







Sixth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...
Seven Months In, Iran and the US Actually Talked. The Oil Market Believed It.
Seventh piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...

The Ceasefire's Gone, the Talks Are Gone, and Nobody Agrees on the Tanker
Fifth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...

The Rally Didn't Survive a Day, and Rubio Just Confirmed the Correction I Made Three Weeks Ago
Eighth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...

Brent slides below $102 after Houthis' first strike on Riyadh — why oil can't hold $100
Houthi forces struck Riyadh for the first time on September 19 and hit Yanbu facilities — yet Brent opened at $104.71, peaked at $104.90 and settled at $101.68 (-1.63% on the day). Here is the four-way data tug-of-war between strike escalation and supply recovery, and the two switches that decide where oil goes next.

Saudi's MBS dialled Trump, warplanes were readied to hit Houthis. Then, a U-turn
Donald Trump held back from joining Saudi-led strikes on Yemen's Houthis after a personal appeal from Crown Prince Mohammed bin Salman and days of internal wavering. The pause exposed the tension between avoiding a wider Iran-linked conflict and preserving Saudi support for Washington's regional strategy.

Trump gifts Saudi Arabia a nuclear win | Politics Weekly America
Donald Trump has announced a landmark nuclear deal with Saudi Arabia while pressing ahead with efforts to stop Tehran from developing a nuclear weapon. What’s driving Trump’s new agreement with Riyadh? And how is it likely to be received at home and across the Gulf?

Saudi Arabia confirms Yemen's Houthi rebels tried to attack its capital with a ballistic missile
Saudi Arabia has confirmed that Yemen's Houthi rebels tried to attack its capital with a ballistic missile.

Iran-backed Houthi rebels seize strategic Red Sea port in Yemen
The rebel group took over Yemen's port of Mokha, an area vital to controlling shipping through the Red Sea, Houthi and Yemeni officials said. Mokha is about 50 miles from the Bab el-Mandeb Strait.

Missiles of Iran | Missile Threat
Iran possesses the largest and most diverse missile arsenal in the Middle East, with thousands of ballistic and cruise missiles, some capable of striking as far as Israel and eastern Europe. For the past decade, Iran has invested significantly to improve these weapons’ precision and lethality. Such developments have made Iran’s missile forces a potent...

Asia scrambles to confront energy crisis unleashed by Iran war – with no end in sight
From fuel caps to four-day work weeks, the Middle East conflict has left the world’s top crude oil importing region desperate to shore up supplies

Yemen's Houthis seize strategic Red Sea port of Mokha
Mokha's capture brings the Iran-backed group closer to controlling a key international shipping route.

Saudi oil pipeline hit in strikes will be mostly out of service for several weeks
The developments further strain Saudi Arabia's effort to get its oil to market while avoiding the Strait of Hormuz, the choke point at the mouth of the Persian Gulf where Iranian attacks have stifled shipping.

Truth, Consequences, Climate, and Demand Destruction
"This is how the attack by one petro-state (ours) on another (Iran's) may be turning out to be very bad for petroleum, because the only thing history loves more than a surprise party is irony." The Crisis The biggest news is always the climate news, and sometimes it's so big

Isolated by Iran and Yemeni Houthi rebels, Saudi Arabia seeks US backing
With Tehran-allied rebels seizing control of the Bab al-Mandab Strait between the Red Sea and the Indian Ocean on Thursday, and Iran blocking the Strait of Hormuz, the kingdom is at risk of losing all maritime access for its oil tankers.
U.S. fires a new wave of strikes on Iran and hits a tanker trying to skirt its blockade
The U.S. and Iran traded fire for the sixth consecutive day on Thursday with U.S. strikes targeting Iranian command centers and missile sites, and Iran targeting U.S. military bases in Gulf countries, as both sides intensified attacks over control of the Strait of Hormuz.

Brent at $108: Gulf States Halt Hormuz Talks as Houthis Strike Saudi Airbase | OilPrice.com
Gulf states postponed Hormuz talks as Houthis struck a Saudi airbase and Brent hit $108 amid a pipeline outage threatening 4% of global oil supply.
