A drone attack launched from Iran struck a petroleum industrial site in Fujairah on Monday, according to the United Arab Emirates Defense Ministry. The UAE detected four incoming cruise missiles, intercepting three over territorial waters while a fourth fell into the sea. At Abu Dhabi National Oil Co.'s Das Island facility, at least two liquefied natural gas tankers recently went dark to carry shipments out of the Strait of Hormuz, per Bloomberg News vessel-tracking data. The maritime evasion underscores a severe constriction of the global hydrocarbon baseline. The OPEC+ group, including Saudi Arabia and Russia, announced a modest production increase starting in June as part of a commitment to market stability. The alliance's intervention follows the departure of the UAE from the cartel, injecting further volatility into an organization that produces 40 percent of the world's crude oil. Read together, the kinetic strikes on Emirati infrastructure and the tactical evasion by sovereign tankers reflect a terminal constriction of global energy logistics. The U.S. naval blockade has effectively bottled up Iranian exports, forcing a reciprocal paralysis upon Western energy consumers. At an industry conference in late April, Frederic Lasserre of Gunvor Group warned that if the closure drags on for another month, oil markets will effectively run out of stockpiles and hit "tank bottoms." The geopolitical triage is strictly reciprocal. Officials familiar with Iran’s energy policy told Bloomberg that Tehran possesses a narrowing window of roughly a month before its domestic reserves hit "tank tops." The state will soon exceed its physical storage capacity, transforming its own maritime chokehold into an unhedged operational liability.