2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.8.
3,73%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenThe Houthis have carried out attacks against Saudi Aramco's oil facilities in Jizan and Yanbu, according to several international media outlets. At present, the extent of the damage has not been confirmed, and Saudi Arabia has not yet reported any major production or export halts. The market will therefore closely monitor for confirmations of damage in the coming hours. This is nevertheless a significant escalation. Yanbu is one of Saudi Arabia's most important oil export ports on the Red Sea and a central hub for oil transported via the east-west pipeline outside the Strait of Hormuz. If it turns out that the oil infrastructure has sustained extensive damage, this could have consequences for oil exports and contribute to an increased geopolitical risk premium in Brent crude. Sources: Reuters: https://www.reuters.com/world/middle-east/saudi-strikes-target-yemens-hodeidah-says-houthi-run-al-masirah-tv-2026-07-24/ Associated Press: https://apnews.com/article/df3790320c595f3e599fb1dd69423e77- ·1 päivä sittenIran threatens Britain for allowing the US to use their airbases for attacks against Iran, which the IRGC refers to as complicity in the war. Britain is very unlikely to become an actual target, but the rhetoric from Iran is enough to keep the risk premium in the oil market elevated. The market is already in a regime where geopolitical risk is a structural part of the price, and any escalation, even purely rhetorical, reinforces this. Sources: https://www.ibtimes.co.uk/uk-defence-against-iran-threats-1810474https://www.intellinews.com/irgc-threatens-uk-over-use-of-raf-fairford-for-iran-strikes-456604/https://www.lbc.co.uk/article/iran-threatens-britain-and-declares-raf-base-a-target-5Hjdf5q_2/https://www.twz.com/air/ea-37bs-arrive-at-raf-fairford-as-iran-threatens-to-attack-the-uk-air-basehttps://www.bloomberg.com/news/articles/2026-07-23/latest-oil-market-news-and-analysis-for-july-24https://www.cnbc.com/amp/2026/07/24/oil-price-trump-hormuz-red-sea-iran-war.htmlhttps://www.cnn.com/2026/07/24/world/live-news/iran-war-trump
- ·1 päivä sittenThe Houthis escalate against Saudi Aramco: new chapter in the oil crisis The Houthi militia in Yemen warns that Saudi Aramco's oil facilities could become a future target if Saudi Arabia does not lift the blockade against Yemen, according to Al Jazeera. After attacks on two tankers on Wednesday, which caused at least ten other ships to turn back in the Bab el Mandeb strait, the militia announces that they will further escalate attacks against Saudi tankers attempting to bypass the strait. At the same time, Iran is reported to have flown in commanders and military advisors from the Revolutionary Guard (IRGC), as well as equipment related to missiles and drones, to Yemen this month, according to sources cited by Reuters. This is happening amidst an already very tense situation. Since the American-Iranian war escalated in late February, including an attack on Aramco's refinery in Ras Tanura on March 2, the Strait of Hormuz has been severely restricted for shipping. Saudi Arabia has largely relied on the East-West pipeline to the export terminal Yanbu as a backup solution, but its capacity is limited to around 4 to 4.5 million barrels per day due to port restrictions. Now that the Houthis are also threatening this route through the Red Sea, analysts warn that both of the world's most important oil chokepoints could become unsafe simultaneously, which could make it much more difficult for Saudi Arabia and other Gulf states to compensate for the loss of Iranian oil. Saudi Aramco is now reportedly in talks with Asian oil buyers about sending crude oil around Africa via the Cape of Good Hope to avoid the Red Sea. The SUMED pipeline between Ain Sokhna and Sidi Kerir, with a capacity of around 2.5 million barrels per day, is a partial alternative, but with limitations. Longer shipping routes mean more ship-days per cargo, which tightens the global tanker fleet and supports freight rates. Brent crude oil has consequently risen sharply, up around 40 percent last month, and has at times been up towards 100 dollars per barrel this week, even though the price fell back somewhat to below 98 dollars on Friday after a week with an increase of over 12 percent. President Trump has warned of a possible strong military reaction against Iran and the Houthis in case of further attacks on shipping in the Red Sea, which keeps the risk premium up in the market. The question many are now asking is whether we are facing a scenario where both Hormuz and Bab el Mandeb become unsafe simultaneously, and what that would mean for the