𝗦𝗔𝗨𝗗𝗜 𝗔𝗥𝗔𝗕𝗜𝗔 𝗛𝗔𝗦 𝗦𝗧𝗔𝗥𝗧𝗘𝗗 𝗖𝗔𝗡𝗖𝗘𝗟𝗟𝗜𝗡𝗚 𝗢𝗜𝗟 𝗖𝗔𝗥𝗚𝗢𝗘𝗦 𝗧𝗢 𝗘𝗨𝗥𝗢𝗣𝗘, 𝗔𝗡𝗗 𝗘𝗩𝗘𝗥𝗬 𝗥𝗢𝗨𝗧𝗘 𝗢𝗨𝗧 𝗢𝗙 𝗧𝗛𝗘 𝗚𝗨𝗟𝗙 𝗜𝗦 𝗡𝗢𝗪 𝗖𝗟𝗢𝗦𝗜𝗡𝗚 𝗔𝗧 𝗢𝗡𝗖𝗘 𝗥𝗲𝘂𝘁𝗲𝗿𝘀 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝗱 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗦𝗮𝘂𝗱𝗶 𝗔𝗿𝗮𝗯𝗶𝗮 𝗵𝗮𝘀 𝘁𝗼𝗹𝗱 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗿𝗲𝗳𝗶𝗻𝗲𝗿𝘀 𝘀𝗼𝗺𝗲 𝗹𝗮𝘁𝗲-𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗰𝗿𝘂𝗱𝗲 𝗰𝗮𝗿𝗴𝗼𝗲𝘀 𝗮𝗿𝗲 𝗰𝗮𝗻𝗰𝗲𝗹𝗹𝗲𝗱. Three trade sources confirmed it. 𝗔𝗿𝗮𝗺𝗰𝗼 declined to comment. For a continent heading into winter, that is the first direct bill for a war most European governments have said very little about. 𝗧𝗵𝗲 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲 𝗰𝗮𝘂𝘀𝗲 𝗶𝘀 𝗮 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲. The 𝗘𝗮𝘀𝘁-𝗪𝗲𝘀𝘁 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲, also called 𝗣𝗲𝘁𝗿𝗼𝗹𝗶𝗻𝗲, carries crude from the Eastern Province across the peninsula to 𝗬𝗮𝗻𝗯𝘂 on the Red Sea. It can move somewhere between five and seven million barrels a day, and its entire strategic purpose is to let Saudi oil reach the world without passing through the 𝗦𝘁𝗿𝗮𝗶𝘁 𝗼𝗳 𝗛𝗼𝗿𝗺𝘂𝘇. 𝗜𝘁 𝘄𝗮𝘀 𝘀𝗵𝘂𝘁 𝗼𝗻 𝗙𝗿𝗶𝗱𝗮𝘆. The Saudi energy ministry called the closure precautionary after drone attacks on the 𝗥𝗶𝘆𝗮𝗱𝗵 and 𝗠𝗮𝗱𝗶𝗻𝗮𝗵 regions on Thursday that caused injuries. Both 𝗥𝗶𝘆𝗮𝗱𝗵 and 𝗕𝗮𝗴𝗵𝗱𝗮𝗱 say the drones came from 𝗜𝗿𝗮𝗾, where Iranian-backed militias operate, and Iraq dismissed a military commander over it on Saturday. Satellite imagery shows damage in the 𝗛𝗲𝗷𝗮𝘇 region. 𝗧𝗵𝗮𝘁 𝗶𝘀 𝗼𝗻𝗲 𝗰𝗮𝗺𝗽𝗮𝗶𝗴𝗻. 𝗧𝗵𝗲𝗿𝗲 𝗶𝘀 𝗮 𝘀𝗲𝗰𝗼𝗻𝗱, 𝗮𝗻𝗱 𝗶𝘁 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗺𝗼𝗻𝘁𝗵𝘀. 𝗔𝗻𝘀𝗮𝗿𝗮𝗹𝗹𝗮𝗵, 𝗮𝗹𝘀𝗼 𝗸𝗻𝗼𝘄𝗻 𝗮𝘀 𝘁𝗵𝗲 𝗛𝗼𝘂𝘁𝗵𝗶𝘀, declared a naval blockade on Saudi-linked shipping in the Red Sea in August and has been methodically striking Saudi energy infrastructure ever since. 