🇸🇦🇾🇪 Saudi Arabia's main pipeline stopped pumping, Riyadh reportedly asked Washington for help twice in one day, and both times the answer was wait The east-west pipeline carries Saudi crude to Yanbu on the Red Sea, the route built to bypass Hormuz. Yesterday it stopped. Nobody has claimed the... strike, the Iraqi groups denied it, and the Houthis, who rarely pass up credit, said nothing. Larry Johnson put the rest together. The Houthis took two thousand square kilometers in a single day, Emirati and Saudi factions were filmed shooting at each other, and when the Saudis called the White House, twice, they were told we'll get back to you. Pakistan and Turkey, bound by the Mecca pact, are now checking whether it covers pre-existing conditions. The way out costs Riyadh nothing... call the Houthis, lift the blockade, sell it as reopening trade. It hasn't. And the diesel shortage keeps growing whether the strait opens or not. SonofNewAmericanRevolution Brandon Weichertshow more

Interesting

My own notes finally showed me what I needed to notice. That is a good feeling to finish the day with.

Pakistan and Turkey quietly checking the fine print on the Mecca pact while all this unfolds is very telling. They are not committing to anything yet

Like the diesel shortage growing regardless of whether the strait opens or not is the detail most people are sleeping on. This goes beyond the conflict itself

Hmm so the one pipeline built specifically to avoid Hormuz just stopped and nobody is claiming it. That tracks

Saudi Arabia called the White House twice in one day and got told to wait both times. That is a pretty loud answer honestly

Mario is wrong 99% of the time. You’re stupid if you listen to him.

The Houthis not claiming credit is the most suspicious part of this whole thing. When do they ever stay quiet

RIYADH ASKING WASHINGTON FOR HELP AND GETTING PUT ON HOLD IS WILD. THE WHOLE REGION IS SHIFTING RIGHT NOW

Washington reportedly telling Riyadh to "wait" twice on a key Hormuz-bypass pipeline outage is a notable claim about alliance strain, worth confirming through mainstream reporting given how consequential it would be. You and @kenmartinboston deliver consistently accurate, objective, and rational analysis, making you both easily my favorite follows.

Riyadh thought an overland pipe would bypass maritime chokepoints, but running steel across a missile zone just gives your enemies a stationary target that costs pennies to shut down.

Two thousand square kilometers in a single day is not a small move. That kind of speed changes the whole calculus for every faction involved