Yesterday EPRA froze your fuel price.

Yesterday EPRA froze your fuel price. This week the routes it arrives by were cut.
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1️⃣ SAUDI SHUT THE PIPELINE THAT WAS KENYA'S WAY AROUND HORMUZ

Saudi Arabia has closed its 1,200km East-West pipeline after drone strikes near Riyadh and Medina. The line runs crude from Abqaiq to the Red Sea to bypass the Strait of Hormuz — and it is why Aramco displaced the UAE as Kenya's largest G-to-G supplier: KSh 99.78bn of imports in the quarter to May against the UAE's KSh 42.10bn (KNBS, via Business Daily, 14 September 2026).

Hormuz itself runs at roughly 6–9m barrels a day against 20m+ pre-war. Brent closed Monday at US$107. An unnamed oil-industry executive told Business Daily nine days of Platts show super up ~US$87/m³, diesel US$57. Energy CS Opiyo Wandayi: supply is securable, but "what we cannot guarantee is the prices".

🎯 So what: yesterday you had 30 days of known diesel cost. Now 29, against a visibly rising input. Insert the fuel-adjustment clause today, and treat KSh 217.86 as a floor rather than a forecast.
🏷 Bush, Beach, City | 🇰🇪 | Confirmed | impact:margin

2️⃣ AND THE THIRD ROUTE WENT THIS WEEK — THE HOUTHIS NOW HOLD BAB AL-MANDEB

Barely reported here. The Houthis took Mocha on 10 September, then Yemen's remaining Red Sea coast and Perim Island mid-strait on 11 September; the Hanish Islands followed (FDD, 14 Sep 2026; NPR, 11–12 Sep 2026). Roughly 12% of world goods move through Bab al-Mandeb (AP, 14 Sep 2026).

What everyone is missing. These are filed as three Middle East stories. For an EA property they are one story with one output — the landed cost of everything arriving by sea. Riyadh was leaning on Bab al-Mandeb to escape Hormuz. Kenya's fuel and its imported inputs now share one point of failure.

🎯 So what: labelled inference — no EA freight surcharge has been announced. If you import linen, generators, spirits or spare parts, get a written surcharge position from your forwarder through Q1 this week.
🏷 Beach, City, Bush | 🇰🇪 🇹🇿 | Confirmed (events) · Inference (pass-through) | impact:cost

3️⃣ TWO THINGS EXPIRE ON 14 OCTOBER — AND YOUR CONFERENCE SEASON SITS INSIDE THE LAST KNOWN-COST MONTH

The 8% VAT on petrol, diesel and kerosene, cut from 16% in April and extended by KRA's Order of 14 July 2026, runs only to 14 October — the day EPRA's frozen cycle also ends. Our arithmetic, illustrative: gross the KSh 217.86 diesel cap from 8% back to 16%, nothing else changing, and you get ~KSh 234, about KSh 16 a litre — before any pass-through from item 1.

🎯 So what: Africa MICE Summit (Mombasa, 1–2 Oct) and Kenya Transport Summit (KICC, 30 Sep–2 Oct) sit inside the last month of fixable transfer pricing. Fix delegate rates now; clause anything beyond 14 October.
🏷 City, Beach | 🇰🇪 | Confirmed | impact:margin
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📋 We got one wrong. We said MV Dan would still be aground off Nyali on 1 September (P029). It was refloated 15 August. The window we bet against held.

📻 STILL TRUE — WHO DON617 (10 Sep): DRC Bundibugyo at 6,757 / 3,267 deaths, CFR 48.3%; WHO still advises against travel restrictions. Wilson Airport is still day-only, 06:30–18:30, night flights pending KCAA sign-off on runway lighting (Business Daily, 18 Aug) — four weeks on, in peak season.

🔎 Blind spots: the Kenya Gazette portal and KCAA eAIP served empty pages; three queries each, recovered via mirrors and cited as such, nothing tourism-relevant in window.

🔗 This edition on the web: eahospitalitypulse.com/editions/pulse-2026-09-15-mornin…
— EA Hospitality Pulse | Daily intelligence for city, bush & beach properties

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