Sources, satellite imagery and shipping data show Saudi Arabia has increased
crude flows via its east–west pipeline to Red Sea export hub Yanbu, but tanker
loading operations have not resumed. The pipeline, shut earlier this month after
a drone attack, was restarted this week; markets had expected supply interrupted
by a US–Iran conflict to recover, but shipping recovery has been slow and a
planned Tuesday tanker loading did not occur. One industry source said crude is
being transported to Red Sea coastal refineries but not reloaded onto tankers;
two other sources confirmed tanker loading remains halted.
