Saudi Aramco notified European customers it cannot supply October crude under long-term agreements following the shutdown of its east–west pipeline.

The supplied reporting says Saudi Aramco informed European customers that it could not supply crude under long-term agreements the following month—October in this September 18 digest. It connects that notification to the shutdown of the east–west pipeline serving the Red Sea after an attack. The report describes European contractual supplies, not a worldwide cessation of Aramco exports.

The same message says Aramco was seeking to increase shipments through the Strait of Hormuz, and that Asian buyers had purchased tens of millions of barrels of Saudi crude near the strait during the week. It does not provide a precise volume for the European shortfall or a pipeline-restart date.

Traders quoted in the supplied messages reported Johan Sverdrup crude at a $33–$35-per-barrel premium to prompt Brent, compared with $0.60 per barrel in the September 8 pricing window. Johan Castberg was reportedly offered above a $30-per-barrel premium, while CPC Blend reached Brent plus $9 per barrel, versus less than $1 a week earlier. These are reported physical-market differentials, not outright crude prices.

The reporting also states that European diesel prices had exceeded $200 per barrel. Separately, the U.S. Energy Information Administration identifies crude prices, refining margins, distribution, retail margins and taxes as diesel-price components, and reports tight global distillate supplies. Neither source quantifies a resulting change in data-center backup-generation costs.