u/MrT_IDontFeelSoGood

The author claims that only Saudi vessels are being targeted, not other nations' ships, because the attackers want to avoid global interference and focus pressure on the Saudis alone. This ratcheting pressure on Saudi Arabia should restrict its oil flows and push crude prices higher. The catalyst is the ongoing escalation against Saudi shipping, with the author expecting oil to be cranked higher as a result. Main risk implied is that other nations could intervene or the pressure campaign could de-escalate.