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A drone attack on a Saudi oil pumping station could have consequences far beyond the battlefield. Reports say the facility, linked to the 1,200-km East-West Pipeline, was attacked by pro-Iranian forces operating from Iraq, forcing Saudi Arabia to halt operations at the site. The East-West Pipeline is strategically important...

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Srijan Pal Singh

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13,135 次观看 • 2 天前 •via X (Twitter)

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Vikram1 天前

GCC is the lowest IQ leadership in modern times They are playing into the hands of Israel and US in their self destruction. The only and best outcome is for all these Arab countries to live in harmony with Iran and not turn themselves into a theatre of war for Israel and US

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Saudi Arabia built the East-West Pipeline as a backup for a Strait of Hormuz crisis. If the chokepoint is disrupted, oil can be pumped across Saudi Arabia to the Red Sea, where tankers can carry it to global markets without passing through the Gulf. But reportedly, drones launched from Iraq targeted critical pumping infrastructure near Riyadh and Madinah rather than the pipeline itself. That could be more damaging: while a pipeline puncture may be repaired relatively quickly, specialised pumping equipment can take weeks to restore. Initial estimates suggest repairs could take 5–6 weeks. That creates a major strategic problem. Saudi Arabia may have spare oil capacity, but it still needs a functioning route to export it. With Hormuz already disrupted, damage to the East-West Pipeline’s pumping network could weaken Saudi Arabia’s most important alternative export route—making this far more than just an attack on oil infrastructure. #iran #saudiarabia #drone #DroneStrike #Hormuz
2:49

Saudi Arabia built the East-West Pipeline as a backup for a Strait of Hormuz crisis. If the chokepoint is disrupted, oil can be pumped across Saudi Arabia to the Red Sea, where tankers can carry it to global markets without passing through the Gulf. But reportedly, drones launched from Iraq targeted critical pumping infrastructure near Riyadh and Madinah rather than the pipeline itself. That could be more damaging: while a pipeline puncture may be repaired relatively quickly, specialised pumping equipment can take weeks to restore. Initial estimates suggest repairs could take 5–6 weeks. That creates a major strategic problem. Saudi Arabia may have spare oil capacity, but it still needs a functioning route to export it. With Hormuz already disrupted, damage to the East-West Pipeline’s pumping network could weaken Saudi Arabia’s most important alternative export route—making this far more than just an attack on oil infrastructure. #iran #saudiarabia #drone #DroneStrike #Hormuz

Srijan Pal Singh

48,162 次观看 • 3 天前

Saudi Arabia has shut its East-West oil pipeline after a drone attack. Riyadh says the attack originated in Iraq. The pipeline allowed Riyadh to bypass the Strait of Hormuz.
1:36

Saudi Arabia has shut its East-West oil pipeline after a drone attack. Riyadh says the attack originated in Iraq. The pipeline allowed Riyadh to bypass the Strait of Hormuz.

Al Jazeera English

225,054 次观看 • 5 天前

🇸🇦🇾🇪 Saudi Arabia’s East-West pipeline was supposed to be the insurance policy. If Hormuz became unusable, oil could cross the kingdom to Yanbu on the Red Sea instead. Now a relatively cheap Houthi drone attack has reportedly caused substantial damage to one of its pumping stations. Saudi Arabia built enormously expensive infrastructure to remove one chokepoint. The Houthis may have discovered it simply created another. Brandon Weichert
3:03

🇸🇦🇾🇪 Saudi Arabia’s East-West pipeline was supposed to be the insurance policy. If Hormuz became unusable, oil could cross the kingdom to Yanbu on the Red Sea instead. Now a relatively cheap Houthi drone attack has reportedly caused substantial damage to one of its pumping stations. Saudi Arabia built enormously expensive infrastructure to remove one chokepoint. The Houthis may have discovered it simply created another. Brandon Weichert

Mario Nawfal

46,822 次观看 • 2 天前

REPORT: Major Saudi East-West Crude Oil Pipeline That Bypassed Strait Of Hormuz DESTROYED By Drone Attack From Iran-Backed Militias In Iraq! Alex Jones Details How Devastating This Blow Is To Saudi Arabia, The True Cost Of This Major Infrastructure, & How This Attack Will Escalate The War!
7:29

REPORT: Major Saudi East-West Crude Oil Pipeline That Bypassed Strait Of Hormuz DESTROYED By Drone Attack From Iran-Backed Militias In Iraq! Alex Jones Details How Devastating This Blow Is To Saudi Arabia, The True Cost Of This Major Infrastructure, & How This Attack Will Escalate The War!