global economy and the interest rate path going forward. How do you assess the likelihood of such a double blockade, and what ripple effects do you think it will have beyond the oil price? Sources: https://www.finansavisen.no/energi/2026/07/24/8367916/houthiene-truer-saudi-aramcos-oljeanlegghttps://www.techtimes.com/articles/321305/20260722/brent-crude-tops-94-iran-talks-collapse-saudi-arabia-loses-its-hormuz-workaround.htmhttps://www.washingtonpost.com/world/2026/07/23/least-one-saudi-oil-tanker-is-attacked-red-sea-war-risks-widen/https://cryptobriefing.com/saudi-aramco-reroute-crude-oil-africa-houthi/https://finance.yahoo.com/energy/articles/houthi-threats-ignite-oil-price-155300413.htmlhttps://tradingeconomics.com/commodity/brent-crude-oil
It is confirmed that the Houthis attacked a refinery the day before yesterday. Registered by NASA's satellites which are meant to register forest fires. The images show heavy smoke from two columns, meaning two hits. This has not yet appeared in the media for some reason. Both satellite images and video can be found on various Telegram channels. - ·1 päivä sittenGulf producers are building their way away from Hormuz Brett McGurk, former US envoy for the Middle East under four presidents, published an analysis on July 24 with CNN on how the energy map in the Middle East is being reshaped in real time. His point is simple. Before the war, the Strait of Hormuz transported around 23 million barrels of oil products daily, and was the only shipping point for Iraq, Kuwait, Qatar, and Bahrain, as well as the main route for Saudi Arabia and the United Arab Emirates. Now, the region is investing heavily in infrastructure that makes the strait less indispensable, and the USA directly supports several of the projects. Saudi Arabia already has the East-West pipeline, known as Petroline, which transports crude oil from Abqaiq to the Red Sea port of Yanbu. The pipeline is currently running at full capacity with 7 million barrels per day. Riyadh has announced an expansion of an additional 1 to 2 million barrels by the end of 2029, which will bring the total bypass capacity up to 9 million barrels daily. The Emirates have the ADCOP pipeline between Habshan and Fujairah, which currently delivers up to 1.8 million barrels daily. An expansion program is set to double this capacity to 3.6 million barrels by the end of 2027. Perhaps most striking is the development in Iraq and Syria. Iraq's new prime minister recently visited the White House and announced tens of billions of dollars in new investments from American oil companies to refurbish old pipelines and build new ones, with the goal of exporting Iraqi and Kuwaiti oil to the Mediterranean. Trump's envoy to Iraq and Syria, Tom Barrack, stated that the goal is to make Hormuz a "footnote" with completion around 2030. McGurk himself is more reserved in his assessment but points out that such a shift of Iraq's energy resources westward would be a significant change. If all is combined, the bypass capacity from the region could approach 15 million barrels daily when the projects are completed towards the end of the decade. It is worth remembering that the IEA as recently as July this year pointed out that currently only Saudi Arabia and the Emirates have operational pipelines past Hormuz, with a total available capacity of 3.5 to 5.5 million barrels daily. Iraq, Kuwait, Qatar, and Bahrain are still fully dependent on the strait today. The infrastructure is also not risk-free. The Saudi tanker Encelia is said to have been hit and set on fire in the Red Sea according to satellite images, which shows that even the alternative routes can become targets in an escalating conflict. The strategic picture McGurk paints is that this is about reducing Iran's bargaining power over the world's most important energy chokepoint. The question going forward is whether Hormuz remains an international waterway, or whether Iran gradually gets to define who passes through and on what terms. The more capacity that is built outside the strait, the less valuable it becomes for Iran to hold it hostage. How do you think the market will eventually price in this gradual reduction of Hormuz's strategic importance, and how realistic are the timelines outlined here? Sources: https://edition.cnn.com/2026/07/24/politics/middle-east-energy-map-redrawn-pipeline-projects-mcgurk-vishttps://www.cnbc.com/2026/07/14/strait-hormuz-uae-saudi-gulf-trump-tolls.htmlhttps://fortune.com/2026/03/28/saudi-arabia-east-west-oil-pipeline-strait-hormuz-bypass-7-million-barrels-yanbu-red-sea/https://www.cnbc.com/2026/03/12/strait-of-hormuz-oil-pipelines-iran-war-saudi-arabia-uae.html
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.8.
