Good news, everyone. The war is over, at least in the United Arab Emirates. That is the only conclusion you could draw from this month’s headlines. On October 14, Bloomberg reported the International Energy Agency’s estimate that UAE oil supply hit a record 5.3 million barrels a day in September. Fujairah, the port the Emirates built so they would never have to worry about the Strait of Hormuz, loaded a record 2.62 million barrels a day. The giant Ruwais refinery was declared back at full capacity at the end of August. Pop the (non-alcoholic) champagne.
Then Karl Miller sent me his October 22 assessment of the UAE’s oil and gas system, and spoiled the party. The Emirates have indeed recovered their crude exports. What they have not recovered is everything else. The gas business is still limping, the petrochemical plants are starving for feedstock, and the fuel reserves that are supposed to carry the country through the next attack have been drained to about a third of their prewar level. The UAE is setting production records with its gas light on.
The safe haven that wasn’t
For years the UAE sold itself as the Switzerland of the Gulf: stable, diversified, insulated from the region’s chaos, a place where hedge funds and oil majors could sleep soundly. Then came 2026. According to the U.S. Energy Information Administration, UAE crude and condensate production fell from about 4.0 million barrels a day at the start of the year to an average of 2.4 million in March through May. A 40 percent collapse. Switzerland, it turns out, is within drone range of Iran.
The damage list reads like a sightseeing tour of Emirati industry. The Ruwais refining complex caught fire on March 10 and shut down. The Shah sour-gas plant, built to process 1.28 billion cubic feet a day, burned on March 16. The Habshan gas complex, the beating heart of the UAE’s gas system, was hit on April 3 and, in case anyone missed it, again on April 8. Borouge’s petrochemical plant was damaged on April 5. The Emirates Global Aluminium smelter went dark on March 28. And on May 17, a drone hit an electrical installation supporting the Barakah nuclear power plant, which is the sort of sentence nobody in Abu Dhabi ever wanted to read in a Security Council transcript.
Then there is Fujairah, the bypass port, the whole point of which was to keep UAE oil flowing no matter what happened at Hormuz. Reuters counts at least 19 attacks on it since the war began. In the week of March 16, loadings fell to 440,000 barrels a day. After a strike on May 4, refined-product exports essentially stopped for a month, with exactly one product tanker leaving between then and June 1. One. The insurance policy turned out to need insurance.
Available, just not working
Crude came back. Gas did not. ADNOC Gas’s second-quarter numbers compared with a year earlier: domestic gas production down 32.5 percent, export liquids such as LPG and naphtha down 54.5 percent, the company’s share of LNG down 63 percent. Export liquids sales fell from 252 to 117 trillion British thermal units. LNG sales fell about 71 percent. Revenue fell 39 percent, EBITDA 47 percent, net income 52 percent. That is $2.3 billion of revenue that evaporated in one quarter, at one company.
But my favorite statistic in Miller’s entire deck is this one. ADNOC Gas proudly reported that its assets were 99.9 percent available in the second quarter, better than the year before. Its actual asset utilization, meanwhile, fell from 80 percent to 54 percent. The plants were ready, willing and able. They just could not run, because the feedstock, the storage and the export routes they depend on had been knocked out. It is the corporate equivalent of announcing that your car is in perfect condition while it sits on blocks without wheels.
The recovery since then has been real but partial. Habshan’s gas supply was 85 percent restored as of August 10. Borouge had fixed its plant by the end of June, then discovered it had nothing to feed it, and ran at 60 percent utilization. The aluminium smelter had restarted a quarter of its pots by late August and now expects to finish the job sometime in early 2027. Repairs, as it happens, are faster than recoveries.
Running on fumes
Here is the number that should ruin a European energy minister’s weekend. On October 19, Fujairah held 7.25 million barrels of refined products. Before the war it held about 20.7 million. That is a 65 percent drop. Gasoline and naphtha stocks are down 87 percent. Fuel oil is down 53 percent. Diesel and jet fuel are down 23 percent, and fell 18 percent in a single week this month, just in time for winter.
Fujairah is not a corner gas station. It is one of the world’s great bunkering and product-trading hubs, the place where ships refuel and traders park cargoes between Asia and Europe. With a third of its normal stocks, it has about a third of its normal ability to absorb a shock. Miller’s arithmetic is unforgiving: lose a million barrels a day of export outlets with 10 million barrels of usable storage to fill, and you have roughly ten days before the oil fields have to shut in. Ten days. That is not a strategic reserve. That is a long weekend.
A bypass for a third of the traffic
The UAE’s answer to a closed Strait of Hormuz is the ADCOP pipeline from Habshan to Fujairah. It is designed to carry 1.5 million barrels a day, maybe 1.8 on a good day. ADNOC claims 4.85 million barrels a day of production capacity. So the escape hatch fits about a third of the passengers. A second pipeline is planned, for 2027, which will be a great comfort to anyone planning to hold this war in 2028.
And that record September? Some of it reflects genuine repairs. Some of it reflects the UAE’s exit from OPEC, which conveniently ended its production quotas in May. And some of it, by the IEA’s own account, came from drawing down inventories that were already at a record low. Selling your savings is a fine way to post record income for a month. It is not a business model. Meanwhile, across the region, refined-product shipments in September were 1.9 million barrels a day against 4.7 million before the war, and LPG shipments were 670,000 barrels a day against 1.5 million. The recovery is real for crude tankers. For everything else, it is a press release.
One more round, anyone?
To be fair, and Miller insists on being fair, nobody can prove that 30 to 40 percent of the UAE’s energy system is still destroyed. There is no complete public register of damage and repairs, and he gives full credit to the recoveries at Ruwais and in crude output. But the shape of the problem is plain. The UAE has rebuilt its ability to ship crude. Its gas business, its petrochemical feedstock and above all its fuel reserves remain badly depleted.
Which brings us to Washington’s latest bright idea: another round of strikes on Iran. Iran has already demonstrated, at least 19 times at Fujairah alone, that it can reach the UAE’s export system. The last time the Emirates absorbed a blow, they had 20 million barrels of products in Fujairah to soften it. Next time they will have about seven. Record output and empty tanks is not resilience. It is a country standing on the edge of a cliff and posting about the view.
British Prime Minister Andy Burnham has found a novel way of solving Britain’s cost-of-living crisis. By bombing Yemen.
Yes, you read that correctly. This week, Burnham authorized the deployment of British Typhoon fighter jets to Saudi Arabia for its war with Yemen.
Downing Street assured the British public that the deployment was for “defensive” operations only. The BBC and other British media outlets indulged this fantasy by repeating over and over that the Royal Air Force was being deployed for “defensive actions”. The RAF would not be engaging in attacking Yemen, it was claimed, and the British fighter jets were being sent to “protect” Saudi Arabia from “escalating” Houthi aggression.
Britain’s Minister of Defense Wes Streeting (a former health minister, please note) framed the RAF mission as necessary to counter instability in the Middle East and soaring energy prices. As if Britain was not the cause of instability and higher fuel costs by backing Trump’s aggression on Iran.
The Guardianreported: “The [British] military intervention [in Yemen] was partly justified because instability in the Middle East was driving up energy prices and affecting the cost of living.”
This logic is as absurd as it is gross deception.
Recall that Burnham was ushered into Downing Street in July to replace the hapless Keir Starmer as Labour prime minister. Burnham, formerly the Mayor of Manchester and posing with his working-class credentials, made a big public pitch that he would prioritize easing the cost-of-living crisis ravaging Britain.
However, since entering office, his most notable forays have been in foreign policy. For example, he has received the Ukrainian dictator Vladimir Zelensky in Downing Street with promises of more military aid in addition to the $20 billion that Britain has already provided (the second largest source of aid in Europe after Germany). Burnham has pledged to provide Ukraine with British blueprints for manufacturing cruise missiles.
Last month, Burnham announced that Britain was deploying an RAF in-air refuelling plane to “help” Saudi Arabia’s air strikes on Yemen. To allay public concerns about that move, Downing Street and the British media assured that the deployment was “defensive only” and for a limited period.
Ironically, Burnham made that announcement while travelling to address the United Nations General Assembly in New York, where he hailed Britain for offering world leadership for peace and security.
Now, again this week, the RAF deployment is extended to sending Typhoon fighter jets to Saudi Arabia. London is also providing a RAF A400M transport plane for troops and up to 100 military advisers.
This sounds like classic mission creep. Downing Street is aware of the exposure to public criticism. The prime minister’s office denied Britain was being dragged into the conflict. It said: “Our support for Saudi Arabia is considered, proportionate and focused on helping them defend themselves from relentless Houthi attacks.”
The British government and media are distorting the conflict between Saudi Arabia and Yemen as one of “aggression” by the Yemeni forces of Ansar Allah, referred to as “the Iran-backed Houthis”. That description makes the Yemenis sound like crazy terrorists who are being directed by Iran.
Here’s the BBC’s creative reporting: “The UK will deploy RAF Typhoon jets to defend Saudi Arabia in response to escalating Houthi missile and drone attacks, the government has said.”
The BBC goes on: “The defensive mission will help defend Saudi cities and infrastructure – a move authorised by Prime Minister Andy Burnham – against aerial attacks by the Iran-backed group… Since September, Saudi Arabia has been struggling to defend its skies from Houthi attacks after a ceasefire of sorts in Yemen broke down.”
This is reality inversion by the British state-owned media outlet.
The ceasefire in Yemen was violated in mid-July when Saudi Arabia launched air strikes on the international airport in Sanaa, the Yemeni capital, to target a delegation attending the state funeral of Iran’s Ayatollah Khamenei, who was murdered in a U.S.-Israeli air strike on his family home in Tehran on February 28.
That ceasefire was called in 2022 to end a seven-year war of aggression by Saudi Arabia against Yemen. The war began in 2015 to reinstate a Saudi puppet regime that the Ansar Allah-led Yemenis ousted in 2014. The Saudis bombed Yemen relentlessly for seven years with support of the United States, Britain, and France. An estimated 20,000 Yemenis were killed in air strikes, and around 300,000 died from a humanitarian blockade that the Western-backed Saudi coalition imposed on the country.
Britain’s military minister Wes Streeting referred to recent Yemeni strikes on Saudi Arabia as “despicable”. He mentioned a ballistic missile attack on October 10 on King Khalid international airport in the Saudi capital, Riyadh. At least 13 people were killed in the strike, and over 300 were injured.
The Ansar Allah-led Yemeni Armed Forces have also hit several other Saudi airports and key oil industry installations. The number of Saudi civilians killed in these attacks is relatively small, around 20, whereas Saudi warplanes have killed hundreds of Yemeni civilians since it broke the ceasefire in July. This week, eight Yemeni fishermen were killed in Saudi strikes. What Yemen is doing to Saudi Arabia is self-defense, not aggression.
London and its media propaganda are making out that Britain is “defending” Saudi Arabia. The reality is London is assisting Saudi aggression and war crimes.
Significantly, Streeting flew to Washington, DC, last week, where he met the war secretary, Pete Hegseth. Their agenda was about how to respond to “Houthi escalation.” Obviously, the junior partner got the memo: send warplanes to Yemen; we’re too busy with Iran.
