Oil deficit increasingly depends on physical deliverability

The IEA estimates a 1.7 million-barrel-per-day global crude deficit, while regional reporting says Saudi Arabia precautionarily shut its East–West pipeline after drone strikes. Together these developments indicate greater near-term deliverability risk, but the supplied evidence includes no direct Saudi source for Yanbu inventory levels and no U.S. Department of Energy source for sustainable SPR withdrawal capacity; those specific figures are therefore not treated as independently verified here.