Logistics (MENA) 
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Pipeline shutdown and Houthi push toward Bab Al Mandab tighten squeeze on Saudi oil exports
The Houthis reached Perim and Hanish islands and the coastal towns of Mocha and Dhubab
TODAY: What happens when Iran’s two oil exits are both cut off?
What we’re tracking this morning regionally and around the world
The world’s emergency oil cushion is mostly spent — just as conflict-driven disruptions keep growing
More than 43% of global oil supply comes from conflict zones, and the reserves built to cover the next shock…
Gulf airlines are restoring seat counts — but not the aircraft productivity that would make it a real recovery
Middle Eastern carriers are on track for a USD 4.3 bn collective loss this year — even with fares this…
Saudi crude through Sidi Kerir more than doubles as Houthi threats hit Yanbu-Asia
Buyers are sending rerouted barrels west, hinting at a deeper disruption
TODAY: XRG’s buying spree reaches Venezuela + Mubadala’s getting bids for Porto Sudeste
What we’re tracking this morning regionally and around the world
TODAY: Can the Gulf avoid another fertilizer crisis, or is it out of options?
What we’re tracking this morning regionally and around the world
Egypt's Cabinet confirms a drone caused the Damietta Port fire
The strike directly hit the regasification vessel, while the adjacent storage vessel was disconnected and remains “100% intact”
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