Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26

Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes, whether behind-the-meter gas is really a loophole as data center moratoriums hit Texas and Memphis, and why rising Permian gas-oil ratios make Waha pricing matter more.

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Click here to view the episode transcript.

00:00 Texas OU Fallout

04:48 Houthis Hit Saudi Airports

07:49 Nasser's Inventory Alarm

12:22 Saudi Risk Viewer Questions

17:46 Trump Iran and the Saudis

23:23 OPEC vs US Shale