Saudi, Hormuz, Iran Petroleum, Oil, Gas Disruptions 2026 - April 2026+

[Commonground]

Apr 10, 2026

Missile and drone barrages have damaged swaths of Saudi Arabia's vast energy infrastructure, including refineries, oil fields deep in the desert and petrochemical plants.

Saudi Arabia has lost more than half a million barrels a day of oil output capacity because of Iranian attacks while a key pipeline that bypasses the Strait of Hormuz was also hit, ratcheting up risks to global energy supplies from the war in the Middle East.

Almost 600,000 barrels a day of production capacity has been affected, according to the state-run Saudi Press Agency. Strikes on a pumping station serving the vital East-West pipeline this week crimped daily throughput by 700,000 barrels, according to the report.

Missile and drone barrages have damaged swaths of Saudi Arabia's vast energy infrastructure, including refineries, oil fields deep in the desert and petrochemical plants. The kingdom has already slashed crude production following Iran's near blockage of the Strait of Hormuz, but has been recouping some lost exports by diverting flows through the conduit to the Red Sea coast.

The reduction in production capacity is equivalent to almost one out of every 10 barrels of pre-war Saudi crude exports, according to Bloomberg calculations.
​
The extent of damage to facilities is a key issue that traders, consumers and governments are watching because it will factor into how long it will take to restore supplies once the US-Israeli war on Iran concludes.

continued: https://www.ndtv.com/world-news/saudi-oil-output-capacity-pipeline-flows-cut-in-supply-risk-11337043

​

 

[Commonground]

Saudi Arabia restores key pipeline to 7M bpd as Red Sea bypass ramps up

​April 12, 2026​
Investing.com -- Saudi Arabia has successfully restored the full 7-million-barrel-per-day pumping capacity of its critical East-West pipeline, rehabilitating a vital energy artery as the kingdom continues to bypass the volatile Strait of Hormuz.​
-snip-

The restoration of the 746-mile (1,200-kilometer) conduit allows Riyadh to maintain its strategic shift toward Red Sea terminals, where crude shipments have quadrupled since late February to compensate for the near-total shutdown of Persian Gulf shipping lanes.

In addition to the pipeline recovery, Saudi Aramco has restored output at the offshore Manifa facility, which had previously lost 300,000 barrels per day of capacity due to regional hostilities.
​
...https://finance.yahoo.com/sectors/energy/articles/saudi-arabia-restores-key-pipeline-085537503.html

 

[sharon sanders]

وزارة الطاقة
@MoEnergy_Saudi
·
7h
Translated from Arabic
#Statement | Recovery of energy facilities and the East–West Line
affected by attacks, and restoration of their operational capacity
to enhance the reliability of supplies.​

 

[Commonground]

September 11, 2026

US Officials Confirm Saudi East-West Pipeline Attacked By Drones, Badly Damaged​

Summary​

• Saudi oil pipeline attacked: US officials confirmed strikes on Saudi pumping stations, with drones likely launch from Iraq.
• Houthis expand in Yemen: Houthi forces are gaining control along the Red Sea coast, threatening key shipping routes.
• Oil and diesel prices rising: Russia's damaged refining capacity & shipping disruptions are also tightening fuel markets.
• Stagflation risk grows: Higher energy and shipping costs could push inflation higher while weakening global economic growth.

-snip-

Threats Rapidly Converge​

Three converging threats to watch are intensifying pressure on global energy markets: damage to Russian refining capacity, ongoing disruption at Hormuz, and new, expanding Houthi threats to Red Sea shipping. The resulting physical market squeeze extends well beyond the Gulf area. Record-high diesel prices in the US and other markets, such as China's return to buying crude, raise the risk that oil markets will remain exceptionally tight into the Northern Hemisphere winter.

What we know so far is that the Russia-Ukraine war has knocked out a whole bunch of refining capacity and halted exports of critical fuels from Russia. The Gulf area has seen an escalation in fighting this week as the Hormuz chokepoint remains open with tanker transits but still limited and far from pre-war levels.

