Posts tagged: Saudi Arabia

Daily Debrief

What Riyadh Was Promised

Explosions over the Saudi capital and no Aramco oil for Europe through October: the analysts argue the American security guarantee to the Gulf failed not because Washington withheld it but because the hardware behind it never did what it was sold as doing.

Geopolitics Iran Saudi Arabia

September 19, 2026

Daily Debrief

The War Pencilled In for November

Alexander Mercouris expects Washington to open a much larger war on Iran once the midterms are past, but the analysts who counted the munitions, the Gulf reserves and the Senate seats doubt the United States can still afford to start one.

Geopolitics Iran Saudi Arabia Midterms

September 18, 2026

Daily Debrief

The War That Turned on Riyadh

A Saudi F-15 down over Marib, an American back channel to the Houthis that gives the kingdom nothing, and oil exports to Europe pushed out to November. Four analysts read the same evidence and arrive at the same place: Yemen is no longer Saudi Arabia's war to win, and Washington is not going to save it.

Geopolitics Iran Saudi Arabia Yemen Dollar Ukraine

September 17, 2026

Daily Debrief

The War That Turned on Its Sponsors

Mearsheimer, Freeman, Wilkerson and Macgregor argue the campaign against Iran and the Houthis has slipped Washington's grip and is now damaging the two allies it was launched to protect.

Geopolitics Israel Iran Saudi Arabia

September 16, 2026

Daily Debrief

The Guarantee That Did Not Answer

Saudi Arabia asked Washington twice for help against Ansar Allah and was turned down while its export pipeline burned; the analysts we track say the Gulf security bargain is finished, and disagree only on whether Riyadh can afford to admit it.

Geopolitics Iran Saudi Arabia

September 15, 2026

Daily Debrief

The Muscat Workaround

The Gulf states are sitting down with Iran in Muscat to write their own rules for the Strait of Hormuz, and Washington was not invited.

Geopolitics Iran Saudi Arabia

September 13, 2026

Daily Debrief

Riyadh Asked Twice

Washington twice refused Saudi requests to strike the Houthis while Ansarallah took Mocha and Perim Island, and the analysts we track read the refusal as the quiet end of the security guarantee the Gulf order was built on.

Geopolitics Iran Saudi Arabia

September 12, 2026