Strategic Energy Map

No official confirmation yet on the extent of Tuesday's Ras Tanura fire or the Houthis' pipeline and airport claims. Brent firmed to about $114.80 and TTF gas hit a fresh 2026 high above €97/MWh. US diesel: $6.35/gal. #Brent #EnergySecurity https://strategicenergymap.org/

Saudi Arabia contained a fire near Ras Tanura, its top export terminal, after an unclaimed attack; damage unclear. Houthis also claim new strikes on the East-West pipeline and Riyadh's airport, unconfirmed. Brent near $114.88; diesel $6.28/gal. #SaudiArabia #OOTT https://strategicenergymap.org/

Diesel prices since the Strait of Hormuz closed: US +65%, EU average +34%, UK +41% (week of Oct 19 vs week of Feb 23). #FuelPrices #GasPrices https://strategicenergymap.org/fuel-prices/

Saudi-led air defenses intercepted Houthi missiles toward Yanbu and Taif on Oct 24, then Riyadh and Khamis Mushait air base on Oct 25. No damage to Aramco facilities was reported. #SaudiArabia #Yemen https://strategicenergymap.org/events/#2026-10-25-houthi-barrage-riyadh-yanbu

JMIC counted just 101 Hormuz transits over Oct 22-24, about a quarter of the ~138/day pre-war baseline. Bab el-Mandeb traffic is also down, to about 58 transits over the same three days. #Shipping #MaritimeSecurity https://strategicenergymap.org/events/#2026-10-25-jmic-hormuz-transits-fall

Hormuz transits fell to about a quarter of normal over Oct 22-24 (JMIC); roughly 492 ships now wait outside the strait. Houthi missiles again targeted Yanbu and Riyadh over the weekend. Brent holds near $116.72/bbl; US diesel: $6.28/gal. #Hormuz #OilPrices https://strategicenergymap.org/

Saudi Arabia's SAMREF refinery at Yanbu, an Aramco-ExxonMobil JV, processes about 400,000 b/d via the East-West pipeline. Yanbu is the kingdom's main Hormuz-bypass outlet, now in Houthi attacks' path. #Refining #SaudiArabia https://strategicenergymap.org/facilities/samref-refinery/

Tanker rates for the US Gulf Coast-to-China route hit nearly $60 million by late October, up from under $8 million before the war. November US crude orders for Asia are down about 50% (Vortexa). #Tankers #CrudeOil https://strategicenergymap.org/events/#2026-10-23-tanker-rates-us-asia-exports

The IEA says shipping crude from the Gulf to Asia now costs over $37/barrel, more than 5x pre-war levels, as bypass pipelines and Gulf of Oman ship-to-ship transfers keep oil moving at a steep price. #Shipping #OOTT https://strategicenergymap.org/chokepoints/strait-of-hormuz/

An oil leak off the UAE coast shut beaches in three emirates. The IEA says Gulf-to-Asia shipping now costs over $37/barrel, 5x pre-war. Brent holds near $117/bbl. US diesel: $6.28/gal. #UAE #OilPrices https://strategicenergymap.org/

The UAE's Habshan-Fujairah pipeline moves up to 1.8 million b/d of crude 370km from Abu Dhabi to Fujairah, letting ADNOC bypass Hormuz. It now anchors the shuttle system moving most Gulf crude past the strait. #Pipelines #UAE https://strategicenergymap.org/facilities/habshan-fujairah-pipeline/

The US Treasury sanctioned a Greek law firm, two shipping agents and nine vessels for moving Iranian oil, petrochemicals and steel past sanctions, part of its Economic Outcast campaign against Tehran's shadow fleet. #Iran #SupplyChain https://strategicenergymap.org/chokepoints/strait-of-hormuz/

QatarEnergy signed a deal for up to 4 million tonnes a year of US LNG from Cheniere, 2031-2054, giving it supply outside the Gulf after Iran's strikes knocked out 17% of its Ras Laffan LNG capacity. #LNG #Qatar https://strategicenergymap.org/facilities/ras-laffan-lng/

