# [24H] Middle East Jet Fuel and Diesel Spreads Widen on Saudi Infrastructure Disruption

*Issued Friday, September 11, 2026 at 11:31 PM UTC — Hamer Intelligence Services Desk*

**Issued**: 2026-09-11T23:31:18.130Z (2h ago)
**Expires**: 2026-09-12T23:31:18.130Z (22h from now)
**Category**: ECONOMIC | **Confidence**: 65% | **Impact**: HIGH
**Risk Direction**: escalatory
**Affected Regions**: Saudi Arabia, Red Sea littoral states, Eastern Mediterranean, South Asia (as secondary market)
**Affected Assets**: Middle distillate cracks (jet, diesel) vs Brent, Regional airline fuel costs, Trucking and logistics equities in MENA, Refined product tanker rates
**Permalink**: https://hamerintel.com/data/forecasts/24573.md
**Source**: https://hamerintel.com/forecasts

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## Prediction

Over the next 24 hours, regional jet fuel and diesel cracks in the Middle East and Mediterranean are likely to widen as traders price in logistical disruptions from the East–West pipeline shutdown and elevated risk at Red Sea ports. ARAMCO and regional refiners may need to adjust export schedules and prioritize domestic supply, tightening available barrels for spot buyers. This will particularly pressure airlines and trucking sectors in import-reliant economies around the Red Sea and Eastern Mediterranean. Confirmation would be widening middle distillate spreads versus crude and reports of delayed or re-routed product cargoes; unexpected rapid normalization of Saudi flows would limit the move.

## Drivers

- Damage to East–West pipeline pumping stations and ongoing shutdown
- Saudi airstrikes and instability around Yemeni ports affecting regional shipping
- Heightened crude and tanker market volatility feeding into refined product logistics
- Historical sensitivity of jet/diesel cracks to Gulf route disruptions