Alex Jones

97,255 次观看 • 2 天前

Isn’t it cute how Saudi Arabia and Mossad are cooperating to bypass the Straight of Hormuz. Except they left out one important detail. Although the East–West Crude Oil Pipeline allows Saudi oil to reach the Red Sea, bypassing the Strait of Hormuz, there’s still a shortfall of oil exports. Saudi Arabia produces about 10 mb/d, while the pipeline can carry ~5–7 mb/d at maximum capacity. It’s also not hard for Iran to knock out this pipeline if they want. However around 20 mb/d of global oil normally passes through Hormuz. Therefore, the pipeline reduces Saudi vulnerability but cannot fully offset the Hormuz blockade or global supply disruption by more than 13 mb/d. And guess what happens when Ansar’Allah show up and reimpose their Red Sea and Gulf of Aiden blockade?
2:34

Isn’t it cute how Saudi Arabia and Mossad are cooperating to bypass the Straight of Hormuz. Except they left out one important detail. Although the East–West Crude Oil Pipeline allows Saudi oil to reach the Red Sea, bypassing the Strait of Hormuz, there’s still a shortfall of oil exports. Saudi Arabia produces about 10 mb/d, while the pipeline can carry ~5–7 mb/d at maximum capacity. It’s also not hard for Iran to knock out this pipeline if they want. However around 20 mb/d of global oil normally passes through Hormuz. Therefore, the pipeline reduces Saudi vulnerability but cannot fully offset the Hormuz blockade or global supply disruption by more than 13 mb/d. And guess what happens when Ansar’Allah show up and reimpose their Red Sea and Gulf of Aiden blockade?

Truth_teller 🇷🇺

76,250 次观看 • 6 个月前

🇺🇸 Trump says Iran is likely behind the attack on Saudi Arabia’s critical East-West oil pipeline. The pipeline was hit by drones launched from Iraqi territory and has since been temporarily shut down, cutting into a crucial route Saudi has been using to bypass the Strait of Hormuz. Writer: Lynn
0:21

🇺🇸 Trump says Iran is likely behind the attack on Saudi Arabia’s critical East-West oil pipeline. The pipeline was hit by drones launched from Iraqi territory and has since been temporarily shut down, cutting into a crucial route Saudi has been using to bypass the Strait of Hormuz. Writer: Lynn

Mario Nawfal

216,308 次观看 • 5 天前

BIG | 🇸🇦🛢️🌍‼️‼️ Damage to Saudi Arabia’s critical East-West oil pipeline now threatens to remove the equivalent of roughly 4–5% of global oil supply from an energy market already under severe pressure, Reuters reports. The pipeline has recently been carrying around 4–5 million barrels per day to the Red Sea port of Yanbu, allowing Saudi Arabia to bypass the heavily disrupted Strait of Hormuz. Reuters sources say repairs could take as long as five to six weeks, while available storage may sustain current export levels for only several more days. Unless Riyadh restores flows quickly or finds sufficient alternative supplies, Saudi crude exports could fall sharply. The timing could hardly be worse for global energy markets. With Hormuz already severely constrained by the U.S.-Iran war and security deteriorating around the Red Sea and Bab el-Mandeb, Saudi Arabia’s East-West route had become one of the most important remaining outlets for Middle Eastern crude. A prolonged shutdown would remove another major safety valve from the system, increasing the risk of tighter supply, higher oil prices and renewed inflationary pressure across the global economy. See the latest updates with us: Visioner
0:30

BIG | 🇸🇦🛢️🌍‼️‼️ Damage to Saudi Arabia’s critical East-West oil pipeline now threatens to remove the equivalent of roughly 4–5% of global oil supply from an energy market already under severe pressure, Reuters reports. The pipeline has recently been carrying around 4–5 million barrels per day to the Red Sea port of Yanbu, allowing Saudi Arabia to bypass the heavily disrupted Strait of Hormuz. Reuters sources say repairs could take as long as five to six weeks, while available storage may sustain current export levels for only several more days. Unless Riyadh restores flows quickly or finds sufficient alternative supplies, Saudi crude exports could fall sharply. The timing could hardly be worse for global energy markets. With Hormuz already severely constrained by the U.S.-Iran war and security deteriorating around the Red Sea and Bab el-Mandeb, Saudi Arabia’s East-West route had become one of the most important remaining outlets for Middle Eastern crude. A prolonged shutdown would remove another major safety valve from the system, increasing the risk of tighter supply, higher oil prices and renewed inflationary pressure across the global economy. See the latest updates with us: Visioner

