A $5 stock inside Kennedy Space Center?
SpaceX is next door. The Pentagon is already paying.
Dear Reader,
A tiny startup does not accidentally end up inside the secure perimeter of Kennedy Space Center.
Right now there is a small, publicly traded company operating a specialized fleet of launch vehicles just steps away from SpaceX and Blue Origin.
They have a special operating agreement that allows them to use a multi-billion-dollar federal launch facility for just $500.
It is no coincidence.
My private intelligence contact tracked the money and found out exactly why this tiny company was granted this kind of elite access.
They have built a launch system that every rocket company on earth needs.
A system that cuts fuel costs by 90% and allows for multiple launches in a single day.
The government knows exactly how valuable this is…
That is why they let them inside the gates.
Most retail investors have never heard of this company.
The stock is currently sitting under $5.
They are about to cross their final licensing milestone, and historical data shows their next valuation could hand early investors a 997% gain.
You can wait until this company is on the front page of the financial news…
Or you can get in while they are still a secret.
Click here to Step Inside Kennedy Space Center and
Get the Name of the Company
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Thursday, August 20, 2026
The Bottleneck Under Oil Prices
The world is burning through stockpiles to fill the gap.
Saudi Aramco built the East-West Pipeline during the Iran-Iraq War. It runs 1,200 kilometers from the eastern oil fields to Yanbu, a port on the Red Sea. Its purpose was simple. If a hostile power ever closed the Strait of Hormuz, Saudi oil could still flow west.
For forty years, the pipeline sat mostly idle. A backup for a worst-case scenario that never came. Then Iran closed Hormuz on February 28. Aramco pushed the pipeline to 7 million barrels a day, an all-time record. Saudi crude flowed west to Yanbu, loaded onto tankers, and sailed south through the Bab el-Mandeb strait toward open water.
On July 20, the Houthis declared a blockade on Saudi shipping in the Red Sea. The exit closed. The backup had moved every barrel from one chokepoint to the next.
The Big Idea
Three independent forces now sit on Saudi oil exports. Iran holds Hormuz shut in the east. The Houthis hold Bab el-Mandeb shut in the south. The only remaining exit runs north through Suez and across Egypt through a pipeline called SUMED, which handles about 2.5 million barrels a day. Saudi moves roughly 5 million. The pipe is too small.
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The Reroute
When Hormuz closed, about 8.3 million barrels per day of Gulf production went offline. Traffic through the strait collapsed to roughly 10 vessels a day. The pre-crisis baseline was 88 to 130.
Aramco's response was the pipeline. The company converted parallel lines that had carried natural gas liquids, switching them to crude. Throughput hit 7 million barrels a day. About 2 million of those feed Saudi refineries. The rest moves to Yanbu for export.
By June, Yanbu handled 92% of Saudi seaborne crude exports, according to Kpler. One port. One pipeline. One corridor to the sea. The backup worked. But it concentrated every barrel into a single route.
Observation: Saudi Arabia moved nearly all oil exports to the Red Sea coast within four months of Hormuz closing.
Interpretation: The system traded one chokepoint for total dependence on another.
The Second Closure
The Houthis control much of Yemen's coast along the southern Red Sea. They declared a maritime embargo on Saudi shipping on July 20. Within two weeks, the effect was total.
Kpler reported Saudi exports through Bab el-Mandeb fell nearly 90%. They dropped to 1.3 million barrels for the week of August 3. The week the blockade began, they stood at 11 million. Saudi crude has continued to load for export via that route, but vessels are sailing dark.
Iran controls Hormuz in the east. The Houthis, backed by Iran, control Bab el-Mandeb in the west. The pipeline moved the chokepoint from one arm of the same coalition to the other.
Observation: Saudi crude exports through Bab el-Mandeb collapsed by nearly 90% within two weeks of the blockade.
Interpretation: The Red Sea exit is closed to Saudi tankers. The primary purpose of the reroute is gone.
The Ceiling
One route remains. Tankers at Yanbu can sail north through the Red Sea to the Suez Canal. From there, oil crosses Egypt through the SUMED pipeline. SUMED runs about 200 miles across Egypt, connecting Ain Sokhna on the Red Sea to Sidi Kerir on the Mediterranean coast.
SUMED handles about 2.5 million barrels a day. Saudi Arabia is not the only country using it. Kpler noted that other producers already hold reserved capacity on the line. The actual space left for Saudi crude is less than 2.5 million.
There is another constraint. A fully loaded VLCC, the second-largest class of oil tanker, cannot fit through Suez. The draft is too deep. So tankers must partially unload at Ain Sokhna, transit the canal lighter, then reload at Sidi Kerir. Aramco started offering spot cargoes from Sidi Kerir in July. That confirms the reroute is real and active.
Even oil that reaches the Mediterranean faces a problem. Buyers in Asia, Saudi Arabia's largest market, must sail west through the Mediterranean and south around Africa's Cape of Good Hope. That adds up to four weeks and costs about $5 per barrel, or $10 million per tanker.
Saudi exports roughly 5 million barrels a day. SUMED handles 2.5 million, partly claimed by others. The Cape route is slow and cannot absorb full volume. No remaining exit is large enough.
Observation: SUMED capacity is roughly half what Saudi Arabia needs to export. Other producers already hold part of it.
Interpretation: The last remaining route has a physical ceiling that caps Saudi exports below what the global market requires.
Quick Hits
Global oil inventories fell 69 million barrels in July, according to the IEA.
The IEA expects a global deficit of 1.8 million bpd in Q3 2026, double its estimate from one month ago.
Aramco hit 7 million bpd on the East-West Pipeline by converting NGL lines to crude service.
War risk premiums near Hormuz have jumped to 7.5% to 10% of hull value, according to Marsh.
Saudi Arabia is considering expanding the pipeline by an additional 2 million bpd.
Hormuz traffic fell to as few as 0 vessel transits on August 16, per Kpler.
Global stockpiles are below 7.9 billion barrels for the first time since April 2025.
What This Means for Global Oil Supply
Three chokepoints now form a chain. Hormuz is closed. Bab el-Mandeb is closed. SUMED is open but too small.
The consequence is already measurable. Global inventories are falling fast. The IEA doubled its Q3 deficit estimate in a single month. That deficit reflects oil the world needs but cannot receive fast enough. Every route out is either shut or capped.
The signal to watch is SUMED throughput. That pipe across Egypt is now the narrowest point in the global oil system. If its flows plateau near capacity while demand holds, the inventory drain speeds up. Every barrel that cannot exit through SUMED either waits, takes the Cape route, or stays in the ground.
The East-West Pipeline was built to solve one chokepoint. It delivered every barrel to the doorstep of the next one. The geography made it a trap.
The Map So Far
Saudi exports face three simultaneous constraints: a closed strait, a blockaded sea lane, and a pipe across Egypt that handles about half the needed volume. Inventories are draining to fill the gap. The bottleneck is physical, and it persists until a chokepoint reopens or new capacity is built.

Until next time,
The Navigator


