Why the Saudi oil crisis may outlast the Iran war | The Dip Podcast

Saudi Arabia's East-West pipeline was meant to keep oil moving when the Strait of Hormuz became dangerous. Attacks on its pumping stations and threats to Red Sea shipping have exposed the limits of that escape route. Energy analyst Kate Dourian and Saudi political-economy researcher Andrew Leber join Daniel Winter to explain the cost of moving oil through a war zone, why disruptions can spread through diesel and transport, and what Riyadh's reported appeal to China reveals about its continuing dependence on US security. #DWbusiness #DWdip
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Chapters:
0:00 Saudi oil and the security dilemma
1:37 Oil routes squeezed on both sides
5:21 The limits of Saudi Arabia's backup route
7:23 Why diesel costs matter
9:05 The militias and the Houthis
11:35 How attacks create leverage
13:02 Europe's missing Saudi crude
14:45 Why drones are hard to stop
16:10 Who gets the oil that still moves?
17:58 Can Saudi Arabia count on the US?
20:03 What can China actually do?
24:03 Can Gulf oil routes become reliable again?
27:06 Saudi Arabia's way forward

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