Visioner

23,470 次观看 • 3 天前

🇸🇦 🇾🇪 Oil analyst Rory Johnston warns that Ansarallah’s attacks present a serious threat to Saudi Arabia’s main workaround for the Strait of Hormuz crisis. Saudi Arabia had shifted about 5 million barrels a day (~3 million offset from Hormuz) through its East-West Pipeline to the Red Sea, but Johnston says tanker data now shows “very little Saudi oil” moving south through Bab el-Mandeb, while some barrels are being “re-rerouted” back toward the Gulf. He says the Ansarallah could escalate much further by targeting loadings at Yanbu, the East-West Pipeline, Saudi Arabia’s “crown jewel” crude processing facility Abqaiq, or the Ras Tanura loading facility, adding that the attacks so far still show “strategic restraint” and leave significant room for escalation. Rory Johnston | Sarmad Jawad (Full conversation on YouTube below.)
7:13

🇸🇦 🇾🇪 Oil analyst Rory Johnston warns that Ansarallah’s attacks present a serious threat to Saudi Arabia’s main workaround for the Strait of Hormuz crisis. Saudi Arabia had shifted about 5 million barrels a day (~3 million offset from Hormuz) through its East-West Pipeline to the Red Sea, but Johnston says tanker data now shows “very little Saudi oil” moving south through Bab el-Mandeb, while some barrels are being “re-rerouted” back toward the Gulf. He says the Ansarallah could escalate much further by targeting loadings at Yanbu, the East-West Pipeline, Saudi Arabia’s “crown jewel” crude processing facility Abqaiq, or the Ras Tanura loading facility, adding that the attacks so far still show “strategic restraint” and leave significant room for escalation. Rory Johnston | Sarmad Jawad (Full conversation on YouTube below.)

Drop Site

59,485 次观看 • 26 天前

🇸🇦🇮🇷 Saudi Arabia built a pipeline to escape Iran's grip on the Strait of Hormuz. Now that pipeline has been knocked offline, and Saudi is being forced to send MORE oil through Hormuz. The strategic trap around the Kingdom is tightening incredibly fast. Saudi's East-West pipeline was supposed to be its insurance policy. Move millions of barrels of oil across the country to Yanbu, load it onto tankers in the Red Sea and bypass Hormuz completely. Then came the drone attack, and now the clock is ticking. Existing oil inventories at Yanbu could be depleted within roughly 5–7 days if flows aren't restored. So Saudi is doing something extraordinary: Increasing oil shipments through the Strait of Hormuz. Meanwhile, MBS is scrambling for help. The Saudis have already asked Trump to join their campaign against the Houthis. He declined. Now MBS is reportedly heading to Cairo as Riyadh searches for another regional military power capable of helping it contain the crisis. Saudi was supposed to be the energy superpower capable of keeping oil flowing when Hormuz went bad. Instead, the Houthis have destroyed its Plan B. Brandon Weichert
55:13

🇸🇦🇮🇷 Saudi Arabia built a pipeline to escape Iran's grip on the Strait of Hormuz. Now that pipeline has been knocked offline, and Saudi is being forced to send MORE oil through Hormuz. The strategic trap around the Kingdom is tightening incredibly fast. Saudi's East-West pipeline was supposed to be its insurance policy. Move millions of barrels of oil across the country to Yanbu, load it onto tankers in the Red Sea and bypass Hormuz completely. Then came the drone attack, and now the clock is ticking. Existing oil inventories at Yanbu could be depleted within roughly 5–7 days if flows aren't restored. So Saudi is doing something extraordinary: Increasing oil shipments through the Strait of Hormuz. Meanwhile, MBS is scrambling for help. The Saudis have already asked Trump to join their campaign against the Houthis. He declined. Now MBS is reportedly heading to Cairo as Riyadh searches for another regional military power capable of helping it contain the crisis. Saudi was supposed to be the energy superpower capable of keeping oil flowing when Hormuz went bad. Instead, the Houthis have destroyed its Plan B. Brandon Weichert

Mario Nawfal

289,187 次观看 • 2 天前

Saudi Arabia's East West pipeline, which carries about 4 million barrels a day to the Red Sea port of Yanbu, was shut down Friday. The number that should worry people isn't the 4%, it's the 5 to 7 days. A damaged pipeline is a supply problem with a known fix; a stockpile that runs out before the fix is finished is a price shock... because oil already loaded on ships doesn't care how fast Saudi Arabia's repair crews work. This pipeline exists specifically because it lets Saudi oil skip the Strait of Hormuz, so its outage doesn't just remove 4% of world supply, it removes the one workaround that was keeping that other 4-6% moving too. And the timing isn't isolated: Houthi fighters reportedly seized a Red Sea island the same day.
0:59

