Bypass Buildout Advances

Saudi Arabia turns the 10 million bpd target into a fast-tracked engineering and repair program centered on the East-West pipeline, Yanbu terminals, storage, and Red Sea loading capacity. This is the most likely path because Riyadh already has partial bypass infrastructure and strong incentives to reassure Asian and European buyers after the Khurais strike.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.