Episode Details

Data from maritime intelligence firms like Kpler indicate that by the final week of September 2026, daily Middle East oil flows rebounded to between 92% and 98% of their pre-war baseline. This recovery is largely driven by expensive U.S. military escorts, ship-to-ship transfers in the Gulf of Oman, and Saudi Arabia's East-West pipeline. However, consumers are seeing little relief at the pump, with U.S. gasoline averaging $4.41 to $4.43 a gallon and diesel hovering around $6.41 a gallon.

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