Middle East crude oil exports reach 12.8 million barrels per day in September 2026 as Saudi Arabia reroutes shipments

What happened
Middle East oil exports surged to 12.8 million barrels per day in September 2026, marking the highest level since the onset of the US-Israeli war with Iran.
The Context
- Saudi Arabia and UAE: Both countries significantly increased their oil shipments, with Saudi exports rising from 2.446 million bpd in August to approximately 5.4 million bpd.
- Pipeline Damage: Attacks on Saudi Arabia's East-West pipeline in August forced a shift in export routes, leading to a reliance on the Strait of Hormuz.
- Market Impact: Despite the rebound, exports remain about 6 million bpd below pre-war levels, indicating ongoing regional tensions affecting supply.
The Number
— This figure represents the highest Middle East crude exports since the February 2026 war began, highlighting a recovery in regional oil production and its implications for global energy markets.
Takeaway
As exports stabilize, watch for potential shifts in oil prices and supply chain dynamics in the coming months.
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