STRAIT RESTRICTED — Day 89 of disruption
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Middle East (Gulf States)

MODERATE
Oil Import Dependency
20%
LNG Import Dependency
5%

Situation Overview

Gulf states face a paradoxical crisis: they are the world's largest oil producers, yet their primary export route is blocked. Saudi Arabia alone is losing an estimated $2 billion per day in export revenue. The UAE has maximized its ADCOP pipeline to Fujairah, but this handles only a fraction of total exports. Domestic supplies remain secure, but the economic impact of lost revenue is massive and growing.

Economic Impact

Saudi Aramco losing $2B/day in export revenue. UAE's ADCOP pipeline running at maximum 1.5M bbl/day capacity. Gulf states are drawing on sovereign wealth reserves — Saudi Arabia has deployed $45B from its Public Investment Fund to cover budget shortfalls. Economic diversification programs (Saudi Vision 2030, UAE Vision 2031) are being accelerated as the crisis underscores the vulnerability of oil-dependent economies.

Key Facts

  • Export revenue severely impacted
  • Pipelines at maximum capacity
  • Domestic supply secure
  • Saudi revenue loss $2B/day
  • Sovereign wealth being deployed
  • Diversification programs accelerated