Yemen's Iran-aligned Houthis said on Monday they had ‌attacked Saudi Arabia's East-West crude oil pumping stations, as rising hostilities choke oil supplies and threaten to erupt into a larger conflict.

A fire was detected on FIRMS coinciding with this at Pumping Station 3, 23.959⁰ N 40.054⁰ E.

That specific pump station was hit previously in September, leading to a fire which burned for 13 hours.

Oil spills looking bad , and likely gunna get worse

Russia and Iran are deepening cooperation while both face Western sanctions. Their upcoming meeting could influence regional diplomacy and energy cooperation as the U.S.–Iran conflict continues to disrupt global markets.

In my opinion, this is a move which will have impact in the longer run. Alongside building pipelines, Saudi seems to be diversifying its reliance on BAM by storing oil aboard

SINGAPORE, Oct 26 (Reuters) - Saudi Arabia plans to store crude oil at Singapore's Jurong Rock Caverns ‌from the second half of 2027 to strengthen supply security in the region, energy ministers from both countries said on Monday.

Points suggesting Kpler's 24 million bpd Middle East export figure for the week to 18 October 2026 is overstated or unreliable.

https://www.theoilreport.pro

• Kpler's own month-to-date average for October is only 17.3 million bpd, according to Reuters citing Kpler data and almost exactly matching the lower independent estimates and far below the 24 million headline.

• Rival tracker Vortexa put the same week at roughly 18 million pd, not 24.6 million. Firm-to-firm gaps this large undercut consumer confidence especially around the significance of determining where the market is headed using the peak numbers.

https://www.oilandgasmiddleeast.com

• Independent OSINT and satellite trackers (LVision, hormuzstraittracker) show Hormuz-related crude flows in the 8-11 million bpd range for recent weeks, not even remotely close to the higher volumes needed to support 24 million once all bypasses are added.

• Visible ship traffic through Hormuz is still only about 6-7 vessels a day versus a pre-war baseline of roughly 85. Even allowing for dark ships and ship-to-ship transfers, this scale of AIS silence makes sustained high volumes hard to verify.

• Refined product exports remain well below half of prewar levels. Crude may have recovered more via pipelines and STS, but the overall liquids total cannot reach or exceed pre-war levels if products are still severely constrained.

https://gcaptain.com/middle-east-oil-flows-near-prewar-levels-defy-hormuz-attacks/

• Saudi East-West pipeline throughput and Yanbu loadings are recovering but still limited (roughly 2-3 million bpd range after the mid-September attacks).
Kpler cites 6-7 million bpd. Terminal capacity and local Red Sea use further cap net exports.

https://www.reuters.com/commentary/reuters-open-interest/dont-mistake-mideast-oil-rebound-
normality-2026-10-22/

• Kpler's recent weekly numbers are explicitly
"preliminary confirmed floors" using data estimates that are often revise later. A single volatile convoy/STS week can produce a temporary spike that does not represent sustainable supply.

• Regional production available for export is constrained by local consumption, Iranian volumes blocked by the U.S. naval presence, and incomplete bypass infrastructure.
Sustained exports above pre-war levels are difficult to reconcile with these limits and with low observed loading activity.

These discrepancies mean the widely reported "back to or above pre-war" narrative rests on one peak weekly figure from one data provider. Broader monthly averages, rival trackers, satellite/OSINT data, and physical constraints all point to exports remaining materially lower and consistent with an ongoing supply squeeze rather than pointing to a true full recovery.

https://x.com/LVision_Trading

https://www.ft.com/content/509c0ecf-625e-4473-96cf-
e249edb7c86e

Arabian sea/Hormuz daily up quite a bit. Seems to be rising again after the hits a week ago on tankers caused a drop. Its been a pattern the US threatens attacks and Iran preps for it making hits on tankers harder letting more tankers through. Could be one reason for these threats/backdowns.

BAM down, Malacca down, Singapore down.

Sea of Oman to Arabian Sea Implied Dark Traffic:

This is all the oil traffic out to the Arabian sea minus 2.5mb (pre war output of Fujairah and Oman) to estimate the additional output of dark traffic out of Hormuz as well as any additional output from the ADCOP pipeline. Usual traffic should be around 21mb of crude and oil products.

Adding this further crude vs product breakdown for Gulf of Oman to Arabaian Sea as well.

PIONEER added to the 23 Oct data as they popped up near west coast of india.

