Key figures

  • 5.7 millionbarrels a day of Saudi crude production suspended after the attacks on Abqaiq and Khurais on 14 September 2019.Saudi Aramco
  • 400,000 b/dcapacity of the Jazan refinery, shut on 27 July 2026 after an attack damaged its power complex and tank farm.OilPrice.com
  • 5.8 millionbarrels a day pumped through the East-West pipeline on 6 October 2026, after it restarted within five or six days of the September attack.Al Jazeera
  • $67.2bnAramco's adjusted net income in the first half of 2026; the company said the attacks had "no material impact" on its capabilities.Gulf News
  • 31security incidents against Gulf energy infrastructure in 2021, a record in S&P Global's count.S&P Global Commodity Insights

Why have Saudi oil facilities become targets?

Saudi Arabia led a military coalition in Yemen's civil war from 2015 against the Houthi movement, which controls the capital Sanaa. From 2019 the Houthis used drones and missiles against Saudi cities and oil sites, and Saudi Arabia and the United States accused Iran of supplying them, which Iran denies. A truce in April 2022 largely stopped the cross-border attacks until it broke down in July 2026 [2].

In 2026 the threats multiplied. Since the US–Iran war began on 28 February, Saudi facilities have been attacked by drones that Saudi authorities attributed to Iran, by the Houthis after their truce with Saudi Arabia broke down in July, and by drones launched from Iraq [3,4]. This article separates incidents confirmed by Saudi authorities or Aramco from claims that were not independently verified.

What has been hit since 2019?

Major attacks on Saudi energy facilities, 2019–2026
  1. 14 May 2019East-West pipeline pumping stations at Dawadmi and AfifPipeline shut briefly; fully operational again on 17 May.
  2. 14 Sep 2019Abqaiq and Khurais5.7 mb/d of output suspended; full output restored by the end of September.
  3. 7 Mar 2021Ras Tanura tank farmNo injuries or property damage reported; loadings not disrupted.
  4. 20 Mar 2022Yasref refinery, Yanbu, and other sitesRefinery output temporarily reduced and offset from inventory.
  5. 25 Mar 2022North Jeddah bulk plantTwo tanks set on fire; followed by the April 2022 truce.
  6. Early Apr 2026East-West pumping station, Manifa and KhuraisAbout 1.3 mb/d lost in total; pipeline back to about 7 mb/d by 12 April.
  7. 27 Jul 2026Jazan refinery shutIGCC power complex and tank farm damaged, according to an IIR note.
  8. 9 Aug 2026Fire at Jazan refineryExtinguished with no casualties; no cause given.
  9. 10–11 Sep 2026East-West pipeline pumping stationsDrones launched from Iraq; pipeline shut as a precaution and restarted within five or six days.
Source: Saudi Aramco; The National; S&P Global; Al Jazeera; OilPrice.com; Anadolu Agency

2019. In May, drones hit two pumping stations on the East-West pipeline; Aramco said the line was fully operational three days later [5]. In September, drones and missiles struck the Abqaiq processing plant and the Khurais field. Aramco suspended 5.7 million barrels a day (mb/d) of crude production, more than half of Saudi output [6]. Abqaiq had been processing about 4.9 mb/d against a maximum capacity of 7 mb/d, according to the Congressional Research Service (CRS) [7].

2021–2022. In March 2021 a drone hit a tank farm at the Ras Tanura port. The energy ministry reported no injuries or property damage, and Kpler tracking showed no disruption to loadings [8]. S&P Global counted a record 31 security incidents against Gulf energy infrastructure that year [9]. In March 2022 attacks temporarily reduced output at the 400,000 b/d Yasref refinery in Yanbu, with the shortfall covered from inventory, and two tanks caught fire at the North Jeddah bulk plant [10,11].

2026. In early April, a strike on an East-West pumping station cut flows by 700,000 b/d and attacks on the Manifa and Khurais fields cut another 600,000 b/d; the ministry said the pipeline was back to about 7 mb/d on 12 April [3]. In late July an attack on the 400,000 b/d Jazan refinery damaged its integrated power complex and tank farm, according to an IIR note cited by OilPrice.com; Aramco did not comment [12]. In September, drones that Saudi Arabia said were launched from Iraq hit pumping stations in the Riyadh and Medina regions, and the pipeline was shut as a precaution [4].