𝗧𝗵𝗲 𝗝𝗶𝘇𝗮𝗻 𝗿𝗲𝗳𝗶𝗻𝗲𝗿𝘆, 𝘄𝗵𝗶𝗰𝗵 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝟰𝟬𝟬,𝟬𝟬𝟬 𝗯𝗮𝗿𝗿𝗲𝗹𝘀 𝗮 𝗱𝗮𝘆, 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗵𝗶𝘁 𝗿𝗲𝗽𝗲𝗮𝘁𝗲𝗱𝗹𝘆. With missiles and drones in late July. Again by drone on 𝟵 𝗔𝘂𝗴𝘂𝘀𝘁, when spokesman 𝗬𝗮𝗵𝘆𝗮 𝗦𝗮𝗿𝗲𝗲 said the strike was precise. Again on 𝟴 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿, when 𝗡𝗔𝗦𝗔's fire monitoring system detected large thermal anomalies at the refinery and the bulk plant, and footage the next morning showed it still burning. 𝗧𝗵𝗲 𝟴 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝗿𝗴𝗲𝘀𝘁. Ansarallah struck Aramco sites and other facilities in 𝗔𝗯𝗵𝗮, 𝗡𝗮𝗷𝗿𝗮𝗻, 𝗝𝗶𝘇𝗮𝗻 and 𝗞𝗵𝗮𝗺𝗶𝘀 𝗠𝘂𝘀𝗵𝗮𝗶𝘁. The Saudi-led coalition said more than 𝟳𝟯 𝗽𝗲𝗼𝗽𝗹𝗲 were wounded. The energy ministry confirmed fires at multiple sites and that operations at some energy facilities had been halted. Royal Saudi Air Force Colonel 𝗧𝘂𝗿𝗸𝗶 𝗮𝗹-𝗠𝗮𝗹𝗸𝗶 said the coalition would take all necessary measures to deter the group. 𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮𝗹𝘀𝗼 𝗴𝗼𝗻𝗲 𝗮𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗲𝘅𝗽𝗼𝗿𝘁 𝗴𝗮𝘁𝗲𝘄𝗮𝘆 𝗶𝘁𝘀𝗲𝗹𝗳. Two ballistic missiles aimed at oil installations at 𝗬𝗮𝗻𝗯𝘂 were intercepted by a Patriot battery operated inside Saudi Arabia by the 𝗚𝗿𝗲𝗲𝗸 military under an agreement with Riyadh. Last week Ansarallah captured the Red Sea port of 𝗠𝗼𝗰𝗵𝗮 and the island of 𝗣𝗲𝗿𝗶𝗺, at the mouth of the 𝗕𝗮𝗯 𝗮𝗹-𝗠𝗮𝗻𝗱𝗲𝗯 strait, which is the doorway the Red Sea route depends on. 𝗔𝗻𝗱 𝗶𝘁 𝗶𝘀 𝘀𝘁𝗶𝗹𝗹 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆. Oil extended gains on Tuesday on reports of fresh strikes on Saudi Arabia and Iranian attacks on ships in the Gulf. Brent for November reached 𝟭𝟬𝟳 𝗱𝗼𝗹𝗹𝗮𝗿𝘀 and West Texas 𝟭𝟬𝟮.𝟲𝟴. Prices touched nearly 𝟭𝟭𝟬 earlier in the week. 𝗡𝗼𝘄 𝗽𝘂𝘁 𝘁𝗵𝗲 𝗺𝗮𝗽 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. 𝗛𝗼𝗿𝗺𝘂𝘇 is disrupted by Iran and used to carry about a fifth of the world's oil. The pipeline built to bypass Hormuz is shut after attacks from Iraq. The Red Sea port that pipeline feeds is under missile attack. The strait that the Red Sea route exits through is now overlooked by a force that has declared a blockade and just taken the island at its mouth. 