
Ghalibaf's threat converts Trump's power plant ultimatum into a mutual escalation trap: if the US strikes Iranian power plants within 48 hours, Iran's stated response is to attack Gulf energy infrastructure, which would spike oil prices and force the US to defend Saudi/UAE facilities or accept sustained energy disruption.
This creates a second-order procurement consequence — allied air defense procurement (Patriot, THAAD, Integrated Air Defense Systems) becomes a binding constraint on whether the US can actually execute the threatened strikes without accepting allied vulnerability to Iranian follow-on attacks on energy targets.
Ghalibaf's threat escalates the conflict from tit-for-tat strikes on military/nuclear targets to explicit targeting of regional energy infrastructure — a category that includes Saudi, UAE, Iraqi, and Kuwaiti oil and gas facilities.
If executed, this would disrupt global energy supply and trigger commodity price shocks affecting defense industrial base fuel costs, logistics, and allied economies. The threat also signals Iran's willingness to expand the geographic scope of strikes beyond Israel and US bases.
Trump's 48-hour ultimatum creates a hard decision point: US strikes on Iranian power plants now carry an explicit Iranian counter-threat to regional energy systems, raising the cost-benefit calculation for the threatened action and potentially constraining US options unless accompanied by air defense reinforcement for Gulf allies.
The article does not specify which regional energy facilities Iran considers 'legitimate targets' or whether this threat applies only to Saudi/UAE infrastructure or extends to Iraqi and Kuwaiti facilities as well.
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