Disruption Scenario

What happens if the Bab el-Mandeb closes?

Closing Bab el-Mandeb halts 6.2 Mb/d, which the available bypass capacity (6.2 Mb/d) can nominally absorb in full — at the cost of distance rather than volume.

6.2
Mb/d halted (full closure)
6.2
Mb/d bypass capacity
0
Mb/d displaced (0%)

Model the closure

100% halted
OpenPartialFull closure
6.2
Mb/d halted
6.2
Mb/d bypass
0
Mb/d displaced · 0%

Bypass routes

  • Cape of Good Hopesea+6.2 Mb/d

    The standing diversion since 2023. Adds ~9 days and bypasses Suez at the same time.

  • East-West (Petroline), Saudi Arabiawithheld

    Still transits cp-babelmandeb, so it cannot relieve a closure there.

Sea reroute adds roughly 9 days each way — tonnage, not throughput, is the first constraint.

 

Refining capacity exposed

The exposed importing countries hold 5,295 kb/d of refining capacity across 26 refineries. This is capacity that sits in exposed countries — not a claim about which refineries buy crude through this route, which is sourcing data the atlas does not hold.

Indicative planning arithmetic over published transit volumes and nameplate bypass capacity. It is not a supply forecast: it models neither price response, demand destruction, inventory release, spare production capacity, nor how quickly tonnage can physically reposition. Nameplate capacity is consistently higher than day-one deliverable capacity.