Houthis Strike: Saudi Arabia's Oil Escape Route Just Got Torched

All right, hello everybody and welcome to Geopolitical Trends, where truth matters. The Kingdom of Saudi Arabia, Al Arabiya Saudia, that is, just lost its only way to sell oil if Hormuz Strait keep, uh, stays shut down. And the strike, by the way, didn't come from Iran. The strike that David Oualaalou, it barely made the news. That is the, the importance about all this. So, so the first question to ask is, why is this important for you to know about, and what's in it for you to understand about this development? It's, it's, it's a fundamental question that we ought to ask, because once you understand the recent strikes or the destruction of, of the oil refineries by the Houthis it'll make more sense to you why you need to know about this. So, so far you have the Yemen Houthis, our Ansarullah, that is stated, and there are enough evidence to prove what they stated, that they have targeted and destroyed oil facilities in Saudi Arabia which is owned by Aramco. So I'm going to show you some pictures, like for example, uh, Jazan, uh, oil refinery, uh, and also I have another one of uh, I forget which one is this one here. Yeah, I forget the name, sorry. Uh, just to highlight to you that, and this comes in the latest escalation between the two sides, meaning Houthis and Saudi Arabia. And of course, what, Riyadh had to issue a statement. And what does the statement say? Oh, the Saudi authorities say that they intercepted the missiles. And the drones attack. Okay, here is my, my question to that logic: if the Saudis were able to destroy the, the missiles or the drones, why are we seeing this much smoke? And that highlights to you because they need to keep the narrative alive. So everyone, whomever you ask, everyone you is calling this a Houthis attack retaliation. It is not, it is not retaliation. It's out of— it's Iran's finding the one target that could actually end this war. And it's not Tehran that's doing this, it's the Houthis. So it behooves us to understand, at least in this analysis that I'm going to be providing you with, as to why did the Houthis attack Saudi oil facilities along the Red Sea. The Houthis went ahead and attacked the Yanbu Aramco facility, which is in Jizan. That's, that's the picture I showed you, uh, uh, the Yanbu facility, which, uh, was targeted a day and a half ago, around the 25th, early 26th. And the, uh, uh, of course, was stated as a retaliation And that of course came roughly one day after the Saudi, uh, the Saudis and its coalition targeted Hodeida and Qamran Islands. Why? Because they were targeting linked to Houthi vessels attacked. So yeah, some will see it as retaliation. I don't. I see it as a much bigger picture. And this is why the Houthis decided on to strike the sensitive Aramco-affiliated facilities in Jizan and Yanbu. And they didn't strike with just drone, they used ballistic and cruise missiles and drones, of course. Yeah, and that goes back to what happened 3 weeks ago. Remember when I did the live stream for you about— and I asked the question, why the heck will the Saudis, whomever was advising the, the prince or whomever, why will they go and attack an Iranian, uh, plane that is landing in Sana'a. And that is exactly where you are seeing now a much bigger picture. So I'm going to play a clip for you. I'll be playing some clips to prove and provide you the evidence of what I'm talking about, and we just go from there. So take a listen, please.

Tonight, uh, the Houthis struck Saudi Aramco's Jazan refinery on the Red Sea, a 400,000 barrel a day refinery that sits on its own export terminal, and that makes it significant. In addition to that, it appears that our administration has finally woken up to the fact that the countries that are responsible for about 45% of the world's oil supply are now under attack. That hadn't occurred to them before now, apparently. They're also responsible for, uh, not quite, but almost 20% of the world's refining capacity. And pulling Saudi Arabia into this war was one of the things I was really concerned about. And Donald Trump said he would hold Iran responsible for anything the Houthis did, but so far the only thing we've done is beg for a deal. Let's get back to the MOU. We've now offered them like 3 different deals in the last 72 hours or so, and last night, while Iran and the Houthis were basically lighting up the entire Middle East, uh, the United States did not strike Iran one single time for the first time in over 2 weeks. So basically the question at this point is, can the United States offer Iran something that they would be willing to take, considering the fact that Iran wants this situation position to deteriorate as much as possible so they can extract the most value from it. Well, so last night, uh, the Houthis struck Saudi Aramco's Jazan refinery on the Red Sea. 400—

