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MIDDLE EAST SAUDI ARABIA INDUSTRY LAND POLICY

Saudi Arabia Restarts East-West Pipeline Following Drone Attacks

REL_TIME: 26 Sep 2026 20:12Z · LANG: EN

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Saudi Arabia has resumed operations on its critical East-West Pipeline after a September 11 drone attack, attributed to Iraqi militia, forced a temporary shutdown. The pipeline, which serves as a strategic bypass for the Strait of Hormuz by transporting crude to the Yanbu export hub on the Red Sea, is currently pumping at reduced rates. While Saudi Aramco aims to reach a flow of 4 million barrels per day (bpd) shortly, experts indicate that a full restoration of the 7 million bpd capacity could take six to eight weeks. The news of the restart immediately impacted global energy markets, contributing to a drop in Brent crude prices to approximately $97 per barrel.

// Background

The East-West Pipeline is a 745-mile strategic link between Saudi Arabia's eastern oil fields and the Yanbu port on the Red Sea. It allows the Kingdom to bypass the Strait of Hormuz, a major maritime chokepoint that has become increasingly volatile due to conflicts involving the U.S., Israel, and Iran. The pipeline is a critical component of global energy security, carrying roughly 4% of the world's oil supply.

// Key Developments

  • Operations resumed at the East-West Pipeline following a shutdown caused by drone strikes on September 11, 2026.
  • Brent crude prices fell by over $2 per barrel toward $97 on news of the restart.
  • Three pumping stations were damaged in the attacks, which Saudi Arabia blamed on Iraqi militia.
  • The pipeline currently handles approximately 4 million bpd, representing 4% of global oil supply.
  • Full capacity restoration of 7 million bpd is estimated to take between 6 and 8 weeks.
  • The first post-restart cargo from Yanbu is reportedly scheduled for delivery to China.

// Timeline

  1. Drone attacks blamed on Iraqi militia strike three pumping stations, forcing the shutdown of the East-West Pipeline.

  2. Satellite imagery confirms visible damage to Saudi oil facilities in the Riyadh region.

  3. Saudi Arabia restarts the pipeline at low volumes; Brent crude prices drop significantly on the news.

  4. Pumping rates expected to reach 4 million bpd within several days of the restart.

  5. Full restoration of the pipeline's 7 million bpd capacity expected within 6 to 8 weeks.

// Perspectives

[Saudi Aramco]

Focused on technical recovery and ramping up pumping volumes to 4 million bpd to stabilize supply to Red Sea refineries and export hubs.

[Global Oil Markets]

Bearish; traders responded to the restart and increased loadings at Ras Tanura by selling off, leading to the lowest prices since early September.

[Saudi Government]

Attributes the infrastructure disruption to hostile drone attacks by Iraqi militia, framing the event within the context of broader regional conflict.

// Quotes

“The resumption of supplies on Tuesday helped to drive selling on global oil markets.”

[Market Analysis/Reuters] — Describing the immediate downward pressure on Brent crude prices following the pipeline's restart.

“Reaching a rate of 40% of capacity will take a couple of days and a full restart will take 6 to 8 weeks.”

[Security Source] — Providing a technical timeline for the pipeline's return to full operational status after damage to pumping stations.

“The pipeline will resume crude supply to Aramco refineries located on the Red Sea coast.”

[Industry Source] — Explaining the immediate domestic and export priorities for the restarted oil flow.
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