Brent settled at $116.72 on Oct 23, highest since April, on reports the US and Israel are planning renewed Iran strikes after the Nov 3 midterms. US diesel is $6.28/gal (+$0.10 w/w); Gulf oil flows hold near pre-war levels despite Hormuz attacks. #OilPrices #Iran https://strategicenergymap.org/

The US State Department ordered non-emergency diplomats and their families to leave Saudi Arabia on Oct 21, citing escalating Houthi attacks on civilian targets including Riyadh's main airport. #EnergySecurity #Geopolitics https://strategicenergymap.org/events/#2026-10-21-us-diplomats-leave-saudi

A Houthi drone strike near Aramco's Shaybah oilfield killed two contractors on Oct 21; Saudi Arabia's ministry says operations were unaffected. Brent hit $114.55/bbl, highest since May, up roughly 8% on the week. US diesel: $6.28/gal. #Oil #SaudiArabia https://strategicenergymap.org/

Tanker transits (AIS-visible) stayed near rock bottom this week: Hormuz still 0.6 ships/day, 99% below baseline, as most sail dark. Turkish Straits -36%, Bab el-Mandeb -18%, Malacca -16%; Suez +2%, Panama flat. #DataViz #Hormuz https://strategicenergymap.org/charts/chokepoint-tanker-traffic/

UKMTO has recorded 32 attacks on commercial vessels near the Arabian Peninsula so far in October, already double September's 16. Most ships in the area now sail with tracking off, it says. #Shipping #MaritimeSecurity https://strategicenergymap.org/events/#2026-10-21-ukmto-attacks-surge-october

UKMTO says ship attacks near the Arabian Peninsula have topped 32 in October, already double September's 16, even as Mideast oil flows hold near pre-war levels. Brent hit a fresh 5-month high near $112/bbl. #Hormuz #OOTT https://strategicenergymap.org/

Aramco's Riyadh Refinery is the only major refinery serving the Saudi capital: about 126,000 b/d via the East-West Pipeline, not a coastal terminal. Disrupted since a Houthi strike claim sparked a fire on Oct 3. #Refining #EnergySecurity https://strategicenergymap.org/facilities/riyadh-refinery/

Kpler data show total Mideast oil flows -- Hormuz, Gulf of Oman transfers, Fujairah and Red Sea exports -- topped 24.5M b/d in the week to Oct 18, edging above the pre-war baseline (reported). #Shipping #MiddleEast https://strategicenergymap.org/events/#2026-10-21-mideast-exports-prewar-kpler

Brent eased to $110.74, off Monday's 5-month high, as Houthis claim (unverified) fresh strikes on Aramco's Yanbu site and the Shaybah field. Kpler data show Mideast oil flows, incl. Hormuz bypass routes, now match pre-war levels. #SaudiArabia #OilPrices https://strategicenergymap.org/

Iran's oil terminals have sat idle since late August, the longest stretch of the war, as the US eases sanctions on 'dark fleet' tankers. Brent rose to about $111.50/bbl; UKMTO logged 25 Hormuz-area ship attacks in early October, vs 18 in September. #Iran #OOTT https://strategicenergymap.org/

Hormuz is only ~21 km wide at its narrowest and normally carries about a fifth of world oil, near 20 million b/d. Closed since February; PortWatch tanker transits are down ~99% from pre-crisis levels. #Hormuz #MaritimeSecurity https://strategicenergymap.org/chokepoints/strait-of-hormuz/

Romanian F-16s shot down two drones over Black Sea waters on Oct 17, days after drone strikes hit two tankers near Ukraine's Sulina Canal, leaving seven crew still missing. #BlackSea #MaritimeSecurity https://strategicenergymap.org/events/#2026-10-19-romania-drones

