Saudis shut down oil pipeline as Houthis tighten grip on Red Sea shipping
An oil pipeline shutdown and Red Sea shipping disruption can materially restrict crude oil flows and tanker movements.
Source →The trace
How it reaches your house.
Starting from Canadian crude oil imports, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Gulf Coast crude oil feedstock (jet fraction) →Shortage riskGulf Coast crude oil feedstock is a critical, high-dependency input to jet fuel, so a Saudi pipeline disruption that tightens feedstock flows should constrain jet fuel supply.
90% confidenceSaudi Aramco →DelaysHouthi strikes on the eastern Saudi-to-Yanbu crude transport route directly slow crude feedstock movement, and the edge’s moderate substitutability plus 3-month replacement lag make this a material delay rather than a total cutoff.
82% confidenceCanadian crude oil imports →Shortage riskHop 2
Crude Oil Feedstock →Shortage riskHome heating oil is also a critical output fully dependent on crude oil feedstock, so reduced feedstock flows should directly reduce supply.
97% confidenceCrude Oil Feedstock →Shortage riskGasoline and diesel are critical outputs with full dependency on crude oil feedstock, so a route closure that tightens crude flows should directly constrain availability.
97% confidenceLPG (Liquefied Petroleum Gas — Propane + Butane) →Shortage riskHop 3
Home heating oil →Shortage riskHome heating oil is fully dependent on crude oil feedstock, so a disruption in Saudi crude flows directly tightens that input.
97% confidenceMixed Natural Gas Liquids (NGL Stream) →Shortage riskMixed Natural Gas Liquids is a critical upstream input to home-use propane, so a tightening of the stream should quickly transmit into propane scarcity.
95% confidenceMarine Diesel and Bunker Fuel →Shortage riskSeafood and fish are marked as a critical downstream user of Marine Diesel and Bunker Fuel, so tighter fuel supply can directly reduce output and availability.
Hop 4
Fertilizers and crop inputs →Shortage riskSulfuric Acid (H₂SO₄) for Phosphate Fertilizer Production
A Saudi crude-flow disruption tightens elemental sulfur availability, and sulfuric acid is a critical, sulfur-intensive input to phosphate fertilizer production.
83% confidencePetróleos del Perú (Petroperú) →Prices risePetroperú’s 5% share and moderate substitutability mean a Saudi-driven petroleum squeeze would likely raise Marine Diesel and Bunker Fuel prices modestly rather than fully cut off supply.
69% confidencePeninsula Petroleum Ltd. →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel · Home heating oil · Gasoline and diesel · Propane (home use) · Seafood and fish · Asphalt and paving materials · Fertilizers and crop inputs · Sulfuric acid · Cement and concrete · Palladium and platinum group metals
In the MyPRIA app, this is checked against your own holdings.