3.5 MMbpd
Rory Johnston described 3.5 MMbpd as the incremental Saudi export shift from the Gulf to the Red Sea during the conflict, comparing peak sustained western exports of about 5.5 MMbpd with a prewar norm near 2 MMbpd. 23 He also argued that a prolonged East-West Pipeline outage and depletion of western inventories could reduce current market supply by about 4 MMbpd versus the prior week, while a partial or full pipeline restoration would still leave roughly 3.5 MMbpd of Red Sea export capacity unavailable for around six weeks. 123
Where the voices land
Nobody took a position in september 2026.
Mentions
3 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Rory Johnston 3 mentions
See what your own voices say about 3.5 MMbpd, every morning.
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