Meanwhile, in Britain, an unprecedented social crisis is unfolding from poverty and a crippling cost of living. Charities report that four million families are having to go without adequate food or home heating because of soaring bills. Oxfam estimates that 13.5 million Britons, or a fifth of the population, are suffering from poverty. More than six million people rely on food charities for a modicum of sustenance.
It tells you everything about a state whose government does nothing about its own people’s dire needs but finds the resources to send warplanes to distant countries to bomb other poor people.
Andy Burnham is just another puppet who is assigned to put on a show in Downing Street for public appeasement. The imperial deep state has its hand up his rear. That’s mission creep in Downing Street.
Amidst widespread confusion about the Saudi-Yemen War, British journalist Sami Hamdi has weighed in on the debate. Unfortunately, his stance and analysis not only miss the mark, but are replete with factual errors, undemonstrable assumptions, and an incorrect timeline of how events transpired.
Until recently, the war in Yemen has long been ignored by the corporate media in the West. Despite the conflict being over a decade old, most references to it highlighted a humanitarian crisis and presented a narrative that a Saudi-Iranian proxy war was raging on. “The Houthis” have been labeled as terrorists, and many have found it rather difficult to understand what is truly going on inside the country.
Therefore, the goal of this article is to push back against Sami Hamdi’s portrayal of events inside the country and provide key context that will help a wider audience understand this issue in greater depth. It is not an attack on Hamdi himself, or an attempt to discredit him as a journalist; instead, it is a criticism of his narrative on this issue and a correction of false information he has presented.
The “Both Sides” Argument
Note: Sami Hamdi refuses to call Ansarallah by the actual adopted name of their movement and instead uses the label “Houthis”, which is considered derogatory and tribalistic by their supporters inside Yemen. To be clear, “the Houthis” is used interchangeably with Ansarallah.
The crux of Hamdi’s argument rests upon the narrative that both sides in the war are in the wrong, presenting his analysis as coming from a somewhat neutral stance. He also draws a moral equivalency between the ills of “the Houthis”, Saudi Arabia, and the United Arab Emirates. In this regard, he has argued that “the Saudis and the Houthis agree that Yemenis should not have the right to choose their leader”, going a step further to even posit that “the Saudis and Houthis believe that Yemen should not belong to Yemenis”.
To begin with, Ansarallah are a Yemeni movement composed entirely of Yemenis, publicly arguing that their war effort is to return Yemen to its people. Therefore, the concept that they don’t believe that Yemen should belong to Yemenis themselves makes little sense. The argument he employs additionally tries to separate Ansarallah from the Yemeni people, framing the issue as if they are a kind of foreign occupier.
In order to justify this claim, Hamdi argues that “the Houthis” imposed themselves on the country and do not even represent any authentic will of the Yemeni people. This not only attempts to relegate the Houthi family themselves, but also the millions of followers of the Ansarallah movement and its supporters, which represent a large portion of the nation’s populace.
A moral equivalency argument also does not work here. Ansarallah is an indigenous Yemeni movement that runs a government out of the nation’s Capital City and rules over the majority of the nation’s population. Saudi Arabia is a foreign country that has imposed a blockade on Yemen’s people for over a decade. The land, naval, and aerial siege manufactured a man-made famine that wiped out hundreds of thousands of people, while collectively punishing over 26 million others and depriving them of basic necessities.
Despite warnings from the United Nations and footage streaming out of the country, clearly showing the impacts on civilians, with children being disproportionately impacted, the Saudis continued their blockade.
The lower estimates for how many Yemeni civilians have been killed by Saudi airstrikes are around 9,000, while the higher figures often presented by the Ansarallah-led government are closer to 20,000. These attacks have included strikes on mosques, hospitals, schools, funerals and weddings.
The Royal Saudi Air Force (RSAF) would conduct routine massacres, such as bombing a packed school bus on August 9, 2018, killing 51 civilians, including at least 40 children. In October of 2016, a funeral was held for the father of Yemen’s Interior Minister, which drew a number of officials from the Ansarallah movement. The Saudi air force bombed the funeral before launching a double-tap strike that targeted the first responders – 155 were killed and 525 others were injured; the vast majority of whom were civilians.
Riyadh systematically destroyed Yemen’s energy and fuel infrastructure, in addition to its transportation sector. It bombed Yemeni airports at least 227 times, struck countless food storage facilities, and indiscriminately bombarded commercial and public facilities. Nothing was off limits. This was also a war of choice, not of necessity. It asserted itself over Yemen and its decision-making since 2011, in an attempt to dictate who would rule the country, still refusing to lift its blockade after more than a decade of suffering inside the country.
Ansarallah are, factually speaking, a Yemeni movement; Saudi Arabia is a foreign country. As for Iran’s support for them, the Iranians are not responsible for launching a direct attack, imposing a blockade, carrying out civilian massacres, or dictating the post-revolutionary process like Saudi Arabia. No political Party or armed group inside Yemen is without any foreign backers or support from abroad.
Factually Inaccurate Framing Of History
Hamdi sets the stage for his analysis of the Saudi-Yemen War by falsely claiming “the Houthis had just lost their sixth attempt to take over Yemen”. In his narrative, the Ansarallah movement is a rebel faction attempting to impose a tribalistic theocracy on the entire country through a series of wars. According to this logic, the only reason they were not able to achieve this in the past was because of their weakness and because they were blockaded in the northern Sa’ada Province by the Yemeni State.
The six conflicts, taking place between 2004 and 2010, were never in any way attempts to take over Yemen, the Ansarallah movement was not fighting with this as a justification for their armed action against the State, nor does any authoritative source argue this. Either Hamdi is mistaken and should retract this claim, or he is deliberately spreading false information to bolster his narrative.
The movement that calls itself Ansarallah today began forming in the 1990s and was led by a Zaydi Shia scholar, Hussein al-Houthi.
In 1992, members of the Houthi family in the northern Sa’ada Province founded Al-Shabab al-Mu’minoun (The Believing Youth) movement. Their goal was to revive the Zaydi sect of Shia Islam, which they believed was being slowly lost, compromised and directly threatened. To achieve their goals of reviving their religious teachings, they began starting summer schools and cultural clubs.
Hussein al-Houthi, the movement’s founding leader, would go on to participate in Yemeni politics in the mid-1990s, getting elected to parliament on behalf of the al-Haqq Party. He offered scathing critiques of State corruption and mismanagement, while condemning Saudi Arabia, Israel and the United States. As a leader of the movement, his platform was built upon anti-imperialism and pan-Islamic unity, teaching that this strategy was the most effective means of defeating the US and Israel.
This kind of anti-imperialist rhetoric was initially tolerated by Yemeni President Ali Abdullah Saleh, who was himself of a Zaydi-Shia background. President Saleh had initially sided with Iraq’s Saddam Hussein during his invasion of Kuwait in 1990. In retaliation for Saleh’s stance in support of the Iraqi President during the Gulf War, Saudi Arabia expelled around a million Yemeni workers and Yemen grew increasingly isolated.
Then came the US’s so-called ‘War on Terror’ in the early 2000s, when President Saleh decided to switch sides and back the United States, also growing closer to Saudi Arabia. Hussein al-Houthi was causing immense embarrassment to the nation’s dictator. The Believing Youth movement would chant anti-US and anti-Israel slogans in their mosques, while advocating against Washington’s wars in the Muslim World.
In 2004, President Saleh decided to launch a military raid, aimed at arresting Hussein al-Houthi, but it was resisted by members of the movement. The conflict ended with the killing of the Zaydi leader. Although Saleh believed this would be the end of the movement, they had transformed Hussein al-Houthi into a martyr, and his forces achieved the very opposite of crushing the movement. Not a single one of the battles between the rebels in Sa’ada and the Yemeni Army was about who would rule Yemen; they were localized and had nothing to do with an attempt to impose their rule over the entire country.
In fact, President Saleh made a number of requests that the United States intervene in order to help crush the rebels, attempting to argue that they were receiving support from Iran. The US assessed that there was no such evidence that they were being armed by the Iranians, therefore treating the issue as a local problem. Instead, the Americans discovered that the weapons being used against Saleh’s forces were primarily coming from his own army.
The Ansarallah movement never aimed to take over Yemen through these conflicts; it was simply not even on the cards for them to think further than the north at that point. There are no public statements from them that indicate that any of these wars were fought over a divine right of the Houthi family to rule Yemen; this notion is simply false.
“The Houthi” Takeover and the “Internationally Recognized Government”
When Hamdi was recently interviewed on ‘The Thinking Muslim’ program, he made a number of assertions about the Ansarallah takeover of Yemen’s Capital, Sana’a – misrepresenting the series of events that led to this outcome.
He begins the timeline with the overthrow of longtime Dictator Ali Abdullah Saleh, then claims that the Yemenis “get together and decide to host a national dialogue”.
“So a national dialogue begins under the auspices of the United Nations. Everybody engages with it and the Qataris insist that the Houthis should also take part in it as well.” Hamdi continues:
“They come to an agreement that the country will be ruled through democratic elections; there will be an interim government; a southerner will be put as President (Abdrabbuh Mansour Hadi) in order to ease the southern separatist tendencies. There will be an election where this President will run on his own, so he will have a democratic mandate; then there will be widespread elections, and Yemenis will choose who should rule over them.”
This timeline is totally incorrect. In 2011, the Yemeni people initiated an uprising against President Ali Abdullah Saleh, which ended when the Gulf Cooperation Council (GCC) drafted an arrangement whereby the dictator would step down and make way for a new leadership in 2012.
The Yemeni national dialogue, as described by Hamdi, did not take place during this period. Instead, the Saudis and their GCC allies decided that the Yemeni Dictator’s Vice President would be installed in power as part of the agreement to allow for a transition of power. An election was held, in which then Vice President Abdrabbuh Mansour Hadi was the only candidate on the ballot. The election was widely rejected by a range of Yemeni political parties.
Then came the 2013-2014 National Dialogue Conference (NDC) period, which was brokered by the Saudis and their GCC allies. It was endorsed and supervised by the United Nations on the ground, but it was not a UN initiative as Hamdi’s framing suggests.
President Hadi would be granted a two-year mandate to rule as the interim President. This mandate was then extended by a year, which did not come about by any democratic consensus of the Yemeni people.
Although his timeline is incorrect, it is true that Ansarallah participated in the National Dialogue, yet he leaves out key details as to why they decided to take measures into their own hands. In March of 2013, the dialogue began. By November, a member of the Ansarallah delegation had already been assassinated. On January 21, 2014, another member of their delegation was also assassinated, prompting Ansarallah to withdraw from the process and take over the Capital, alongside allied forces. President Hadi then resigned, before escaping and rescinding his announcement.
Another claim that Sami Hamdi makes is that Ansarallah simply toppled the “Internationally Recognized Government” of Yemen in Sana’a, with the process occurring as follows:
“They literally walk into the city and say: ‘This national dialogue that you guys have, this idea Yemenis decide who should rule, is Haram (A sin), we do not accept it. Abdul Malik al-Houthi, a descendant of the Prophet Mohammed, is the only one entitled to rule in this country’.”
