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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 14 Oct 2026 - - - #### Oil tanker rates from the Middle East to Asia are EXPLODING: Daily tanker rates have surged to $1.068 million for voyages to India, $906,000 to China and $904,000 to Japan. Meanwhile, at least 10 empty very large crude carriers, alongside several Suezmax tankers, have stopped or reversed course while approaching Fujairah in the UAE amid escalating Iranian attacks. This threatens a key workaround that has helped Persian Gulf oil exports recover toward prewar levels, as shuttle tankers carry crude through the Strait of Hormuz to larger vessels waiting outside the waterway. The system is becoming harder to sustain as tanker availability tightens, ship-to-ship transfers keep vessels occupied for longer, and rising security risks make routes through the region more costly. If empty supertankers continue retreating, fewer receiving vessels could be available, forcing shuttle tankers to remain occupied longer and slowing crude shipments. The disruption comes as tanker availability is already tight, pushing shipping costs to record levels. The risk for the global economy is no longer just higher oil prices, but whether enough tankers will be willing and available to move the oil. Source: Global Markets Investor [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Oil tanker rates from the Middle East to Asia are EXPLODING:](https://blog.syzgroup.com/hubfs/1791946102464.jpg) ![Oil tanker rates from the Middle East to Asia are EXPLODING:](https://blog.syzgroup.com/hubfs/1791946102464.jpg) 13 Oct 2026 - - - #### OIL PIPELINES & GEOPOLITICS. Saudi Arabia has announced plans to expand its East–West pipeline, a critical route that bypasses the Strait of Hormuz. Its nominal capacity is 7 million barrels per day, although it is probably operating closer to 6 million after a September attack destroyed a pumping station. The immediate fix? Convert an existing natural gas pipeline to carry crude. Within 7–8 weeks, Saudi Aramco could add 1.2 million barrels per day of capacity. But the relief would be temporary: the line must return to gas service by May to supply power stations during the summer. Saudi officials have not identified the pipeline. One possibility is the old IPSA line: a 48-inch, roughly 1,500-kilometre pipeline built in the 1980s that runs largely parallel to the East–West route towards Yanbu. Saudi Arabia seized it after Iraq invaded Kuwait in 1990 and later incorporated it into its Master Gas System. That identification remains a hypothesis. The longer-term ambition is bigger: raise East–West capacity to around 10 million barrels per day within 2–3 years, mainly by upgrading pumping capacity. The strategic message is clear: Riyadh wants more of its oil exports to reach global markets without passing through Hormuz. Source: Javier Blas [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![OIL PIPELINES & GEOPOLITICS.](https://blog.syzgroup.com/hubfs/1791865901339.jpg) ![OIL PIPELINES & GEOPOLITICS.](https://blog.syzgroup.com/hubfs/1791865901339.jpg) 6 Oct 2026 - - - #### Houthis Unleash Large Missile, Drone Barrage On Saudi Arabia, Target Riyadh Airport & Aramco Facility ➡️ Saudi-backed forces launch major counteroffensive with roughly 100 Saudi fighter jets supporting attacks along the Red Sea coast. ➡️Mocha's status remains disputed: Government forces claim to have retaken the strategic port, while Houthis deny the loss. ➡️Houthis announce major missile & drone attack on Saudi territory, including against international airport in Riyadh. ➡️Houthi fighters reportedly seize homes of senior government figures, including Parliament Speaker Sultan al-Barakani's mansion. ➡️Bab el-Mandeb is increasingly at risk, raising concerns for Red Sea shipping and the wider Suez trade route. Source : Summary by zerohedge [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Houthis Unleash Large Missile, Drone Barrage On Saudi Arabia, Target Riyadh Airport & Aramco Facility](https://blog.syzgroup.com/hubfs/1791234408081.jpg) ![Houthis Unleash Large Missile, Drone Barrage On Saudi Arabia, Target Riyadh Airport & Aramco Facility](https://blog.syzgroup.com/hubfs/1791234408081.jpg) 5 Oct 2026 - - - #### The cost of hiring a supertanker to ship oil from the Persian Gulf to the Far East has climbed further, reaching ~$1.3 million per day. It was less than $50,000 a day before the war started; and ~$1.1 million when I first published the chart in September Source: Javier Blas, Bloomberf [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![The cost of hiring a supertanker to ship oil from the Persian Gulf to the Far East has climbed further, reaching ~$1.3 million per day.](https://blog.syzgroup.com/hubfs/1791140373968.jpg) ![The cost of hiring a supertanker to ship oil from the Persian Gulf to the Far East has climbed further, reaching ~$1.3 million per day.](https://blog.syzgroup.com/hubfs/1791140373968.jpg) 30 Sep 2026 - - - #### A routine Dubai–Tel Aviv flight turned into a midair emergency FlyDubai Pilot Reportedly Stabbed, Israeli News Says Incident Treated As "Full-Fledged Terror Attack". Flydubai flight FZ1073 diverted to Tabuk, Saudi Arabia, today after a reported cockpit altercation and a rapid descent. The aircraft landed safely. All passengers were safe and accounted for. Israeli officials allege that the co-pilot stabbed the captain and are investigating a possible attempted terror attack. Flydubai has confirmed an onboard incident but has not specified its nature. ⚠️ BEWARE OF FAKE NEWS AND BREAKING NEWS MOVING FASTER THAN FACTS: NOTHING IS CONFIRMED AT THIS STAGE ‼️ Source: zerohedge [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![A routine Dubai–Tel Aviv flight turned into a midair emergency](https://blog.syzgroup.com/hubfs/1790768627659.jpg) ![A routine Dubai–Tel Aviv flight turned into a midair emergency](https://blog.syzgroup.com/hubfs/1790768627659.jpg) 30 Sep 2026 - - - #### And the winner of the day is... El Al stock El Al stock is UP nearly 8% today in the news that a routine Dubai–Tel Aviv flight turned into a mid-air emergency as a full-fledged terror attack is suspected (but not confirmed). [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![And the winner of the day is... El Al stock](https://blog.syzgroup.com/hubfs/1790769398840.jpg) ![And the winner of the day is... El Al stock](https://blog.syzgroup.com/hubfs/1790769398840.jpg) 25 Sep 2026 - - - #### Saudi Aramco’s President and CEO, Amin Nasser, has told Japanese media that it can restore disrupted oil operations within days and is seeking to build alternative export routes. Source. Al Jazeera [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Saudi Aramco’s President and CEO, Amin Nasser, has told Japanese media that it can restore disrupted oil operations within days and is seeking to build alternative export routes.](https://blog.syzgroup.com/hubfs/1790267130668.jpg) ![Saudi Aramco’s President and CEO, Amin Nasser, has told Japanese media that it can restore disrupted oil operations within days and is seeking to build alternative export routes.](https://blog.syzgroup.com/hubfs/1790267130668.jpg) 21 Sep 2026 - - - #### What absorbed the Hormuz oil shock? ~35% of the gap: pipelines + new supply ~20%: inventory drawdowns ~45%: lower oil consumption The shock absorbers worked. But some are temporary, and the cushion is wearing thin. Source: McKinsey [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![What absorbed the Hormuz oil shock?](https://blog.syzgroup.com/hubfs/1789938702288.jpg) ![What absorbed the Hormuz oil shock?](https://blog.syzgroup.com/hubfs/1789938702288.jpg) [❮](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/1) [1](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/3) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/10?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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