Mideast oil exports rebound in September as Saudi Arabia boosts shipments

Live updates

1. 13d ago

   Middle East Oil Exports Rebound as Saudi Arabia Reroutes Crude

   Middle East oil exports surpassed pre-war levels, reaching 24.6 million barrels per day despite ongoing disruptions in the Strait of Hormuz and rising shipping costs. Crude exports from Gulf producers surged by 4.4 million barrels a day to reach 13.9 million barrels in September, according to the International Energy Agency. Saudi Arabia accelerated crude shipments across the kingdom to Red Sea ports to bypass threatened shipping lanes, while Saudi Aramco offered spot oil cargoes to European buyers for October and November to compensate for earlier pipeline shutdowns.

   Why it matters

   The September 10 attack on the pipeline supplying the Yanbu terminal forced a temporary reliance on tanker shuttle operations through the Strait of Hormuz. Riyadh responded by pushing the East-West Pipeline toward full capacity to redirect crude toward Red Sea ports. This logistics shift occurs against a backdrop of renewed fighting with Yemen's Houthi rebels, which included recent attacks on Saudi airports.

   What is confirmed

   • Middle East oil exports surpassed pre-war levels to reach 24.6 million barrels per day despite disruptions in the Strait of Hormuz.
   • Crude oil exports from Gulf producers surged by 4.4 million barrels a day to 13.9 million in September, reaching more than 75 percent of pre-war levels.
   • Saudi Aramco offered spot oil cargoes to European buyers for October and November to compensate for supplies lost during the pipeline shutdown.
   • Saudi Arabia's oil exports are holding near war-time highs despite ongoing attacks from Iran-backed Houthi rebels.

   Still unconfirmed

   • Saudi Arabia's oil production rose 12.2 percent to 8 million barrels per day in September.

   What to watch next

   • Sustained export volumes through the East-West Pipeline toward Red Sea ports.
   • Further developments in Houthi rebel attacks targeting Saudi infrastructure and airports.
   • Subsequent International Energy Agency monthly market reports tracking Gulf export stabilization.
   Sources used for this update (14)

   1. saudipress.com — Saudi Arabia Pushes East-West Oil Pipeline Toward Full Capacity as ...
   2. www.thejakartapost.com — Indonesia & International Stock Market News
   3. saudipress.com — Saudi Aramco Reroutes Oil to Red Sea as Strait of Hormuz ...
   4. www.newsday.com — Saudi Arabia says 2 airports were hit in renewed fighting ...
   5. gulfnews.com — Middle East Oil Exports Surge to 24.6 Million Barrels Daily ...
   6. www.europesays.com — OPEC Oil Output Rises in September - EUROPE SAYS
   7. nypost.com — Saudi oil exports boom despite relentless Houthi attacks
   8. www.orfonline.org — Recent Global Conflicts: Lessons on the Future of Warfare
   9. dinardetectives.com — Saudi Oil Output Jumps 12.2% to 8 Million Bpd in September
   10. edgeconsultancykw.com — Gulf Crude Exports Surge 4.4 Million Barrels a Day to 13.9 ...
   11. ca.finance.yahoo.com — Saudi Aramco offers spot oil to Europe after pipeline restart
   12. www.sunsirs.com — SunSirs: Prospects for a Recovery in Middle East Oil Exports ...
   confidence 95%
2. 25d ago

   Saudi Crude Pipeline Flows Recover Past 80 Percent Capacity

   Saudi Arabia has increased crude flows through its East-West Pipeline to nearly 6 million barrels a day, restoring more than 80 percent of capacity. This recovery follows a September 10 attack that damaged the pipeline supplying the Yanbu terminal on the Red Sea and forced a shift to tanker shuttle operations through the Strait of Hormuz. Middle East oil exports rebounded in September as Saudi Arabia boosted production by 2.134 million barrels per day to 8.372 million barrels, leading a broader OPEC+ output increase of approximately 900,000 barrels per day. Total output remains below pre-conflict levels.

   Why it matters

   The partial restoration of pipeline capacity eases logistical pressure on Middle Eastern energy transit following the September attack on the Yanbu terminal infrastructure. Saudi Arabia relies on these overland routes alongside maritime corridors to maintain global supply stability despite regional security threats. While late-September exports surpassed pre-war levels on four separate days, the broader recovery must contend with ongoing shipping vulnerabilities in the Strait of Hormuz.