Simply put, this is utter nonsense. There are no such statements that exist to suggest that this was their reasoning; Ansarallah have never publicly argued this position and did not use this reasoning to justify their takeover of the Capital at the time.
He then goes on to offer another invention:
“The Americans, Obama, who is negotiating his nuclear deal with the Iranians, doesn’t want to provoke Tehran; he doesn’t react to the Houthis taking Sana’a; instead, John Kerry comes out and says these Houthis can be reliable allies against Al-Qaeda.”
No such statement exists from John Kerry, who was US Secretary of State in 2015 when Ansarallah took over. In fact, the US reaction was the very opposite of what Hamdi describes. The takeover happened in February, which triggered fierce US condemnation and statements in support of the exiled President Hadi.
Within a month, the Obama administration had already greenlit the Saudi war against Yemen, with the goal of regime change, providing weapons and logistical support to the Saudi-led coalition. Washington also decided to permit the inhumane blockade on Yemen, deploying its own naval armada to help enforce that blockade. In April of 2015, the U.S. also backed United Nations Security Council (UNSC) Resolution 2216 that demanded Ansarallah withdraw from the territories they had captured. It wasn’t until 2016 that John Kerry would actually initiate his ‘Yemen Peace Plan’, which ultimately failed.
To address another of Hamdi’s points, he directly states that the US did not want to take a firm stance against the Houthis because it was negotiating its nuclear deal with Iran. This is also false; the American stance was not only anti-Ansarallah, but it also endorsed and supported Saudi military action. The Iran Nuclear Deal was signed in July of 2015; in April of that year, John Kerry said the following:
“There are obviously supplies that have been coming from Iran. There are a number of flights every single week that have been flying in and we trace those flights and we know those… The United States is not going to stand by while the region is destabilized.”
There is no evidence to support the claim that the US didn’t act because it sought to appease Iran. The opposite is true; they openly threatened the Iranians and took a firm stance, including military action.
When it comes to what is referred to as the “internationally recognized government” of Yemen, between 2015 and 2022, this was the deposed President Abdrabbuh Mansour Hadi, who fled to Riyadh, in Saudi Arabia. He long outstayed his mandate, in an election designed by the GCC States and in which he was the only candidate.
Then in 2022, the Saudis decided to remove Hadi and establish a Yemeni Presidential Leadership Council (PLC). The PLC was formed in the Ritz-Carlton Hotel in Riyadh, and all its leaders were both selected by the Saudis and live there too. It has no “democratic mandate,” and nobody even knows where the deposed leader Hadi is today. Not exactly a sovereign government.
“The Houthis” Alleged Tribalistic-Theological Belief in Running Yemen
Sami Hamdi elaborates on his point about Ansarallah not wanting Yemeni self-determination in a number of interviews, then going on to argue that “the Houthis” believe that their current leader Abdul-Malik al-Houthi is divinely ordained to rule over Yemen. This argument demonstrates a lack of any depth or understanding of the dynamics inside the country, and fails to take into consideration the track record of the movement, which has never promoted such a platform.
The current leader of Ansarallah and his predecessor, who ran the Zaydi revivalist movement that laid the foundations for what exists today, never advocated that they are divinely ordained to run Yemen. There is no statement that indicates this is the movement’s platform or assertions by its leadership that they have such intentions. Neither Hussein al-Houthi nor the current leader, Abdul Malik al-Houthi, have mentioned the concept as a goal.
However, the argument about the divine right to rule as descendants of the Prophet Mohammed’s family is a real belief. Yemen’s northern tribes have also experienced rivalries because of this concept within Zaydi Shiism. Amongst the tribes, there are those who are considered Qahtani and those who are Adnani. Qahtanis are those tribes who descend from the local population of the country, while Adnanis are those who originate from the north (modern-day Saudi Arabia). The Houthis are Adnani.
One major hurdle that Ansarallah has had to tackle in ruling the country is tribalism, which they have managed to find great success in combating and have gone to great lengths to mend ties with historically opposing tribes. In fact, the Ansarallah movement has managed to dismantle some of the traditional tribal power structures – such as parts of the Hashid and Bakil confederations – to achieve peace amongst tribes.
In 2019, Ansarallah released a document entitled the “National Vision for the Modern Yemeni State,” in which they advocated a democratic approach. They also allow for a parliament and government, composed of multiple parties, to run the nation’s affairs out of the Capital City, Sana’a.
It is true that the Zaydi faith teaches that only descendants of the Ahlul Bayt (Prophet Mohammed’s family) have the right to rule; it is also true that Abdul Malik al-Houthi remains the Ansarallah leader. Yet, arguing that this is what the movement is openly advocating inside the country is off the mark. It removes potential for elements of growth and what the Ansarallah public platform actually is, in addition to ignoring facts on the ground from the overall equation.
Their public platform in Yemen is not sectarian; it is actually advocating pan-Islamic Unity, and it has even taken up the banner of endorsing a democratic system publicly, arguing that the nation cannot be run by foreign influences. Its government is in many ways more representative and certainly more democratic than the surrounding hereditary monarchies surrounding it.
It is important to note that it would be totally inaccurate to describe the Ansarallah-led government in Sana’a as fully democratic; that is not what is being argued. There are advisors from the Ansarallah movement who are present at each level of the government and advocating the overthrow of the system is evidently not tolerated. However, it is a nation under siege, one whose infrastructure has been crippled by over a decade of war and has no access to the outside world, beyond support and recognition provided by their allies in Tehran. Like Hamas in Gaza, they have never been given a chance to properly govern.
If the argument is that Ansarallah has no right to govern based upon their current predicament, then the leaderships in Syria, Egypt, Saudi Arabia and across the region should also be considered non-States and illegitimate. The criteria here simply makes no sense, especially given that the people whom the Ansarallah movement rules over have not revolted against them. Bear in mind here that the population they currently govern has for long been roughly a 50-50 split between Sunni and Shia. With the takeover of Taiz City, the Shia will actually be a minority.
One of the main reasons why “the Houthis” is viewed as a derogatory term, as opposed to using Ansarallah to describe a much broader movement that does not just consist of one family, is that the term is deliberately designed to encourage tribalism and sectarianism. In addition to this, it is simply no longer an accurate term to call them “the Houthis” or describe them as “rebels” either.
Another assertion made by Hamdi is that “they (Ansarallah) have shifted dramatically to the Twelver Shia sect”. Not only is this claim baseless, but if it were to be true, then it would completely defeat his argument regarding their alleged belief in a divine right to rule. This is because Twelver Shias do not share the Zaydi belief that only descendants of the Prophet Mohammed have the exclusive right to rule.
Ansarallah are known to be adherents to the Jaroudi School of thought, which is widely regarded as the strictest Zaydi branch. While other Zaydi schools of thought were accused of shifting their positions in order to appease the Republicans in North Yemen – after the fall of the Mutawakkilite Kingdom in 1970 – this school of thought resisted. In fact, the reason why Ansarallah exists today is because of a movement to revive the Zaydi sect.
This is also a conspiracy theory often promoted by Saudi-backed opponents of Ansarallah, who find it difficult to make extreme religious rulings against Zaydi Shiism. This is because the Zaydi branch of Shiism is much closer to Sunni Islam than Twelver Shiism (the sect that currently runs Iran). By claiming that they are no longer even Zaydis, it makes discriminatory sectarian arguments appear more logical. Above all, it lays the foundation for the argument that “the Houthis” are a proxy of the Islamic Republic of Iran and that they have no real agency beyond a greedy family desire to rule.
As a point of history, Hussein al-Houthi was vocally critical of the Twelver Shia doctrine and offered various critiques of the Islamic Republic. This clearly didn’t come out of a place of animosity toward Iran, but from theological disagreements, which is demonstrated through the public admiration of the Islamic Revolution in Iran and its stances against both Zionism and US imperialism.
If Sami Hamdi were making the argument that it is his personal belief that Ansarallah are lying in their public platform, then that would be a different matter. Yet, that is not what he is out there arguing; he jumbles up the timeline of events, attaches positions to the Ansarallah movement that are not those that it advocates, while seemingly inventing things that simply never happened. At best, it is a complete misunderstanding of reality; at worst, it is a completely dishonest approach.
It appears from his narrative that Sami Hamdi shares the Muslim Brotherhood perspective on Yemen. The Party connected to the Muslim Brotherhood there is called al-Islah and it is aligned with Saudi Arabia. Its leadership is also based in Riyadh. In addition to this, the Party that once had enormous influence and a large youth base inside the country, especially in the Taiz area, has since lost much of its support. It has become a hollowed-out shell of the former Party it was and is now working as an agent of Saudi Arabia, while having previously sought to only align itself strategically with them.
From a pro-Muslim Brotherhood perspective, al-Islah has failed and Saudi Arabia is in large part responsible for this. If Sami Hamdi’s intentions are to argue this stance, then his position makes perfect sense here. Because there is no longer any hope for the Muslim Brotherhood to take over and it has lost its ability to operate independently of its Saudi backers.
Preempting Potential Death Toll Arguments
Unlike the statistics for victims of targeted Saudi airstrikes, there is no comprehensive breakdown of civilian casualties caused by all sides on the ground in Yemen; claims from rights groups that are partisan to either side have published a range of claims, none of which have been independently substantiated.
Independent inquiries conducted by United Nations experts and leading international Rights Groups accuse all sides on the ground of inflicting civilian casualties and a litany of human rights abuses. The most comprehensive investigation was a 41-page report published by the UN Human Rights Council that documented acts of violence between 2014 and 2018.
If we look strictly to the international Human Rights Groups and the United Nations, their conclusions appear to maintain that thousands of civilians have been killed by all sides throughout a large number of battles, and tens of thousands of others were injured. However, all agree that when it comes to the category of who committed the most direct civilian deaths, it is the Saudi-led coalition – and this is not including those who died as a result of the blockade.
As an example of the kinds of unreliable figures produced in order to influence public opinion and claim that Ansarallah are responsible for the most civilian deaths, take the example of ‘The Yemeni Network for Rights and Freedoms’. Although presenting itself as if it is an independent rights group, it works in favor of the Saudi-backed Presidential Leadership Council (PLC)’s narratives and publishes reports that exclusively list alleged crimes committed by “the Houthis” but provide no figures on crimes committed by the Saudi-backed forces.
It also refuses to disclose its funders publicly, claims to be based out of Sana’a in Yemen on its website – which it isn’t – and has praised Saudi Arabia as the “sole guardian of the international resolutions that stipulate the protection of civilians in Yemen”.
In every warzone on earth, especially when fighting takes place in urban areas, it is a guarantee that all sides will inevitably end up killing civilians. However, the war of choice, launched by Saudi Arabia and its allies, cannot automatically be compared to the moral standing of the various factions inside Yemen itself.
