Posts tagged: Saudi Arabia

Daily Debrief

Riyadh, Ankara and Islamabad Send Their Men to Tehran

Saudi, Turkish and Pakistani chiefs spend four hours with Iran's leaders; the analysts read a Gulf buying protection Washington can no longer sell, not a break with it.

Geopolitics Iran Saudi Arabia

October 27, 2026

Daily Debrief

The Mediators Leave Tehran With Nothing

Pakistan and Qatar leave Tehran without a deal and Fox reports a third carrier group by late November; the analysts say the exit is the June memorandum Trump walked away from.

Geopolitics Iran Saudi Arabia

October 21, 2026

Daily Debrief

Aramco's Headquarters Is Hit. Washington Takes a Look.

Sanaa hits Aramco's Dhahran headquarters after Riyadh strikes Ras Isa; asked if it changes his pledge not to hit Iran before the midterms, Trump says 'we're going to take a look.'

Geopolitics Iran Saudi Arabia

October 14, 2026

Daily Debrief

MBS Moves Bunker to Bunker as Riyadh's Airport Shuts

MBS is moving bunker to bunker and Riyadh's airport is shut to 17 October as Trump weighs joining in; the analysts say the danger to him is his own family, army and tribes.

Geopolitics Iran Saudi Arabia

October 13, 2026

Daily Debrief

Four Oil and Gas Sites Burn and Dammam's Airport Shuts

Houthi strikes set Saudi oil and gas sites burning and close Dammam's airport as Taiz nears its fall; the question now is who can rescue Riyadh and what Iran does if anyone tries.

Geopolitics Iran Saudi Arabia

October 12, 2026

Daily Debrief

Missiles on Riyadh's Airport: Can the Crown Prince Survive?

Houthi missiles hit Riyadh's airport, Taiz is encircled and Aramco needs two years to repair; the analysts now ask whether the Saudi state and its crown prince outlast the war.

Geopolitics Yemen Saudi Arabia

October 10, 2026

Daily Debrief

Sanaa Declares an Air Blockade on Saudi Arabia

Houthi missiles hit Jizan and Najran airports and Aramco at Jeddah, Sanaa declares an air blockade, and Riyadh's widening coalition is given no path to victory.

Geopolitics Yemen Saudi Arabia

October 7, 2026

Daily Debrief

Riyadh Reopens Its Yemen War and the Missiles Land on Aramco

Riyadh announces a 100,000-man counteroffensive and asks for US air support; Axios says Washington refused, and Houthi missiles reach Aramco near Riyadh and in the east.

Geopolitics Yemen Saudi Arabia

October 4, 2026

Daily Debrief

Israel's Own Security Services Doubt Netanyahu on FZ1073

A co-pilot's knife sent flight FZ1073 down 14,000 feet into Tabuk; Netanyahu calls it terror aimed at Israel, and his own security services say no attack was expected.

Geopolitics Israel Iran Saudi Arabia

October 1, 2026

Daily Debrief

Washington Widens the Siege of Iran With Two or Three Months of Reserve Left

The Treasury leans on 50 countries and Europe is reported to be arming Saudi Arabia, while the oil reserve holding prices down has two or three months left, by Sleboda's count.

Geopolitics Iran Saudi Arabia Yemen

September 27, 2026

Daily Debrief

Trump Rejects Iran's Seven-Day Hormuz Offer to Keep the Blockade

Tehran has sent Washington a dated plan to reopen the strait through Qatar, and the Wall Street Journal reports Trump has turned it down to keep the blockade; the analysts we track argue the refusal buys Washington nothing it can use, at a price the Gulf and the tanker trade are already paying.

Geopolitics Iran Strait of Hormuz Saudi Arabia United States

September 26, 2026

Daily Debrief

The Diesel Shortage Starts in Saudi Arabia

Washington blames Ukraine and Iran for the fuel now missing from American and European pumps; the analysts we track trace it to a dead Saudi pipeline, a supplier that has run out of money, and a Gulf security order that no longer holds.

Geopolitics Oil Saudi Arabia Iran Europe

September 22, 2026

Daily Debrief

A Strike Nobody Expects to Work

With American bombers reported airborne, the analysts we track agree that hitting Yemen or Iran cannot restore the balance in the Gulf, and read the sortie as Washington testing an assumption of power it no longer holds.

Geopolitics Iran Yemen Saudi Arabia Hegemony

September 21, 2026

Daily Debrief

Ironclad on Paper: The Gulf War the Market Does Not See

CENTCOM says the blockade holds, Hormuz is flowing and Gulf air defence is improving; the oil price, the interceptor stockpile and the open sky over Saudi Arabia say otherwise, and the analysts we track spent the day explaining why.

Geopolitics Iran Saudi Arabia

September 20, 2026

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