Listing the actual ships and their draft/dwt as well as helps check if I messed up with double counts/fills

Data from: https://www.marinetraffic.com/en/ais/home/centerx:63.3/centery:23.5/zoom:7

Bab al Mandab AIS on Traffic:

Oil products going out south from the Red Sea. Usual traffic is around 8mb. Edit: I dont think much is coming out any more from the East/West pipeline its very unclear what is output now. That still means the amount overall is down. The drop below is more from dropping Russian and other sources of usual oil going south out of the red sea as the Yanbu/East/West pipeline is all going north to suez.

Ships: AMULET,BOCCADASSE,NORELIA,UTAKI

Data from https://www.marinetraffic.com/en/ais/home/centerx:45.8/centery:12.7/zoom:8

Strait of Malacca:

Usual oil products throughput is 16.5 mb crude and 6mb oil products. Also added how much of that malacca traffic is going to China as well as how much oil is from the Persian gulf.

Ships: LIAN YANG HU,FRONT DUCHESS,AJWAD,OLYMPIC LUNA,ALMI TITAN,DESH SURAKSHA,KOKKARI,TATAKI

Data from https://tankermap.com/analytics/straits/malacca?unit=million_bbl_per_day

Singapore Oil Departures:

Note based on 2024 the average daily output in tonnes was 211,000 tonnes per day. I think 2025/2026 is much higher but they don't yet have official data.

Data from https://tankermap.com/analytics/ports/singapore-oil?unit=million_bbl_per_day

Hurricane Energy's Lancaster field exposed a fundamental difference between successful appraisal and successful investment. The result? Two sophisticated shareholders ultimately finished £60 million apart.

Hard to see how this will develop over the next 2-3 months. But at a certain point, wealthier countries will pay it, whatever it is.

What are your thoughts on today’s oil price? Drop your opinions, predictions, charts, memes , low and high effort post, your AI slop or even analysis below. Keep it civil and on-topic! This post is renewed daily.

Unless there is some compelling reason, other posts in the sub about oil prices will be removed. In a futile effort to improve the quality.

(Current WTI/Brent price can be checked on any major site.)

Arabian sea/Hormuz daily down today. BAM down as well. Malacca up a lot - lots of other sources along with a bunching of ships from the Persian gulf came through today. Singapore up as well.

Sea of Oman to Arabian Sea Implied Dark Traffic:

This is all the oil traffic out to the Arabian sea minus 2.5mb (pre war output of Fujairah and Oman) to estimate the additional output of dark traffic out of Hormuz as well as any additional output from the ADCOP pipeline. Usual traffic should be around 21mb of crude and oil products.

Adding this further crude vs product breakdown for Gulf of Oman to Arabaian Sea as well.

none added to the data as they popped up near west coast of india.

Listing the actual ships and their draft/dwt as well as helps check if I messed up with double counts/fills

Data from: https://www.marinetraffic.com/en/ais/home/centerx:63.3/centery:23.5/zoom:7

Bab al Mandab AIS on Traffic:

Oil products going out south from the Red Sea. Usual traffic is around 8mb. Edit: I dont think much is coming out any more from the East/West pipeline its very unclear what is output now. That still means the amount overall is down. The drop below is more from dropping Russian and other sources of usual oil going south out of the red sea as the Yanbu/East/West pipeline is all going north to suez.

Ships:MATALA,MORGANIT,OLDE,OPAL,PAROS,RONG LIN WAN,FAITHFUL STAR,INITIATOR,MOON STAR

Data from https://www.marinetraffic.com/en/ais/home/centerx:45.8/centery:12.7/zoom:8

Strait of Malacca:

Usual oil products throughput is 16.5 mb crude and 6mb oil products. Also added how much of that malacca traffic is going to China as well as how much oil is from the Persian gulf.

Ships: KALAMOS I,DHT NOKOTA,XIN HUI YANG,DESH VAIBHAV,SESTREA,HAFNIA EXPEDITE,AMETHYST,FRONT TYNE,SKOPELOS,DESH MAHIMA,ALMI GALAXY,SANTHIA,ATHINA,SEATRIUMPH,AMAL 3,YASA GOLDEN DARDANEL,GRAND BONANZA,TENKI

Data from https://tankermap.com/analytics/straits/malacca?unit=million_bbl_per_day

Singapore Oil Departures:

Note based on 2024 the average daily output in tonnes was 211,000 tonnes per day. I think 2025/2026 is much higher but they don't yet have official data.

Data from https://tankermap.com/analytics/ports/singapore-oil?unit=million_bbl_per_day