all right, I'm gonna stop this one here and we're gonna continue with our conversation here. So now when you think about all this within the context of what is happening, and again, I got a few clips that sort of, uh, I'm gonna share the screen with you, uh, on, on this one here just for you to see. I'm not gonna play anything just for you to see the facility that was targeted. And if the Saudis are saying, wait a minute, we have fired, uh, we have intercepted those, uh, the satellite images prove otherwise. So take a look here. So here's the satellite image of the facilities before they were destroyed, the oil refineries. And right there, so this is on the Ras, uh, Ras Tanura refinery, because that was the same arguments that was made before. Here is the picture of it before. This is like the refinery. It's, it's when— now here's another one of it. And those were targeted in a sense that what the media doesn't want to— that's why I asked the question at the beginning, what's in it for you? Why do you need to know this one here? So, and here is the, the full picture. Just, just take a step back or zoom out, and the retaliation for retaliation framing obscures the real driver of this. What is the real driver? This is a spillover front of the US-Israeli war on Iran, not an isolated Yemen-Saudi spat, as the media will have you believe. The Houthi strikes on Saudi Arabia most strategically important Red Sea. That's the key location, geography. Oil facilities represent a major escalation, not between just the Houthis and Saudis, but of a regional conflict which reignited the war that was the US— Israel and the US launched against Iran. Because the way you need to understand this and frame it within its accurate uh, uh, uh, context. I'm trying to get you the picture of the area view of the oil refineries. Yeah, this is an area view. This is another one in Dhahran. Those are the major ones. Saudis depend on this stuff. Without this, there will be no Saudi Arabia. Let me just be blunt about it. So I don't shy away from saying this because here is the thing, what you need to understand about Yanbu. And, and here is— I think I have a— yes, right there, picture of it. Uh, let me see. Yanbu, not on this one. I thought I had a map of this one here. My apologies, guys. I, uh, usually I keep a map for this to highlight geography for you, but, uh, anyway, let's move on. It's not here. Uh, what you need to understand is that Yanbu, you know, isn't a random target that the Houthis, uh, decided to target. It's not random, no, because it becomes Saudi Arabia's only exit valve after the Hormuz Strait is effectively closed off. So think about it. And I'm going to put the map of the Strait of Hormuz to show you one aspect here. Here is the Strait of Hormuz, and if we are— or this one here— and if we are to move to the Red Sea Here is the Yanbu. Oh, that's the map right there. Yanbu. The Houthis target this for strategic reason. Why? Because the Gulf— the, uh, Persian Gulf, or I'm sorry, the Strait of Hormuz, it's already closed. So the Saudis, where, where else they're gonna send the, uh, the oil from? None except this one here, the one on the Red Sea. But now it's done. This is why The Houthis targeted that. And what's the evidence also that proves is that when you look at the Kepler shipping data, there is a, an association that deals with the shipping data where you can track how many ships moved through certain straits or geographical areas and so forth. What is the data showing? It's showing that the Yanbu location, the one I showed you on the map right here, the Yanbu, just that location by itself was handling the vast majority of Saudi seaborne crude exports throughout the month of June and July. Let that sink in. In other words, the Saudis have no other alternative but that Yanbu, uh, the oil facility, storage facility, for June and July. And remember, The war with Iran started when? February. Back then, the Hormuz Strait was open and closed. This is why now Donald Trump, Taco, is going about, hey, let's figure out— I'm gonna halt the attacks on Iran. It's not because, because he wants to, it's because he knows what the consequences will be. And I will mention something to you as I move forward regarding this aspect. But for now, I need you to understand what the Houthis did wasn't random. So because hit, hit the Yanbu location. And what— because when you do that, you are not punishing Saudi Arabia. No, no, no, no, no, no, no. You, you— some will say what the Houthis did this because they want to punish Saudi Arabia for this broader scrimmage. No, no. Think, think strategically. Think strategically, big picture. You are squeezing the one alternative route the kingdom has left, which only works as a strategy if the goal of sort of maximizing pressure on the wider Western-aligned oil architecture that Washington has effectively created— in other words, in a simple terminology, Washington didn't think through all this. And the Saudis were stupid enough to go ahead and attack an Iranian plane that landed in, in Sana'a and went ahead and attack Houthi locations. So let me just share with you my own read about this, because here is what's going to happen, or how it's happening now. The Saudis will present this as, oh, unprovoked Iranian proxy aggression. The Houthis will present this as a defensive retaliation against coalition strikes on Yemeni territory, which by the way, still going on because the Saudi-Yemeni conflict has never ceased to exist. It's still on. Think of it like a frozen conflict, like in the Korean Peninsula. But both narratives, the Saudi one and the Houthi one, both narratives conveniently, and I'm going to be straightforward about this, skip over the fact that none of this happened without— because none of this would have happened without the US having opened the Hormuz, Iran front in the first place. So if the US doesn't get involved and engage in a war that is not ours, we won't be seeing about this. Because what Washington did is lit the fuse and the Houthis are just the next domino effect of it, using an already cornered Saudi oil export system as leverage. Simple as that. You think strategic when you get involved in these sorts of activities. In other words, when you get engaged in a war that the US didn't think strategically about.

Why?