3,73%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenThe Houthis have carried out attacks against Saudi Aramco's oil facilities in Jizan and Yanbu, according to several international media outlets. At present, the extent of the damage has not been confirmed, and Saudi Arabia has not yet reported any major production or export halts. The market will therefore closely monitor for confirmations of damage in the coming hours. This is nevertheless a significant escalation. Yanbu is one of Saudi Arabia's most important oil export ports on the Red Sea and a central hub for oil transported via the east-west pipeline outside the Strait of Hormuz. If it turns out that the oil infrastructure has sustained extensive damage, this could have consequences for oil exports and contribute to an increased geopolitical risk premium in Brent crude. Sources: Reuters: https://www.reuters.com/world/middle-east/saudi-strikes-target-yemens-hodeidah-says-houthi-run-al-masirah-tv-2026-07-24/ Associated Press: https://apnews.com/article/df3790320c595f3e599fb1dd69423e77
- ·1 päivä sittenIran threatens Britain for allowing the US to use their airbases for attacks against Iran, which the IRGC refers to as complicity in the war. Britain is very unlikely to become an actual target, but the rhetoric from Iran is enough to keep the risk premium in the oil market elevated. The market is already in a regime where geopolitical risk is a structural part of the price, and any escalation, even purely rhetorical, reinforces this. Sources: https://www.ibtimes.co.uk/uk-defence-against-iran-threats-1810474https://www.intellinews.com/irgc-threatens-uk-over-use-of-raf-fairford-for-iran-strikes-456604/https://www.lbc.co.uk/article/iran-threatens-britain-and-declares-raf-base-a-target-5Hjdf5q_2/https://www.twz.com/air/ea-37bs-arrive-at-raf-fairford-as-iran-threatens-to-attack-the-uk-air-basehttps://www.bloomberg.com/news/articles/2026-07-23/latest-oil-market-news-and-analysis-for-july-24https://www.cnbc.com/amp/2026/07/24/oil-price-trump-hormuz-red-sea-iran-war.htmlhttps://www.cnn.com/2026/07/24/world/live-news/iran-war-trump
- ·1 päivä sittenThe Houthis escalate against Saudi Aramco: new chapter in the oil crisis The Houthi militia in Yemen warns that Saudi Aramco's oil facilities could become a future target if Saudi Arabia does not lift the blockade against Yemen, according to Al Jazeera. After attacks on two tankers on Wednesday, which caused at least ten other ships to turn back in the Bab el Mandeb strait, the militia announces that they will further escalate attacks against Saudi tankers attempting to bypass the strait. At the same time, Iran is reported to have flown in commanders and military advisors from the Revolutionary Guard (IRGC), as well as equipment related to missiles and drones, to Yemen this month, according to sources cited by Reuters. This is happening amidst an already very tense situation. Since the American-Iranian war escalated in late February, including an attack on Aramco's refinery in Ras Tanura on March 2, the Strait of Hormuz has been severely restricted for shipping. Saudi Arabia has largely relied on the East-West pipeline to the export terminal Yanbu as a backup solution, but its capacity is limited to around 4 to 4.5 million barrels per day due to port restrictions. Now that the Houthis are also threatening this route through the Red Sea, analysts warn that both of the world's most important oil chokepoints could become unsafe simultaneously, which could make it much more difficult for Saudi Arabia and other Gulf states to compensate for the loss of Iranian oil. Saudi Aramco is now reportedly in talks with Asian oil buyers about sending crude oil around Africa via the Cape of Good Hope to avoid the Red Sea. The SUMED pipeline between Ain Sokhna and Sidi Kerir, with a capacity of around 2.5 million barrels per day, is a partial alternative, but with limitations. Longer shipping routes mean more ship-days per cargo, which tightens the global tanker fleet and supports freight rates. Brent crude oil has consequently risen sharply, up around 40 percent last month, and has at times been up towards 100 dollars per barrel this week, even though the price fell back somewhat to below 98 dollars on Friday after a week with an increase of over 12 percent. President Trump has warned of a possible strong military reaction against Iran and the Houthis in case of further attacks on shipping in the Red Sea, which keeps the risk premium up in the market. The question many are now asking is whether we are facing a scenario where both Hormuz and Bab el Mandeb become unsafe simultaneously, and what that would mean for the global economy and the interest rate path going forward. How do you assess the likelihood of such a double blockade, and what ripple effects do you think it will have beyond the oil price? Sources: https://www.finansavisen.no/energi/2026/07/24/8367916/houthiene-truer-saudi-aramcos-oljeanlegghttps://www.techtimes.com/articles/321305/20260722/brent-crude-tops-94-iran-talks-collapse-saudi-arabia-loses-its-hormuz-workaround.htmhttps://www.washingtonpost.com/world/2026/07/23/least-one-saudi-oil-tanker-is-attacked-red-sea-war-risks-widen/https://cryptobriefing.com/saudi-aramco-reroute-crude-oil-africa-houthi/https://finance.yahoo.com/energy/articles/houthi-threats-ignite-oil-price-155300413.htmlhttps://tradingeconomics.com/commodity/brent-crude-oilIt is confirmed that the Houthis attacked a refinery the day before yesterday. Registered by NASA's satellites which are meant to register forest fires. The images show heavy smoke from two columns, meaning two hits. This has not yet appeared in the media for some reason. Both satellite images and video can be found on various Telegram channels.
