Saudi Pipeline Disruption: 4-5M Bpd Lost in Red Sea
logistical-premiumThe disruption of Saudi Aramco's East-West pipeline, hit by drone attacks in mid-September 2026, removed a colossal bypass capacity for the Strait of Hormuz. With an estimated loss of 4-5 million barrels per day, the region is forced to redirect massive volumes to a maritime corridor that is already congested, increasing the logistical premium to $22 per barrel.
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