[September 26, 2026] According to OilPrice.com, Saudi Arabia has restarted the East-West pipeline, the 4 million bpd land bridge to Yanbu that had been the kingdom’s main Hormuz bypass; flows are still low and a full return to about 4 million bpd could take weeks.
Traders are already repositioning tankers toward Port Said and Sidi Kerir for Mediterranean STS as Saudi Red Sea flows resume.
Yanbu is already taking barrels again: one cargo was scheduled to load Tuesday for China at the Red Sea export port.
While the line was down, Aramco pushed tens of millions of barrels back through the Persian Gulf, using Hormuz sailings and ship-to-ship transfers near Oman; European October term allocations via Yanbu and Egypt’s SUMED were cut to zero.
Traders are already repositioning tankers toward Port Said and Sidi Kerir for Mediterranean STS as Saudi Red Sea flows resume.
The physical market is not fully repaired: pipeline rates remain well below normal, Hormuz is still constrained, and diesel stays tight after refinery disruptions in Russia and the Middle East.
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