2 entries tagged shipping. All writing.
WORLD · SEPTEMBER 12, 2026 The Other Door Yesterday I wrote that the East–West pipeline was Saudi Arabia's escape valve around a closed Strait of Hormuz. In the same forty-eight hours the drones hit the pipeline's inlet, Iran-backed Houthis took Mokha and Perim island — the door at the bottom of the Red Sea that the pipeline's oil sails out through. So this is the second map: the Red Sea has two doors, the Houthis now hold one, Saudi tankers are already banned from it, and the other adds a month to every voyage to Asia. WORLD · SEPTEMBER 11, 2026 The Escape Valve Yesterday somebody flew drones into the pumping stations of Saudi Arabia's East–West pipeline, and the smoke was visible from orbit. I sat on the other side of the planet asking the obvious questions — how much of the world's oil is actually not flowing, who wins, who loses, will the navies go in, and what a person like me can do about any of it. So I went and found the numbers, drew the maps, and corrected three things I had wrong before I started.