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Jason Calacanis warns that regulatory gridlock in the United States could push critical data center infrastructure to Gulf monarchies like Saudi Arabia and the UAE. These absolute monarchies can bypass local bureaucracy to deploy land and energy assets rapidly.
Saagar Enjeti reports that Houthi forces have seized complete control of the Bab al-Mandeb Strait, capturing U.S. military assets previously supplied to Saudi Arabia. This takeover gives the group effective veto power over a critical maritime bottleneck.
Saagar Enjeti highlights that an attack on Saudi Arabia's East-West pipeline has cut four percent of global oil supply. This disruption occurs as Saudi oil exports hit their lowest levels since 1990, pushing Brent crude to 109 dollars per barrel.
Greg Karlstrom reports that the Houthis' recent capture of Mocha and Parham Island in the Bab al-Mandab choke point represents the most significant shift in Yemen's war in years, undermining Saudi Arabia's regional military posture.
Greg Karlstrom attributes the Houthis' rapid gains to deep fractures within the anti-Houthi coalition and a diplomatic rift between Saudi Arabia and the UAE, which led to the UAE withdrawing its troops.
Saudi Arabia's mutual defense pact with Turkey and Pakistan has failed to deliver military support, while Donald Trump has refused Saudi requests for American airstrikes against the Houthis.
Diplomatic talks between Iran and Gulf states over the Strait of Hormuz blockade were postponed indefinitely. Meanwhile, Houthi forces attacked Saudi Arabia, and a drone strike forced the shutdown of a critical Saudi oil pipeline, driving up global oil prices.