We know what’s coming and we are prepared.
📝 🇾🇪 🇺🇸 Why do I think the Houthis are such a force to be reckoned with? Why do I think there is actually a chance they could defeat a US led coalition? | Calvin Froedge
🔶️ The Houthis seized power in 2014 following a coup, and after taking the capital of Sana'a, moved southward to begin an offensive against government forces.
🔶️ In 2015, A Saudi-led coalition of Arab states—including the United Arab Emirates, Egypt, Morocco, Jordan, Bahrain, Sudan, and Kuwait - with the material support of the US - joins the Yemeni government in fighting the Houthis.
⬛️ The coalition attacked by land, air, and sea.
🔶️ Despite an all out "scorched earth" war against the Houthis by virtually the entire Arab world and increased US arms sales to the Saudis, the Houthis remained undefeated and continued to gain ground against the Yemeni government.
🔶️ The Houthis would claim numerous victories over the coming years, not only against the Yemeni ground forces, but against coalition ground forces, coalition air forces, and even coalition naval forces.
⬛️ No matter how much they got hit with, the Houthis kept winning.
🔶️ In 2016 the Houthis even managed to completely destroy a coalition warship, the Emirati HSV-SWIFT 2.
⬛️ The ship was targeted by a Houthi anti ship missile.
🔶️ By 2019, the coalition has fallen apart. The Houthis have assassinated many key figures in the Yemeni government. They landed a huge blow against the Saudis in the 2019 Abaqiq attack. UAE forces have completely withdrawn from Yemen.
⬛️ The coalition decides to let the Houthis win.
🔶️ On March 30, 2022, Saudi Arabia announces a cessation of all military operations in Yemen.
🔶️ The Houthis have won. Against all odds, against the whole Arab world, against the United States, from a small city in Northern Yemen, the Houthis have conquered the country.
🔶️ Fast forward to today, are the Houthis weaker than they were a decade ago? Far from it.
🔶️ The Houthis now enjoy mass popular support and have inherited vast Yemeni weapons arsenal as well as supplies from Iran.
⬛️ They enjoy a strong strategic position at a vital choke point.
🔶️ My reasoning for thinking the Houthis are a force to be reckoned with is simple - they have already proven it, over and over again, while vastly outnumbered against foes supplied and supported by the most powerful empire the earth has ever seen.
⬛️ The Houthis are the Fremen.
🔶️ The Houthis have proven that they cannot be starved. Years of blockade were ineffective.
🔶️ They have proven that they cannot be defeated with technology - they have downed countless modern European and US built aircraft.
🇾🇪 This enemy will fight to the last man.
Speaking at the WEF, Savor CEO Kathleen Alexander boasts about how her company is "saving the planet" from the evils of agriculture by replacing real butters and oils with synthetic versions made from carbon dioxide and methane. 😳
"Savor is part of bringing transformation to the food system by re-imagining how we make an entire macronutrient—fats and oils."
"The result is that we can dramatically lower the planetary footprint of our food system."
"Our food system today uses about 50% of the habitable land on the planet. It's 20-30% of our greenhouse gas emissions."
"And we can reduce all of those by 50-100%."
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🔥 Top Stories
• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.
⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
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📊 Markets & Macro
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🇮🇷🏆🇺🇸 Iran Is a Bigger Defeat Than Vietnam | Foreign Policy
At his second inaugural, U.S. President Donald Trump pronounced his hope “that our recent presidential election will be remembered as the greatest and most consequential election in the history of our country.” By losing his Gulf war, Trump has achieved that goal. His choice to launch a campaign against Iran was encouraged by others, but fully his own. It has led to a reversal that marks a strategic calamity far greater than the U.S. defeat in the Vietnam War.
Defeat in the Iranian war looks, on the surface, nothing like other U.S. military defeats. The speed of the war and its remoteness have lent an air of unreality to the whole endeavor. The White House has not been burned, as it was in 1814; there have not been protests against a nonexistent draft. The absence of substantial U.S. casualties in this conflict also masks the scale of the U.S. defeat. To be sure, the war has been deadly: Thousands of Iranians, ...
According to The Wall Street Journal, Donald Trump reviewed military options for a full-scale war against Iran to “finish the job,” but has decided, for now, not to move forward.
The report says Trump is concerned that renewed military conflict could hurt the chances of a diplomatic resolution and of dismantling Iran’s nuclear program, and that he’s shown willingness to let indirect talks in Qatar run past the August 18 deadline. He is said to be fine with continuing limited strikes on Iranian targets if Tehran violates the current temporary deal - as it already has, repeatedly.
How are those negotiations going?
Not well. It seems JD Vance’s “historic” face-to-face achievement was a one-off. Washington has been quietly downgraded from talking to the Great Satan to negotiating with the Little Satan instead - a senior Qatari official confirmed that U.S. envoys Steve Witkoff and Jared Kushner met Qatari officials in Doha, but there are currently no high-level U.S.-Iran meetings ...
