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Ash Oro @ashoro.co.uk · 13/09/2026

9/20 Iran attributes the separate Hengam strike to the US, but there is no supporting CENTCOM statement or independently verified munition evidence. If confirmed, it would show merchant vessels exposed to target selection by both sides according to ownership, cargo or trading history.

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Ash Oro @ashoro.co.uk · 13/09/2026

10/20 The second major story is the continued closure of Saudi Arabia’s East–West oil pipeline after a drone attack reportedly launched from Iraq. It has recently carried 4–5 million barrels per day towards Yanbu, providing the principal Saudi bypass around a still-restricted Hormuz.

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Ash Oro @ashoro.co.uk · 13/09/2026

11/20 This is what interconnected risk looks like. The pipeline moved oil around Hormuz, but Yanbu cargoes for Asia still face Bab al-Mandeb. With the pipeline interrupted and Perim reportedly held by the Houthis, alternatives are being degraded alongside the route they were meant to replace.

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