Saudi Arabia's East West pipeline, which carries about 4 million barrels a day to the Red Sea port of Yanbu, was shut down Friday. The number that should worry people isn't the 4%, it's the 5 to 7 days. A damaged pipeline is a supply problem with a known fix; a stockpile that runs out before the fix is finished is a price shock... because oil already loaded on ships doesn't care how fast Saudi Arabia's repair crews work. This pipeline exists specifically because it lets Saudi oil skip the Strait of Hormuz, so its outage doesn't just remove 4% of world supply, it removes the one workaround that was keeping that other 4-6% moving too. And the timing isn't isolated: Houthi fighters reportedly seized a Red Sea island the same day.

Donald J Trump Posts TruthSocial

208,356 次观看 • 3 天前

🚨🇸🇦🇾🇪🔥 The Houthis launched a ballistic missile attack on one of Saudi Aramco’s major oil facilities overnight, further escalating the renewed confrontation with Saudi Arabia. Yemen’s Houthis targeted a major Saudi Aramco oil terminal in Jizan Province using ballistic missiles during the overnight attack. The strike represents another escalation against Saudi energy infrastructure, which remains among the most strategically important targets available to the Houthis due to the kingdom’s central role in global oil markets. Repeated attacks on Saudi oil infrastructure could have consequences far beyond the battlefield. Any sustained disruption to production or export facilities risks adding further pressure to global energy markets at a time when regional shipping routes are already under severe strain. See the latest updates with us: NSTRIKE
0:26

🚨🇸🇦🇾🇪🔥 The Houthis launched a ballistic missile attack on one of Saudi Aramco’s major oil facilities overnight, further escalating the renewed confrontation with Saudi Arabia. Yemen’s Houthis targeted a major Saudi Aramco oil terminal in Jizan Province using ballistic missiles during the overnight attack. The strike represents another escalation against Saudi energy infrastructure, which remains among the most strategically important targets available to the Houthis due to the kingdom’s central role in global oil markets. Repeated attacks on Saudi oil infrastructure could have consequences far beyond the battlefield. Any sustained disruption to production or export facilities risks adding further pressure to global energy markets at a time when regional shipping routes are already under severe strain. See the latest updates with us: NSTRIKE

NSTRIKE

13,341 次观看 • 1 个月前

🇾🇪💥🇸🇦 Yemen's Houthis have launched a large-scale kamikaze drone attack targeting Saudi Arabia's critical Abqaiq oil processing facility. According to initial reports, multiple suicide drones struck the Abqaiq oil processing plant, one of Saudi Arabia's most strategically important energy facilities and a cornerstone of the Kingdom's oil industry. Abqaiq is considered one of the world's most vital oil processing hubs, making it a recurring target during periods of regional escalation. Any successful disruption at the facility has the potential to affect Saudi oil production, unsettle global energy markets, and further heighten tensions across the Gulf as the regional conflict continues to expand. See the latest updates with us: Visioner
0:30

🇾🇪💥🇸🇦 Yemen's Houthis have launched a large-scale kamikaze drone attack targeting Saudi Arabia's critical Abqaiq oil processing facility. According to initial reports, multiple suicide drones struck the Abqaiq oil processing plant, one of Saudi Arabia's most strategically important energy facilities and a cornerstone of the Kingdom's oil industry. Abqaiq is considered one of the world's most vital oil processing hubs, making it a recurring target during periods of regional escalation. Any successful disruption at the facility has the potential to affect Saudi oil production, unsettle global energy markets, and further heighten tensions across the Gulf as the regional conflict continues to expand. See the latest updates with us: Visioner

Visioner

35,911 次观看 • 1 个月前

🇺🇸 🇮🇷 DANGER: ARE THE HOUTHIS A SERIOUS RISK TO OIL TRAFFIC IN THE RED SEA?! They've already proven they are. Yemen's Iranian - backed Houthis declared a maritime embargo on Saudi Arabia. In two weeks, Saudi crude loadings through the Bab el - Mandeb collapsed 36% - from 9.5 million to 6.1 million barrels daily. They're already attacking tankers. Saudi Arabia was using the Red Sea as an escape route because Iran blocked Hormuz. Seventy percent of their crude exports now move through this strait. Two tanker attacks forced them to halt all shipments temporarily. The Bab el - Mandeb carries 12% of global maritime trade. A full Houthi closure cuts global oil supply by 7%. Combined with the Hormuz blockade, that's a quarter of global oil and gas at risk. This is Iran squeezing two chokepoints at once. Can we protect the Strait of Hormuz and the Red Sea?
0:23

