Threats to water supply and food inflation stalk Gulf states

The escalating US-Israeli conflict with Iran has placed Gulf nations’ critical infrastructure in peril, extending far beyond energy production to encompass fundamental water and food security systems. With over 400 desalination plants dotting the Persian Gulf coastline—providing up to 90% of drinking water in some states—the region faces catastrophic vulnerability to retaliatory strikes.

These facilities, which emerged during the 1960s-70s economic transformation, have become indispensable for sustaining both population needs and industrial operations. According to UN water expert Mohammed Mahmoud, the widespread coastal infrastructure represents a massive strategic vulnerability. While some nations maintain limited water reserves, analysts indicate smaller states like Qatar and Bahrain could exhaust their strategic stocks within days if desalination capabilities were compromised.

The situation reveals remarkable restraint from Iran, which has demonstrated precision targeting capabilities but avoided water infrastructure thus far. Leiden University’s Christian Henderson notes that while Iran could easily target desalination plants, such action would represent a significant escalation beyond current strikes on energy infrastructure.

Compounding the crisis, the de facto closure of the Strait of Hormuz due to insurance withdrawals and disrupted air travel threatens food imports upon which Gulf states depend for 80-90% of their consumption. Even developed agricultural sectors like UAE and Saudi dairy production rely heavily on imported feedstocks, primarily alfalfa from Arizona.

Logistical networks face complete reorganization as food shipments must redirect through Omani and Saudi ports, inevitably driving food inflation through increased shipping and insurance costs. Despite stockpiling efforts and some processing plants maintaining substantial reserves—such as Dubai’s Al Khaleej Sugar with two years of raw inventory—the conflict fundamentally endangers the Gulf’s import-dependent economic model and its role as a global food processing hub.