Couple this all with the chokepoint madness still being disrupted and new developments overnight: Iran-backed Houthi forces advanced toward a strategic port near the southern entrance to the Red Sea, threatening to tighten control on a second critical shipping corridor.

Houthis Take Yemen's Red Sea Coast​

Bloomberg reported that Houthi rebels have gained ground around Mokha, with some geopolitical analysts reporting that the Yemeni port city has fallen.

Total collapse: The entire coastline from Dhubab to Mayyun island was abandoned. Mayyun, Duhbab and Murd now controlled by Houthi forces as of September 11

A major global event. The Houthis now have the capacity to block ships now more than ever. Bab Al Mandab at their mercy https://t.co/ycUtzCcPq8 pic.twitter.com/EfVc5GdbZv

Continued: https://www.zerohedge.com/geopoliti...ize-mayyun-island-bab-el-mandeb-strait-hormuz

 

[Commonground]

September 11, 2026

Oil Market Has Reached an "Inflection Point": Energy Aspects​

Excerpt:

The return of China to crude buying and the accelerating inventory drawdowns are also pushing crude oil prices higher, apart from the headlines and U.S. and Iran rhetoric.

In the past two weeks alone, a total of 120 million barrels of oil were drawn down from inventories globally, Sen told Bloomberg.

All these factors are driving crude oil prices toward a “significant leg higher,” the market expert said on Wednesday, the day on which oil prices jumped above $100 per barrel for the first time since July.

Oil prices were on track early on Friday to end a trading week above the $100 a barrel mark for the first time since May.

Oil Market Has Reached an "Inflection Point": Energy Aspects<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

[sharon sanders]

Diesel pushes to new all-time high as oil prices jump after key Saudi pipeline is shut
Talks between Iran and Gulf countries on the future of the Strait of Hormuz were also delayed, compounding investor worries.

more... https://www.nbcnews.com/business/bu...e-shut-hormuz-talks-postponed-iran-rcna597579

------------------------

Bloomberg on their live broadcast is saying the repairs will take several weeks.

-------------------------

Saudi Arabia Shuts Down Pipeline That Was a Crucial Hormuz Bypass
The kingdom said drones fired from Iraq damaged the East-West pipeline, which can carry up to 7 million barrels of oil a day
By
Summer Said
,
Georgi Kantchev
and
Saleh al-Batati
Updated Sept. 11, 2026 4:46 pm ET

https://www.wsj.com/world/middle-east/saudi-arabia-shuts-down-pipeline-that-was-a-crucial-hormuz-bypass-4fe29001

 

[Commonground]

WSJ: Oil executives warn a global fuel crisis has arrived as Hormuz closure bites​

12 hours ago
Summary:

• Oil executives say a global fuel crisis has arrived, with commercial fuel stocks depleted for more than six months and strategic crude reserves largely tapped, according to the Wall Street Journal (gated).
• Chevron chief executive Mike Wirth said at an Austin energy conference that the mechanisms that had cushioned prices and supply have largely played out, leaving little buffer left in the system.
• Attacks last week knocked out a major Saudi crude pipeline that had bypassed the Strait of Hormuz, stranding roughly 2.5 million barrels a day from an already tight market.
• Diesel prices have hit record highs near $6.20 a gallon, while petrol has rebounded to around $4.30 a gallon after dipping below $4 earlier this summer.
• US crude prices have climbed around 19% over the past three weeks to trade near $101 a barrel as Middle East attacks intensify.
• Interior Secretary Doug Burgum maintains the disruption is temporary and has pointed to plans to boost Venezuelan output and US refining capacity, while rejecting speculation of a ban on US refined product exports.

American oil executives say the global fuel crisis they had warned about for months has now arrived, according to the Wall Street Journal. Commercial fuel stocks around the world have been depleting for more than six months, and strategic crude reserves cannot be tapped much further, the paper reported, as the prolonged closure of the Strait of Hormuz continues to squeeze supply.