   What is confirmed

   • Saudi Arabia lifted crude flows through its East-West Pipeline to nearly 6 million barrels a day.
   • Flows through the East-West Pipeline have restored more than 80 percent of capacity.

   What to watch next

   • Full capacity restoration of the East-West Pipeline
   • Sustained export volumes through October
   • Further updates on tanker shuttle operations in the Strait of Hormuz
   Sources used for this update (2)

   1. thearabianpost.com — Saudi pipeline flows climb above 80% capacity | Arabian Post
   2. www.iranintl.com — Saudi crude exports surge despite Strait of Hormuz shipping risks - TankerTrackers
   confidence 100%
3. 28d ago

   Saudi Arabia boosts crude production to 8.372 million barrels per day in September

   Middle East oil exports recovered in September, with Saudi Arabia increasing production by 2.134 million barrels per day to reach 8.372 million barrels. This surge led a broader OPEC+ output increase of approximately 900,000 barrels per day. Saudi Arabia shifted logistics to tanker shuttle operations through the Strait of Hormuz to offset a September 10 attack that damaged the pipeline supplying the Yanbu terminal on the Red Sea. While exports exceeded pre-war levels on four days during the final week of September, total output remains below pre-conflict levels.

   Why it matters

   The shift to the Strait of Hormuz follows security failures at the Red Sea port of Yanbu. Regional stability is precarious as Iranian attacks on tankers and Houthi hostilities threaten the current recovery. OPEC has responded to these shifts by lowering its 2026 global oil-demand growth forecast.

   What is confirmed

   • Saudi Arabia crude oil production rose to 8.372 million barrels per day in September 2026.
   • OPEC+ oil output increased by approximately 900,000 barrels per day in September.
   • An attack on September 10 damaged the pipeline supplying the Yanbu export terminal on the Red Sea.
   • Middle East crude exports climbed above pre-war levels on four days during the final week of September.

   Still unconfirmed

   • Saudi Arabia sold about 60 million barrels of crude for loading in September and October from Ras Tanura.
   • Russian oil production fell in September.

   What to watch next

   • Further Iranian attacks on tankers in the Strait of Hormuz
   • Updates to the 2026 global oil-demand growth forecast from OPEC
   • Repair status of the East-West pipeline supplying Yanbu
   Sources used for this update (7)

   1. thearabianpost.com — Saudi Arabia channels 60 million barrels via Sohar - Arabian Post
   2. thearabianpost.com — Middle East crude exports regain pre-war pace — Arabian Post
   3. www.marketscreener.com — Global Stocks Fall on Higher Oil Prices, AI Pullback | MarketScreener
   4. tradingeconomics.com — Saudi Arabia Crude Oil Production Recovers in September
   5. www.globalbankingandfinance.com — OPEC+ Oil Output Surges in September Led by Saudi Arabia Amid ...
   6. klse.i3investor.com — Saudi Leads Jump in Opec+ Oil Output in September, Despite ...
   7. www.briefs.co — Saudi Oil Output Jumps One-Third in September - briefs.co
   confidence 90%
4. 31d ago

   Mideast oil exports rebound in September as Saudi Arabia boosts shipments

   Middle East crude oil exports reached 16.5 million barrels per day in September, driven by increased shipments from Saudi Arabia and the United Arab Emirates. The rebound follows Saudi Arabia's decision to divert oil exports from the Red Sea port of Yanbu after attacks damaged its East-West pipeline. Despite the volume increase, market pressure remains due to tanker shortages and high freight costs.

   Why it matters

   The increase in oil exports is significant for the global energy market, as the Middle East is a major oil-producing region. The rebound in exports comes after a period of disruption caused by attacks on Saudi Arabia's oil infrastructure. The current increase in shipments helps to alleviate some of the pressure on the global oil market.

   What is confirmed

   • Crude oil exports reached 16.5 million barrels per day in September.
   • The rebound follows Saudi Arabia's decision to divert oil exports from the Red Sea port of Yanbu after attacks damaged its East-West pipeline.

