Innlegg

#SaudiOilPipelineDamaged The oil risk is no longer just about Hormuz 👀 Saudi Arabia's key bypass pipeline is reportedly offline for weeks after the Sept 10 strike. It recently carried 2.6M to 4.0M barrels a day, while Yanbu stocks may cover only 5 to 7 days of exports. What caught my attention is the second chokepoint. With Houthi activity now raising risk near Bab-el-Mandeb too, disruption is spreading from one route to the alternatives meant to protect against it.