沙特阿美因管道遇袭暂停向欧洲客户供油，油价高企

This is Bloomberg Businessweek daily reporting from the magazine that helps global leaders stay ahead with insight on the people, companies, and trends shaping today's complex economy, plus global business, finance and tech news as it happens. The Bloomberg Businessweek daily podcast with Carol Massar and Tim Stanback. Hey WTI crude, we've seen it slightly higher today. Traded above about 103 a barrel at one point. Brent crude has been down for a third day today.

At least that was a little while ago. So I think we're still in that trade. But it did go as high as 105 before backing off a little bit. And I've got to say our most read story in the Bloomberg today, Tim, has to do with what Saudi Aramco is up to. We're going to get to that. But I just want to add one more point and go for, uh, gas prices in the US for 47 a gallon right now. Remember, we're just a few weeks away from the midterms.

Yeah. Uh, diesel, 645 a gallon per gallon diesel. It doesn't matter if you don't have a diesel truck. It matters if you buy things that are transported with diesel. You know who's. Yeah. I mean, there's you Amazon. You talk to them, they'll talk about their green fleet and so on and so forth. But everybody who's really moving things around in a big way are using diesel. Right. And that cost has got to be picked up and paid by someone.

All right. So let's get to what we mentioned. Um, Tim laying out the prices in really good perspective. Saudi Aramco though, telling at least two oil refining customers over in Europe that they will be allocated no crude next month under long term agreements after the kingdom's key pipeline to the Red sea was attacked. This is according to, um, people informed of that decision specifically. For more, I want to go to Jacksonville, Florida, to Bloomberg Intelligence senior energy analyst Rob Barnett.

Rob, good to have you with us. Brent holding steady, as Carol mentioned, amid shifting concerns in Middle East supply, Saudi Arabia pausing some sales to Europe. Was this Saudi move expected? Well, Saudi Arabia has moved from being an anchor supplier in the global oil market to one that is struggling to connect with its customers. I don't think it's that surprising given all of the turmoil in the region, but you got to think previously they've been using this east west pipeline that's been a major workaround for the country, with the Strait of Hormuz being fully closed or slightly open, depending on the day.

This pipeline was the the key thing that allowed the country to continue to get its supplies to market. And the Houthis have really complicated that logistical workaround for the country. So on paper or Saudi Arabia is capable of producing, let's call it, 12 million barrels per day of oil, and today it's producing closer to seven, maybe even a little less based on the latest monthly data. So Saudi Arabia is normally producing a lot more oil output and with it producing so much less, that's the reason that the prices at the pump you were talking about earlier are so high right now.

So wait, so what's our take away from this? Is it a short term blip? Is it something longer that we have to be concerned about and what it means for global oil prices? Well, everything relates to the conflict. And so in some sense, you've got to put on your thinking cap and think through how the conflict between the US and Iran resolves, or if it resolves, and what the timeline for that looks like until we get some kind of more stable geopolitical regime sitting over the region and Saudi Arabia's pipelines, oil fields could be in range of Iranian missiles and not just Saudi Arabia.

It's every country in the region. This is an important part of the world for the oil market. And so I think everything comes down to what's your thesis or theory on how the conflict either resolves or doesn't? Well, Rob, let's just end by bringing it home here to the U.S.. I mentioned some of the, uh, triple A averages that we're seeing around the country. Where you live, it certainly varies for 47 a gallon here in the U.S. daily national average, 645 a gallon.

Now for for diesel. How high does this go? What's really interesting, because there is a disconnect between the crude market and the product markets. In a normal time, if you had diesel at over $6 a gallon, that tends to indicate crude closer to maybe 180 a barrel instead of the low one hundreds we're seeing right now. And what's the disconnect? Well, it relates to refining margin. Refiners are printing money right now based on product prices.

But also there's this just big logistical cost. Our shipping analyst, Kenneth Lowe, has a note out that talks about tanker rates being close to $1 million a day versus 30,000 a day before the conflict kicked off. So basically, right now, consumers around the world are paying for this shortfall in supply, and they're paying for all of these added logistical costs to try and get the products to where they need to be. Stay with us.

More from Bloomberg Businessweek daily. Coming up after this. Hour. Well, Marco Rubio is the first person to act as both the nation's top diplomat and the president's national security adviser. That since Henry Kissinger, during Richard Nixon's presidency, that was about a half a century ago, the advisor title comes with a coveted perk, and that is a quarter desk in the West Wing. From there, Rubio can dash to the Oval Office should President Trump summon him.

For more on why being able to quote dash to the Oval Office and be in the room where it all happens with the president, let's get to Bloomberg News, State Department and foreign policy reporter Eric Martin, who joins us from the Bloomberg Washington, D.C. bureau. Eric, great reporting. Love this story. It is the Bloomberg big take. Tell us when you guys set out to write this story, what it is, what was your mission, what you wanted to do, lay it out for us?

Sure. Carol. So we're looking to capture Marco Rubio, who is somebody who has been around for what seems like a long time. He was in the Senate for 14 years before joining in the cabinet. But to look at how he has evolved and how he has changed in order to serve in the cabinet and to serve President Trump, who was somebody who he clashed with fiercely during the 2016 Republican primaries. Trump called him Little Marco.

And, uh, Marco Rubio called him a con man and somebody who wasn't fit to be president. And so how have they been able to reconcile that? And what we found out in talking to people from, uh, the administration and throughout, uh, president, uh, President Trump's tenure and, uh, and Marco Rubio's life is that, uh, it's really been by embracing the policies, the foreign policy of President Trump. Marco Rubio is one of the most popular people.

When you talk to white House staffers, he's well-liked within the white House. He's well-liked by Republican donors. And so he's somebody who naturally comes up talking about 2028. But in order to position himself there and to be there, he needs to be very attentive to implementing faithfully President Trump's policy. And he has in his office a screen that is mostly dedicated to, for instance, uh, President Trump's truth Social to always be up on what the president has thought at the most.

Eric, it's like he's a journalist, right? Because we're all glued to it, too. Go ahead please. That that that that's right. We we are absolutely, absolutely following that, uh, from minute to minute. Uh, but is is when you talk to people about what the job of national security adviser and the job of secretary of state. Uh, I got to speak with John Kerry and, uh, Secretary Kerry, of course, himself, former presidential nominee and senator said that the job of the secretary of state and national security adviser is to give your unvarnished, uh, opinion, your best advice, your best counsel to the president.

But once the president makes a decision to get behind that. And that's something that Marco Rub

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