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The Saudi East-West pipeline is narrowly favored to restart by the October 1 deadline.
The balance of dated evidence leans against a restart by October 1: repair estimates range from three to five weeks, Saudi officials have not provided a restart date or damage assessment, and multiple processors report no official communication. However, the forecast is narrowly favored because the shutdown was described as precautionary, the US Energy Secretary stated the pipeline should be back 'soon,' a similar attack in April was resolved within days, partial operation qualifies as a restart, and the 17-day window falls at the low end of the repair estimate. These factors together make a restart more likely than not despite the visible headwinds.
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