Riyadh is in a league of its own when it comes to civilian deaths in Yemen. Nearly 400,000 civilians are estimated to have died due to the war, with most of these deaths being attributed to the results of the Saudi-imposed blockade, which continues to be imposed on the country. It deliberately manufactured a famine. Due to the blockade, between April 2015 and October 2018 alone, 85,000 children under the age of 5 died due to starvation and preventable illnesses, according to Save the Children.
If we want to look at the Saudi-backed forces on the ground, they have openly accepted the help of Al-Qaeda against Ansarallah, a fact that even shocked BBC journalist Nawal Al-Maghafi in 2016, when she was covering a battle taking place in the Taiz province.
The UAE was also exposed for having recruited a large number of former Al-Qaeda fighters into its own “counter-terrorism” and “security forces” that it backed inside Yemen; the Southern Transitional Council (STC) being the biggest faction it supported. The main officer core of the Southern Giants Brigades militia, which fights on the side of the Saudi-backed PLC, is composed of former Al-Qaeda and Daesh fighters.
It suffices to say that the moral equivalency argument doesn’t work; it rings a very similar tone to the arguments employed against Hamas in Gaza: “Israel did bad things but”. Interestingly, when we look at the corporate media coverage of the conflict in Yemen, there is more than one similarity to the reporting on Palestine. For example, we hear about claims from a “Houthi-run Yemeni Health Ministry”, just as we hear about a “Hamas-run Gaza Health Ministry”.
History also always begins whenever those the media favor start the clock, like when Riyadh’s King Khalid Airport was attacked with a ballistic missile, ignoring hundreds of strikes on Yemeni Airports. Or that Saudi Arabia began its attack on Yemen on March 26, 2015, by committing a civilian massacre at Sana’a International Airport, or that it broke the Yemen ceasefire by bombing that same airport earlier this July.
Conclusion
Intentions aside, Sami Hamdi’s argument works to achieve the same goal as those who argue that there is a moral equivalency between Hamas and Israel. Through this lens, both are guilty and neither side should be considered different from the other; instead, the focus is diverted away from culpability. Both sides are bad; history can be twisted in any way we choose; therefore, there is no stance that can be taken on the issue.
Using his logic, it should not come into consideration that Israel is openly backing Saudi Arabia’s war effort, even providing it with direct targeting data. Meaning that US-manufactured fighter jets are being used by Saudi pilots who pull the trigger on targets chosen by the same Israeli military that chooses targets across Gaza.
In the case of Yemen, Hamdi’s obfuscation shrouds the issue in ambiguity, presenting the war as too complex for the average person to understand. “The Houthis” are an evil foreign Iranian proxy that believes in a Zaydi concept of a divine right to rule, while simultaneously being Twelver Shia’s (who don’t believe this).
Just as Israeli propagandists have historically sought to depict the Palestine issue as too complex to understand, only to inject misleading propaganda into their “both sides” arguments, the Yemen propaganda works upon the same premise. The timeline is always inaccurate, there are countless unsubstantiated claims, and then there is always an accusation that if you identify an aggressor, you don’t care about the blood of the innocents.
The Ansarallah-led Yemeni Armed Forces are the only Arab government that fought Israel in response to the Gaza genocide. They sacrificed ongoing negotiations that could have helped them achieve economic relief in 2023 by deciding to open fire on Israel and to impose a blockade on Israeli Ports. Various Palestinian resistance factions, their fighters and leadership, openly praised and thanked Ansarallah for what they did. Meanwhile, the rest of the Arab governments were either complicit in the Gaza genocide or simply watched on, only offering occasional condemnatory statements.
While Sami Hamdi argues about the Yemeni people, not specifically articulating which Yemenis or Parties he is talking about, there are actually two sides that are fighting in Yemen:
One is backed by Israel and the United States. The other is fighting against Israel and has directly engaged both in battle. It is Saudi Arabia versus Ansarallah in this war. If Riyadh were to win, that means that Israel and the United States would win. These are the broader implications of what is going on and would mean that no Arab government supporting Palestine would be left standing.
Arguing a critique of Ansarallah does not justify Saudi Arabia’s attack on Yemen with US-Israeli backing. Iraqi President Saddam Hussein was not exactly an angel; he stood accused of killing hundreds of thousands of his own people. Just because the former Iraqi leader committed crimes did not justify the US invasion and toppling of his government.
The same argument that Sami Hamdi uses in Yemen was deployed to explain away the invasion of Iraq in 2003. It is a regime change war argument. People are able to acknowledge that Saddam Hussein committed various crimes, but still opposed the foreign war and understood that it was waged against Iraq, not just the Iraqi Ba’ath Party. In the early 2000s, there were also people who claimed that those discussing Israel’s role in promoting regime change, and the broader regional repercussions, believed that “Iraqi blood is cheap”.
Whether someone decides to support the Ansarallah as a movement, believing they should be the rulers of Yemen when the foreign-imposed war is over, is another question entirely. This question is also for the Yemeni people to answer internally and should not be dictated by Saudi Arabia or any outside power.
– Robert Inlakesh is a journalist, writer, and documentary filmmaker. He focuses on the Middle East, specializing in Palestine.
Iran has condemned “parasitic” military relations between the United States and Israel, citing the spending of $11 billion in American taxpayers’ money on missiles for the occupying regime over the past three years.
Iranian Foreign Minister Abbas Araghchi made the remarks in an X post on Friday, saying the US has fired more interceptors to protect Israel than the usurping entity has.
“That is not a symbiotic relationship. It is a parasitic one,” he added.
He also attached to his post a table provided on social media by independent policy analyst Stephen Semler that showed the US had fired an estimated 609 ballistic missile interceptors to protect Israel against Iran’s retaliatory strikes between October 2023 and September 2026.
The figure, however, did not include the interceptors the US fired to protect its own military assets across West Asia in the face of Iran’s reprisal attacks.
Earlier, Semler had estimated that the US had fired approximately 1,800 Patriot missiles between February and September this year.
Estimates indicate that the illegal aggression against Iran has consumed up to 82 percent of pre-war US THAAD stockpiles and 61 percent of Patriot missile supplies.
Experts warn that the shrinking stockpile leaves the US vulnerable, noting that it would take years to replace the missiles used at the current build rate of 600 per year.
The US and the Israeli regime waged their first illegal war against Iran, which lasted 12 days, in June 2025. Their second aggression began on February 28, 2026, and came to a halt in early April after 40 days.
In both wars, Iran’s resistance and successful retaliatory operations forced the aggressors to accept a ceasefire.
Iran has also maintained a tight grip on the Strait of Hormuz since the early days of the second imposed war amid the US’s acts of mischief in the region.
Trita Parsi is the co-founder and Executive Vice President of the Quincy Institute for Responsible Statecraft. Follow his excellent Substack: https://tritaparsi.substack.com/
On October 21, the Financial Timesreported that Benjamin Netanyahu had instructed his military to prepare a multi-day bombing campaign against Iran for the weekend of October 10—only for Donald Trump to block it until after the November 3 midterms . The operation would have targeted electricity plants, nuclear facilities, and regime sites, surpassing the intensity of the joint offensive launched in February. Trump’s opposition did not end the war. It rescheduled it.
That distinction is the entire story. The veto is being presented as proof that Washington can restrain Jerusalem. In reality, it is a demonstration of an alliance leash—a tether that permits tactical friction while leaving the strategic architecture of the war untouched. Trump can pull the leash to protect Republican seats. Netanyahu can pull it to protect Likud seats. Neither pull ends the war. Both manage the calendar.
The FT report is clear that the operation was not cancelled, only deferred. “There will either be a deal or an attack,” one person familiar with the matter said. US Defense Secretary Pete Hegseth traveled to Israel on Monday to meet Netanyahu, and Israeli officials presented an updated target bank that included civilian infrastructure not struck earlier in the year. The machinery of escalation remains fully assembled. The only variable that changed was the date.
The strongest defense of the White House is that Trump’s veto proves American primacy. If Washington can tell Jerusalem no, the argument goes, the leash is in American hands. But this confuses a pause with a strategy. The veto covered only the period before November 3. It did not define war aims, set an end date, or require congressional authorization. It was a tactical deferral, not a strategic reversal.
The midterms themselves are a powerless-ballot exercise in war governance. Voters are being told the election is about affordability. They are not wrong. Gasoline has reached $4.28 a gallon, $1.20 higher than a year ago, and half of registered voters name the cost of living as their top concern . Trump’s approval sits at a record-low 31%. But neither party is offering a vote on whether the war should continue, expand, or end. The ballot ratifies a choice between managers of a war that was never put to a vote.
Congress has tried to assert itself. The House has passed war powers resolutions three times, and the Senate approved one on its tenth attempt—only for Republican senators to reverse course the next day after Trump berated them.
The cost of the conflict has reached at least $38 billion, with the Congressional Budget Office estimating an additional $3 billion for every month it continues. The stockpile of interceptor missiles is so depleted that rebuilding it could take five years. None of this has produced a binding vote to end the war. The legislature has rendered itself a spectator.
Netanyahu’s own calendar is just as cynical. Israel votes on October 27. Netanyahu has said a preemptive strike before the election would be “inconvenient”. Israeli commentators have reported that he fears a military campaign in the final stretch could cost Likud power. The alliance leash runs in both directions. Washington pulls it to protect Republican seats. Jerusalem pulls it to protect Likud seats. The war is paused not because either capital has decided it should end, but because both leaders have decided the timing is wrong for their own electoral survival.
For American voters, the question is not whether Trump can overrule Netanyahu on a given weekend. The question is who decides when the war ends, on what terms, and at what cost.
On the current trajectory, those decisions are being made in confidential channels between two executive offices, insulated from legislative oversight and electoral accountability. The ballot is powerless to alter the war’s direction because the war’s direction was never on the ballot.
The real test comes after both elections. If the deferral becomes a pathway to diplomacy, Trump’s veto will have meant something. If it becomes a pause before a new round of strikes—as the updated target bank suggests—then the only thing that changed was the calendar. Independence is not the ability to delay a war. It is the ability to end one on terms you can defend.
The US-Israeli war on Iran has caused an “unprecedented” shock to global energy markets, removing some 3 billion barrels of oil supply, Saudi Aramco CEO Amin Nasser has warned.
The war launched in February effectively shut the Strait of Hormuz, a crucial oil and LNG artery, sending crude prices up roughly 50%. Despite Gulf exports recovering to a reported 80% of pre-war levels, renewed attacks on vessels have kept markets on edge, with Brent hitting a five-month high above $112 this week. Houthi attacks on Saudi energy infrastructure and shipping have compounded the crisis, threatening another vital trade chokepoint, the Red Sea’s Bab el-Mandeb Strait.
In an interview with Al Arabiya Business aired on Thursday, Nasser said the nearly eight-month crisis had deprived global markets of an estimated 3 billion barrels of oil.
“The impact of this crisis on energy markets is unprecedented,” he said. “We have lost around 3 billion barrels since it began. And bear in mind that the Gulf accounts for roughly 20% of global oil demand.”
The figure is equivalent to nearly a month of global oil consumption and reflects cumulative supply losses caused by disrupted shipping, reduced production and logistical bottlenecks.