🇺🇸 🇮🇷 DANGER: ARE THE HOUTHIS A SERIOUS RISK TO OIL TRAFFIC IN THE RED SEA?! They've already proven they are. Yemen's Iranian - backed Houthis declared a maritime embargo on Saudi Arabia. In two weeks, Saudi crude loadings through the Bab el - Mandeb collapsed 36% - from 9.5 million to 6.1 million barrels daily. They're already attacking tankers. Saudi Arabia was using the Red Sea as an escape route because Iran blocked Hormuz. Seventy percent of their crude exports now move through this strait. Two tanker attacks forced them to halt all shipments temporarily. The Bab el - Mandeb carries 12% of global maritime trade. A full Houthi closure cuts global oil supply by 7%. Combined with the Hormuz blockade, that's a quarter of global oil and gas at risk. This is Iran squeezing two chokepoints at once. Can we protect the Strait of Hormuz and the Red Sea?

Bill Mitchell

14,056 次观看 • 1 个月前

JUST NOW: Saudi Arabia is building an alternative to the Strait of Hormuz. 🇸🇦 Every day, millions of barrels of oil pass through one of the world's most critical chokepoints. One disruption could shake global energy markets. 🛢️ A more reliable export route could help keep oil flowing during regional crises and reduce disruptions to global energy supplies. Now, Saudi Arabia is expanding another route that could reduce its reliance on Hormuzbut is this really a game changer? 🤔🧐 Subscribe to Donald J Trump Posts TruthSocial for more global affairs videos like these.
1:57

JUST NOW: Saudi Arabia is building an alternative to the Strait of Hormuz. 🇸🇦 Every day, millions of barrels of oil pass through one of the world's most critical chokepoints. One disruption could shake global energy markets. 🛢️ A more reliable export route could help keep oil flowing during regional crises and reduce disruptions to global energy supplies. Now, Saudi Arabia is expanding another route that could reduce its reliance on Hormuzbut is this really a game changer? 🤔🧐 Subscribe to Donald J Trump Posts TruthSocial for more global affairs videos like these.

Donald J Trump Posts TruthSocial

600,521 次观看 • 2 个月前

JUST IN: 🇸🇦🇮🇶🇮🇷 Panic Grips Iraq As Saudi Arabia Could Launch Massive Airstrikes Against Iran Backed Proxies After Drones From Iraq Hit Vital Saudi Oil Pipeline Iran backed militias operating in Iraq are facing mounting pressure after drones launched from Iraqi territory struck Saudi Arabia’s strategic East West oil pipeline in the Riyadh and Medina regions, causing injuries and damage. Iraq has launched an investigation, dismissed a military commander in Maysan province and closed the Shalamcheh and Chazabeh border crossings with Iran. Saudi Arabia has so far shown restraint at Baghdad’s request, but Riyadh has made clear that it reserves the right to take all necessary measures to defend the Kingdom. Iran’s proxy network is now facing a potentially powerful Saudi response.
0:24

JUST IN: 🇸🇦🇮🇶🇮🇷 Panic Grips Iraq As Saudi Arabia Could Launch Massive Airstrikes Against Iran Backed Proxies After Drones From Iraq Hit Vital Saudi Oil Pipeline Iran backed militias operating in Iraq are facing mounting pressure after drones launched from Iraqi territory struck Saudi Arabia’s strategic East West oil pipeline in the Riyadh and Medina regions, causing injuries and damage. Iraq has launched an investigation, dismissed a military commander in Maysan province and closed the Shalamcheh and Chazabeh border crossings with Iran. Saudi Arabia has so far shown restraint at Baghdad’s request, but Riyadh has made clear that it reserves the right to take all necessary measures to defend the Kingdom. Iran’s proxy network is now facing a potentially powerful Saudi response.

War Radar

52,331 次观看 • 5 天前

The Ras Tanura oil refinery and terminal in Saudi Arabia was reportedly attacked by a drone, forcing Saudi Aramco to halt operations there. The facility, one of the kingdom’s largest and most strategic energy sites, saw a fire break out in its processing complex following the strike. Authorities say the blaze was contained and there are no confirmed casualties, but the incident has sparked concern over critical energy infrastructure in the region.
0:28

The Ras Tanura oil refinery and terminal in Saudi Arabia was reportedly attacked by a drone, forcing Saudi Aramco to halt operations there. The facility, one of the kingdom’s largest and most strategic energy sites, saw a fire break out in its processing complex following the strike. Authorities say the blaze was contained and there are no confirmed casualties, but the incident has sparked concern over critical energy infrastructure in the region.

