🚨HUGE: HORMUZ BYPASS ROUTES AT FULL CAPACITY
Saudi Arabia’s East West pipeline is now running at maximum 7 million barrels per day while UAE crude loadings through Fujairah have hit operational limits
This means spare export capacity outside the Strait of Hormuz is effectively exhausted
Global oil flows are now far more exposed to any disruption in the Strait of Hormuz than at any point in recent years
Even minor escalation in the region could immediately translate into supply shock risk for global energy markets
Markets are now entering a phase where redundancy in shipping routes is no longer reliable
Any shock in Hormuz is no longer a regional issue it becomes a global pricing event in real time
Energy traders are now forced to price in heightened geopolitical risk premium across crude benchmarks
The world oil system is now operating with minimal buffer capacity and maximum sensitivity to disruption