With global oil inventories already below their five-year average when the war erupted, prices could have soared past $200 a barrel, Nasser warned. He credited emergency reserve releases, China’s sharp cut in seaborne oil imports and Saudi Aramco’s East-West pipeline, which bypasses Hormuz, with averting an even more severe price shock.
Nasser warned, however, that even an end to the crisis could bring fresh pressure on oil markets, as recovering consumption and a rush to replenish depleted reserves will likely fuel another demand surge.
“Once things return to normal, we expect additional demand of around 3 million barrels per day – about 2 million from consumption growth and another 1 million just to replenish the reserves countries have drawn down during the crisis,” he said, noting that the added demand could keep markets under strain long after shipping routes reopen.
Fresh escalation fears
Meanwhile, fears of another escalation are growing as US-Iran talks remain deadlocked. Reports on Wednesday claimed Washington was quietly pulling troops from bases in Jordan, Qatar and Kuwait, evacuating some diplomats and their families from Saudi Arabia and preparing similar withdrawals elsewhere. Similar precautions were taken ahead of the US-Israeli strikes on Iran on February 28.
The moves follow US President Donald Trump’s rejection last month of Tehran’s proposal to reopen Hormuz in exchange for lifting the US blockade of Iranian ports, easing oil export restrictions, unfreezing Iranian assets and ending regional hostilities, including Israeli operations in Gaza and Lebanon.
Washington and Israel have since reportedly discussed another major offensive, potentially soon after the November 3 US midterms. Israeli Prime Minister Benjamin Netanyahu has also openly threatened fresh strikes on Iran, even without US backing.
Earlier this month, Aramco’s chief executive, Amin Nasser, assured the markets that “our system is intact” and that Saudi Arabia could restore its full 12 million barrels a day of capacity within days. It is a comforting message, and Washington, European capitals and oil traders have every reason to want to believe it. It is not true.
Karl Miller has just completed a 37-slide operating assessment of Saudi Arabia’s energy system, covering everything from the oil fields to the fuel depots, as of October 20. I have read it closely. It is the most careful accounting of this damage I have seen, and it is careful in a way that should worry anyone counting on Saudi oil this winter. Miller does not count Houthi boasts, social-media videos or plumes of smoke as damage. He separates confirmed hits from claims, and he refuses to add up the design capacity of every facility that was struck as if it were all offline at once. Even with all of that discipline, the picture is grim.
A quarter of Saudi production is gone
Start with the headline number. In February, before the war, Saudi Arabia produced about 10.88 million barrels of crude a day. In September it was still producing 2.51 million barrels a day less, a drop of 23 percent. In August the shortfall was 4.64 million barrels a day, when output sank to about 6.24 million. From March through September, the Kingdom produced more than 800 million fewer barrels than it would have at its February rate. That is roughly eight days of total world oil consumption that never came out of the ground.
Aramco’s own books say the same thing. In the company’s reported figures, its liquids production fell from 10.56 million barrels a day in the first quarter to 7.57 million in the second, a 28 percent collapse in a single quarter. Natural gas and ethane fell nearly 6 percent. A company whose system was intact does not report numbers like that.
Exports followed production down. In one consistent tracking series, Saudi crude exports fell from 7.27 million barrels a day in February to 3.70 million in August, a 49 percent drop. They recovered to 5.62 million in September, but that is still 23 percent below the pre-war level.
The damage runs through the whole chain
The reason the recovery keeps stalling is that the damage is not in one place. It runs from the wellhead to the gas station.
At the front end, the Abqaiq complex, the plant that conditions most of Saudi Arabia’s light crude before it can be shipped or refined, sustained physical damage in July. In March, some 2 to 2.5 million barrels a day were curtailed across the offshore Safaniya, Marjan, Zuluf and Abu Safa fields. In April, Khurais and Manifa each lost 300,000 barrels a day.
In the middle, five of the Kingdom’s major refineries have been damaged or shut down. Ras Tanura, at 550,000 barrels a day the largest domestic refinery, burned and was shut in March. SATORP in Jubail lost three units in April, restarted at half capacity and was still running at only about 70 percent in May. SAMREF in Yanbu was hit in March. The Riyadh refinery caught fire on October 3. Jazan, a 400,000-barrel-a-day plant designed to turn out 250,000 barrels a day of ultra-low-sulfur diesel, shut down on July 27 after its power plant and tank farm were hit, and Ansar Allah attacks in August and September disrupted every attempt to restart it. Satellite imagery now shows tank damage at Petro Rabigh as well. The Juaymah gas-liquids plant, which feeds Saudi Arabia’s LPG exports, has suffered fires.
At the back end, the system for storing and moving fuel is being picked apart. Imagery of the Abha bulk plant from September 13 shows six tanks apparently destroyed and eight more damaged. A depot near Riyadh’s airport burned on September 19. Jazan’s tank clusters have been hit repeatedly.
And the East-West Pipeline, Saudi Arabia’s only way to move crude to the Red Sea and around a closed Strait of Hormuz, has been hit again and again. In April, 700,000 barrels a day of pumping capacity was knocked out. In September, repeated attacks took out three pumping stations and halted the line until a low-rate restart on September 22. On October 4 and 5, another pumping station near Khurais was reported badly damaged. The energy minister now says the line is running at 5.8 million barrels a day, against a rated 7 million. Even Miller notes that no one outside Aramco is metering the actual flow.
Why repairs don’t stick
Miller’s most important insight is that this is a system, and systems fail at their weakest link. Jazan is the clearest example. Fixing the crude units does no good if the gasification and power plant that run the refinery is still damaged, and fixing the power plant does no good if there are no tanks to put the diesel in. A refinery can be “restarted” on paper and still produce nothing useful. The same logic runs upstream. An oil field with every well intact still has to shut in if the processing plant or pumping station downstream of it is broken.
Every time Aramco gets one link repaired, another one gets hit. That is why restart announcements keep failing to show up in the production numbers.
Saudi Arabia is running out of fuel to sell
The most alarming numbers in Miller’s report are about refined products. By July, the latest month with complete data, Saudi refinery output was down 534,000 barrels a day from February, nearly 18 percent. Diesel output fell 21 percent. Diesel exports fell 47 percent, from 848,000 barrels a day to 446,000. Gasoline exports fell 40 percent.
The Saudis have been covering the gap by draining their tanks. Diesel stocks fell from 25.6 million barrels in February to 16.6 million in July, down 35 percent. Gasoline stocks fell by the same proportion. The world’s largest oil exporter more than doubled its imports of fuel oil, and it is burning more than twice as much crude directly in its power plants as it did in February. Some of that is the summer air-conditioning load, but it is not the behavior of a country with fuel to spare.
Lower stocks mean less cushion for the next attack. And there will be a next attack.
The trap Riyadh is in
Miller’s report spells out one more danger that I have not seen discussed anywhere else. If Saudi Arabia’s export outlets close, its oil has nowhere to go but its own refineries, its own power plants and its storage tanks. In July, domestic refineries and direct burning absorbed about 3.04 million barrels a day. Once the storage is full, that is roughly the ceiling on what Saudi Arabia could keep producing. Close Ras Tanura and Yanbu at the same time, and the Kingdom would have to shut in most of its oil fields. That is exactly the scenario Ansar Allah’s campaign against the pipeline, the Red Sea and the Gulf terminals is built to produce.
Why this matters to everyone else
The rest of the world is already living with the consequences. Saudi diesel exports are down by about 400,000 barrels a day, at the same moment Hormuz is restricted and Russian refineries are under drone attack. The International Energy Agency says the global diesel shortage will last well into 2027. Brent is above $100. Europe, which depends on imported diesel, is already rioting over the cost of living, and winter has not started.
Miller makes no claim that every barrel of lost output was blown up by a Houthi missile, and he is careful to say so. Some of the decline reflects shipping, security and commercial decisions. But the point is that it doesn’t matter to a trucker in Lyon or a farmer in Lombardy whether a barrel was lost to a missile, a closed sea lane or a refinery that has no power. It is gone either way.
So when Aramco says its system is intact, ask what the production figures, the export figures and the fuel stocks say. They say Saudi Arabia is producing a quarter less oil than it did in February, exporting half as much diesel, and drawing down its reserves to keep the lights on. Any new American or Israeli campaign against Iran will land on a Saudi energy system that has no slack left to absorb it.
If one were seeking to create something like a modern-day folk tale based on current realities and having the theme of “good versus evil” there are any number of real-life narratives available that could be exploited to invite speculation on actual environments that might have served as models for the fiction. I have found much of the bizarre and blood-soaked evil relationship between the United States and Israel, which serves no US interest at all, to be one such arrangement in which two countries have through their own behavior become the most hated in the world. They have successfully established an odd partnership based largely on a common view of which other nations they hate and would like to destroy.
One must consider the monstrous joined-at-the-hip relationship between Washington and Tel Aviv, which is likely soon to become a true military and policy partnership by act of Congress. It will leverage the already existing ability of tiny Israel to manipulate and dominate the large and powerful United States. And there is also something else that should be reckoned with in the arrangement, and that is melding of the desire of the two countries to dominate not only their neighbors but also far beyond that. One can cite the aberrations in behavior that reveal how neither government wants to get along with other nations except in those rare cases where America and the Jewish state are accepted and even honored in spite of not being bound by any rules, decency or even democratic norms.
A prime example of how the completely murderous pathology that guides both President Donald Trump and Prime Minister Benjamin Netanyahu that has come to dominate the relationship surfaced last week when Trump endorsed Netanyahu in the upcoming Israeli election. It was a case of two completely evil men finding common ground to congratulate themselves and advance their respective careers, which nearly all of the rest of the world would like to terminate!
Both men are in trouble with their respective electorates in large part because their obsession with endlessly killing anyone annoying be it in the Caribbean or Gaza, has become suspect, largely because the killing is without any actual objective and no real good comes out of the process. This is particularly true for voters in the US who have suffered the bullying by Israel and its domestic Lobby and also bear the tax burden and shortages that are the only fruit that falls from the trees of the conflicts. In Israel the equation is somewhat different as 90% of the Jewish voters want to eradicate even more Muslims and Christians and fully support a new Prime Minister who will kill even more of the vermin.
Observe what a brain dead Trump has to say about his good buddy Netanyahu in a shared phone call in which they first exchanged pledges that they would soon “finish the job,” the “job” in question being the “extermination” of Iran and most particularly its government. Bibi told Trump “Donald, we have a job to finish. You said it, and we’ll finish it together. We’ll finish it, and no one else will do it.” Bibi explained later how “I have spoken about this with President Trump more than once, including the day before yesterday… Finishing the job means bringing down the terrorist regime in Iran. It is the head of this poisonous octopus. You cut it off, and it will fall. We will also have peace with Lebanon. We must complete the elimination of the Iranian regime — that is the primary objective.”
Trump then responded in kind, telling Netanyahu that “You’re a warrior, and you’ve been treated unfairly by your country and from some others … but you’re a great warrior, and we will prove that. We will prove that very soon. I think you’re terrific, Bibi … You’re the man I want by my side, Bibi.” On Truth Social Trump later elaborated how “Bibi Netanyahu has been a Great Warrior Prime Minister and an even greater Partner for Peace in combatting the Islamic Republic of Iran.” He is “Strong, Brave, and Brilliant, the kind of Partner that the United States of America is demanding of Israel, a Country for which it has done so much.”
