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Yemen

4 questions answered in 1 published brief · Updated 1 Oct 2026

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The questions our published briefs answer that touch Yemen.

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Decision Brief · Q 023 · 4 questionsIf the Strait of Hormuz stays closed, how much Saudi crude can reach buyers, and for how long?

GeopoliticalGeoeconomicAnswer30 Sep 2026
If the Strait of Hormuz stays closed, how much Saudi crude can reach buyers, and for how long?

“74–196 million barrels could leave Saudi Arabia in six weeks with the shuttle running, but none bought on 25 September was on file to land that soon.”

The brief’s reading of the evidence; not a registered forecast.

Primary Saudi Arabia Affected Japan, Republic of Korea, China, India, Islamic Republic of Iran, Oman, United Arab Emirates, Egypt, Yemen, United States of America

Geoeconomic03. Two routes carry nearly all Saudi crude30 Sep 2026
Which routes can Saudi crude take out with Hormuz closed?

“Each capacity is quoted on its own basis, and we never add them. The pipeline's nameplate is about 7 mb/d (Saudi Ministry of Energy), a ceiling, not a flow.”

The brief’s reading of the evidence; not a registered forecast.

Primary Saudi Arabia Affected Oman, United Arab Emirates, Egypt, Yemen

GeopoliticalGeotechnology05. Ships going dark best explains the 23 July break30 Sep 2026
Why did ship tracking lose sight of Yanbu loadings after 23 July?

“Any count built on transponder signals cannot log a ship that has switched its transponder off at a berth.”

The brief’s reading of the evidence; not a registered forecast.

Primary Saudi Arabia Affected Yemen

Countries in this questionSaudi ArabiaYemen
Geopolitical13. The shuttle runs on permissions that carry no stated end30 Sep 2026
How long can the escorted Hormuz shuttle keep running?

“No party running the escort has said how long it lasts; the US commander's statement of 19 September gave no duration.”

The brief’s reading of the evidence; not a registered forecast.

Primary Saudi Arabia Affected United States of America, Islamic Republic of Iran, Yemen

Each answer is quoted verbatim from the brief. Answers with a register ID are our estimates, scored when they resolve; the others are the brief’s reading of the evidence, not forecasts.

Regions in these questions East Asia · Middle East · South Asia

Published briefs

Briefs with Yemen as their subject.

No published brief has Yemen as its subject yet; the questions above name it as affected.

Forecast register

Forecasts on the register attached to the questions above.

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No registered forecast is attached to these questions yet.

The forecast register

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