Because the narrative— Tucker was saying, Donald Trump, oh, he's going to be quick, we're going to degrade their military. I don't know. All of a sudden now we finding out, oh, it's backfiring even on the Saudi and other Gulf states. That is the harsh reality that many people do not understand. And with this, you think to yourself, you know, is this why this signif— why this development is so, is so significant? And even if you go with that question, then you ask yourself the other question, which is part of that, is the timing of it. Because this one matters. It matters more than just routine drones that Iran— that, I'm sorry, Houthis will launch targeting locations within Saudi Arabia. It goes beyond the headline of just a refinery being attacked like we've heard past months, precisely because of what it targets. Think about the Ras Tanura, that, that oil facility, which is a major one right there. Yeah, think about Jeddah storage tanks where, where the Saudis store their oil and so forth for, for, for sale. Just think about those, the odd tankers in the Strait of Hormuz. Those were sort of limited strikes, if I may use this, the the word, uh, on the system with some sort of, uh, what's the word I'm looking for, redundancy. You keep doing it over and over and over. This one, Yanbu, is different. This location, uh, again, I gotta get the picture of it because it's important to see this one. Yanbu is different for a reason. This is the area of it. Yanbu is different. And like I said earlier, when I, I had a chance to look at the data, and I will share the link with you from the Kepler data, you know what it shows? It shows that this location, Yanbu, handled about 92% of the Saudi seaborne crude exports in June and roughly 78% in July. Just the last two months, this one location in, in Saudi Arabia, the, uh, Yanbu right here, that one. Think about it, 92% in June, 78% in July. That should give you an idea because it's the only one outlet Saudi Arabia built specifically— he built this specifically to survive a Hormuz shutdown. So hitting the safety valve right now itself, which what the Houthis did, rather than the main artery, is the significant move by the Houthis because It was an attack by the Houthis on the contingency plan for the Saudis, not just the primary system. And that is why the Houthis declared maritime embargo, threatened to cut off all Saudi oil exports through the Red Sea. And of course, when you think about Red Sea, you should come to your mind Babel Mandeb right there, because that is in a way that actually closes the loop rather than just adding friction to it. So you have the Babel Mandeb closed, you have the Strait of Hormuz closed. Where are the Saudis going to ship the oil from? They have no other way. They have no other way. That was the first part of the question. The second part is the timing. Once again, the as geopolitical analysts, you always think in terms of the timing of event as they emerge or evolve. The timing didn't happen in a vacuum either, because, because it lands on the top of an already cornered global market— energy. Brent crude has already broken triple digit just on July 23rd., and that happens before the attack on Jezan and Yanbu strikes pushed it over $100 again. And that's after a month, only one month after Brent crude rose about 40% over the course of July month alone. Those are, guys, are not a small things to Think about it. And the reason I'm saying this, because that's why I'm gonna share with you why this is important for you to know, what's in it for you. Because when you think about the big picture of this, the Houthis or Ansarullah picked the moment, the exact moment when the Strait of Hormuz was already effectively shut and traders in energy were already pricing in a maximum fragility. It's not an accident, it's a calculated squeeze at a peak, really at a peak leverage. So let me play a clip for you to highlight something important that I believe, uh, would be worth you knowing about. So, and this is again You're gonna have to think. Most Americans are clueless. I say it, sorry my fellow citizens. I'm not, I'm not putting anybody down here. I am stating the fact because when they decided to go ahead and vote for, you're gonna have now to live with the consequences. If you only know what just happened right about a week ago regarding the energy market That is the reason why I had to share the data with you. Take a listen to this and I'll let you judge for yourself. Take a listen, please.

That over— it looks like according—

oh, sorry—

to the Financial Times that over $580 million worth of oil contracts, 6,200 contracts in total, changed hands between 6:49 AM and 6:50 AM Yesterday, okay, 15 minutes or so before Donald Trump announced on social media that he might be trying to strike a deal with Iran. So who in the middle of the morning decided they were gonna transact 6,200 contracts related to oil at a total contract price, notional value of $580 million, 15 minutes before Trump announces he's made or about to make a deal? And if that's not suspicious enough for you, CNBC, uh, reports that in the S&P futures, which has to do with the stock market, there was also an aberrational run-up almost in that exact same time period. So somebody bet on the stock market and on the oil market— stock market to go up, oil market to go down— 10 minutes before Donald Trump picked up the phone and called in, into CNBC and had an interview and posted on social media at 7:05 AM that we may be striking a deal. Here's Donald Trump phoning into CNBC at or about the time that this person or people, a team perhaps, is, is, um, uh, cooking the books on the market, uh, and front-running information. In other words, they know the information but we don't, and they're trading on it.