Clearly Netanyahu wants to get reelected to stay out of jail for corruption, apart from anything else, and he knows that unconditional support from the United States is essential to achieve that end and keep the wars in Lebanon, Syria and Iran going. What the two monsters were pledging was the total destruction of a nation of 90 million people that prior to the war initiated by Israel and the US had not threatened in any way either nation. That means it was per the Geneva Convention a war crime and besides which it is a violation of the War Powers Act and the US Constitution that Trump had sworn to support. Israel was admittedly the driving force behind the war against Iran, which has done huge damage to the world economy, because it saw the country as a political-military competitor in the Middle East region and Netanyahu was able to convince a stupid and willfully ignorant Trump that the war would be over in a week or two, a walk-over.
In a move that is being interpreted as an additional American support for Netanyahu in the upcoming election, US Secretary of War Pete Hegseth made an unannounced visit to Israel on Monday and met with the Prime Minister. The talks reportedly took place at the Ovda Air Base in southern Israel, where US refueling planes and fighter jets are deployed. Hegseth also met with some US troops. As Netanyahu and President Trump have discussed the possibility of restarting the full-scale bombing campaign against Iran the appearance and timing of the Hegseth visit, as he is the strongest supporter of resuming strikes on Iran within the administration, suggests that the war will soon be resuming.
Beyond the depressing likelihood that the war against Iran will soon start up again, there is the language employed by Trump, which as usual is inane. So Bibi is a “great warrior”? That comes from a draft dodger who avoided US military service in 1968 not for any moral reason but because it was inconvenient for him so his father arranged for a Jewish doctor to fake the records for a medical deferment. Trump had “bone spurs,” a condition largely unheard of in the real world before Trump came up with it on paper. And now the draft dodger is praising a “great warrior” who sends his men and women out to shoot three year olds as part of a regime that has been killing children systematically and without any consequences since the conflict with Gaza began.
And, unfortunately, the bad news is still coming. There is no doubt Trump has been the most servile president in US history when it comes to his constant supporting Israel even when it carries out genocide and kills American citizens. Trump has never failed to obey Netanyahu, but, it must be observed, he has only done slightly more so than Biden and the Democrats did when they preceded him in office. So one should have doubts that a possible change-over in the US Congress and Senate, where Israeli flags can be seen flying in some of the offices, is going to make much difference when it comes to the United States “standing with our best friend and closest ally Israel.”
Philip M. Giraldi, Ph.D., is Executive Director of the Council for the National Interest, a 501(c)3 tax deductible educational foundation (Federal ID Number #52-1739023) that seeks a more interests-based U.S. foreign policy in the Middle East. Website is https://councilforthenationalinterest.orgaddress is P.O. Box 2157, Purcellville VA 20134 and its email is inform@cnionline.org.
Iranian Foreign Ministry spokesman Esmaeil Baghaei says the United States’ negotiating behavior, marked by coercion and one-sided demands, rather than Iran’s religious beliefs, makes rational negotiations impossible.
In a post on his X account on Thursday, Baghaei questioned the relevance of Iranians’ “religious beliefs” to Washington’s failure to honor its diplomatic commitments and its addiction to force and pressure.
He said faith does not preclude rationality, noting that genuine diplomacy requires more than imposing terms on the other side.
“Faith does not preclude ‘rationality’, just as secularism does not guarantee wisdom,” he wrote, adding that Washington’s negotiating behavior amounted to “one-sided dictation rather than genuine diplomacy.”
He said Iran’s “religious beliefs” are not an obstacle to “rational negotiations”; rather, Washington’s reliance on “one-sided dictation” instead of genuine dialogue is what makes such talks impossible.
Baghaei emphasized that the United States cannot expect a lasting agreement while demanding concessions without reciprocity, dictating terms and disregarding the other side’s legitimate interests.
The spokesperson urged the US to stop making ideologically driven assumptions about Iranians’ religious beliefs and instead understand Iran’s strategic interests and legitimate security concerns.
“And above all, instead of accusing others, address your own record of broken promises,” he pointed out.
Baghaei’s remarks come as tensions between the United States and Iran have remained unresolved through negotiations and dialogue over the past several months.
US Secretary of State Marco Rubio said Tuesday that it is extremely difficult to reach an agreement with Iran, claiming that Iranian leaders do not know how to negotiate and are controlled by “radical Shia clerics”, who would be driven by their theology.
Reports that the US military has drawn up plans for renewed strikes against Iran, potentially targeting the country’s energy infrastructure and peaceful nuclear sites with the GBU-43/B Massive Ordnance Air Blast (MOAB), dubbed the “Mother of All Bombs,” underscore the threat of further US aggression against the Islamic Republic.
The latest threats come amid Washington’s repeated violations of the Islamabad Memorandum of Understanding (MoU), reached after 40 days of US-Israeli aggression against Iran.
The war began on February 28, 2026, while Tehran and Washington were engaged in negotiations over Iran’s peaceful nuclear program.
The attacks were launched after three rounds of indirect negotiations in Muscat, Oman, and Geneva, Switzerland, with technical talks scheduled to begin in Vienna, Austria.
Iran swiftly retaliated with barrages of missiles and drones targeting the Israeli-occupied territories, as well as US bases and interests across the region.
A senior security official in Tehran said Iran would consider US political targets, along with the infrastructure of countries participating in a new war, legitimate targets if another round of broad war includes assassinations of officials and the massacring of civilians, Fars News Agency reported late on Wednesday.
The official said Iran has communicated this to its operational ranks.
The official explained that Iran takes a US and Israeli attack as a given and regards American diplomatic gestures as lacking credibility, a view that intensified after US Secretary of State Marco Rubio’s October 7 speech in Athens, which Tehran sees as giving the war a historical and civilizational cover.
The official said Iranian leaders and elites have reached the unprecedented conclusion that US Middle East policy is directed from Tel Aviv and that “Israel” will not allow a diplomatic solution, because for Trump, “Israel” comes first.
Iran says it is already at war
The official said Iran already considers itself at war with the United States, and sees the US economic and naval blockade and the restrictions on air traffic as a continuation of the military aggression that began on February 28. There is strong pressure across Iranian society for decisive action to break the blockade on the basis of legitimate defense, the official emphasized.
Washington reinstated its naval blockade of Iranian ports on July 14, after collapsing an interim truce and attacking areas across southwestern Iran.
Iran asked the UN Security Council on Wednesday to condemn the blockade and demand it be lifted. Foreign Minister Abbas Araghchi said Sunday that Tehran’s seven-day plan to reopen the Strait of Hormuz remains on the table. Iran hinges the reopening of the Strait on a ceasefire across all fronts, a US sanctions waiver on oil sales, and a release of $12 billion in frozen assets.
Trump want to ‘finish the job’
The warning followed US President Donald Trump’s Truth Social post on Sunday in which he said Iran has been “systematically destroyed” and that unless it changes course the United States will “soon finish the job.”
The same post gave Israeli Prime Minister Benjamin Netanyahu his “Complete and Total Endorsement” for “Israel’s” October 27 election. Trump called Netanyahu a “Great Warrior Prime Minister” in the war on Iran and wrote that if “Israel” chooses any other leader, America would have to do the work itself, which he is not inclined to do.
Netanyahu answered with a video and a post thanking “my friend Donald.” He directed part of his message to American voters, saying gas prices would fall once Iran’s government “disappears,” but only under Trump. US midterm elections are on November 3. Trump had declined for months to endorse Netanyahu, and US Vice President JD Vance declined to join him, saying he is focused on American races.
Araghchi replied on X that “last time you wanted to ‘finish the job,’ Iran emerged even stronger,” adding that Tehran has “unfinished jobs too.”
Israeli jets fly to the Iranian border
On Wednesday, Axios reported that dozens of Israeli Air Force jets, with refueling aircraft, flew more than 800 miles on Monday, violating Syrian and Iraqi airspace, as far as the Iranian border before turning back. “Israel” told Washington it was a “power projection” training exercise, which is said was meant to deter Iran ahead of the elections
US officials said “Israel” knew Iranian air defenses would detect the jets, and some said they had the impression “Israel” hoped Iran would fire on them, providing a justification for strikes. Other US and Israeli officials called the sortie unusual only in scale.
The stunt took place on the day US War Secretary Pete Hegseth met Netanyahu at Ovda Airbase. Meanwhile, Netanyahu and Security Minister Israel Katz made new threats, with Katz saying “If Iran attacks Israel, Iran will burn!”
Axios reported last week that Trump and Netanyahu discussed in early October a major new aggression against Iran before the Israeli and US elections. A US official said Trump told Netanyahu to “go ahead and get ready,” though he made no commitment.
Additionally, the US State Department has prepared to order some personnel and family members to leave US embassies across the Gulf, Reuters reported, which would include all personnel at the mission in Saudi Arabia.
More ships targeted in Hormuz
On the other hand, Iran’s Islamic Revolutionary Guard Corps (IRGC) Navy has stepped up its operations on ships in and around the strait, which have violated its navigation rules.
On October 9, it said any vessel using an unauthorized route would be pursued and “punished” anywhere in the region. On Sunday, six commercial vessels were struck in and around the strait, the most in a single day since the war began.
On October 12, the IRGC said it had hit a third tanker in two days for navigating without its tracking system and ignoring warnings. Tankers have since caught fire after hitting mines on unauthorized routes. Ships on a non-compliance list kept by Iran’s Gulf Strait Authority now number about 100.
Iraq shut the strategic Sheeb border crossing with Iran on 21 October, sources told western media outlets, framing the move as a result of intensified US pressure on Baghdad to strangle the Islamic Republic.
An Iraqi source told AFP that the crossing was shut “until further notice.” Two other sources said Washington is pressuring Baghdad to close more border crossings.
Iranian judiciary-linked website Mizan reported that the shutting of the crossing came “following a decision by the Iraqi prime minister’s office.”
According to other sources, the US wants Iraq to close all its border crossings with Iran.
“The US Treasury Department raised this with Prime Minister Ali al-Zaidi when he was in New York. All border crossings will be closed except for one crossing in federal territory and one crossing in the Kurdistan region. The US has asked all countries bordering Iran to do the same.”
Disruptions have also taken place on the border with Pakistan.
“Regarding Pakistan, yes, there have been disruptions to border exchanges with some neighboring countries,” Iranian Interior Ministry spokesperson Ali Zeinivand said on 21 October.
Reuters also reported on the closure of the Sheeb crossing.
The closure took place “to review security and install detection equipment to stop the smuggling of prohibited materials,” the British outlet cites an Iraqi border official as saying.
Sheeb will be closed to passengers, vehicles and commercial trucks “until further notice,” the source added.
Valiollah Hayati, a security official from Iran’s southwestern Khuzestan, confirmed the closure and said consultations to resume operations were ongoing. Tehran has said Iraq failed to provide any formal notice prior to the sudden closure of the Sheeb crossing.