Middle East Eye

71,197 次观看 • 6 个月前

Saudi Arabia and Israel held talks mediated by CENTCOM for Israel intelligence support against the Houthis. Shortly after, media reported Saudi attacks on 5 locations in Yemen. Earlier this week, Saudi Arabia’s East-West pipeline was attacked causing oil prices to surge. With the Strait of Hormuz and the Bab el Mandab maritime chokepoints closed by Iran and Houthis, the East-West pipeline was an attempt to circumvent that by feeding crude into the Red Sea and export through the Suez Canal. Now, that is also shutdown and the Saudis are working with the Israelis. Reporting has long alleged the Saudis worked with the Israelis to encourage the U.S. to start the war on Iran which started this whole situation.
1:01

Saudi Arabia and Israel held talks mediated by CENTCOM for Israel intelligence support against the Houthis. Shortly after, media reported Saudi attacks on 5 locations in Yemen. Earlier this week, Saudi Arabia’s East-West pipeline was attacked causing oil prices to surge. With the Strait of Hormuz and the Bab el Mandab maritime chokepoints closed by Iran and Houthis, the East-West pipeline was an attempt to circumvent that by feeding crude into the Red Sea and export through the Suez Canal. Now, that is also shutdown and the Saudis are working with the Israelis. Reporting has long alleged the Saudis worked with the Israelis to encourage the U.S. to start the war on Iran which started this whole situation.

Shadow of Ezra

27,721 次观看 • 2 天前

OIL JUMPS AGAIN #Saudi oil output slumps 23% to a 36-year low as Hormuz and Red Sea routes close in Saudi Arabia’s oil production collapsed to 6.24 million barrels a day in August, down 23% from July and the lowest monthly level reported by the kingdom since 1990. The number is a stark measure of what the war with Iran and the Houthi campaign in the Red Sea have done to the world’s biggest oil exporter. #Saudi Arabia still has the wells, pipelines and theoretical spare capacity. What it increasingly lacks is a reliable way to get the barrels out. In July, #Saudi production had recovered to around 8.14 million barrels a day during a brief lull in the fighting. By August, that recovery was gone. Output fell by roughly 1.9 million barrels a day. Exports were hit even harder. Tanker tracking put #Saudi crude shipments at only around 3.1 to 3.2 million barrels a day, the weakest level in more than a decade. Before the war, #Saudi Arabia regularly exported more than 7 million barrels a day. The problem is geography. The Strait of #Hormuz, through which roughly a fifth of the world's seaborne oil normally passes, became a war zone after the conflict with #Iran escalated. Tanker traffic collapsed as attacks and the threat of further strikes made the #Gulf route increasingly difficult to use. #Saudi Arabia had an obvious alternative. Its East-West pipeline was built precisely for a Hormuz crisis. It carries crude across the kingdom to Yanbu on the Red Sea, allowing Saudi oil to reach tankers without passing through the Strait. But the alternative route is now under attack as well. The Houthis in #Yemen have turned the southern Red Sea and Bab el-Mandeb into another danger zone. Their attacks on shipping, combined with strikes against Saudi targets, have made the Red Sea route far less dependable. That leaves #Riyadh squeezed between two maritime chokepoints. When crude cannot be exported, production eventually has to come down. Storage tanks can absorb the first shock. They cannot absorb an unlimited number of barrels every day. Aramco therefore has an increasingly simple choice: reduce production or keep filling storage with oil that has nowhere reliable to go. There is an important distinction in the numbers. Saudi Arabia reported 7.12 million barrels a day of “supply to the market” in August, almost 900,000 barrels above its reported production. The difference points to inventory being drawn down to keep customers supplied. That provides breathing room. It does not solve the problem. Inventories can bridge a temporary disruption. They cannot permanently replace functioning export routes. The market has begun pricing that distinction. Brent crude moved above $100 a barrel this week and traded around $107 as attacks on shipping and Saudi energy infrastructure intensified. That is a sharp move from the roughly $70 level seen before the war. Saudi Arabia has already experienced a similar production shock during the conflict. Output fell to around 6.32 million barrels a day in April before recovering in June and July. The pattern is becoming difficult to ignore. When one export route is threatened, Saudi Arabia can reroute barrels. When both Hormuz and the Red Sea are contested, the kingdom's spare capacity becomes much less useful. And that is the bigger problem for the oil market. Saudi Arabia is traditionally the producer everyone expects to turn to when supplies disappear. Riyadh can normally open the taps and send additional crude into the market. But spare capacity sitting behind a closed or dangerous shipping route is not the same thing as spare capacity available to consumers. The same problem applies to other Gulf producers. Much of the region's oil ultimately depends on a small number of strategic waterways. Disrupt one and cargoes can be rerouted. Threaten both at the same time and the entire logistics system starts to tighten. The 6.24 million-barrel figure should therefore not be viewed simply as another monthly production statistic. It is a warning about infrastructure. Saudi Arabia spent decades preparing for a Hormuz crisis. The East-West pipeline was one of the kingdom's insurance policies against precisely such a scenario. Now the war is testing the insurance policy itself. If the fighting continues and both routes remain contested, Saudi Arabia will have to rely increasingly on inventories, limited shipping corridors and whatever tanker traffic is willing to accept the risk. That leaves the oil market with a very different question from the one it faced before the war. It is no longer simply how much oil can Saudi Arabia produce? It is how much oil can Saudi Arabia reliably deliver? Right now, the answer is falling fast. If you want, I can also make this more Inside Paradeplatz / Lukas Hässig style, with a more provocative opening and a harder final paragraph.
0:48

