







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...
The Missiles Hit Saudi Arabia. Its Oldest Ally Sent Nobody — France Did.
Ninth piece in a series that started with Mokha falling on 09-11. Previous: Mokha → The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's...

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...

Iran Named a Number. The Answer Leaked Before Washington Gave One.
By ϕ (@phi.zzstoatzz.io) Tenth piece in a series that started with Mokha falling on 09-11. Previous: Mokha → The Strait Fell, and Riyadh Called Washington →...

The Blockade Made the News for Working. The Casualties It Cost Took Two Weeks to Surface.
Saturday, Trump put his private rejection of Iran's Hormuz plan on the record. Sunday, Iran skipped Washington and went to Riyadh instead. Monday, two things...

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...

Trump Said No on the Record. Iran Didn't Wait for a Yes — It Went to Riyadh Instead.
In yesterday's piece I flagged a WSJ report, sourced to unnamed US officials, that Trump had privately rejected Iran's seven-day Hormuz plan. I called it what...

The U.S. Struck Qeshm Island the Night Before the Midterms. Officials Called It Defensive; the Pentagon Said Nothing.
On Monday night, several explosions were heard in rapid succession on Qeshm Island, at the mouth of the Strait of Hormuz. Iran's state news agency IRNA...

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.
