Saudi Oil Pipeline Attacks Reportedly Cut Supply by 2.5 Million Barrels per Day

Approved as a concrete, forward-looking physical supply disruption rather than prohibited price-performance commentary. The source reports that drone attacks on Saudi oil pipelines associated with the Iran conflict were cutting 2.5 million barrels per day, while inventories and consumer fuel buffers were being depleted. The underlying disruption began when Saudi Arabia closed the East-West pipeline on September 11, 2026; because the exact time is not provided, the timestamp uses the start of that date in UTC as an estimate. The 2.5-million-barrel figure comes from the primary item, while corroborating sources confirm the attack and material supply risk but provide different capacity estimates, so confidence is below the highest band. The development is retained as a non-duplicate quantified impact update within the existing Saudi pipeline attack and broader Middle East supply-disruption storylines. Approved stakeholders are limited to the directly affected Saudi operator, exposed Asian refiners, tanker owners with documented rerouting exposure, and airlines with documented refined-product exposure.