   What to watch next

   • Future developments in Saudi Arabia's oil exports
   • Changes in global oil market pressure
   • Impact of tanker shortages and high freight costs on oil exports
   Sources used for this update (6)

   1. www.cnn.com — Middle East news - breaking news, video, headlines and opinion | CNN
   2. www.marketscreener.com — European Midday Briefing : Shares Up as AI Stocks Gain | MarketScreener
   3. factsinstitute.com — Middle Eastern Countries: Full List, Capitals, and Map
   4. www.bbc.com — Middle East | Latest News & Updates | BBC News
   5. en.wikipedia.org — History of the Middle East - Wikipedia
   6. www.worldatlas.com — Middle East Map / Map of the Middle East - Facts ... - WorldAtlas
   confidence 80%
5. 36d ago

   Mideast oil exports rebound, surpass pre-war levels

   Middle East crude oil exports have surpassed pre-war levels, driven by increased shipments from Saudi Arabia and the United Arab Emirates. Crude oil exports reached 16.5 million barrels per day in September. Despite the volume increase, market pressure remains due to tanker shortages and high freight costs. The rebound follows Saudi Arabia's decision to divert oil exports from the Red Sea port of Yanbu after attacks damaged its East-West pipeline.

   Why it matters

   The recovery of Middle East oil exports is significant as it indicates the region's resilience in the face of disruptions. The increase in shipments from Saudi Arabia and the United Arab Emirates has helped to offset losses from other sources. However, the market still faces challenges such as tanker shortages and high freight costs. The situation is being closely watched as it affects global oil markets and economies.

   What is confirmed

   • Middle East crude oil exports surpass pre-war levels.
   • Crude oil exports reached 16.5 million barrels per day in September.
   • The benchmark rate for very large crude carriers hit a record $907,635 a day on October 6.
   • A supertanker loading crude in the Gulf of Oman was fixed at $1.01 million a day for a voyage to Asia.

   What to watch next

   • Future tanker rates and their impact on oil exports
   • Changes in Saudi Arabia's oil export strategies
   • Global economic response to the increased oil exports
   Sources used for this update (2)

   1. gulfnews.com — Tankers keep moving as Gulf oil exports clear pre-war mark: Kpler
   2. www.usfunds.com — Oil Tanker Rates Top $1 Million a Day as Shipping Profits Soar - USFunds
   confidence 90%
6. 38d ago

   Mideast oil exports rebound, surpass pre-Iran war levels

   Middle East oil exports, excluding Iran, have rebounded and surpassed pre-war levels. Crude oil exports reached 16.5 million barrels per day in September, driven by increased shipments from Saudi Arabia and the United Arab Emirates. This recovery follows Saudi Arabia's decision to divert oil exports from the Red Sea port of Yanbu after attacks damaged its East-West pipeline. Despite the volume increase, market pressure remains due to tanker shortages and high freight costs.

   Why it matters

   The rebound in oil exports is significant as it indicates the region's resilience in the face of ongoing conflicts and disruptions. The increase in exports is also crucial for the economies of Saudi Arabia and the United Arab Emirates, which rely heavily on oil revenues. The market pressure due to tanker shortages and high freight costs remains a concern for the global oil market.

   What is confirmed

   • Crude oil exports from the Middle East, excluding Iran, reached at least 16.5 million barrels per day in September.
   • Middle East oil exports, excluding Iran, surpassed their pre-war levels of 18 million barrels per day for several days.
   • Saudi Arabia's non-oil private sector recorded significant acceleration in September 2026, with the Riyad Bank Purchasing Managers’ Index rising to 55.3 percent.

   What to watch next

   • Future oil export levels from the Strait of Hormuz
   • Impact of tanker shortages and high freight costs on the global oil market
   • Saudi Arabia's economic diversification efforts
   Sources used for this update (5)

   1. english.aawsat.com — Mideast Oil Exports Exceeded Pre-Iran War Levels despite Hormuz Disruptions
   2. www.straitstimes.com — Middle East oil exports surpass pre-Iran war levels | The ...
   3. gall.dcinside.com — 같은 기사가 보는곳마다 수출량이 다르노 - 숏포지션 마이너 갤러리
   4. english.aawsat.com — Saudi Non-Oil Sector Grows at Seven-Month High in September
   5. www.newindianexpress.com — Mideast oil exports exceeded pre-Iran war levels: Kpler data
   confidence 95%
7. 40d ago

   Middle East oil exports hit 12.8 million barrels per day in September

   Crude oil exports from key Middle East producers reached 12.8 million barrels per day in September, the highest level since the US-Israeli war with Iran began in February. Saudi Arabia and the United Arab Emirates drove the rebound. Exports through the Strait of Hormuz were expected to reach 7.4 million barrels per day this month. This recovery follows Saudi Arabia's decision to divert oil exports from the Red Sea port of Yanbu after attacks damaged its East-West pipeline. Despite the volume increase, market pressure remains due to tanker shortages and high freight costs.

