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The Hormuz Letter
@HormuzLetter
Iranian. The Middle East through the lens of oil, markets, and money. This is the only account.
Joined December 2025
92 Following    195.3K Followers
BREAKING: Yemen's Houthis appear to have directly struck the YASREF oil refinery in Yanbu on Saudi Arabia's Red Sea coast this morning, the 400,000 barrel per day Aramco-Sinopec joint venture and one of the Red Sea's largest diesel exporters. Footage shows a large fire, with heavy black smoke from a flare stack, thick black smoke rising at ground level across the site and workers evacuated. NASA FIRMS shows two heat anomalies inside the refinery, one at high confidence, with fire radiative power above normal for the site. Yanbu is the terminus of the East-West pipeline and the port holding the week of crude stocks Saudi Arabia has left for export.
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