How much capacity went offline?

Largest confirmed outages at Saudi facilitiesthousand barrels a day
Abqaiq and Khurais, Sep20195,700East-West pumpingstation, Apr 2026700Manifa and Khurais, Apr2026600Jazan refinery, Jul 2026400
Source: Saudi Aramco; Al Jazeera; OilPrice.com
Data
Outage
Abqaiq and Khurais, Sep 20195,700
East-West pumping station, Apr 2026700
Manifa and Khurais, Apr 2026600
Jazan refinery, Jul 2026400

Abqaiq remains by far the largest single outage. In 2026 the losses have been smaller per incident but more frequent, and they have hit the routes Saudi Arabia relies on to export around the Strait of Hormuz. The September pipeline shutdown took out flows that Vortexa estimated at about 3.7 mb/d of loadings at Yanbu in early September, while Kpler put the September average at about 2.9 mb/d [4].

How fast were the repairs?

Aramco's record on restoring output is strong. After Abqaiq, Khurais resumed within 24 hours and Aramco said on 17 September 2019 that Abqaiq was producing 2 mb/d, with full output expected by the end of the month [13]. S&P Global says repairs to both sites took "about 10 days" [8].

Time to restore operations after major incidentsdays, approximate
East-West pumpingstations, May 20193 daysEast-West pipeline, Sep20266 daysAbqaiq and Khuraisrepairs, Sep 201910 daysJazan refinery, Jul–Aug2026 (planned)19 days
Source: The National; Al Jazeera; S&P Global; OilPrice.com
Data
Days
East-West pumping stations, May 20193
East-West pipeline, Sep 20266
Abqaiq and Khurais repairs, Sep 201910
Jazan refinery, Jul–Aug 2026 (planned)19

The East-West pipeline was back in service within five or six days of the September 2026 attack and was pumping 5.8 million barrels a day on 6 October, against a maximum of 7 million [14]. Repairs at Jazan were tentatively expected to be completed by 15 August, less than three weeks after the shutdown [12].

What have the attacks cost Saudi Arabia?

The direct repair bill has not been published. The financial effects show up elsewhere:

  • Credit. Fitch cut Saudi Arabia's rating from A+ to A on 30 September 2019, saying it had revised its view of the vulnerability of the kingdom's economic infrastructure [15].
  • Earnings. Aramco reported adjusted net income of $33.4bn in the second quarter of 2026 and $67.2bn in the first half. Chief executive Amin Nasser said the attacks had had "no material impact on our capabilities" [16].
  • Freight and insurance. Shipbroker EA Gibson said cargoes from Yanbu carry a "significant risk premium" [17].
  • Investment. Aramco is studying raising East-West capacity from 7 mb/d to 10 mb/d and new export routes, including a pipeline to Duqm in Oman estimated at about $7bn; no final decision has been taken [18].
Saudi East-West pipeline: capacity and flowsmillion barrels a day
0246810May 2019 (capacity)Q1 2026 (record)August 2026Mid-Sep 2026 (shutdown)6 Oct 2026Under study10.0Precautionary shutdown
Source: The National; GeoConversation; Al Jazeera; Middle East Observer
Data
East-West pipeline
May 2019 (capacity)5.0
Q1 2026 (record)7.0
August 20262.0
Mid-Sep 2026 (shutdown)0.0
6 Oct 20265.8
Under study10.0

The pipeline's role grew in 2026. Throughput reached a record 7 mb/d in the first quarter after parallel gas-liquids lines were converted to crude, up from a historical 5 mb/d [19]. That makes it both Saudi Arabia's main way around Hormuz and one of the most important single assets in the oil market.

What has the war cost Yemen?

The human and economic toll falls mainly on Yemen. A study for the UN Development Programme estimated that the war would have caused 377,000 deaths by the end of 2021, nearly 60% of them from indirect causes such as hunger and disease, and $126bn in lost economic output since 2015 [1]. Fighting resumed on several fronts in 2026, and a Houthi naval ban on Saudi Arabia took effect on 20 July, after which shipping through the Bab el-Mandeb strait fell below its earlier weekly average [21].