So now you know how deep is the corruption inside this, the, the system here. And by the way, I got a word that next month Donald Trump's son Barr, he's gonna appear, testify under oath in Congress. Just made $500 million, makes you wonder. So he's gonna appear before Congress and, and under oath, and if he perjures himself You know, the system is— is— anyway, I just wanted to share this with you to understand why the Houthis did what they did. Of course, the mainstream media, which— the whole reason why I'm doing this is to provide you the argument that is not being heard, the truth that is. Because the mainstream media framing for this wants this to read as, oh, it's only tit-for-tat retaliation for the Hodeida strike by the Saudis. But the timing tells a real story. It's different story. This is, this is Iran's coalition testing whether it can turn a regional war that Washington escalated into a full dual checkpoint crisis at precisely the point where the global economy has the least slack left to absorb it. This is no coincidence to me. This is a calculated move, strategic one. And this where that strategic significance, uh, comes in, because it's not really about Riyadh versus Sana'a. No, no, because this signals that the war Washington opened against Iran has now generated its momentum its own momentum, its own trajectory across multiple fronts. Not just the Strait of Hormuz. You have now the Strait of Hormuz, you have the Red Sea, and guess what you might have soon? Which this might shock some people— you might have the Caspian Sea next as another location, as another choke point. Don't be shocked and don't be surprised. And that is my point. Have to think in terms of the strategic aspects of it, because, uh, because this could be faster than anyone in Washington seemed to have planned for, which we gotta— we got irrational people in Washington, politicians and president included. People can't think straight, they can't think logically, pragmatically. And that's the part The media does not want you to know, and that's the part that is worth dwelling on more than the tactical back and forth issue. This is where the truth lies, and I find it, for me, my responsibility to do my best to let you know about it. If the truth matters to you, hit like, subscribe, and tap that bell. No spin, No agenda, just the stories they don't want you to know. Don't watch from the sideline, be part of the movement. Your support keeps the truth alive. Thank you. Now the next logical question to ask is, with this development now, how will this attack by the Houthis on the oil refineries in Yanbu in, in Saudi Arabia, how will it reshape now the trajectory of the US-Israel-Iran war. Because all this within one, one big picture. This is why now Donald Trump is looking for— no, I'm not going to use the term way out. He wants some sort of a settlement. He is trapped in a war that is not even ours. It's not ours, but he's trapped, and Iranians are not backing down. And this is again, with this question that I ask, this is where the Ansarullah front stopped being— because Ansarullah, the Houthis, or Ansarullah, the group, you know, stopped being now in as a some sort of a sideshow. No, no, no, no, no, no, that, that it's, it's over for that because now they're starting to pull in on the war's actual center. Of gravity. They are in the thick of it because— and what is that gravity is? Is Washington's exit calculus, which we don't have one anyway. And this is why Donald Trump has been telling reporters he believes that Tehran is— and I put this in quote, I have to keep it word for word getting more serious, end of quote. And you know what he's referring to. He's referring to, oh, Iran is getting more serious in talks and that multiple strategic exits or strategies remain on the table. Good luck, Donald. Wishful thinking, if I may add, because Iran now made it clear they have no interest whatsoever that the time or the era of conversation negotiations is over. So because while Donald Trump is saying all this, the US campaign, uh, uh, uh, the bombing campaign rather, is going on. So of course that comes after the ceasefire collapsed permanently. And that posture, just that posture, only survives if the economic pain stays containable, which doesn't look like it is, and it will be. So once this location, Yanbu, which is the escape valve for Saudi Arabia— it has built this exactly for this scenario. So once that location comes under fire, that so-called manageable war narrative Washington has been selling domestically gets much harder to sustain. This is when you wish Americans will wake up. They're gonna be shocked with the economic downturn that we're gonna be experiencing moving forward. Because now what you have, you have no clean firebreak between Iran war and the global oil shock. There is nothing in between. The two crises now have fused, and that's the strategic calculus of Iran. Of course, the Houthis are under, uh, uh, not the authority, but rather are an ally of Iran. They coordinated, and we are seeing the results. So that fusion in itself cuts against Donald Trump into specific way. Do you know how? It narrows now Donald Trump maneuverability. He's room to simply keep grinding Tehran down militarily while waiting for so-called capitulation from Tehran. Good luck with that, Donald. And that is where the importance of it, because now every Ansarullah or every Houthi strikes on Red Sea infrastructure is effectively Iran's subcontracting escalation to a partner, a trusted one Washington cannot easily retaliate against without opening a third theater. Which, by the way, you all know what it means. It means that the pressure to actually close a deal, not just claim one is closed, goes up in the smoke. This is the harsh reality that Donald Trump is waking up to. Of course he gives a damn— he doesn't care about American citizens. He's cutting a deal behind closed doors, like the clip I played for you, for you earlier, like what's going to be happening next month with the hearing in Congress for his son under oath. And I'm gonna keep my eyes open on this. I will reach out to some people in the, in the Hill and ask few specific questions. So, and that is why expect now that the sh—

