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Zeitgeist — a spike by Chris Gathercole
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  2. Peter Zeihan — Zeihan on Geopolitics/

Houthis Declare Open Season on Saudi Arabia

YouTube/Podcast · ~6:57 · YouTube · Podcast

  • The Houthis, Yemen-based and armed mainly by Iran, have declared “open season” on all Saudi targets, including oil infrastructure — but as of recording, threats hadn’t yet turned into actual strikes.
  • The key vulnerability is the Petroline, which moves roughly 7 million barrels a day overland to the port of Yanbu and has been offsetting about a third of the Persian Gulf’s wartime disruption; losing it would reopen the energy crisis it’s been masking.
  • Zeihan doubts Iran can currently resupply Houthi drone/missile stocks given US Navy monitoring of maritime routes into Yemen and Saudi overland border controls — he’s “dubious,” not dismissive, about the threat’s teeth.
  • Practical framework: low-volume attacks (~1/day) are within Saudi Arabia’s near-decade of defensive experience to absorb; sustained high-volume barrages (12+/day) launched over water from Yemen would be the real danger sign to watch for.