SAUDI OIL REVENUE SKYROCKETS AS EXPORTS HALVE 🚀 $XOMSaudi Arabia's crude exports have fallen 50% to 3.33 MMb/d, yet spot prices jumped from $67 to $130 per barrel, with a historic $19.50 premium to Asian buyers. The new East‑West pipeline now ships 7 MMb/d to the Red Sea, bypassing Hormuz, prompting Korean and Indian refiners to shift purchases to Yanbu. Institutional investors should note the surge in Saudi revenue and the geopolitical push to sustain high prices.
Track the Yanbu loading volumes, allocate long exposure to Saudi‑linked equities, hedge against potential supply shocks, monitor OPEC+ output adjustments, position for premium capture on Asian contracts, stay alert for geopolitical escalations, scale in on pull‑back dips, protect downside with tight stops.
The halved export volume paired with doubled pricing suggests Saudi whales are banking on premium arbitrage rather than volume, turning the market into a revenue‑driven rally. However, any de‑escalation or alternative supply routes could deflate the premium quickly, making the current upside fragile.
Not financial advice. Manage your risk.
#Oil #Energy #Saudi #Commodities #Trading
🦈