Turkey will take some of the diesel Russia is supplying under the Trump-Putin deal, Energy Minister Alparslan Bayraktar said, calling it important for Turkey's energy security after Russia curtailed exports. #Turkey #Diesel https://strategicenergymap.org/events/#2026-10-19-turkey-diesel

Iran repeated its offer to reopen Hormuz within 7 days if the US meets its conditions; Turkey said it will take diesel under the Russia-US deal. Brent eased to $108/bbl while EU gas (TTF) hit a fresh 2026 high of €89.56/MWh. #Hormuz #OOTT https://strategicenergymap.org/

Saudi Arabia's Ras al-Ju'aymah terminal took a surge in crude loadings after the Sep 10 pipeline attack: tankers loaded ~12 million barrels there Sep 21. It's Aramco's main LPG point, halted since Feb 23. #SaudiArabia #Commodities https://strategicenergymap.org/facilities/ras-al-juaymah-terminal/

Vitol's Asia head said rising Hormuz crude flows won't fix a ship-fuel-oil shortage (reported). Gulf fuel-oil exports are down ~800,000 tons/month; Singapore bunker prices hit their highest since April. #Shipping #Refining https://strategicenergymap.org/events/#2026-10-18-vitol-fuel-oil-shortage

Two tankers were struck northeast of Saudi Arabia's al-Jubail on Oct 16, outside Hormuz, UKMTO said; Iran separately claimed the ships hit mines (unverified). Brent held near $110/bbl over the weekend, up from $72.48 pre-crisis. #Tankers #OOTT https://strategicenergymap.org/

Aramco's Abqaiq plant stabilizes most Eastern Province crude before export, with about 7 million bpd of capacity. A 2019 drone strike once knocked it offline, cutting roughly 5% of global oil supply. #SaudiArabia #MaritimeSecurity https://strategicenergymap.org/facilities/abqaiq-processing-plant/

Gulf-to-China supertanker rates eased about 8% week on week to 776 Worldscale, down from a record 841, as Middle East demand cooled after fresh attacks. Rates stay near record highs. #Tankers #Shipping https://strategicenergymap.org/events/#2026-10-17-vlcc-rates-ease-record-highs

The IEA agreed to speed up about 100 million barrels of emergency releases, including over 20 million barrels of diesel, citing the Hormuz crisis and a shortage it warned could last into 2027. #SPR #Diesel https://strategicenergymap.org/events/#2026-10-17-iea-accelerates-emergency-release

UKMTO says most Hormuz-area attacks go unreported, counting only 42 AIS-tracked transits this week against the US's claimed 400. New data show Iran shipping LPG and jet fuel past the blockade since July. Brent is near $110/bbl, up from $106 yesterday. #Hormuz #Iran https://strategicenergymap.org/

Saudi Arabia's East-West Pipeline runs about 1,200 km from Abqaiq to Yanbu on the Red Sea, bypassing Hormuz entirely. Capacity: 7 million b/d. Aramco is now in talks to formalize long-term shuttle contracts on it. #Pipelines #SaudiArabia https://strategicenergymap.org/facilities/east-west-pipeline/

The Trump administration may ease sanctions on tankers that carried Russian, Iranian or Venezuelan oil, Reuters reported, to relieve record freight rates squeezing Gulf and US crude exports. #Russia #Commodities https://strategicenergymap.org/events/#2026-10-16-trump-shadow-fleet-sanctions-relief

Drones hit tankers Wine Trader and Yara J off Romania's Black Sea coast Oct 15; 7 of Wine Trader's 12 crew are missing. A NATO official told Reuters the drones appeared Russian-made (unconfirmed). #BlackSea #Tankers https://strategicenergymap.org/events/#2026-10-16-romania-black-sea-tanker-drones

JMIC counted just ~30 US-facilitated transits a day through Hormuz over Oct 11-14, about a fifth of the pre-war rate; the IMO puts the war's toll at 113 confirmed incidents, 24 seafarer deaths. Brent $105.91/bbl, US diesel $6.18/gal (week of Oct 12). #Hormuz #OOTT https://strategicenergymap.org/