𝗦𝗮𝘂𝗱𝗶 𝗔𝗿𝗮𝗯𝗶𝗮 𝗵𝗮𝘀 𝗳𝗶𝘃𝗲 𝘁𝗼 𝘀𝗲𝘃𝗲𝗻 𝗱𝗮𝘆𝘀 𝗼𝗳 𝘀𝘁𝗼𝗿𝗲𝗱 𝗰𝗿𝘂𝗱𝗲 𝗮𝘁 𝗬𝗮𝗻𝗯𝘂, 𝗮𝗰𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝘁𝗼 𝗯𝘂𝘆𝗲𝗿𝘀 𝗮𝗻𝗱 𝘁𝗿𝗮𝗱𝗲𝗿𝘀. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀 estimates up to 𝟰 𝗽𝗲𝗿𝗰𝗲𝗻𝘁 of world oil supply could be removed if the pipeline stays down. 𝗕𝗼𝗯 𝗠𝗰𝗡𝗮𝗹𝗹𝘆 of Rapidan Energy told CNN it would be "𝘁𝗿𝘂𝗹𝘆 𝗰𝗮𝗹𝗮𝗺𝗶𝘁𝗼𝘂𝘀" if the pipeline cannot be repaired and restarted soon. 𝗘𝘂𝗿𝗼𝗽𝗲 𝗶𝘀 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲 𝗰𝗮𝗻𝗰𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻 𝗻𝗼𝘁𝗶𝗰𝗲𝘀 𝗮𝗿𝗲 𝗹𝗮𝗻𝗱𝗶𝗻𝗴. Not America, which produces its own. Not China, which has been buying from the Americas and West Africa. The cargoes being cancelled are the ones bound for European refineries, because Petroline exists to serve Europe and North America and Petroline is closed. 𝗛𝗲𝗿𝗲 𝗶𝘀 𝘄𝗵𝗮𝘁 𝗻𝗼𝗯𝗼𝗱𝘆 𝗶𝗻 𝗕𝗿𝘂𝘀𝘀𝗲𝗹𝘀 𝗵𝗮𝘀 𝘀𝗮𝗶𝗱 𝗼𝘂𝘁 𝗹𝗼𝘂𝗱. European households are about to pay for a war their governments neither started nor stopped, at prices set by drones launched from Iraq and Yemen. There has been no statement on energy security, no plan for the winter, no honest accounting of exposure. The silence that greeted the war is now the silence greeting the bill. 𝗦𝗮𝘂𝗱𝗶 𝗔𝗿𝗮𝗯𝗶𝗮 𝘄𝗮𝗿𝗻𝗲𝗱 𝘆𝗲𝗮𝗿𝘀 𝗮𝗴𝗼 𝘁𝗵𝗮𝘁 𝗶𝘁 𝘄𝗼𝘂𝗹𝗱 𝗻𝗼𝘁 𝗮𝗰𝗰𝗲𝗽𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗳𝗼𝗿 𝘀𝘂𝗽𝗽𝗹𝘆 𝗱𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻𝘀 𝗰𝗮𝘂𝘀𝗲𝗱 𝗯𝘆 𝗮𝘁𝘁𝗮𝗰𝗸𝘀 𝗼𝗻 𝗶𝘁𝘀 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝗶𝗲𝘀. That position has not changed. The facilities are being hit, the routes are closing, and the cargoes are being cancelled. 𝗦𝗼𝗺𝗲𝗯𝗼𝗱𝘆 𝗶𝗻 𝗘𝘂𝗿𝗼𝗽𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗲𝘅𝗽𝗹𝗮𝗶𝗻𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝘁𝗼 𝗽𝗲𝗼𝗽𝗹𝗲 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲𝗶𝗿 𝗯𝗶𝗹𝗹𝘀 𝗱𝗼. #Oil #SaudiArabia #Ansarallah #Houthis #Yemen #Iran #Hormuz #BabAlMandeb #Petroline #Yanbu #Jizan #EnergySecurity #Europe #EU #Accountability #BetweenTheLines