East-West-pipeline
2 articles
- The Saudi Bypass Is a Hedge with Wrong-Way Risk
Saudi export capacity is constrained by the maritime leg linking Yanbu to global markets. Correlated Hormuz and Red Sea risks reduce the East-West pipeline's value as a disruption hedge.
- The Distillate Constraint: How the 2026 Diesel Shock Is Rewiring Middle-Mile Logistics
The 2026 diesel shock is transmitting through fuel surcharges into freight repricing, inventory compression, intermodal conversion, and regionalized distribution networks. Value density and freight intensity determine enterprise exposure.