Separately, the UAE-based Al-Ain outlet reported, citing Iraqi government sources, that Iraq’s premier informed leaders of the Shia-led Coordination Framework, during a 19 October meeting, that Washington had demanded the closures.
“The US is pressuring Baghdad to close its border crossings with Iran,” an Iraqi source said.
Al-Ain further reported that Zaidi has stressed Iraq’s need to maintain a balanced position, adding that Baghdad rejected the US call for all crossings to be closed.
Washington then “proposed keeping only two crossings open, one in the north and the other in the central region – the Mehran crossing, which connects Iraq’s Wasit province with Iran’s Ilam province,” the Emirati report went on to say.
Baghdad reportedly rejected this as well, the outlet states, adding that US envoy Tom Barrack told the Iraqi prime minister that “this step falls within the policy of economic pressure on Iran.”
Zaidi was reportedly informed that the US will resume its war on Iran. “Iraq cannot become involved in this war, and its repercussions will affect the political system and the state,” the Iraqi source told Al-Ain.
The report states more crossings could be closed in the coming days.
The latest closure follows Iraq’s temporary shutdown of the Shalamcheh crossing in September, after Saudi Arabia alleged that drones launched from Iraqi territory targeted the kingdom.
It also coincides with US-imposed restrictions on Iranian flights to Iraqi airports.
A senior commander of the Islamic Revolution Guards Corps (IRGC) has warned that Iran could target undersea Internet cables passing through the Strait of Hormuz if the country’s infrastructure is attacked.
Brigadier General Yadollah Javani, political deputy to the IRGC chief commander, made the remarks in an interview with Iran’s Arabic-language Al-Alam television news network on Wednesday.
Addressing the possibility of strikes against undersea Internet infrastructure, Javani said Iran would use its full capabilities if the country’s own infrastructure came under attack.
“The United States and its allies have substantial investments,” he said, adding that their assets could become targets if they damaged Iranian infrastructure.
Undersea fiber-optic cables carry a substantial share of global international data traffic, making them important components of the world’s communications networks. Damage to such infrastructure could disrupt connectivity and affect businesses and services that depend on international data links.
Javani also said Iran performed well during “a period of strong defense,” while the United States and Israel suffered a defeat they had not anticipated.
He added that, because Iran’s enemies would find it difficult to accept defeat, Tehran would pursue a more calculated and, in some cases, offensive approach.
Javani went on to say that the shift is intended to strengthen Iran’s deterrence and prevent the United States from considering another attack.
He further said that Iran’s military capabilities for offensive operations against the United States, European countries, Israel, and countries supporting Washington have become evident.
The general also stated that US military bases in the region have been destroyed and that facilities located farther away could also be targeted.
Javani’s remarks come amid heightened tensions between Iran, the United States, and Israel, with Iranian officials repeatedly warning that any renewed aggression against Iran would carry serious consequences for US interests across the region.
US special envoy Tom Barrack conceded that a “ground kinetic” battle in Yemen by the US “seems fruitless” during a talk at the Global Security Forum in Qatar on 20 October.
“I think the president’s been clear that he supports Saudi Arabia and the backing that they need logistically he will supply. But America getting involved in a ground kinetic battle somewhere else seems fruitless.”
Barrack is Washington’s ambassador to Turkiye and special presidential envoy for Syria and Iraq.
He admitted that military force has failed in Yemen and that Riyadh is in a “very difficult position.”
“These kinetic reactions have never worked. It doesn’t work. It’s probably not likely that it’s going to work,” he said.
Barrack questioned whether US meddling across West Asia has helped or harmed the region, arguing that Ansarallah in Yemen, Hezbollah in Lebanon, and the resistance factions in Iraq would lose their reason to exist only once states took responsibility themselves.
He pressed for talks between Riyadh, Sanaa, and regional mediators, urging regional capitals to build their own alliances instead of leaning on Washington.
He went further, admitting that the US has had a hand in 23 regime changes across the region, none of which achieved their aims.
He declined to say whether the US-Israeli war on Iran launched on 28 February was a mistake, while conceding that it had unleashed unintended consequences across the region.
The admission comes as the Saudi-led coalition presses on with airstrikes on Yemen, drawing retaliatory missile and drone strikes by the Yemeni Armed Forces (YAF) on the kingdom.
Riyadh has turned to its defense partners under the Mecca pact, including Pakistan and Turkiye, after Washington declined its requests for direct US intervention against Yemen.
Barrack’s remarks follow Washington’s failed bid to subdue Yemen by military force, with more than 1,000 US airstrikes between March 2024 and April 2025 unable to halt Yemeni naval operations waged in support of Gaza, forcing the US into an Omani-brokered ceasefire with Sanaa in May 2025.
The campaign cost Washington $1 billion in its first three weeks alone, as Yemeni forces downed 17 MQ-9 Reaper drones and the US lost two F-18 fighter jets.
Ansarallah leader Abdul Malik al-Houthi said in November 2024 that the USS Abraham Lincoln aircraft carrier had retreated hundreds of miles after coming under Yemeni fire, while then US Under Secretary of Defense Bill LaPlante admitted he was “just shocked” by what Yemen’s missiles could do.
Europe fared no better, with Rear Admiral Vasileios Gryparis, commander of the EU’s Operation Aspides, telling Bloomberg in June 2024 that his Red Sea fleet needed to more than double in size and that US–UK strikes on Yemen were “not contributing to the solution,” after France withdrew one of his frigates citing the threat level.
Ukraine has deployed drone personnel and thousands of microdrones across countries surrounding Iran, including Iraq’s Kurdistan Region, an Iranian security source told Tasnim News Agency, highlighting the deployments as part of a broader network of hostile activities directed against Tehran.
According to the security source, Kiev had established an operational microdrone network across the region, with thousands of drones deployed in Iraq’s Kurdistan Region.
The source withheld the names of the countries hosting Ukrainian personnel and equipment, stating that the information remained confidential and would be disclosed in due course.
Tehran preparing appropriate response
The Iranian security source further said Tehran considers Ukraine’s activities part of the broader hostile actions pursued by Europe and NATO against Iran, adding that Iranian authorities are fully aware of Kiev’s operations.
Tehran, according to the source, is considering an appropriate response to the deployments, which it stressed as a security threat.
Describing the operation as a “failed attempt and an embarrassment” for Ukraine, the source stressed that Iran remains aware of Kiev’s activities and their implications for regional security.
The bigger picture
The deployment comes amid longstanding security concerns over armed Kurdish separatist groups operating along Iran’s western border and growing tensions between Tehran and Kiev following a Ukrainian attack on an Iranian commercial vessel in the Caspian Sea.
Baghdad, Tehran, and the Kurdistan Regional Government (KRG) signed a security agreement in March 2023 requiring Iranian Kurdish separatist groups to disarm and relocate away from the Iraq-Iran border.
The agreement also obliges Iraqi authorities to prevent the groups from using Iraqi territory to launch military operations against Iran. While Baghdad and the KRG have fulfilled their obligations, sources told Al Mayadeen that four or five Iranian separatist groups continue to defy the agreement and carry out provocations along the border.
The remaining groups have continued their activities despite guarantees offered by the KRG, with Al Mayadeen Plus reporting in September that they had refused to leave their positions.
Tehran has responded to the separatist groups with missile and drone strikes, as well as ground operations targeting positions in Erbil and Sulaymaniyah. In July, Iranian strikes martyred nine members of the Komala Party. Iran is also building a security wall extending more than 250 kilometers along its border with the Kurdistan Region.
These security concerns have unfolded alongside a deterioration in relations between Iran and Ukraine. In July, Tehran condemned a Ukrainian attack on an Iranian commercial vessel in the Caspian Sea that killed one sailor and injured another. Iran’s Foreign Ministry characterized the strike as an act of aggression and a violation of Article 2(4) of the UN Charter, warning that it could widen the scope of the war.
Iran’s Ambassador and Deputy Permanent Representative to the UN has urged the world body’s Security Council to hold an emergency meeting and condemn threats by the United States and the Israeli regime against the Islamic Republic’s territory and critical infrastructure.
Gholamhossein Darzi made the remarks in a letter dated Monday and addressed to UN Secretary-General António Guterres and the president of the Security Council.
The letter cited recent US media reports that the White House and the US Department of War had prepared fresh military options, including the possible use of the GBU-43/B, known as the Massive Ordnance Air Blast (MOAB) or so-called “Mother of All Bombs,” against Iran.
Darzi noted that US President Donald Trump had discussed the weapon in a televised interview and threatened further attacks.
The diplomat also cited remarks by Israeli minister for military affairs Israel Katz that the regime was prepared to attack the Islamic Republic and would target “all energy targets” in any renewed aggression.
The letter also pointed out how Katz had threatened to return Iran to the “Stone Age”, besides claiming that the United States and the regime had dropped a total of 35,000 bombs on Iran and that their military campaign was not over.
Darzi further denounced Israeli prime minister Benjamin Netanyahu for openly declaring an intention to launch another unprovoked war against the Islamic Republic, adding that the silence and explicit support of certain Security Council members had emboldened him.
He called for immediate action against “brazen existential threats” issued by Trump and renewed Israeli threats of military aggression.
“These unabated threats, in the context of the U.S.-Israeli wars of aggression launched on 13 June 2025 and 28 February 2026 against Iran, and the deliberate attacks against Iranian civilians and critical infrastructure, pose a grave risk of further violation of international law with catastrophic humanitarian and environmental consequences, and serious threats to regional and international peace and security,” he wrote.
The diplomat argued that threats to destroy Iran’s civilian and energy infrastructure could cause severe and potentially long-term humanitarian and environmental damage.
He also condemned Washington and Tel Aviv for disregarding obligations under the four Geneva Conventions of 1949 and customary international humanitarian law.
Darzi requested an emergency Security Council meeting, unequivocal condemnation of threats against Iran’s civilian infrastructure, and accountability and full reparation for damage resulting from Washington’s and Tel Aviv’s internationally wrongful acts.
“The Security Council cannot remain silent in the face of explicit threats of renewed aggression and the destruction of essential civilian infrastructure,” he stated.
The letter, meanwhile, reaffirmed Iran’s right to self-defense under Article 51 of the UN Charter.
He warned that the United States and the Israeli regime would bear responsibility for the consequences of further aggression, including “the risk of unpredictable and uncontrollable escalation.”
Tehran no longer views Pakistani and Qatari mediation as yielding tangible results, Iranian sources told Al Mayadeen on Tuesday, as a Russian initiative coordinated with China proposes joint management of the Strait of Hormuz with Iran.
Iranian sources told Al Mayadeen that Tehran has come to view Pakistani and Qatari mediation as ineffective in delivering tangible results, citing Islamabad and Doha’s limited ability to influence the US position. This has prompted Iran to explore alternative channels for mediation.
In this context, Iranian international affairs expert Mehdi Khan Alizadeh told Al Mayadeen that a new Russian diplomatic move could pave the way for Moscow to assume a more substantive mediating role, amid coordination between Russia and the United States. He pointed to a Russian initiative developed in cooperation with China that proposes joint management of maritime traffic through the Strait of Hormuz with Iran.
