Summarizer

There's no think, this is know territory. Gulf coast PADD3 refineries = disproportionate production of diesel, aviation, bunker fuel for CONUS use. Something like 70% of all refined products used in US comes from PADD3, other refineries cannot replace PADD3 complexity/production levels (think specialty fuels for military aviation, missiles etc). US economic nervous system is EXTRA exposed to gulf coast refinery disruptions. PADD3 refineries (or hubs / pipelines serving east/west coast which more singular point failure) itself enough to cripple US with shortages even if all exports stopped. Gulf gas terminal is for export i.e. doesn't materially impact CONUS, it's deterrence conventional counter-value target. There's also offshore terminals. The broader point being gulf coast has host of targets along escalation/deterrence ladder.

Yes, I'm not disagreeing that there are lots of interesting things to hit on the Gulf coast. PADD3 is just another way to say "gulf" refineries, it's a location not a technical specification. Other refineries can indeed take up the slack. Especially if the US stops exporting. Trains can deliver fuel, trucks. The US military would not be crippled, most certainly, and the domestic US would see primary production kept in-nation, not exported. I'm not sure why you think that only Gulf refineries can make jet fuel. NOTE: I'm not saying it wouldn't be a key attack vector, or non-disruptive. I'm just saying the US would do what it always has done, as any nation would do, it would ensure survival first, and so the rest of the world would suffer far more.

It's location, it's also recognizing refineries in PADD3 are, in fact, technically specific and different from other regional refineries which cannot pickup the slack. Light/sweet vs heavy/sour geographic refinery mismatch are not interchangeable, some products other refineries can produce with low yield, some can't be produced at all. Hence specific highlighting their complexity AND productive/yield levels. US has never tried to survive this level of disruption, which is not to say it couldn't, simply it will be at levels that will significantly degrade CONUS beyond any historic comparison, enough to potentially constrain/deter US adventurism in Americas. Some specific products like SPECIFIC mixes of aviation fuel, only some PADD3 refineries are setup to produce or produce significant % i.e. IIRC something like 90%+ of military JP5/JP10 come from PADD3. That's why I said "specialty" aviation fuel, not just general aviation fuel. Or taking out out Colonial pipeline which ~2.5m barrels - US doesn't have 10,000k extra tankers or 5000 extra rail carts in reserve for that contingency. Turning off export has nothing to do with this, there isn't enough to keep in-nation due to refinery mismatch, or not enough hardware to move it in event of pipeline disruption. Of course predicated on timeline/execution, i.e. US can potentially fix refinery mismatch and harden/redundant over next 10 years. We don't know if/when Monroe countries will start adopting their own rocket force. Just pointing out after Iran has demonstrated defense is useless for midtier powers and mediocre offense can penetrate the most advanced defense, the only rational strategic plan is go hard on offense for conventional counter-value deterrence. The logic like Iran, it matters less RoW suffers more, only specifically that US suffers as well, the harder the more deterrent value. And due to sheer economic disparity, could be trillions for US vs billions for others, even if trillions for US is relatively less.

This gives drones way too much credit. The USN knew that Iran could block the strait of Hormuz back in the 80s. Anti-ship missiles were already effective and plentiful enough to do it then and they’ve only gotten more lethal since. The long term solution here is to build pipelines that eliminate the need to sail up the strait. Why this wasn’t done already is beyond me.

> Why this wasn’t done already is beyond me. Pipelines would have to run through multiple countries, meaning you now not only have to share your income with someone else (transit fees etc) but it also means that you have to stay on good terms with these countries.

Aren't pipelines even easier to target and destroy than boats?

Yes, but they are much cheaper and quicker to repair when damaged than large cargo ships are and they don't need crews, so with pipelines you don't face the situation you do with ships, where even a small chance of the ship being hit results in almost all companies deciding to not risk sending the ships into danger.