   Why it matters

   The region is currently engaged in a conflict involving the US, Israel, and Iran that started in February. Strategic shipping lanes like the Strait of Hormuz are critical for global supply but remain targets for attacks. This volatility influences global oil prices and diesel availability.

   What is confirmed

   • Middle East crude oil exports rebounded to 12.8 million barrels per day in September.
   • September export levels were the highest since the US-Israeli war with Iran started in February.
   • Saudi Arabia and the United Arab Emirates increased their oil exports.
   • Exports via the Strait of Hormuz were set to reach approximately 7.4 million barrels per day this month.

   Still unconfirmed

   • Oil flows through US-supervised routes in Hormuz are negligible, according to an IRGC commander.
   • Middle East oil exports, excluding Iran, exceeded their pre-war average last week.
   • U.S.-Iran ceasefire negotiations have reached a deadlock.

   What to watch next

   • Outcome of U.S.-Iran ceasefire negotiations
   • Reports on the repair status of the Saudi East-West pipeline
   • Changes in global diesel supply levels linked to refinery outages
   Sources used for this update (13)

   1. english.aawsat.com — Mideast Oil Exports Rebound to 12.8 Million Barrels Per Day
   2. finance.yahoo.com — Mideast oil exports rebound in September as Saudi Arabia boosts shipments
   3. www.marketscreener.com — Oil Prices Rise, Asian Equities Fall Amid U.S.-Iran Talks Impasse -- Update
   4. www.gulf-times.com — tag - Gulf Times
   5. www.thejakartapost.com — Mideast oil exports rebound in September as Saudi Arabia ...
   6. oilprice.com — Middle East Oil Exports Stage a Remarkable Comeback
   7. www.mideastctc.org — Home - Mid-East Career and Technology Centers
   8. en.wikipedia.org — Middle East - Wikipedia
   9. adulted.mideastctc.org — Programs - Adult Education
   10. www.aljazeera.com — Middle East oil exports surpass pre-war levels despite ...
   11. www.nbcnews.com — Gulf oil exports rebound, but rising tanker attacks threaten global supply
   12. finance.yahoo.com — Middle East oil exports return to pre-war levels, excluding Iran
   confidence 90%
8. 45d ago

   Mideast Oil Exports Rebound in September as Saudi Arabia Boosts Shipments

   Middle East oil exports rebounded during September, reaching 12.8 million barrels per day as Saudi Arabia increased shipments and oil flows rose through the Strait of Hormuz. Shippers gained enough confidence to move more tankers through the strategic strait, aiding the recovery even as global supply remained below demand and oil prices rose for a second straight session amid persistent concerns over potential Middle East supply disruptions.

   Why it matters

   The September export recovery follows months of efforts by Saudi Arabia to bypass the Strait of Hormuz. Global crude oil exports hit their highest level since the Iran war began, though a crucial Saudi oil pipeline also started exports following repairs.

   What is confirmed

   • Middle East oil exports rebounded to 12.8 million barrels per day in September.
   • Oil prices rose for a second straight session on Tuesday amid concerns over potential Middle East supply disruptions.
   • More tankers are moving through the Strait of Hormuz as shippers gain confidence.

   Still unconfirmed

   • Saudi Arabia spent months trying to bypass Hormuz before its crucial oil pipeline started exports after repairs.

   What to watch next

   • Future tanker traffic volume through the Strait of Hormuz
   • Sustained operation and export capacity of repaired Saudi oil pipelines
   Sources used for this update (9)

   1. WSJ — Saudi Arabia Spent Months Trying to Bypass Hormuz. Now There’s No Way Around It.
   2. Reuters — Mideast oil exports rebound in September as Saudi Arabia boosts shipments
   3. Bloomberg.com — Saudi Arabia’s Crucial Oil Pipeline Starts Exports After Repairs
   4. CNBC — Saudi Arabia crude oil exports hit highest level since Iran war began despite pipeline outage
   5. Crude Oil Prices Today | OilPrice.com — Middle East Oil Exports Rebound to 12.8 Million Bpd
   6. www.nytimes.com — Mideast Oil Exports Rebound Even as Prices Remain Elevated
   7. www.rivieraradio.mc — Middle East oil exports rebound as Saudi Arabia boosts shipments
   8. sana.sy — Oil prices rise amid concerns over Middle East supply disruptions
   9. news.qq.com — 陆上管道分流加深水暗渡，原油外运逼近战前峰值，革命卫队的王牌怎么了？
   confidence 90%