What to watch

  • Unconfirmed claims. In October the Houthis claimed attacks on Saudi sites that Saudi authorities did not confirm; confirmed outages have mattered more to prices [20].
  • Red Sea shipping. Yanbu is the main outlet for the East-West pipeline, so attacks on tankers in the Red Sea affect the bypass route directly [17].
  • Air defence and redundancy. Aramco's planned expansions and overseas storage are designed to reduce the impact of any single hit [18].
  • Diplomacy. A durable US–Iran settlement and a renewed Saudi–Houthi truce would lower the risk to all of these assets.

Alupetra follows Gulf supply, crude and refined product markets daily; our price pages are updated every morning.

Sources

  1. ReliefWeb (UNDP) — Assessing the impact of war in Yemen: pathways for recovery (November 2021). reliefweb.int (opens in a new tab)
  2. Oil & Gas Middle East — Aramco shuts Jazan refinery after Red Sea facility attack (29 July 2026). oilandgasmiddleeast.com (opens in a new tab)
  3. Al Jazeera — Saudi Arabia says key oil pipeline back to full capacity after attacks (12 April 2026). aljazeera.com (opens in a new tab)
  4. Anadolu Agency — Explainer: what is Saudi Arabia's East-West pipeline and what its precautionary shutdown means (12 September 2026). aa.com.tr (opens in a new tab)
  5. The National — Aramco confirms resumption of supply along east-west pipeline (17 May 2019). thenationalnews.com (opens in a new tab)
  6. Saudi Aramco — Incidents at Abqaiq and Khurais (14 September 2019). aramco.com (opens in a new tab)
  7. Congressional Research Service — Attacks on Saudi oil facilities: effects and responses (1 October 2019). everycrsreport.com (opens in a new tab)
  8. S&P Global Commodity Insights — Saudi crude exports normal following missile attacks (8 March 2021). spglobal.com (opens in a new tab)
  9. S&P Global Commodity Insights — Saudi Aramco's Yanbu liquefied gas plant, gas station target of attacks (20 March 2022). spglobal.com (opens in a new tab)
  10. S&P Global Commodity Insights — Saudi Arabia's Yasref refinery output disrupted from attacks: ministry (20 March 2022). spglobal.com (opens in a new tab)
  11. GlobalSecurity.org (SPA) — Coalition statement on the attack on the North Jeddah bulk plant (25 March 2022). globalsecurity.org (opens in a new tab)
  12. OilPrice.com — Saudi Aramco shuts 400,000-bpd refinery after Houthi strike (28 July 2026). oilprice.com (opens in a new tab)
  13. Saudi Aramco — Saudi Aramco swiftly restores production capacity (17 September 2019). aramco.com (opens in a new tab)
  14. Al Jazeera — Saudi Arabia says East-West pipeline pumping 5.8 million bpd (6 October 2026). aljazeera.com (opens in a new tab)
  15. Al Jazeera — Downgraded: Fitch cuts Saudi credit rating citing Aramco attacks (30 September 2019). aljazeera.com (opens in a new tab)
  16. Gulf News — Saudi Aramco says Houthi attacks had no material impact, reports $33.4 billion adjusted Q2 net income (4 August 2026). gulfnews.com (opens in a new tab)
  17. Lloyd's List — Red Sea tanker loadings rise as Aramco ramps up pipeline contingency (March 2026). lloydslist.com (opens in a new tab)
  18. Middle East Observer — Saudi Aramco studies new oil export routes, eyes 10m-bpd pipeline capacity (29 October 2026). meobserver.news (opens in a new tab)
  19. GeoConversation — Saudi Aramco pushes East-West pipeline to all-time throughput record (15 May 2026). geoconversation.org (opens in a new tab)
  20. Oil & Gas Middle East — Brent crude price drivers in October (October 2026). oilandgasmiddleeast.com (opens in a new tab)
  21. Lloyd's List Intelligence — Red Sea brief (3 September 2026). lloydslistintelligence.com (opens in a new tab)

This article is for information only and is not investment, legal or trading advice. Figures are as reported by the sources cited on the date of publication.