WSJ: Oil executives warn a global fuel crisis has arrived as Hormuz closure bites

Oil executives, including Chevron chief Mike Wirth, say a global fuel crisis has arrived as the Strait of Hormuz closure drains fuel stocks and reserves…

investinglive.com

 

[Commonground]

Costco rations Kirkland motor oil, raises price to $57.99​

September 14, 2026
Costco has raised the price of its Kirkland Signature full-synthetic motor oil and begun limiting how much any one member can purchase, as a global lubricant shortage tied to the ongoing Middle East conflict pushes crude oil toward $100 a barrel.

continued: https://finance.yahoo.com/energy/articles/costco-rations-kirkland-motor-oil-133308837.html

 

[Commonground]

Supertanker Ablaze After Iran Attack In Hormuz As US Deploys 10K More Troops & Third Carrier To Mideast​

OCT 01, 2026 - 03:30 PM
Excerpt:

Iran state media says a supertanker is burning off the coast of Oman after coming under Iranian attack:

Local sources reported that a 2.5 million barrel capacity supertanker that was traveling through the Strait of Hormuz illegally was hit 8 kilometers off the coast of Oman and is burning, reports Fars
Earlier we reported that starting in mid-August (on Aug. 16), Iran’s Supreme National Security Council set October 1 as a deadline. It warned at the time that if Washington failed to lift its naval blockade of Iranian ports within 45 days, Tehran could resume attacks against US forces, and by implication step up attacks on foreign shipping.

Iran’s 45-day deadline for the United States has now expired.

Continued: https://www.zerohedge.com/military/...-mideast-trump-threatens-post-midterm-bombing

WTI Crude (Nov′26)​

https://www.cnbc.com/quotes/@CL.1

ICE Brent Crude (Dec′26)​

https://www.cnbc.com/quotes/@LCO.1/

 

[sharon sanders]

DUBAI: A tanker was attacked Thursday while transiting the Strait of Hormuz, a British maritime agency said.

The vessel was hit by an “unknown projectile” in the strategic waterway, “resulting in a fire,” the United Kingdom Maritime Trade Operations Center (UKMTO) said.

more.... https://www.arabnews.com/middle-east/tanker-attacked-in-strait-of-hormuz-uk-maritime-agency-3004164

 

[Commonground]

Black Smoke Reported Over Critical Aramco Refinery As Saudis Weigh Major Assault On Houthi Rebels​

SATURDAY, OCT 03, 2026 - 08:10 AM
Unverified reports and footage circulating on X early Saturday morning appear to show smoke rising from Saudi Aramco's Riyadh refinery. The cause and any impact on operations remain unclear. Separately, Axios reports that Saudi Arabia is preparing a major offensive against Iran-backed Houthis in the coming days. President Trump's comments last week that a bombing campaign against Tehran could resume after the midterm elections add to signs that the Gulf conflict remains far from any near-term resolution.

Turkish news outlet Türkiye Today cites NASA's FIRMS satellite monitoring system, which shows higher-intensity VIIRS thermal hits across Aramco's Riyadh refinery, one of Saudi Arabia's most important refining assets, with a capacity of about 130,000 barrels a day.
Continued:

Black Smoke Reported Over Critical Aramco Refinery As Saudis Weigh Major Assault On Houthi Rebels<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

[Commonground]

Iran-backed Houthis target Saudi oil facility as hostilities escalate in Yemen​

Posted about 11h agoabout 11 hours ago, updated about 10h ago
Yemen's Iran-aligned Houthis say a targeted attack on a Saudi Arabian oil company facility near the capital Riyadh is retaliation for Saudi attacks on Yemen.

The foes have traded strikes since the Houthis seized all of Yemen's Red Sea coast and took control of the Bab al-Mandab Strait in a lightning offensive last month.

... https://www.abc.net.au/news/2026-10-04/houthi-saudi-yemen-iraq-middle-east-hostilities/107226524

 

[Commonground]

Severity: WARNING
Detected: 2026-10-05T10:44:57.664Z

Summary​

The Saudi Aramco CEO reiterated that global crude and product stocks, depleted by recent emergency releases, could take up to two years to rebuild even if disruptions normalize now. This guidance, combined with fresh physical risks to Saudi infrastructure and Russian refining, supports a sustained upside risk premium in oil and refined products.

