أزمة النفط السعودية تتعمق مع تعليق أرامكو عمليات التحميل في ينبع

Saudi Arabia suspends Yanbu oil loadings after halting its East-West pipeline, sending Brent back to $108. Asia's Oil Crunch Sends Regional Benchmarks to Record Highs - Asia's oil industry is facing a double whammy of supply shortages and better-than-expected demand, with crude differentials across the region gradually climbing towards record highs. - Futures prices on China's Shanghai Futures Exchange rose to $138 per barrel on Tuesday, the highest reading on record, as Chinese refiners scramble to put their hands on available October supply. - Saudi Aramco's announced halt in Yanbu loadings could see some recovery in exports from Saudi terminals in the Gulf, however these flows would be massively constrained by unprecedented freight rates. - Chartering a VLCC in the Persian Gulf now costs $30-32 per barrel, with war risk premia and additional insurance coverage added on top, forcing Middle Eastern producers to risk transiting Hormuz with their own fleet. - Asia is expected to see its crude demand dip by 1.5 million b/d this year, with demand destruction spearheaded by lower consumption in China as Asian benchmarks now consistently trend $15-20 per barrel above ICE Brent. Market Movers - Canada's midstream giant Enbridge (TSO:ENB) announced it would acquire Blackstone-owned Tallgrass Energy's oil business for $2.55 billion in cash, expanding its US business by buying a majority stake in the 460,000 b/d Pony Express Pipeline. - Venezuela's state oil company PDVSA has restarted the fluid catalytic cracker of its 310,000 b/d Cardon refinery, greatly boosting the country's gasoline output after the neighboring Amuay refinery started to ramp up runs, too. - Japan's Organization for Metals and Energy Security (JOGMEC) signed its first emergency LNG supply deal with Malaysia's Petronas, expanding its contractual coverage beyond standard term deals. - QatarEnergy is negotiating LNG supply deals with several US exporters – including but not limited to Venture Global, Cheniere and Woodside - seeking to conclude long-term deals through 2031 to replace capacity damaged by Iranian attacks. - US LNG developer Sempra Infrastructure has agreed to supply 0.8 mtpa of LNG from the 2nd phase of its Port Arthur LNG terminal in Texas to Brazil's state oil firm Petrobras (NYSE:PBR) for 20 years, starting from 2030. Tuesday, September 15, 2026 First, there were Thursday rumours about strikes impacting Saudi Arabia's East-West pipeline and flumes visible from satellite imagery. Then, just after the London closure of markets, Saudi Arabia announced Friday that it had halted pipeline transportation via its key Hormuz bypass, stoking fears of long-term damage to its midstream infrastructure. The vicious cycle of bad news from Saudi Arabia reached its apex today, as Saudi Aramco confirmed that loadings from the Red Sea port of Yanbu have been suspended, lifting ICE Brent back to $108 per barrel.