🇾🇪🆒🚫🇸🇦🛢⚡️ ALSAA ANALYSYS ​ The Houthis have just put Saudi Arabia under severe pressure regarding oil.

Seven weeks. That is how long it took Yemeni forces to bring Saudi production down to its lowest level since 1990.

​The timeline:

• July 25 — First direct strikes on Saudi territory since 2022. Jizan and Yanbu hit on the same day. The Jizan refinery (400,000 bpd) brought to a standstill.

• July 27 — Abqaiq on fire. The largest crude stabilization plant in the world.

• August — Jizan remains unserviceable, repeatedly struck.

• September 8 — Massive wave on Abha, Najran, Jizan. 73 injured.

• September 10 — The most strategic blow: the East-West pipeline pumping stations (7 mbpd) hit. The only real alternative to the Strait of Hormuz, which is already severely disrupted on the Iranian side. Precautionary shutdown.

​The result:

Hormuz severely disrupted + Red Sea under permanent threat = Saudi Arabia's two main export routes are simultaneously under constraint.

Production: 6.24 mbpd in August → -1.9 mbpd.

Lowest level in 35 years.
Exports: dropped to 3.2–3.5 mbpd.

Even bypassing comes at a high cost: insurers are pushing premiums up to 3% of the vessel's value on Saudi routes (compared to 0.3% previously), adding +$7–8 per barrel. Many are now rerouting via the Cape of Good Hope → +2 to 4 weeks of transit time.

​The bill:

≈ $200 million/day in lost revenue from lost production.

Jizan alone: ≈ $42 million/day.

For the month of August alone: around $6 billion in potential revenues lost.

​Two strategic corridors put under pressure at the same time.

​The Houthis hit where it hurts most.

⚡️🇵🇱🇷🇺 — Polish Prime Minister Tusk Warns of Intensified Russian Actions and Possible Escalation on Polish Territory:

«...We must be aware, and here I address all of you, that from today we will essentially be proceeding in a highly reinforced mode, because what we know and what can be expected is that the coming weeks and months will be a period of very intensified actions on the Russian side, and unfortunately we cannot rule out that this escalation will also affect our territory. I hope not...»

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