» Do I annihilate the Islamic Republic and do it quickly, or do I drive them into
hell with no chance of survival and no hope of future greatness or generations? «
hell with no chance of survival and no hope of future greatness or generations? «
Tuesday, September 22, 2026
Bloated American Fuehrer In Trouble | Grotesque UNGA Nazi-Speech Backfires
Sunday, September 20, 2026
Judgment Day for the Middle of the Barrel | Larry C. Johnson
Karl Miller's latest private assessment, dated September 16 and titled "Judgment Day Has Arrived," makes a single governing claim about diesel, jet fuel, and kerosene: physical demand is now outrunning promptly deliverable supply. Not the price of the barrel—the delivery of it. In Miller's framing the market has crossed from a pricing problem, which money solves, to a deliverability problem, which money alone does not. The next phase, he argues, forces buyers to compete not just for fuel but for delivery capacity and for the cash to fund both at once.
» US pumps are going dark. They started a war over oil and now they can't fill a truck. «
He is describing something the market has already begun to confirm… US retail diesel crossed $6.00 a gallon on September 11, the first time on record, ten days after setting its prior all-time high. The ULSD crack spread—the margin between diesel and crude—hit an intraday record above $108 a barrel on September 3, a level never before sustained, which tells you the scarcity is in the product, not the barrel. Distillate inventories fell to roughly 103 million barrels in late August, the lowest for that point in the calendar since 1951, and the EIA expects them to stay below 100 million through much of 2027. Miller wrote his brief into a market that is already validating its premise.
The Governing Condition
The spine of the assessment is deliberately simple. Take a recurring shortfall between what a market consumes and what can actually be delivered to it. Inventory and diverted cargoes can bridge that gap for a while. They cannot sustain it indefinitely. Once usable stocks are drawn down, the adjustment arrives as some combination of higher replacement cost, tighter allocation, and reduced activity—and it lands first on whichever buyer, terminal, or airport cannot secure its next delivery on time. Miller's phrase for the resolution is stark: supply must recover, or consumption must fall. There is no third option once the buffers are gone.
How a Diesel Shortage Becomes an Economic Crisis.
To size the thing, he runs a central diesel stress case—and here it is essential to be precise about what kind of number this is, because Miller himself is. He assumes a 1.6 million-barrel-a-day export disruption met by 50 percent replacement, leaving a residual gap of 0.8 mb/d. Held constant, that residual would demand about 72 million barrels of stock draw or demand destruction over 90 days, and 144 million over 180. These are explicitly illustrative sensitivities, not a measured global deficit—he flags repeatedly that product-level deficit magnitudes remain uncertain and that the figures are scenario mechanics rather than forecasts. The value is in the method, not the decimal.
And the method maps onto the real shocks cleanly enough. The IEA has identified three disruptions compounding at once: the Hormuz conflict removing on the order of an eighth of global supply, Russian diesel-export bans after drone strikes disabled roughly a quarter of its refining capacity, and winter distillate demand arriving into depleted tanks. Russia—historically the world’s second-largest diesel exporter—banned exports outright on July 9 to keep fuel for its military. Miller's 1.6 mb/d is an assumption; the machinery pulling barrels off the water is not.
Inventory as a Countdown, not a Cushion
The sharpest operational move in the brief is to demote the national inventory number that dominates the headlines. A country-level buffer, Miller argues, tells you almost nothing about whether a specific business keeps running. What matters is site-level endurance: usable stock—excluding tank bottoms, unqualified material, and volumes already committed to other buyers—divided by the net daily draw. A terminal with a fixed usable volume and a widening deficit is on a clock, and a replacement cargo that arrives four days after the clock runs out may as well not have sailed. The same logic scales down to a hospital’s or data center’s backup generators, where a tank that reads "full" is really a countdown measured in days against a known burn rate.This is why his diagnosis is that the shortage will be local and uneven long before it is general. A national statistic can look adequate while individual nodes fail, because fuel that exists in the wrong place, in the wrong grade, or under someone else's contract does not cover a missed delivery. This broader point is illustrated in the photos at the top of this article.
