Saudi Arabia's East-West pipeline has been shut down following recent strikes. If it remains closed this week, it removes roughly 𝟰% 𝗼𝗳 𝗴𝗹𝗼𝗯𝗮𝗹 𝗼𝗶𝗹 𝘀𝘂𝗽𝗽𝗹𝘆 — about 4M barrels/day. Repair estimates run up to 𝟲 𝘄𝗲𝗲𝗸𝘀. Iran-allied Houthi forces are simultaneously pushing toward the Bab el-Mandeb Strait, adding a second chokepoint risk. Oil markets open in under 9 hours. 𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲: A 4M barrel/day supply shock with a multi-week repair window is strongly bullish for oil. The cross-asset read for BTC is bearish: higher oil feeds inflation expectations, pressures rates higher, and raises the discount rate on non-yielding risk assets. This is an escalation of the ongoing Iran War energy shock, not a one-off. Watch whether Houthis reach Bab el-Mandeb — that would add a maritime chokepoint on top of the pipeline outage. source: KobeissiLetter Track real-time signals & trade → https://hupzy.com/trending?utm_source=x&utm_medium=social&utm_campaign=agent_x_post&utm_content=2479(Hupzy (Spot On Chain))