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Aramco's active bypass work aims to restore partial capacity within days, so a restart announcement by October 31 is highly likely.
While the initial damage estimates suggested repairs could take five to six weeks, Saudi Aramco's decision on September 16 to bypass damaged sections and aim for partial flow within days fundamentally changes the outlook. Markets currently treat a restart as likely but still see meaningful uncertainty; the key consideration favoring a highly likely outcome is the active bypass work that could restore partial capacity well before the deadline, combined with the Saudi government's historic track record of quickly restoring pipeline operations after similar attacks, as seen in April 2026. The technical feasibility of isolating and bypassing pump stations via valves further supports a quick partial restart. However, if bypass work encounters unexpected complications or if the damage proves more extensive than assessed, the timeline could slip past October 31, leaving the pipeline offline.
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