Saudi oil exports reportedly hit wartime high; estimates point to diesel losses in Middle East and Russia
The Kobeissi Letter, citing Vortexa, Kpler and Energy Aspects, puts the average estimated diesel supply loss from the Middle East and Russia at 1.1 million barrels a day in March–August 2026 compared with the same period in 2025.
TLDR
A September 25, 2026, post citing Kpler says Saudi oil exports were running at 6 million barrels a day that month—nearly 80% above August and the highest since the war began seven months earlier. It says Saudi Arabia sent crude through the Strait of Hormuz along Oman's coast after drones knocked its East-West pipeline offline.
Separately, The Kobeissi Letter describes year-over-year diesel supply declines in the Middle East and Russia during March–August 2026. Citing estimates from Vortexa, Kpler and Energy Aspects, it puts the average estimated loss at 1.1 million barrels a day combined.
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Saudi oil exports reportedly hit wartime high; estimates point to diesel losses in Middle East and Russia
The Kobeissi Letter, citing Vortexa, Kpler and Energy Aspects, puts the average estimated diesel supply loss from the Middle East and Russia at 1.1 million barrels a day in March–August 2026 compared with the same period in 2025.