Saudi oil exports equivalent to up to 4% of global supply could be disrupted if the damaged East-West pipeline does not restart within days.

Intelligence summary

Saudi oil exports equivalent to up to 4% of global supply could be disrupted if the damaged East-West pipeline does not restart within days. The pipeline, shut after drone attacks, normally carries about 4 million barrels a day to the Red Sea, allowing Saudi Arabia to bypass disruptions in the Strait of Hormuz. Stocks at the Yanbu export hub may last only five to seven days. One source said repairs could take five to six weeks, while another said the pipeline could resume partial operations so