the—

to expect this to show up sort of as a harder push from the mediators Qatar and Pakistan. Even Pakistan, they got some under the table funding of sort. This is why you see in Qatar and Pakistan, especially the Gulf states are pushing there, and probably now from Saudi Arabia, all those, mainly the, the Gulf states who now direct skin in, in, in the game, in ending this conflict rather than just watching it from the sideline. But what can they do? Literally, let's ask the, the, the realistic, what can those Gulf states do? Like I always tell you, I was on the ground. They won't be able to fight. They can't fight. Their mindset is not set for that. Once the oil money became available, is the comfort. They, they don't know what it's like. And who's going to be fighting for them? They thinking that the Americans going to be fighting for them. And if they even think that, they are mis— they are, they are disillusioned. That's no different than Japan, than South Korea, than Philippines, and Australia for that matter. They are, they are living an illusion that the Americans is going to send their troops in front line. The Americans might be there, but it will be in the back. Look at just Ukraine. And that is why you see now Qatar, United Arab Emirates, Bahrain trying to push behind the scenes for them. Well, let's start with the first order of business. And you know what the first order of business? Ask the American military to leave, then we'll talk. But they, they want to, they want to bake the cake and, and eat it at the same time. You can't have it both ways, because as long as the presence of the US military in those bases, they're legitimate targets. I kept the map for this one right here for you. Look at all those locations. Those are all US military bases. Yeah, Kuwait, Bahrain, Qatar, Oman, and Jordan. By the way, Jordan has the, has the most secretive one because the secretive one belongs to the three-letter agency. So, and I'm gonna share a clip with you, and not just my word, it's, it's— and I confirmed all this, and you know, I'm not going to share something with you that I'm not Surtanov. So that is what I need you to understand, uh, so, and if you truly want to also, uh, for those who have not seen the video that I did, the, uh, that I released rather last Sunday, the recorded analysis, I'm gonna share it with you in the chat box right here and you can watch it later on if you feel like it. And now we come to the key question of all this. Why is this important for you to know? What's in it for you? And when I say you, I am referring to you, me, and the rest of us around the world, because this is not a political, just political problem. It's be for a simple reason, because this isn't just some distant West Asia or Middle East story that stays in the region. No, no, it doesn't stay there. It's not gonna stay there. That's the point. It doesn't stay in West Asia. It is a direct line to what you and I and other people around the world pay at the pump. It's for all of us. If we have portfolios, how they're gonna perform in the next quarter. So when you have this location, Yanbu— let me put the map once again because I need you to know where it is— Saudi Arabia, Yanbu, right there. When this specific location goes down as an option, you are not looking at a regional disruption anymore. You are looking at the last redundancy in the global oil system disappearing. Yeah, disappearing. At the same time, you have Brent crude is already up 40% from July, from this month, the beginning of this month. So that's not a— I mean, let's be realistic, guys. That's not an abstract geopolitics. No, no, that's an inflation. That's a shipping cost. That's every downstream price tag tied to energy. That is the— that is what's at the heart of it. So, and, and I strongly believe, uh, viewers who tune this out and say, oh, this is just another Middle Eastern flare-up— no, because if they do, they are missing the mechanism that actually touches their wallets, their finances, their economy. That is the reason why I found it very interesting that I address this topic for you. You know, I wrote about Saudi Arabia, I, I did the research, I spent time on the ground. I used to go back and forth during my days in, in Washington. We dealt with the higher-ups in the government and all this, so I kind of have grasped an understanding of that political system. Inside Riyadh. So what I'm sharing with you is how it impacts you directly, even the issue is right there in West Asia, Middle East. But there is a much bigger reason for you to care, and it's the one mainstream media coverage keeps burying under. No, you know why? Because what you are— what I'm sharing with you now, what I'm sharing with you is a live case study In how war started with a confident talk by Tarkov, limited strikes, a clear exit strategies spiral now into fronts Washington didn't plan for, but Iran did plan for it. Houthis planned for it, you know, because every time now a new choke point gets pulled into the fight. We already have the Strait of Hormuz, now we have the Red Sea, and potentially we might have the Caspian Sea. I'm not ruling that out. So every time we have some of this like this, it's proof that once you start this sorts of wars, okay, you don't get to control where they're gonna end. This is the history lesson that Trump didn't get. And whoever was advising him have no clue. That's the pattern. And this is for you, for all of us in the community. That's the pattern you should be watching for, because it doesn't just apply to this war, by the way. It's not just to this, you know. It's the same pattern that's been repeated across every major conflict. Washington has opened in this region for the last 2 to 3 decades. I was in the middle of some of those, you know. I made my opinion clear, but you have the higher-ups, you have the chain of command, you know. I voiced my concern when I'm asked the question, you know. That's almost the best example I can tell you is about the invasion of Iraq. I wrote a report, you do not want to do this. You're going to be entangled there for the next 16, 18, 20 years. You're going to change the landscape, geopolitical landscape for the Middle East forever. And of course, it will be an opportunity for Iran that you're going to do the work for it without having to fight for it. And here we are. Well, we're going to do— I remember I was told, I was told, oh, it's going to be a quick, quick cakewalk. We're going to just go liberate Baghdad and leave. I say good luck with that. And you know why? It's because these people that they asked the question and I was answering had no clue about the history of Iraq itself, or West Asia for that matter. Beside all this, because I want you to understand why this matters to you, and this matters to you because it is a stress test You know, stress test for what? It's for the America still called the shots. It's over because it's an assumption. A lot of people carrying these stories. Yeah, watching— when you watch, you know, just look at the mainstream media. If you watch TV or listen to mainstream media— I haven't listened for one since about 2004. 2004. And for a simple reason, is because I was on the ground and they're reporting something else. When I returned back home, they were reporting something completely different, has nothing to do with what's going on, because I was there. And I'm just shaking my head. And this is why when you watch Washington's declared timeline and confident rhetoric, it's colliding now with the fact on the ground It clearly didn't anticipate. Ask anybody in Washington, did you ever think that the Houthis might shut down Red Sea or target the Saudi oil refineries? You know, that's the multipolar world now showing its work in real time, not some headlines or talking points, in an actual mechanism playing out on your screen. That's what I'm sharing with you, the images and so forth. And that is the harsh reality that Washington is not— it's because we don't— we have irrational people in Washington. You know, we have individuals, you look at the Secretary of State, the guy is not even qualified. Nothing against Marco Rubio, but you call spade a spade. If you are not qualified to lead, State Department in, in understanding how the world works. It's because you've been calling on, well, we're gonna fight Iran, we're gonna fight China, we're gonna have to defeat communism, we're gonna have to defend Taiwan. You know, when somebody talks like that without having a basic understanding, it shows you who is managing American foreign policy, if there is even a foreign policy to begin with. And this is why I found this topic very important for you to know. It's because, as I said earlier at the beginning, the Yemeni-Saudi conflict is not resolved as of now. You just don't hear about it. Saudis are freaking out because they know they won't be able to defeat, uh, uh, uh, the Ansarullah or Houthis. That is the problem for the Saudis, especially in the northern area, because, uh, this is where, uh, Jizan area, right there, it says right there. Where you see Bab el-Mandeb, Jizan, all this part of Saudi Arabia, Yanbu, Mecca, Taif, Jeddah, and Jizan and Abha. All of those are strategic. And, and, and Houthis, they know what they're doing. And the conflict has not— back then when I wrote the Saudi book, and I'm going to share an excerpt if you allow me, because it'll make more sense to you. Here is what I wrote back then in my Saudi book. Saudi Arabia claims that Iran provides the Houthis with missiles that target Riyadh. If the Houthis prevail, and it looks like as though they will after the demise of the former Yemeni president Ali Abdullah Saleh, Saudi Arabia finds itself politically isolated. From the Saudi perspective, Riyadh wants to demonstrate that it has the upper hand in the conflict when it doesn't. Riyadh wants to claim that it's still the hegemonic regional power when it is not. In my opinion, the conflict in Yemen will continue because Iran and Saudi Arabia each misperceive the other's resources and capabilities. Saudi Arabia wants to prove that is still dominating the Middle East, while Iran wants to cement its presence in the region and beyond. It appears to me that Yemen has become to Saudi Arabia what Vietnam was to the United States. The only option left for Saudi Arabia is either to enter into negotiations with the Houthis or withdraw as Jamal Abdel Nasser of Egypt, because he did that as Jamal Abdel Nasser of Egypt did when he got involved in a guerrilla war in Yemen only to withdraw with a bruised ego. That's exactly what happened to Egypt back then. So you think the Saudis would have learned something about that one, but apparently They did not. So that's the important— why I want to share this with you and, and, and answer that fundamental question: what's in it for you? I mean, I don't do just random stuff. If it is of no use to you, the information, then I won't do it. So, but anyway, that's what it's about. So, and, and, and, and that's my brief analysis for you because I want to keep this short. What I want to share with you, because I'm going to play some clips for you Please, please stay with me here till the end because these clips are very important. It pertains to what I'm talking about and hints as to what I'm going to be covering next. So the one thing that I need to tell you, uh, about my next, uh, uh, which I will do for you tomorrow, uh, I'm just waiting for some emails, uh, sort of, uh, basic, uh, confirmation of certain things. Uh, Eran is hinting at possessing a tactical nuclear weapon. And the way I can see the importance of this, because of one reason. First of all is this one right here. This is, uh, Qaher. Uh, yeah, that's, that's the— because you have military experts now. The military experts concluded that Iran realized during the ongoing war that Khabir or Khyber Sikan Uh, that's their missile. It doesn't cost them much, but it's very effective and, uh, very, very— I have a picture here, uh, Qasid. Let me upload it. Bear with me a second here, guys, because this picture is what I'm going to be talking to you about tomorrow. All right, and I got it on a good authority that the IRGC Space Force— or space authority, whatever. They are preparing a rocket. This is Qased rocket. Read between the lines and to why Donald Trump wants to all of a sudden saying, oh, I'm gonna hold my attacks on Iran. And at the same time, Iranian military spokesperson affirmed that the Armed Forces of Iran's readiness for complex scenarios. You know what they mean by the complex scenarios? We're talking about ground invasion. They're waiting for it. And as a matter of fact, it was one major development, and I'm going to share a clip with you about what happened with some, uh, uh, Special Force Delta, uh, you, you'll see in a second here. So, and by the way, this, uh, this missile here that I showed you earlier. This is because it's cheap, it is effective, and it is difficult to destroy. That's called Khaybar Shekan missile. Very interesting dynamic. So I'm going to do— make sure you join me tomorrow. Uh, all right, here is my conclusion for you, and I'm going to play clips for you as we move forward. So So the story that I shared with you, the analysis, the brief analysis that I provided you here, isn't about just Yemen versus Saudi Arabia. No, because if you do that, or you think about it that way, you are limiting the scope of, of, of the whole story. It's a war Washington opened that's now generating front— fronts, more than one. Nobody in Washington planned for more. And the problem is, is generating these fronts faster than any ceasefire talks can help or keep up with. In this case, that is where the problem is. So when the safety net itself becomes a target, what you have, you have the controlled escalation stopped being a real strategy because that's, that's no strategy. And because we couldn't, we're saying we want to control the outcome. This is what Donald Trump is saying. Oh, we, we, we degraded their military, you know, they're gonna capitulate anytime soon. Good luck, Trump. And that in itself stops being a real strategy. So, so I'm gonna leave you with one question. And, and by the way, thank you to those who, uh, response to the question in the comment section, and I responded I looked at some and read some of them. As a matter of fact, I do read all those, uh, uh, that you post there. So here's the question, uh, what, what I want you to think about or answer if you like. Do you think this push or this development that took place is now going to push Donald Trump towards a faster off-ramp, or does it just prove the war already spun out of control or anyone's control for that matter? So let me repeat that. Do you think this event that happens between, uh, Houthis and Saudi Arabia pushes now Trump towards a faster off-ramp? In other words, he wants to have an exit from this war one way or another. Or does it just prove the war already spun out of anyone's control? So just make sure you drop me, uh, your comment in the comment section. Later on. So, all right, let me share the first clip with you. And again, I want to confirm something for you that happened, and I saw the image and I verified it from two different sources. This one about the attack. Yeah, do you remember last time when I told you the, uh, I showed you the clip of Iran moving certain military hardware to the border with Kuwait, right? There is a reason for that. So, so take, take a look here. More or less it has soundtrack. I'm gonna have to silence it. Yeah. Oh, sorry. So that's the targeting of Kuwait at some point. Here is the one that I wanted to share with you about what happened with US forces. And this is from George Conway, and you all know George Conway. He's not going to make things up. There is no way. There is no way. I'll, I'll challenge whomever. I, I, I know of the guy. I read his bio. I used to know about him when he was in the House of Commons, Parliament, and so forth. Uh, somebody with integrity is all I can say here. Take a listen, please. —according to credible reports and official statements by the Iranian government, official statements by the Iranian government, that 173 members, officers and men, of the famed Delta Force are in their hands as captured prisoners of war. And others were killed. What apparently happened was that the United States attempted a military landing which went disastrously wrong, was ambushed by a superior force of IRGC fighters who killed and took 173 people prisoner. That's quite a haul of prisoners of war from an elite American unit. And now further complicates the entire military situation. It's now confirmed also. So, and let me just tell you something about how much it costs to train a member of special ops. We're looking at millions. Yeah, so here is the one that, and I confirmed this one, And, and, and when I say I confirmed it, because I wanted to verify it. And the thing is, because there is the word of someone who was at the higher up of the intelligence community in Washington, that's Joe Kent. Joe Kent was paramilitary, was a former special op, so he's not gonna just make things up. So take a listen, please.

