expeditionary Units are moving toward the Persian Gulf. The planned military action will result in a disaster and a long-term occupation.

Key points

  • 0:00

    There is no good way to take other countries' oil.

  • 0:21

    Taking the South Pars field would shut off natural gas production because there is no export capacity.

  • 0:21

    Taking the South Pars field would trigger war crimes level of humanitarian disaster by turning off power.

  • 1:42

    Khuzestan has 70 to 80% of the country's oil production.

  • 1:42

    Taking Karg Island does not give control over production, only the ability to shut off exports.

  • 1:42

    To take the oil, one must capture all of Khuzestan province and adjacent territory.

  • 1:42

    The population in Khuzestan consists mostly of Arabs who are an oppressed minority.

  • 1:42

    The Iranian government siphons off all the oil, leaving nothing for the Arabs in Khuzestan.

  • 1:42

    This poverty causes Khuzestan to be one of the few parts of Iran experiencing population decline.

  • 3:45

    The United States failed in southern Iraq where the locals hated them more than everyone else.

  • 3:45

    Occupying Khuzestan would involve tens of thousands of American troops resisting the rest of the country.

  • 5:14

    The Trump administration is planning to use Marine Expeditionary Units in the Persian Gulf.

Who and where

People · 1

  • Drawing of Donald Trump

    Donald Trump 3

    President of the United States (2017–2021; since 2025)

    Photo 1

1. Photo: Daniel Torok, Public domain, via Wikimedia Commons · Wikidata · redrawn in our house style (Donald Trump)

7:35

U.S. Ground Troops Coming to Iran

Peter Zeihan

Occupying Karg Island is a bad idea because it removes Iran's oil income and invites devastating retaliation. The current plan to occupy Karg Island will end in a bit of a debacle.

7:17

Winners and Losers of the Iran War: Ukraine and Russia

Peter Zeihan

The region used to export 22 million barrels of crude a day. It is now down to probably something between 10 and 12.

6:06

The Blockade of Iran Begins

Peter Zeihan

To pressure the IRGC effectively, the US must block oil exports and prevent drone imports. The blockade is the first action that successfully targets the IRGC's specific financial interests.

5:56

The Energy Crisis: Downstream Impacts

Peter Zeihan

The combination of halted Persian Gulf exports and the loss of Russian crude will cause a severe global energy crisis within weeks. It took a war launched by Donald Trump on Iran in order to make Iranian oil legal again.

5:21

The Strait of Hormuz Remains Open...For Iran

Peter Zeihan

The US military is doing nothing to interrupt commercial flows going to and from Iran. Someone please tell Trump because until this is interrupted in some way, two big problems.

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