The Houthis have substantially improved the accuracy of their targeting and hit an Aramco refinery in Jeddah. This is bad enough, but that refinery is supplied by Aramcoβs East-West pipeline which carries 5 million barrels per day. If the refinery has to shut down operations or the storage facility where the oil is kept is compromised, the pipeline shuts down as well and 5 million bpd are lost to world markets.