- ·1 päivä sittenGulf producers are building their way away from Hormuz Brett McGurk, former US envoy for the Middle East under four presidents, published an analysis on July 24 with CNN on how the energy map in the Middle East is being reshaped in real time. His point is simple. Before the war, the Strait of Hormuz transported around 23 million barrels of oil products daily, and was the only shipping point for Iraq, Kuwait, Qatar, and Bahrain, as well as the main route for Saudi Arabia and the United Arab Emirates. Now, the region is investing heavily in infrastructure that makes the strait less indispensable, and the USA directly supports several of the projects. Saudi Arabia already has the East-West pipeline, known as Petroline, which transports crude oil from Abqaiq to the Red Sea port of Yanbu. The pipeline is currently running at full capacity with 7 million barrels per day. Riyadh has announced an expansion of an additional 1 to 2 million barrels by the end of 2029, which will bring the total bypass capacity up to 9 million barrels daily. The Emirates have the ADCOP pipeline between Habshan and Fujairah, which currently delivers up to 1.8 million barrels daily. An expansion program is set to double this capacity to 3.6 million barrels by the end of 2027. Perhaps most striking is the development in Iraq and Syria. Iraq's new prime minister recently visited the White House and announced tens of billions of dollars in new investments from American oil companies to refurbish old pipelines and build new ones, with the goal of exporting Iraqi and Kuwaiti oil to the Mediterranean. Trump's envoy to Iraq and Syria, Tom Barrack, stated that the goal is to make Hormuz a "footnote" with completion around 2030. McGurk himself is more reserved in his assessment but points out that such a shift of Iraq's energy resources westward would be a significant change. If all is combined, the bypass capacity from the region could approach 15 million barrels daily when the projects are completed towards the end of the decade. It is worth remembering that the IEA as recently as July this year pointed out that currently only Saudi Arabia and the Emirates have operational pipelines past Hormuz, with a total available capacity of 3.5 to 5.5 million barrels daily. Iraq, Kuwait, Qatar, and Bahrain are still fully dependent on the strait today. The infrastructure is also not risk-free. The Saudi tanker Encelia is said to have been hit and set on fire in the Red Sea according to satellite images, which shows that even the alternative routes can become targets in an escalating conflict. The strategic picture McGurk paints is that this is about reducing Iran's bargaining power over the world's most important energy chokepoint. The question going forward is whether Hormuz remains an international waterway, or whether Iran gradually gets to define who passes through and on what terms. The more capacity that is built outside the strait, the less valuable it becomes for Iran to hold it hostage. How do you think the market will eventually price in this gradual reduction of Hormuz's strategic importance, and how realistic are the timelines outlined here? Sources: https://edition.cnn.com/2026/07/24/politics/middle-east-energy-map-redrawn-pipeline-projects-mcgurk-vishttps://www.cnbc.com/2026/07/14/strait-hormuz-uae-saudi-gulf-trump-tolls.htmlhttps://fortune.com/2026/03/28/saudi-arabia-east-west-oil-pipeline-strait-hormuz-bypass-7-million-barrels-yanbu-red-sea/https://www.cnbc.com/2026/03/12/strait-of-hormuz-oil-pipelines-iran-war-saudi-arabia-uae.html
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧28 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
0,39 USD/osake
Irtoamispäivä 13.8.