OIL JUMPS AGAIN #Saudi oil output slumps 23% to a 36-year low as Hormuz and Red Sea routes close in Saudi Arabia’s oil production collapsed to 6.24 million barrels a day in August, down 23% from July and the lowest monthly level reported by the kingdom since 1990. The number is a stark measure of what the war with Iran and the Houthi campaign in the Red Sea have done to the world’s biggest oil exporter. #Saudi Arabia still has the wells, pipelines and theoretical spare capacity. What it increasingly lacks is a reliable way to get the barrels out. In July, #Saudi production had recovered to around 8.14 million barrels a day during a brief lull in the fighting. By August, that recovery was gone. Output fell by roughly 1.9 million barrels a day. Exports were hit even harder. Tanker tracking put #Saudi crude shipments at only around 3.1 to 3.2 million barrels a day, the weakest level in more than a decade. Before the war, #Saudi Arabia regularly exported more than 7 million barrels a day. The problem is geography. The Strait of #Hormuz, through which roughly a fifth of the world's seaborne oil normally passes, became a war zone after the conflict with #Iran escalated. Tanker traffic collapsed as attacks and the threat of further strikes made the #Gulf route increasingly difficult to use. #Saudi Arabia had an obvious alternative. Its East-West pipeline was built precisely for a Hormuz crisis. It carries crude across the kingdom to Yanbu on the Red Sea, allowing Saudi oil to reach tankers without passing through the Strait. But the alternative route is now under attack as well. The Houthis in #Yemen have turned the southern Red Sea and Bab el-Mandeb into another danger zone. Their attacks on shipping, combined with strikes against Saudi targets, have made the Red Sea route far less dependable. That leaves #Riyadh squeezed between two maritime chokepoints. When crude cannot be exported, production eventually has to come down. Storage tanks can absorb the first shock. They cannot absorb an unlimited number of barrels every day. Aramco therefore has an increasingly simple choice: reduce production or keep filling storage with oil that has nowhere reliable to go. There is an important distinction in the numbers. Saudi Arabia reported 7.12 million barrels a day of “supply to the market” in August, almost 900,000 barrels above its reported production. The difference points to inventory being drawn down to keep customers supplied. That provides breathing room. It does not solve the problem. Inventories can bridge a temporary disruption. They cannot permanently replace functioning export routes. The market has begun pricing that distinction. Brent crude moved above $100 a barrel this week and traded around $107 as attacks on shipping and Saudi energy infrastructure intensified. That is a sharp move from the roughly $70 level seen before the war. Saudi Arabia has already experienced a similar production shock during the conflict. Output fell to around 6.32 million barrels a day in April before recovering in June and July. The pattern is becoming difficult to ignore. When one export route is threatened, Saudi Arabia can reroute barrels. When both Hormuz and the Red Sea are contested, the kingdom's spare capacity becomes much less useful. And that is the bigger problem for the oil market. Saudi Arabia is traditionally the producer everyone expects to turn to when supplies disappear. Riyadh can normally open the taps and send additional crude into the market. But spare capacity sitting behind a closed or dangerous shipping route is not the same thing as spare capacity available to consumers. The same problem applies to other Gulf producers. Much of the region's oil ultimately depends on a small number of strategic waterways. Disrupt one and cargoes can be rerouted. Threaten both at the same time and the entire logistics system starts to tighten. The 6.24 million-barrel figure should therefore not be viewed simply as another monthly production statistic. It is a warning about infrastructure. Saudi Arabia spent decades preparing for a Hormuz crisis. The East-West pipeline was one of the kingdom's insurance policies against precisely such a scenario. Now the war is testing the insurance policy itself. If the fighting continues and both routes remain contested, Saudi Arabia will have to rely increasingly on inventories, limited shipping corridors and whatever tanker traffic is willing to accept the risk. That leaves the oil market with a very different question from the one it faced before the war. It is no longer simply how much oil can Saudi Arabia produce? It is how much oil can Saudi Arabia reliably deliver? Right now, the answer is falling fast. If you want, I can also make this more Inside Paradeplatz / Lukas Hässig style, with a more provocative opening and a harder final paragraph.