2 Secretive CIA Sites in the Middle East. Did Vladimir Putin— oh, sorry— just help Iran strike 2 secretive CIA sites in the Middle East? Reports reveal a potential secret alliance between Moscow and Tehran that may have just changed the rules of modern warfare. In recent military escalations, Iranian drones targeted at least 2 covert facilities belonging to America's Central Intelligence Agency, one located inside the US Embassy in Riyadh and and another in eastern Iraq. CIA stations aren't listed on Google Maps. They are heavily guarded, ultra-secretive hubs hidden within embassies and logistics centers. Yet, Iranian drones found them with unsettling surgical accuracy. In one strike, a first drone punched a hole through a vulnerable wall section of the embassy. Seconds later, a second drone flew straight through the exact same opening. How did Tehran pull off this level of precision against jam-heavy U.S. defense systems? U.S. investigators are looking closely at the technology. Russia reportedly upgraded Iran's Shahed drones with Kameida-M, an advanced satellite navigation system resistant to electronic jamming. While standard GPS signals fail during electronic warfare, Kameida-M keeps guiding the drone straight to its coordinate target. Analysts are probing whether Russia provided advanced satellite targeting data, upgraded navigation tech, or both. Why would Moscow risk directly assisting attacks on American intelligence infrastructure? First, strategic distraction—diverting U.S. attention. Diplomatic bandwidth, and military assets away from Ukraine. Second, a reciprocal partnership. Iran supplied thousands of drones for Russia's war in Ukraine, and in return, Moscow is transferring high-tier military expertise back to Tehran. Third, shared objectives. Both nations share the goal of diminishing U.S. power and influence across West Asia. If investigators confirm Russian assistance in targeting U.S. intelligence sites, it marks a dangerous shift. Proxy warfare is no longer just about trading weapons. But sharing real-time intelligence to target superpowers. Did Vladimir Putin just help Iran strike two secretive CIA sites in the Middle East? Reports reveal—

