Covert Israeli drone strikes targeting LPG storage tanks at Iran’s Fajr Jam gas refinery has highlighted the escalated conflict between Israel and Iran, now entering an unprecedented next stage. Confirmed by Iran’s semi-official outlets, this operation marked an alarming shift away from military and nuclear assets to energy infrastructure attacks.
Attack on Energy Infrastructure On June 14, 2025, IranInternational reported explosions and fires within LPG tanks at Fajr Jam Gas Refining Company that targeted Iran’s South Pars gas processing site.
Iran’s crucial refinery suffered significant damage after it was struck by an airstrike, though its full extent is currently unknown. Emergency crews have been dispatched to control the fire.
Israel unleashed a wave of counterstrikes after Tehran launched an aggressive missile and drone strike against Israel, signaling their readiness to strike beyond traditional military targets.
Operation Rising Lion and related drone strikes had targeted more than 100 nuclear sites, missile launchers, and command centers across Iran; for more details please refer to iranintl.com (+13) The Guardian +3 (+13) TWZ (+3)
Though Iran’s oil infrastructure had previously been considered “undamaged”, Fajr Jam’s attack represents a dramatic change.
This latest Israeli intelligence operation mirrors earlier intelligence operations inside Iran involving Mossad-linked drone bases and signals a deeper intent to harm Iran’s energy resilience (Instagram.com/Wikipedia, TWZ.com and Twitter have more coverage).
Implications for Iran and Region
Domestic Disruption: Damage to LPG tanks could disrupt gas distribution and fuel supplies in southern Iran, where LPG is widely used for cooking and industrial energy needs. Although initial state media reported no major oil infrastructure disruptions, energy officials now face pressure from customers and regulators alike to restore supply while assuring them of continuity.
Geopolitical Implications: Strikes against energy infrastructure raise oil and gas market alarm. Brent crude has experienced over 10% gains on account of wider conflict fears; targeted strikes at Fajr Jam could create additional volatility.
Military Fallout The LPG strike coincided with Israeli air operations and drone launches to counter Iran’s missile and drone assault on major Israeli cities (https://instagram.com, startribune.com and nsnews.com all provide coverage),
Target profiles were expanded deliberately, pushing the conflict into crucial civilian infrastructure spaces.
Iran has not provided official casualty figures from their refinery strike; however, local fire and safety teams remain on high alert due to mounting concern about potential environmental hazards despite internet and media blackouts preventing independent reporting.
International Response
Global responses were swift. The UN Security Council convened an emergency session over concerns of an economic war escalation, while energy and maritime analysts warn that further attacks against energy infrastructure could destabilize trade routes, particularly gas pipeline flows to neighboring Gulf states.
Major powers–Russia, China and the European Union–have called for restraint between both parties, but Iran’s Supreme Leader Ayatollah Khamenei has threatened that Iran will retaliate strongly against Israel with further destabilizing responses.
Oil markets are closely tracking developments. The International Energy Agency (IEA) has signaled their readiness to release emergency reserves should infrastructure sabotage disrupt global energy supplies pgjonline.com. Looking Ahead
Energy Disruptions: Iran must assess fire damage and gas output loss before markets can monitor recovery timelines or potential regional supply shortages.
Operational Escalation? Anticipate further Israeli strikes across wider energy and industrial domains should Iran continue missile attacks.
Neighboring countries are closely monitoring any possible spillover effects in trade and transport infrastructure.
Bottom Line: Israel’s strike against LPG tanks at an Iranian gas refinery represents a dangerous escalation beyond conventional military targets and into critical civilian infrastructure, endangering Iran’s domestic energy resilience as well as global economic stakes. With tensions between Israel and Iran deepening further, risks associated with energy markets or regional security could increase dramatically.