JH(@CRUDEOIL231):Hmm... looks weird here... A Saudi VLCC caught a hit last week and the Saudis practically killed their OSP. We’ve got vessels from Sidi Kerir to South Korea and consensus on was Aramco would reroute flows and prioritize Yanbu. Yet looking at today’s feed, the Saudis are still active inside the Persian Gulf. Ju'aymah actually looks busier on the stems than before the strike. Are the Saudis really that confident pushing tonnage through Hormuz? Or is there an unspoken bet that the physical risk cools off shortly? Can't quite square the circle yet but it smells funky. Prioritizing Yanbu is the textbook operational move here... Anyone got color on this? #oott #iran

2026.09.08 19:37

Hmm... looks weird here... A Saudi VLCC caught a hit last week and the Saudis practically killed their OSP. We’ve got vessels from Sidi Kerir to South Korea and consensus on was Aramco would reroute flows and prioritize Yanbu. Yet looking at today’s feed, the Saudis are still active inside the Persian Gulf. Ju'aymah actually looks busier on the stems than before the strike. Are the Saudis really that confident pushing tonnage through Hormuz? Or is there an unspoken bet that the physical risk cools off shortly? Can't quite square the circle yet but it smells funky. Prioritizing Yanbu is the textbook operational move here... Anyone got color on this? #oott# #iran#