Yeah, so that's, that's, uh, that's very, very, very, very, very important to understand this kind of dynamics. And, uh, I did, uh, I did hear, uh, Joe Kent, the former director of the Counter intelligence for the US intelligence community stated the specific thing. I'm keeping that clip for you for tomorrow. Here is the next one, and the next one I think it's, uh, will make more sense to you. Take a listen here.

These monarchies in the Middle East, puppet states, they're really creating an existential crisis for themselves These are not viable countries. It's not just because they're monarchies. These countries don't respect the sovereignty of other non-monarch countries. They believe with their cash, with their money, at the direction of the CIA or nudging by the US and Israel, that they can go fund radical Salafist-Takfiri opposition to, you know, take down Syria, destroy Lebanon. Yemen's a good example. Sudan's a good example. Look at the— behavior of the UAE in destabilizing and literally stealing territory using African mercenary armed infantry to fight their proxy wars on behalf of really the empire. The point is these Gulf monarchies, they're flirting with an existential disaster because these are not viable actual states. They're artifacts of the British Empire, these tribal sheikhdoms, and made them into the countries they are today. Look at what they've done to Arabia. Look at all the countries under attack, or all the ones that the US and Israel want to break up and take down are the non-monarch states. Lebanon, Syria, Yemen, Iraq, Iran, Egypt. They haven't bought them off or have them under a military dictatorship like Egypt. They want to break them up and take them down. And that's what they've done. That's the agenda. And a lot of this is directed by Israel now because Israel can't accept an Arab nationalist state. An Arab Republic. They just can't accept it. At least it has to be completely compliant and subservient to the US, otherwise they can't exist. Just look at what's happening, look at the results. That's exactly what's happened and it's been happening. So the source of instability in the region is Israel, number one, but also the compliant Gulf monarchies that allow the US to use it as a launching pad for wars of aggression.