Tanker transits (AIS-visible) fell further this week: Hormuz down to 0.6 ships/day, 99% below baseline, as many sail dark. Bosporus -36%, Bab el-Mandeb -29%, Panama -27%, Malacca -12%; Suez +9%. #DataViz #Shipping https://strategicenergymap.org/charts/chokepoint-tanker-traffic/

Drones hit two cargo ships off Bulgaria's coast Oct 13: HS Dignity sank, 11 crew missing; Chelsea 3 caught fire but stayed afloat. Bulgaria blamed Russia; Moscow didn't confirm it. #BlackSea #MaritimeSecurity https://strategicenergymap.org/events/#2026-10-14-bulgaria-black-sea-drone-strikes

Two more ships went down near Hormuz: container ship GFS Pride sank Oct 13 (21 crew safe), and bulk carrier Cape Dao, hit Sep 23, has now sunk too. A security firm found no evidence for Iran's mine claim on the Pride. #Hormuz #Tankers https://strategicenergymap.org/chokepoints/strait-of-hormuz/

Houthi missiles and drones struck Aramco's Dhahran HQ overnight Oct 13, sparking a fire across several floors; Riyadh's airport stays closed through Oct 17. Brent eased to $104.63/bbl, US diesel $6.18/gal (week of Oct 12). #Yemen #EnergySecurity https://strategicenergymap.org/

Aramco's Jazan refinery on Saudi Arabia's Red Sea coast, the kingdom's refinery closest to Yemen, has been shut since Houthi strikes in late July knocked out its power complex and tank farm. Nameplate capacity: 400,000 b/d. #Refining #Yemen https://strategicenergymap.org/facilities/jazan-refinery/

Saudi Arabia is studying raising East-West pipeline capacity from 5.8 to as much as 10 million b/d within 2-3 years, plus a gas-line conversion for 1.2 million b/d more crude, to bypass Hormuz. #Pipelines #SaudiArabia https://strategicenergymap.org/facilities/east-west-pipeline/

A Houthi strike on Riyadh airport killed at least 13 over the weekend, the deadliest attack on Saudi Arabia in a decade, as the Saudi-Houthi conflict escalates. #SaudiArabia #EnergySecurity https://strategicenergymap.org/events/#2026-10-10-riyadh-airport-strike

Brent rose to about $106.55/bbl and WTI to $95.23 as supertankers avoid the Fujairah hub near Hormuz (Bloomberg tanker-tracking data) and Saudi Arabia traded strikes with Yemen's Houthis. US diesel $6.20/gal (week of Oct 5). #Tankers #OilPrices https://strategicenergymap.org/

SUMED pipeline, jointly owned by Egypt and four Gulf states, runs 320 km from the Red Sea to the Mediterranean — a bypass for tankers too large for the Suez Canal. Nameplate capacity: 2.5 million b/d, commissioned 1977. #Pipelines #Suez https://strategicenergymap.org/facilities/sumed-pipeline/

UKMTO and JMIC reports disclosed the Oct 11 Hormuz toll was six vessels, not two — the highest single-day total since the war began. Brent $104.64/bbl (-0.9% d/d); US diesel $6.20/gal (week of Oct 5). #Hormuz #OOTT https://strategicenergymap.org/

Diesel prices since the Strait of Hormuz closed: US +63%, EU average +35%, UK +41% (week of Oct 5 vs week of Feb 23). #FuelPrices #Diesel https://strategicenergymap.org/fuel-prices/

The Panama-flagged VLCC GEM NO.2 was hit by an unidentified projectile on Oct 9 about 13 nm west of Al Jazeera, UAE, outside the usual Hormuz attack cluster. Fire extinguished; no group claimed responsibility. #Tankers #MaritimeSecurity https://strategicenergymap.org/chokepoints/strait-of-hormuz/