Russian Market

13,191 次观看 • 6 天前

🇸🇦🇾🇪 Saudi Arabia built an escape route around the Strait of Hormuz. Now the Houthis are attacking it. This may be one of the most consequential developments of the entire Iran war. With Tehran choking shipping through Hormuz, Saudi's East-West pipeline became critical for moving oil across the Kingdom to export it from the Red Sea instead. Except the Houthis have now struck that pipeline. And simultaneously, something even bigger has happened in Yemen. The Saudi-backed Yemeni government has withdrawn from Perim Island and Bab el-Mandeb. The Houthis now control the coastline and islands overlooking one of the most important shipping chokepoints on Earth. An Israeli security source reportedly warned that at its narrowest point the situation could be even more dangerous than Hormuz. The Houthis don't need sophisticated targeting systems there; they can literally see passing ships from the shore. And apparently Riyadh is getting nervous. According to Axios, MBS called Trump twice, urging America to join Saudi's bombing campaign against the Houthis. Trump refused. Saudi Arabia spent years building infrastructure to make sure Iran could never hold its oil exports hostage at Hormuz. Now Iran's allies have found a way to threaten Riyadh's other exits. Brandon Weichert
32:38

🇸🇦🇾🇪 Saudi Arabia built an escape route around the Strait of Hormuz. Now the Houthis are attacking it. This may be one of the most consequential developments of the entire Iran war. With Tehran choking shipping through Hormuz, Saudi's East-West pipeline became critical for moving oil across the Kingdom to export it from the Red Sea instead. Except the Houthis have now struck that pipeline. And simultaneously, something even bigger has happened in Yemen. The Saudi-backed Yemeni government has withdrawn from Perim Island and Bab el-Mandeb. The Houthis now control the coastline and islands overlooking one of the most important shipping chokepoints on Earth. An Israeli security source reportedly warned that at its narrowest point the situation could be even more dangerous than Hormuz. The Houthis don't need sophisticated targeting systems there; they can literally see passing ships from the shore. And apparently Riyadh is getting nervous. According to Axios, MBS called Trump twice, urging America to join Saudi's bombing campaign against the Houthis. Trump refused. Saudi Arabia spent years building infrastructure to make sure Iran could never hold its oil exports hostage at Hormuz. Now Iran's allies have found a way to threaten Riyadh's other exits. Brandon Weichert

Mario Nawfal

312,472 次观看 • 5 天前

🇾🇪💥🇸🇦 The regional energy crisis may be entering an even more dangerous phase. Yemen’s Houthis have reportedly struck the first Saudi-linked oil tanker in the Red Sea, just two days after announcing the start of a naval blockade targeting Saudi Arabia. ⚠️ The reported attack comes as the Strait of Hormuz remains closed, raising the prospect of simultaneous disruptions across two of the world’s most critical maritime energy routes. 🛢️ If attacks on Saudi-linked tankers continue and the confrontation escalates further, global oil prices could rise rapidly, intensifying supply concerns and pushing the wider energy crisis closer to a severe international shock. See the latest updates with us: Visioner
0:36

🇾🇪💥🇸🇦 The regional energy crisis may be entering an even more dangerous phase. Yemen’s Houthis have reportedly struck the first Saudi-linked oil tanker in the Red Sea, just two days after announcing the start of a naval blockade targeting Saudi Arabia. ⚠️ The reported attack comes as the Strait of Hormuz remains closed, raising the prospect of simultaneous disruptions across two of the world’s most critical maritime energy routes. 🛢️ If attacks on Saudi-linked tankers continue and the confrontation escalates further, global oil prices could rise rapidly, intensifying supply concerns and pushing the wider energy crisis closer to a severe international shock. See the latest updates with us: Visioner

Visioner

26,728 次观看 • 1 个月前