... https://hamerintel.com/data/alerts/25197

 

[Commonground]

Mon, 05 Oct 2026 10:44:57 GMT

Summary​

A new Houthi attack has reportedly caused “big damage” and halted flows on Saudi Arabia’s critical East‑West crude pipeline east of Riyadh. With Red Sea tanker routes already at elevated risk and previous disruptions to this line, this reinforces supply‑side stress and risk premium in global crude and products, especially for Europe and Asia.

Details:
... https://hamerintel.com/data/alerts/25196

 

[Commonground]

Reports: Saudi‑Backed Yemen Offensive Hits Bab el‑Mandeb as New Houthi Strike Halts Pipe​

Severity: FLASH
Detected: 2026-10-05T10:15:02.812Z

Summary​

Saudi‑backed forces report ground gains at the Bab el‑Mandeb tip under heavy Saudi air cover, while a fresh Houthi strike has again shut Saudi Arabia’s East‑West crude pipeline. Control of a key global shipping chokepoint is now being contested as the kingdom’s back‑up export route is disrupted, tightening the risk premium on every barrel moving out of the Gulf.

Details:

...https://hamerintel.com/data/alerts/25192

 

[Commonground]

 

[Commonground]

Oil prices would have hit $200 a barrel if not for East-West pipeline, Aramco chief says​

October 5, 2026
Brent crude prices would have reached up to $200 per barrel if Saudi Arabia's East-West pipeline did not exist, the chief executive of Saudi Aramco said.

The company can ⁠make its maximum ⁠sustainable production capacity of ⁠12 million barrels per day available ⁠within days, Amin Nasser told the Energy Intelligence Forum in London on Monday.

... https://www.thenationalnews.com/bus...not-for-east-west-pipeline-aramco-chief-says/

 

[sharon sanders]

Saudi Aramco boss says global oil stockpiles 'scarily thin'​

by Naharnet Newsdesk 45 minutes ago



Global oil stockpiles are "scarily thin" owing to the U.S.-Iran war, Saudi Aramco's chief executive Amin Nasser said Monday, days after G7 nations agreed to release more of their inventories to ease supply concerns.

more.... https://www.naharnet.com/stories/en/322918-saudi-aramco-boss-says-global-oil-stockpiles-scarily-thin

 

[Commonground]

Crude and LPG tankers hit in Strait of Hormuz​

Severity: WARNING
Detected: 2026-10-05T15:45:05.830Z

Summary​

UKMTO and other sources report a crude oil tanker and an LPG carrier struck by projectiles in the Strait of Hormuz. These incidents elevate perceived security risk for transit through the key chokepoint and are likely to widen freight and insurance premia for Gulf crude and LPG flows.
-snip-
AFFECTED ASSETS: Brent Crude, Dubai Crude, WTI Crude, VLCC freight rates, LPG freight rates, War risk insurance premia, Qatar LNG-linked flows

Alert: Crude and LPG tankers hit in Strait of Hormuz

Alert: UKMTO and other sources report a crude oil tanker and an LPG carrier struck by projectiles in the Strait of Hormuz. These incidents elevate…

hamerintel.com

 

[Commonground]

[Unconfirmed]​

Massive Fires Along Saudi Oil Export Pipeline, Regional Outlet Says​

MONDAY, OCT 05, 2026 - 10:17 AM
Update(1015ET): The news outlet of pro-Iranian factions in Iraq, Sabereen News, has cited new satellite imagery to report "massive fires in the Saudi oil export pipeline."

The outlet posted the following image on its official Telegram channel. Newsquawk, which picked up the Sabereen report, has noted that it remains unclear whether this is a new incident or is damage stemming from the earlier reported Sunday attack on Saudi Arabia's East-West pipeline (detailed below):

...https://www.zerohedge.com/energy/saudi-east-west-pipeline-hit-new-attack-still-flowing-normal