Tim’s viewWith the number of drones and missiles flying toward energy infrastructure in the Gulf these days, it might seem like a strange time to pour capital into that sector, in that region. But a gold rush is shaping up to profit from new workarounds to the Strait of Hormuz.A group of US and Saudi investors said Wednesday they’re closing in on a site for a $5 billion oil refining complex. It will be somewhere in the Gulf region, but outside t…