Drone Threats in Kurdistan: Why Energy Investors Must Rebalance Portfolios

The Kurdistan Region of Iraq faces escalating drone attacks targeting energy infrastructure, linked to Iran-Israel tensions. Recent strikes on oil refineries—including the July 1 Baiji attack—expose vulnerabilities from damaged radar systems. . These attacks raise operational risks, spiking insurance costs and delaying projects. Investors must reduce exposure to Kurdish energy assets.

have surged by 200% amid rising geopolitical risks. Meanwhile, highlights gains of 35% for companies like DroneGuard and CyberShield, whose tech is critical to mitigating threats.

With instability likely to persist, prioritize cyber/drone defense firms over Kurdish energy plays. Reduce exposure to assets in contested regions, and allocate capital to security innovators positioned to capitalize on this escalating demand.