Wednesday, September 30, 2026Track recordHow this worksGet the morning email

The Likely

The news, and what's likely next.

Iran

Saudi Arabia restores half of East-West pipeline flow, bypassing Hormuz

Saudi Arabia restored about half the flow through its East-West pipeline on September 29, bypassing the Strait of Hormuz. On September 30, analysts reported the 10-day average of Middle East crude exports rebounded to 98% of pre-war levels.

Why it mattersRising supply and improving export routes provide market relief, pushing down crude prices.

How we got here

  1. Drone attacks forced Saudi Arabia to shut its East-West pipeline and halt crude loadings at Yanbu. Usnews
  2. Saudi Arabia restarted the East-West pipeline, with a full restart expected to take six to eight weeks. Usnews
  3. The United States offered an oil reserve loan, while Qatar mediated between the warring sides as Saudi supply flows improved. Rigzone

All coverage

Something wrong or missing? Tell us.

More on Iran