15+ Saudi-linked tankers, mostly empty VLCCs, heading northwest toward Oman/UAE and the Persian Gulf.

INTELLIGENCE SUMMARY

15+ Saudi-linked tankers, mostly empty VLCCs, heading northwest toward Oman/UAE and the Persian Gulf. Saudi shipping is being squeezed between two risky chokepoints: Bab-el-Mandeb, where Houthi threats make Red Sea transit dangerous, and Hormuz. The tankers appear to be positioning for Gulf loading, possible Hormuz transit, or ship-to-ship transfers outside the Strait.