---
title: The energy situation in the Middle East deserves close attention
description: "Saudi Arabia’s East–West pipeline was reportedly shut down on Friday following recent attacks, potentially affecting around 4 million barrels per day of export capacity.\n\nAt the same time, risks around the Bab el-Mandeb Strait could threaten flows of up to 9 million barrels per day, while the Strait of Hormuz is reportedly operating at roughly 20% of its pre-war capacity.\n\nTaken together, close to 30 million barrels per day of oil flows may be disrupted or exposed to disruption. There is some overlap between these routes, so the figures should not simply be added together.\n\nStill, against a global oil market of roughly 100 million barrels per day, the potential impact is significant.\n\nThis does not necessarily mean a lasting supply shock—but it highlights how vulnerable global energy markets have become.\n\nSource: The Kobeissi Letter"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [The energy situation in the Middle East deserves close attention](https://blog.syzgroup.com/syz-the-moment/the-energy-situation-in-the-middle-east-deserves-close-attention)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Sep 14, 2026, 3:35:45 PM

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