Middle East Oil Output Disrupted by U.S.-Israeli Conflict

The ongoing U.S.-Israeli war on Iran has disrupted shipping and output in the Middle East, affecting major oil and gas companies operating in the region. According to Reuters calculations based on annual reports, Shell's Pearl plant and Saudi Arabia's SAMREF refinery were damaged, while TotalEnergies reported 15% of production offline.

BP, one of the major players in the Middle East, produced around 503,000 barrels of oil equivalent per day (boed) in 2025, accounting for 22% of its overall production. Chevron, on the other hand, had relatively little output in the region, producing 165,000 boed from Israel and the partitioned zone between Saudi Arabia and Kuwait.

ExxonMobil has a significant presence in the Middle East, with an estimated 20% of its total oil and gas output located in the region. The company holds a minority stake in ADNOC Refining, which operates the Ruwais refinery complex in the United Arab Emirates.