Saudi Arabia’s oil export lifeline is in crisis as the Bab el-Mandab strait blockade forces a rethink of its Red Sea pipeline strategy. With the Suez Canal unable to handle massive volumes and giant tankers too big to pass through, the SUMED pipeline—already half-capacity—faces gridlock. The result? Longer transit times, soaring shipping costs, and tighter inventories worldwide, especially in Asia, where delays could ripple through global energy markets. This isn’t just about oil—it’s a brutal test of global energy logistics under pressure.
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