Credit Decides Who Gets the Cargo
Miller’s second key insight is financial. In a market where prices are high and delivery cycles are long, the buyer has to fund both simultaneously—pay up for the barrel and carry it for the extra days it spends in transit. He illustrates with a delivered-cost stack that runs, in his tight-to-acute range, from roughly $200 to nearly $300 a barrel once location premium, ocean freight, terminal handling, inland delivery, and financing are added on top of the benchmark—the equivalent of something like $4.80 to $6.90 a gallon before tax. Again, these are illustrative route economics, not quotes. But note that the market has already printed the middle of that range: $6 diesel is here, and California retail has been reported above $9.
Food and energy are two of the most immediate and visible inflation channels
in the real economy. Karl W. Miller, August 26, 2026: Global Diesel Breakdown.
The consequence he draws is the one worth keeping: credit becomes a supply constraint. A buyer can be perfectly solvent on annual earnings and still lack the working capital to prepay a larger cargo, meet collateral calls, and carry slower-moving inventory all at the same time. When that happens, the fuel goes to whoever can fund it, not whoever needs it most. Financially weaker importers can lose access before larger economies feel the squeeze at all.
Aviation and the Airport Problem
Jet A and Jet A-1 get their own treatment, because aviation has the least room to improvise. Qualified fuel has to be at the airport, in the hydrant, before the aircraft departs; a refinery barrel somewhere else is worthless to a delayed flight. Airlines are left to choose among buying costlier replacement fuel, tankering extra where it is operationally feasible, reworking schedules, or cancelling. Miller’s illustrative math — a $20-a-barrel step adding $60 million over 30 days for a 100,000-barrel-a-day buyer — is less important than the structural point: hedging can change what a carrier pays, but it cannot conjure a delivery that the airport cannot physically make. He is also careful to note that jet fuel and kerosene are the same cut of the barrel, so the aviation volume must not be double-counted as additional kerosene demand — a discipline that a lot of looser analysis ignores.Where It Bites First, and How It Ends
The geography of risk, in his ranking, runs through the weakest local links: import-dependent Northwest Europe and inland markets facing winter demand on top of freight fuel; the US Gulf Coast, whose refining and export weight makes any local outage a global event; import-dependent emerging markets where foreign exchange and cargo finance can fail before physical stocks do; and airports with concentrated, hard-to-substitute supply. The common thread is that substitution is hardest exactly where the stakes are highest.On duration, Miller offers no normalization date, and insists none can be honestly given. His planning horizon is 90 to 180 days with contingency held into 2027. The recovery point he stresses is one that calendar-watchers routinely miss: ending the shortage requires not a daily balance but a sustained surplus, because supply first has to stop the draw and then rebuild the usable buffer while still covering consumption. At a half-million-barrel-a-day surplus, rebuilding 30 million barrels of cover takes two months — and that clock only starts after supply overtakes demand. A market that merely returns to breakeven stays fragile.
The Verdict
Strip the brief to its load-bearing claim and it does not merely hold up against the tape—the tape is racing to catch up to it. This is, by every current metric, a middle-distillate physical-supply crisis: record crack spreads above $108 confirm a refining and yield failure rather than a crude shortage, inventories sit at their lowest level in seven decades heading into heating season, refineries are already running at 98 percent and still cannot make enough of the middle of the barrel, and traders and the IEA alike are warning the tightness runs clear through winter and into 2027. Miller called the nature of the danger correctly and early: this is about deliverability—the next cargo, the qualified grade, the funded position—not headline price, and that lens is sharper than nearly all of the commentary still treating a structural break as a passing spike. He wrote "Judgment Day Has Arrived" into a market that promptly broke $6 diesel for the first time in history, printed the highest distillate margins ever recorded, and watched a quarter of Russia's refining capacity and an eighth of global supply go offline at once. The banner is not hyperbole. It is a description.One distinction has to be kept, and it is the one that makes the brief stronger rather than weaker: the quantified apparatus is a scenario toolkit, not a set of measured deficits. The 1.6 mb/d disruption, the cost ladders, the barrel counts are illustrative sensitivities—Miller says so himself—and their power is in the method, not the decimal: the residual-gap arithmetic, the site-level endurance countdown, the credit gate. Insist on that and the framework is unassailable, because you are handing a reader a way to run the numbers rather than a number to argue with. And the one development that could ease the price—softening freight and contracting manufacturing—is no refutation at all. It is the second of the two exits Miller named. Either supply recovers or consumption falls, and consumption falling is not the crisis being escaped. It is the crisis arriving.
