Saudi Oil Reroutes Through Egypt - But the Math Exposes a Fatal Gap
Saudi exports from Egypt's Sidi Kerir port surged 33% in one month - but SUMED's 2.5M bpd cap can't cover 6M bpd lost to dual corridor squeeze…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Saudi exports from Egypt's Sidi Kerir port surged 33% in one month - but SUMED's 2.5M bpd cap can't cover 6M bpd lost to dual corridor squeeze…
Only 4 crude tankers crossed Bab el-Mandeb in the past 10 days amid Houthi control, per @steve_hanke. Here's what the traffic collapse means for oil supply…
Both the Strait of Hormuz and Bab el-Mandeb are now effectively shut to tanker traffic, per Windward. Here is what two closed chokepoints mean for crude…
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