The export rebound has pushed Saudi Arabia's September average to 5.2M BPD, up from 2.9M BPD in August, while Iraq's exports have recovered to about 2.5M BPD. In contrast, Iran's exports collapsed to roughly 0.1M BPD in August. The East-West pipeline provides a critical route to bypass the closed Strait of Hormuz; although three pumping stations remain out of service, the restart restores a vital lifeline for global oil supplies amid regional conflict.
