Summary
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Following the Houthi blockade declared on 20 July, Saudi Red Sea loadings are increasingly running with transponders off; about 70% of Saudi west-coast lifts are 'dark' and Yanbu cargoes now route via Egypt's Ain Sukhna and the SUMED pipeline. Tracking firms' export estimates for the week of 3 August varied from 178m to 404m barrels per day, underscoring a data black hole.