3,73%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenThe Houthis have carried out attacks against Saudi Aramco's oil facilities in Jizan and Yanbu, according to several international media outlets. At present, the extent of the damage has not been confirmed, and Saudi Arabia has not yet reported any major production or export halts. The market will therefore closely monitor for confirmations of damage in the coming hours. This is nevertheless a significant escalation. Yanbu is one of Saudi Arabia's most important oil export ports on the Red Sea and a central hub for oil transported via the east-west pipeline outside the Strait of Hormuz. If it turns out that the oil infrastructure has sustained extensive damage, this could have consequences for oil exports and contribute to an increased geopolitical risk premium in Brent crude. Sources: Reuters: https://www.reuters.com/world/middle-east/saudi-strikes-target-yemens-hodeidah-says-houthi-run-al-masirah-tv-2026-07-24/ Associated Press: https://apnews.com/article/df3790320c595f3e599fb1dd69423e77
- ·1 päivä sittenIran threatens Britain for allowing the US to use their airbases for attacks against Iran, which the IRGC refers to as complicity in the war. Britain is very unlikely to become an actual target, but the rhetoric from Iran is enough to keep the risk premium in the oil market elevated. The market is already in a regime where geopolitical risk is a structural part of the price, and any escalation, even purely rhetorical, reinforces this. Sources: https://www.ibtimes.co.uk/uk-defence-against-iran-threats-1810474https://www.intellinews.com/irgc-threatens-uk-over-use-of-raf-fairford-for-iran-strikes-456604/https://www.lbc.co.uk/article/iran-threatens-britain-and-declares-raf-base-a-target-5Hjdf5q_2/https://www.twz.com/air/ea-37bs-arrive-at-raf-fairford-as-iran-threatens-to-attack-the-uk-air-basehttps://www.bloomberg.com/news/articles/2026-07-23/latest-oil-market-news-and-analysis-for-july-24https://www.cnbc.com/amp/2026/07/24/oil-price-trump-hormuz-red-sea-iran-war.htmlhttps://www.cnn.com/2026/07/24/world/live-news/iran-war-trump
- ·1 päivä sittenThe Houthis escalate against Saudi Aramco: new chapter in the oil crisis The Houthi militia in Yemen warns that Saudi Aramco's oil facilities could become a future target if Saudi Arabia does not lift the blockade against Yemen, according to Al Jazeera. After attacks on two tankers on Wednesday, which caused at least ten other ships to turn back in the Bab el Mandeb strait, the militia announces that they will further escalate attacks against Saudi tankers attempting to bypass the strait. At the same time, Iran is reported to have flown in commanders and military advisors from the Revolutionary Guard (IRGC), as well as equipment related to missiles and drones, to Yemen this month, according to sources cited by Reuters. This is happening amidst an already very tense situation. Since the American-Iranian war escalated in late February, including an attack on Aramco's refinery in Ras Tanura on March 2, the Strait of Hormuz has been severely restricted for shipping. Saudi Arabia has largely relied on the East-West pipeline to the export terminal Yanbu as a backup solution, but its capacity is limited to around 4 to 4.5 million barrels per day due to port restrictions. Now that the Houthis are also threatening this route through the Red Sea, analysts warn that both of the world's most important oil chokepoints could become unsafe simultaneously, which could make it much more difficult for Saudi Arabia and other Gulf states to compensate for the loss of Iranian oil. Saudi Aramco is now reportedly in talks with Asian oil buyers about sending crude oil around Africa via the Cape of Good Hope to avoid the Red Sea. The SUMED pipeline between Ain Sokhna and Sidi Kerir, with a capacity of around 2.5 million barrels per day, is a partial alternative, but with limitations. Longer shipping routes mean more ship-days per cargo, which tightens the global tanker fleet and supports freight rates. Brent crude oil has consequently risen sharply, up around 40 percent last month, and has at times been up towards 100 dollars per barrel this week, even though the price fell back somewhat to below 98 dollars on Friday after a week with an increase of over 12 percent. President Trump has warned of a possible strong military reaction against Iran and the Houthis in case of further attacks on shipping in the Red Sea, which keeps the risk premium up in the market. The question many are now asking is whether we are facing a scenario where both Hormuz and Bab el Mandeb become unsafe simultaneously, and what that would mean for the global economy and the interest rate path going forward. How do you assess the likelihood of such a double blockade, and what ripple effects do you think it will have beyond the oil price? Sources: https://www.finansavisen.no/energi/2026/07/24/8367916/houthiene-truer-saudi-aramcos-oljeanlegghttps://www.techtimes.com/articles/321305/20260722/brent-crude-tops-94-iran-talks-collapse-saudi-arabia-loses-its-hormuz-workaround.htmhttps://www.washingtonpost.com/world/2026/07/23/least-one-saudi-oil-tanker-is-attacked-red-sea-war-risks-widen/https://cryptobriefing.com/saudi-aramco-reroute-crude-oil-africa-houthi/https://finance.yahoo.com/energy/articles/houthi-threats-ignite-oil-price-155300413.htmlhttps://tradingeconomics.com/commodity/brent-crude-oilIt is confirmed that the Houthis attacked a refinery the day before yesterday. Registered by NASA's satellites which are meant to register forest fires. The images show heavy smoke from two columns, meaning two hits. This has not yet appeared in the media for some reason. Both satellite images and video can be found on various Telegram channels.
