Houthis Claim Strikes on Rabigh Refinery and East-West Pipeline
Published . Updated .
Houthi spokesman Yahya Saree claimed strikes on the Rabigh refinery and East-West Pipeline pumping stations. Saudi Arabia has not confirmed any damage.
Directly affected
- No company is named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping-1.2%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
Container lines are exposed when a shipping lane is disrupted
- DAC Danaos
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease-8.5%
Ship owners earn more when vessels are tied up longer
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- SBLK Star Bulk Carriers-6.2%
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ZIM | -1.23% | -0.66% | base | after close | after close | after close | after close |
| MATX | +1.35% | +2.85% | base | after close | after close | after close | after close |
| DAC | -1.41% | +0.02% | base | after close | after close | after close | after close |
| GSL | -2.52% | -0.04% | base | after close | after close | after close | after close |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| SBLK | -3.12% | -0.53% | base | after close | after close | after close | after close |
| GOGL | +11.63% | +11.63% | base | after close | after close | after close | after close |
| XOM | -2.72% | -2.80% | base | after close | after close | after close | after close |
| CVX | -3.75% | -2.77% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Houthis Claim Strikes on Rabigh Refinery and East-West Pipeline https://houseofsaud.com/
Source: houseofsaud.com
Red Sea
| Company | When | Move | Status |
|---|---|---|---|
| CVX | three days earlier | -2.77% | final price |
| CVX | five days earlier | -3.75% | final price |
| DAC | three days earlier | +0.02% | final price |
| DAC | five days earlier | -1.41% | final price |
| GOGL | three days earlier | +11.63% | final price |
| GOGL | five days earlier | +11.63% | final price |
| GSL | three days earlier | -0.04% | final price |
| GSL | five days earlier | -2.52% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| MATX | three days earlier | +2.85% | final price |
| MATX | five days earlier | +1.35% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| SBLK | three days earlier | -0.53% | final price |
| SBLK | five days earlier | -3.12% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
| ZIM | three days earlier | -0.66% | final price |
| ZIM | five days earlier | -1.23% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 55 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Chevron (CVX), worth $15,001 - $50,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Where this story sits: Red Sea
Geopolitics Alpha has 70 stories about Red Sea from the past 7 days and 146 stories from the past 30. That is faster than its usual pace over the past month. “Houthis Claim Strikes on Rabigh Refinery and East-West Pipeline” is tagged to Red Sea.
How solid the energy case looks
12 out of 100
“Houthis Claim Strikes on Rabigh Refinery and East-West Pipeline” scores 12 out of 100. The score uses 1 sources.