# Shifting Oil Supply Lines **URL:** \ **Category:** Macro Economic Trends and Risks\ **Created:** [August 17, 2026, 1:55pm UTC](https://discussion.fool.com/t/shifting-oil-supply-lines/126008 "2026-08-17T13:55:07Z")\ **Posts on this page:** 3\ **Page:** 1
**Author:** ![tjscott0](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/tjscott0/32/1083_2.png) [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Post date:** [August 17, 2026, 1:55pm UTC](https://discussion.fool.com/t/shifting-oil-supply-lines/126008/1 "2026-08-17T13:55:08Z")
> **[Asian Refiners Ask to Pick Up Saudi Oil Outside Risky Red Sea](https://finance.yahoo.com/energy/articles/asian-refiners-ask-pick-saudi-060706103.html)** > > Some Asian refiners are pushing back against Saudi Aramco’s request that they pick up their oil at Yanbu on the Red Sea, due to the difficulty of finding ships willing to sail through the dangerous waterway. [https://www.nytimes.com/2026/08/12/business/iran-war-hormuz-oil.html](https://www.nytimes.com/2026/08/12/business/iran-war-hormuz-oil.html) **Gulf Oil Giants Are Spending Billions to Build Ways Around Strait of Hormuz** \* _Even if a cease-fire materializes, Gulf exporters recognize that relying strictly on the Strait of Hormuz is a risk they can no longer take._ _Gulf countries that have for decades produced much of the world’s oil are now intent on breaking their dependence on the narrow waterway. They are building or expanding pipelines and other infrastructure that can bypass it, and vastly expanding storage capacity in places like Asia._ _These endeavors show how the war is changing the oil business in the Persian Gulf. They will cost billions of dollars and take years to complete, but companies and governments consider them essential hedges in an increasingly volatile region. Even if a cease-fire between the United States and Iran materializes, Gulf exporters recognize that relying too heavily on a single transit route is a risk they can no longer afford to take. And the moves, over time, could diminish Iran’s clout in the region._ The link shows how nations are making moves to mitigate impact of the strait of Hormuz closure. Eventually the loss of access to that route comes home to roost. > **[How global oil supplies have readjusted to help fill the huge gap left by the...](https://www.iea.org/commentaries/how-global-oil-supplies-have-readjusted-to-help-fill-the-huge-gap-left-by-the-strait-of-hormuz-shock)** > > How global oil supplies have readjusted to help fill the huge gap left by the Strait of Hormuz shock - A commentary by Toril Bosoni, David Martin, Rebecca Schulz I would think green energy becomes more attractive as the price of oil rises. But that is a temporary situation as nations are building pipelines to circumvent the Strait of Hormuz. And once those pipelines are in operation Iran’s leverage decreases. Thus I believe any peace treaty will be temporary until alternative routes are in place. Then the bombing starts again. ---
**Author:** ![Goofyhoofy](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/goofyhoofy/32/4721_2.png) [@Goofyhoofy](https://discussion.fool.com/u/Goofyhoofy)\ **Post date:** [August 17, 2026, 5:11pm UTC](https://discussion.fool.com/t/shifting-oil-supply-lines/126008/2 "2026-08-17T17:11:13Z")
> [@tjscott0](#): > > I would think green energy becomes more attractive as the price of oil rises. It does, but as soon as we get more we find new uses for it. Never had air conditioning? Here, have some! Google not good enough? Here, have a power center or nine. One TV in the house not enough? Here, add three which are always on in the background, even if the screen isn’t. We will chop down every forest, dig up every lump of coal, drain every well before we decide to (maybe) pay attention to our wastrel ways. That’s why I’m long energy and why my portfolio keeps smiling. ---
**Author:** ![mostlylong](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/mostlylong/32/3943_2.png) [@mostlylong](https://discussion.fool.com/u/mostlylong)\ **Post date:** [August 17, 2026, 5:41pm UTC](https://discussion.fool.com/t/shifting-oil-supply-lines/126008/3 "2026-08-17T17:41:11Z")
> [@Goofyhoofy](#): > > > [@tjscott0](#): > > > > I would think green energy becomes more attractive as the price of oil rises. > > It does It’s the new US-led global green energy policy. Israel might be a partner, too. > [@Inflation, July 2026](https://discussion.fool.com/t/inflation-july-2026/125944/3): > > the militant greens are ecstatic about the joint US-Iran-Houthi partnership to block the global fossil fuel supply. > [@Oil Price Update: Iran war expands](https://discussion.fool.com/t/oil-price-update-iran-war-expands/125603/2): > > IEA says “2Q26 deliveries plunged by 5 mb/d y-o-y in the face of higher fuel prices and disruptions to product availability…”