Saudi economy resilient to zero oil exports through year-end despite pipeline threats

Atlantic Council analysis assesses Saudi Arabia's fiscal resilience if oil exports fall to zero by year-end, following Strait of Hormuz closure and drone/missile attacks on the East-West Pipeline. The analysis claims the kingdom can sustain spending through 2026, but uncertainty remains over prolonged disruption and fiscal buffers. This matters as it signals potential tolerance for sustained supply disruption in the Gulf.