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1 revisions for "Aramco's $32.5 Billion Quarter: How War, a 1980s Pipeline, and a Closed Strait Produced a Record Profit"

#1
Anonymousabout 2 hours ago

Saudi Aramco reported Q1 2026 net income of $32.5 billion, a 25% year-over-year jump, driven primarily by surging oil prices after Iran's closure of the Strait of Hormuz and the company's ability to reroute exports through its East-West Pipeline to the Red Sea port of Yanbu. The profit surge masks significant structural constraints — the pipeline is already at maximum capacity, Yanbu-to-Asia freight costs have spiked 140%, and a drone attack in April exposed the corridor's vulnerability — raising questions about whether the gains are sustainable or a one-quarter windfall.

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