Alizadeh explained that the initiative concerns the Strait of Hormuz and Gulf security. Russian Foreign Minister Sergey Lavrov’s visit to Tehran addressed these issues, while Iranian President Masoud Pezeshkian is expected to visit Moscow again, reflecting continued efforts surrounding the Russian proposal.
Regarding Tehran’s immediate priorities, Alizadeh stressed that ending the war takes precedence over the nuclear issue. He said this position follows a decision by the Leader of the Islamic Revolution and the Islamic Republic, Sayyed Mojtaba Khamenei, adding that Iran’s current focus is on securing a ceasefire, while the nuclear file is not presently among its priorities.
These developments coincide with US President Donald Trump’s remarks about “providing a framework for Russia to communicate with Iran,” potentially intersecting with Moscow’s diplomatic efforts.
Lavrov visits Tehran for first time since start of war
Russian Foreign Minister Sergey Lavrov arrived in Tehran on Monday for his first visit since the start of the war on Iran, as Moscow seeks to play a mediating role.
Lavrov said Moscow’s efforts “aim to prevent the return of a full-scale war.”
Meanwhile, Iranian President Masoud Pezeshkian told Lavrov that the establishment of US military bases in regional countries has offered, and will continue to offer, no benefit to the region beyond increasing tensions and undermining security.
During his meeting with Lavrov, Pezeshkian said US interference and divisive policies had led to the emergence of disputes across the region.
He stressed that there are no fundamental disagreements between Iran and regional countries, affirming Tehran’s readiness to address existing challenges through dialogue and mutual understanding.
Pezeshkian also said Iran shares common ground with countries across the region and has consistently sought to develop relations with them on the basis of brotherly engagement and mutual cooperation.
Araghchi, Lavrov reject military action, call for stability in Gulf
Iranian Foreign Minister Abbas Araghchi, for his part, said during a joint press conference with Lavrov that Tehran and Moscow agree that military action is not the solution. He added that relations between the two countries contribute to strengthening regional stability.
Araghchi said he had hosted Lavrov in Tehran for “important discussions” covering several issues spanning Europe and West Asia, including Lebanon, Palestine, Ukraine, and Yemen.
The talks also focused on expanding economic and nuclear cooperation between the two countries. Araghchi underscored that ties between Iran and Russia have never been closer or more collaborative than they are today.
Washington and Israel are talking again about “finishing the job” in Iran. Before they do, someone should take a hard look at the bill for the jobs already done. My friend Karl Miller, who has called this region correctly more often than most of the people paid to do it, sent me his latest assessment on Monday. His conclusion is blunt: on the current course, another round of escalation is coming, and the countries paying for it will be the ones that never got a vote.
The Gulf is being bled dry
Start with the people who are supposed to be America’s partners. The IMF’s October outlook reads like a casualty report. Kuwait’s economy is forecast to shrink 16.7 percent this year. Qatar’s will shrink 15.6 percent, and Bahrain’s 11.3 percent. The UAE, long sold as the region’s safe haven, is now expected to contract 3.9 percent, a seven-point swing from the IMF’s April forecast. Saudi Arabia is forecast to shrink 3.3 percent. The only Gulf economy still growing is Oman, and that is because its ports sit outside the Strait of Hormuz.
These are not paper losses. Qatar lost two LNG trains at Ras Laffan in March, about 17 percent of its export capacity. QatarEnergy says the repairs will take three to five years and will cost it roughly $20 billion a year in revenue. Saudi Arabia’s escape route around Hormuz, the East-West Pipeline to Yanbu, is crippled. My sources tell me four of its 11 pumping stations are severely damaged and out of service. Riyadh now projects a deficit of 4.9 percent of GDP, is borrowing to cover it, and has frozen non-essential spending.
Miller explains why this is worse than the headline oil price suggests. A damaged plant produces nothing to sell, but the payroll, the debt payments and the repair bills keep coming. A plant that is still standing but cannot get parts in or cargo out is in almost the same position. A $108 barrel of oil is worth nothing if you cannot ship it. And the cash the Gulf states used to invest at home and abroad is vanishing fast. If a government takes in 100 and must spend 70, it has 30 left over. Cut income to 80 and that cushion drops to 10. A 20 percent hit to revenue wipes out two-thirds of the money for everything else.
The Gulf states bought American protection to safeguard exactly this wealth. Instead, as Miller puts it, they have ended up paying for the costs of American strategy. That is a bargain they will not keep making forever.
A new round means a deeper shortage
Now consider what another round of American and Israeli strikes would do to a world that is already short of energy. Oil flows through Hormuz are running around 11.6 to 11.9 million barrels a day, against a pre-war level of about 17 million. Middle Eastern fuel exports are below half of what they were before the war. The International Energy Agency says diesel will stay tight well into 2027, and that the diesel stocks already burned will not be rebuilt before the second half of that year. Brent is around $108, up more than 75 percent from a year ago.
Every escalation so far has followed the same pattern. Iran answers by tightening its grip on Hormuz. Its allies in Yemen widen their target list. Gulf facilities that were patched together get hit again before they earn back the cost of repairing them. That is the cruelest part of Miller’s analysis: repeated attacks make repairs pointless, because nobody will spend billions restoring a plant that may be destroyed again next month. A new campaign will not reopen the Strait. It will close it further, take more Gulf capacity offline, and push diesel back toward September’s record of more than $200 a barrel, just as Europe heads into winter. France and Italy are already rioting over the cost of living. Imagine them in February.
Israel’s dark future
Miller’s harshest judgment is reserved for Israel, and it deserves a full hearing. He believes Israel will never recover from what it has done in Gaza, which a UN commission of inquiry concluded last year was genocide. In his words, the state is “done economically. It is done politically. It is done morally.” That is strong language, but the argument behind it is not hysteria. It is about how a state wears itself out.
His reasoning runs like this. Israel’s leadership has bet everything on military domination: hit every opponent hard enough that no one dares resist. Force can win battles, but it cannot make anyone accept the result. Every campaign therefore creates the need for the next one. Opponents rebuild, resentment grows, and the circle of countries willing to stand with Israel gets smaller. So the government doubles down with more force, because the alternative, accepting real limits on occupation and on its treatment of the Palestinians, threatens the political project it is defending. War becomes a way to postpone the reckoning, not avoid it.
The cost is already showing. The IMF says Israel’s economy is about 9 percent smaller than it would have been without the war. The budget deficit is heading to 6.2 percent of GDP, and public debt is on track to reach about 74 percent of GDP by 2031. Reservists are pulled from their jobs again and again. Israelis are already fighting over who carries the burden, with ultra-Orthodox men still far less likely to work or serve than everyone else. Foreign investors and partners grow more cautious with each campaign. Miller’s warning is that Israel’s project could become unsustainable long before its military power runs out. A country can keep its tanks and jets and still lose the economy, the alliances and the legitimacy it needs to survive. That is the dark and uncertain future he sees, and I find it hard to argue with.
Trump says Russia is doing nothing. Lavrov says otherwise.
Which brings me to the President’s latest reassurance. On October 13, Donald Trump said he does not believe either Russia or China is helping Iran. On Sunday he went further on social media, insisting that “Russia is doing very little to help the Islamic Republic of Iran, compared with what it could be doing,” if it is doing anything at all, and that he wants it to stay that way “unless some stupid people get in the way.”
Less than a day later, Russian Foreign Minister Sergei Lavrov stood next to Iran’s Foreign Minister Abbas Araghchi in Tehran and said the opposite. “I am confident that Iran’s cause, like Russia’s, is a just cause,” Lavrov declared. He said Russia “has no intention of abandoning the implementation of agreements with Iran in the economic and investment spheres,” and recommitted Moscow to the 20-year strategic partnership that formally took effect on October 2. He announced that Russian specialists will return to the Bushehr nuclear plant. He called for Hormuz to return to pre-war conditions, and tied that to protecting Iran from renewed attacks. Before landing in Tehran, he called Trump’s approach “wrong.”
To be fair to the President, Russia has not gone to war for Iran, and the partnership treaty does not require it to. There is no mutual-defense clause. But that is a lawyer’s distinction. Russia’s foreign minister does not fly into a capital under threat of attack to call its cause just by accident. Add the reported Russian satellite data reaching Iran’s allies and the steady improvement in the accuracy of Iranian and Houthi missiles, and the picture is of a partner that is careful, deniable and very much engaged. Moscow does not need to fire a shot. It only needs to keep Iran standing while America bleeds its Gulf allies and Europe’s economy.
The bill comes due
If Washington and Israel launch another round, they will be betting that this time force produces a settlement. Three years of evidence says it will not. What it will produce is deeper Gulf recessions, a longer energy shortage, more anger in Europe’s streets, and a bigger bill for an Israel that is already running out of room. Miller’s forecast is that the next round is coming anyway. I hope he is wrong this time. I doubt it.
Egypt’s Civil Democratic Movement rejected any involvement of the Egyptian armed forces in a regional war on behalf of any side, insisting that Cairo make its decisions independently of foreign influence.
The movement said Monday that no outside party should dictate Egypt’s position, arguing that the country’s most important role lies in pursuing “wise mediation to establish peace.”
Turning to domestic affairs, the movement called on civilian opposition groups, its own members included, to begin preparing for the presidential election scheduled for 2030. The call follows President Abdel Fattah el-Sisi’s recent statement that his presidency will end in 2030 and that the matter of constitutional changes to alter that timeline is “completely settled.”
Parliament postpones debate on troop deployment
The statement comes as Egypt’s parliament has yet to take up a proposal to authorize the president to send troops abroad. Lawmakers adjourned an emergency session devoted to discussing support for Saudi Arabia, and deliberations were due to resume on Monday. The debate was postponed again on Monday, this time until October 26.
The session was convened at el-Sisi’s request after he said Cairo would take any action Saudi Arabia asks of it to defend its security and sovereignty.
Yemen’s Sanaa-based Parliament Speaker Yahya Ali al-Ra’i had urged Egypt’s parliament on Saturday not to let the country be drawn into the Saudi escalation, saying such a step would contradict Egypt’s historical role in defending Arab causes.
Yemeni scholars welcome Al-Azhar initiative
Separately, Al-Azhar urged the urgent formation of a mediation committee bringing together respected figures from across the Muslim world. It said the committee should start work immediately to end conflicts and wars in the Arab region, defuse crises, and bridge differences between the parties involved.
The Association of Yemeni Scholars, in turn, reaffirmed its commitment to engaging constructively and in good faith with the invitation extended by the Grand Imam of Al-Azhar, expressing appreciation for the Islamic values and principles it conveyed.
The association also declared Sanaa’s readiness to host the committee proposed by the Grand Imam, comprising respected and wise figures from across the Arab and Islamic worlds.
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He also attached to his post a table provided on social media by independent policy analyst Stephen Semler that showed the US had fired an estimated 609 ballistic missile interceptors to protect Israel against Iran’s retaliatory strikes between October 2023 and September 2026.