- ·1 päivä sittenGulf producers are building their way away from Hormuz Brett McGurk, former US envoy for the Middle East under four presidents, published an analysis on July 24 with CNN on how the energy map in the Middle East is being reshaped in real time. His point is simple. Before the war, the Strait of Hormuz transported around 23 million barrels of oil products daily, and was the only shipping point for Iraq, Kuwait, Qatar, and Bahrain, as well as the main route for Saudi Arabia and the United Arab Emirates. Now, the region is investing heavily in infrastructure that makes the strait less indispensable, and the USA directly supports several of the projects. Saudi Arabia already has the East-West pipeline, known as Petroline, which transports crude oil from Abqaiq to the Red Sea port of Yanbu. The pipeline is currently running at full capacity with 7 million barrels per day. Riyadh has announced an expansion of an additional 1 to 2 million barrels by the end of 2029, which will bring the total bypass capacity up to 9 million barrels daily. The Emirates have the ADCOP pipeline between Habshan and Fujairah, which currently delivers up to 1.8 million barrels daily. An expansion program is set to double this capacity to 3.6 million barrels by the end of 2027. Perhaps most striking is the development in Iraq and Syria. Iraq's new prime minister recently visited the White House and announced tens of billions of dollars in new investments from American oil companies to refurbish old pipelines and build new ones, with the goal of exporting Iraqi and Kuwaiti oil to the Mediterranean. Trump's envoy to Iraq and Syria, Tom Barrack, stated that the goal is to make Hormuz a "footnote" with completion around 2030. McGurk himself is more reserved in his assessment but points out that such a shift of Iraq's energy resources westward would be a significant change. If all is combined, the bypass capacity from the region could approach 15 million barrels daily when the projects are completed towards the end of the decade. It is worth remembering that the IEA as recently as July this year pointed out that currently only Saudi Arabia and the Emirates have operational pipelines past Hormuz, with a total available capacity of 3.5 to 5.5 million barrels daily. Iraq, Kuwait, Qatar, and Bahrain are still fully dependent on the strait today. The infrastructure is also not risk-free. The Saudi tanker Encelia is said to have been hit and set on fire in the Red Sea according to satellite images, which shows that even the alternative routes can become targets in an escalating conflict. The strategic picture McGurk paints is that this is about reducing Iran's bargaining power over the world's most important energy chokepoint. The question going forward is whether Hormuz remains an international waterway, or whether Iran gradually gets to define who passes through and on what terms. The more capacity that is built outside the strait, the less valuable it becomes for Iran to hold it hostage. How do you think the market will eventually price in this gradual reduction of Hormuz's strategic importance, and how realistic are the timelines outlined here? Sources: https://edition.cnn.com/2026/07/24/politics/middle-east-energy-map-redrawn-pipeline-projects-mcgurk-vishttps://www.cnbc.com/2026/07/14/strait-hormuz-uae-saudi-gulf-trump-tolls.htmlhttps://fortune.com/2026/03/28/saudi-arabia-east-west-oil-pipeline-strait-hormuz-bypass-7-million-barrels-yanbu-red-sea/https://www.cnbc.com/2026/03/12/strait-of-hormuz-oil-pipelines-iran-war-saudi-arabia-uae.html
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