He's spot on. And I remember when I wrote my first book, The Ambiguous Foreign Policy of the United States Towards the Muslim World, mainly in that part of the world, and I highlighted some of those issues that the, you know, certain Arab countries and so forth are ignoring the welfare and the well-being of their own citizens, you know, using the resources towards something that has nothing to do with the welfare of their— so he's right, this gentleman was right. And the last one I'm gonna share with you here is, uh, is an interesting aspect of it. Uh, I found it very interesting. Uh, this one is from, uh, Matthew Ho. He's, I think he's a journalist, if I'm not mistaken. Uh, take a listen, please.

The Americans, again, that we're running real danger here of trying to think rationally, trying to explain things trying to understand the actions of irrational people. And that's what we have in the White House, in the American government, are irrational people. Perhaps they are thinking that we still have X amount of time, 10 weeks left, before the American Strategic Petroleum Reserve starts to hit levels where we really have to be concerned. Uh, maybe they're thinking that if they just apply some more pressure to the Iranians, if they knock out the power to Tehran, and this way the Iranian people in Tehran have to deal with 110-plus degree, uh, temperature, uh, in August, maybe that will cause them to become angry and there'll be an uprising. I mean, these are the type of fantastical thoughts I think that are informing the American decision-making. But more, more than that, I really come back to this idea that this is about preservation of narrative about control of narrative, and about ensuring that their policies are in line with the images that they want the world to see. Uh, if you watched Secretary of Defense Pete Hegseth this week, uh, in front of the American Congress, you saw this. His, his conversation, his responses, his dialogue was all about keeping the narrative in check. Was all about making sure the images of the war were in the manner consistent with the propaganda the American government wants their people to consume. So for the Americans, it's not about actual reality or about battlefield performance. It's about the image. It's about the show. It's about the propaganda.

Yeah, yeah, he's right. He's spot on. And, and that's the— personally, what saddens me as an American citizen is just you got a majority of people are oblivious to what's going on. So, and that's become a choice. When you want to stay ignorant, meaning that means a choice. I mean, if that is what you want, more power to you, but don't keep about blaming this, blaming that. They're not willing to educate themselves. Anyway, uh, I want to just quickly thank you, by the way, guys, to all of you. Thank you for being here. Truly appreciate you. Sharing time with me here, and, and I'm learning from you as well. And I take this opportunity to say thank you to, uh, Marvin Brando, truly appreciate you. Uh, thank you, Dr. O. Quick question: is it possible that the US goal is to collapse the global economy to stop China? America's elite doesn't appear to care. There are some arguments into that, but it's not gonna work. It's not gonna work because it's too late to do that. The US would have succeeded back then, back then. When I say back then, I'm referring back to the— even into the early '90s. It was in the early '90s when I made the argument, and believe it or not, I made the argument that give China 20 years, 25, and it's going to be at the top of the world. So it's too late for the US to do anything, and containment will not work because China is not similar to what the Soviet Union was. So I'm— it's not gonna work. So, so, but, but you're right, there are some, some thinking that way. And this is why now we are pushing for the conflict in the South China Sea between China and the Philippines. No, because proxy through that, that's, that's how we did in the Middle East or West Asia. That's what we're doing in Ukraine. It's same in Africa, Latin America. So we're doing the same in South China Sea. So thank you very much, Marvin. Truly appreciate you for that. Uh, Army with Harmony, thank you again for being here and for becoming— for you are— you've been a member forever. I'm very, very grateful to you. Oh, you put another super sticker here. Yeah, thank you so much. And by the way, uh, uh, you put a question: what might the implication for the NDAA be on US citizen critical of those who we cannot speak? Uh, non-disclosure agreements and so forth. It depends, it depends. I, I'll be honest, I don't know which way it's gonna go. Yeah, it's hard to tell at this point, so I don't want to just say something that I am not certain of. So, but I'm gonna look into this and, and get back to you on that one. So thank you so much for your super sticker, and I take this opportunity to say thanks to Paul, for your, uh, uh, support of the channel, buying me coffee. Uh, truly appreciate that. And, uh, Sang Tan, thank you, Sang Tan, avid supporter, and thank you for your generous donation in support of my upcoming trip to Asia. And you wrote, and I quote, hi Dr. O, here are some more tea, love lot, may you find your treasure in the great Takalamakan. Desert. So thank you so much, uh, S, Sanktan, for your continued support. And of course, for the two major donors, uh, Doug and, uh, the anonymous other person, uh, I'm very, very grateful to you for that. Just to, uh, keep, uh, the transparency I've always done, uh, I want to show you where we are right now, uh, with this one here. And I'm going to put the link for those who wants to support the trip to Asia. Very, very grateful to you. So anyway, I hope you find this informative, and I look forward to seeing you tomorrow. We will be talking about, uh, Iran, uh, uh, certain types of missiles makes you wonder whether the US is— why it's backing down. So, so I look forward to seeing you tomorrow. As always, remember, geopolitics impacts your daily life in more ways than one. Till next time, bye-bye!