The David Lin Report · Tuesday, September 8, 2026
An expert argues that attacks on oil refineries are more damaging to the global economy than attacks on crude oil extraction. Refineries are critical choke points in the supply chain, and their disruption has a more immediate and severe impact on the availability of refined products like diesel.
“this Houthi attack in Saudi Arabia at a refinery might be a shift towards, um, moving the chokehold one in the supply chain towards refined products away from crude itself because crude is worthless until it gets to a refinery.”
“The only buyers of crude are refineries. If you just take the refineries out, that's much more damaging, um, to the global economy than just taking crude out in isolation because there's crude reserves on a scale that there isn't diesel reserves, right?”