Reference:
Larry C. Johnson (b. 1954) is a former CIA analyst, State Department counter-terrorism advisor, and 24-year Special Operations trainer who has served as managing partner of BERG Associates LLC since 1998, specializing in financial analysis and anti-money laundering investigations. Sidelined from mainstream media for offering candid assessments against foreign interventionism, he now provides independent geopolitical analysis to businesses, non-partisan commentary outlets, and international platforms, including the UN Security Council and channels like Judging Freedom, The Duran, and Redacted.
Karl W. Miller (b. 1965) is an energy veteran with over 35 years of experience in commodities trading, risk management, and market strategy, having held senior executive roles at firms like JPMorgan Chase, Enron, El Paso Energy, and PG&E. Typically operating behind the scenes, he strictly reserves his proprietary insights for private clients, making his recent public warnings regarding unprecedented middle-distillate shortages a rare, high-stakes departure from standard practice.
See also:
Spectrum Cycle Composites: S&P 500, Nasdaq & Dow Jones | Sergey Ivanov
Reference:
See also:
Friday, September 18, 2026
Solar Activity Forecaster: September 18, 2026
According to Scafetta, Stefani, Hung, and Jose, the ~11-year solar activity cycle—known as the Schwabe band—results from the interference of three tidal clocks: the Jupiter–Saturn spring period (9.93 yr), a central dynamo near 10.87 yr, and Jupiter's orbital period (11.86 yr). Meanwhile, Venus–Earth–Jupiter alignments supply an 11.07-year synchronizer, with the Hale polar reversal—the Sun's complete magnetic pole flip every 22 years—operating as that clock at half frequency.
Solar Activity Forecaster: Active planetary orbital geometry on September 18, 2026.
Because tidal forces scale with mass over distance cubed, Venus, Earth, and Jupiter—rather than Saturn—dominate photospheric tidal forcing. However, Jupiter and Saturn still govern the Sun's wobble around the barycenter (the inertial axis and its counter-pole). The Sun's velocity along this orbital path generates a dynamic ram effect: the Earth intersects a compressed, denser plasma sheet when positioned ahead of this directional vector, but passes through a thinner, rarefied sheet when in its trailing wake. When this local orbital vector aligns with the Sun's broader motion toward the galactic apex (Hercules, λ ≈ 280°), the two ram pressures stack constructively. At 1 AU, this accounts for a variation of a few tens of percent in the model, though actual observations are dominated by coronal holes rather than the apex. The solar plasma forms a thin ecliptic sheet—which is denser at sunspot maximum—that is steered along the active tidal axis. Consequently, sunspots emerge at butterfly latitudes and preferentially form at longitudes facing Jupiter.
Solar Activity Snapshot on September 18, 2026: Comparing Sunspot distribution on the Earth-facing and far sides of the Sun. From above the Sun's north pole, its rotation is counterclockwise, carrying sunspots from left to right. Because the Sun rotates differentially—faster at the equator (~25 days sidereal, or ~27 days synodic as seen from Earth) and progressively slower at higher latitudes (reaching ~30–35 days near the poles)—the time required for a given region to reappear depends on its heliographic latitude. The standard Carrington frame uses a compromise rotation period of 27.2753 days (synodic), which roughly corresponds to the typical 10–20° latitudes of sunspots. Regions at higher latitudes therefore take longer to rotate back into view, while those near the equator return sooner.
Magnetic centers align only when three or more planets participate, and exclusively at critical angles such as conjunction, opposition, or quadrature (a 90-degree right-angle alignment). The pattern decouples between these alignments and snaps back into place when they re-form. If an alignment edge or magnetic knot intersects the photosphere, the Sun reacts with localized sunspots, an output burst, or a coronal mass ejection (CME) along the lock axis. The solar wind reflects the state of the ecliptic sheet: it is faint and cool when the sheet is quiet, but becomes brighter and warmer during a ram event or when a lock snaps through the photosphere. These outbursts radiate outward, leaving a wake on the trailing side.
The outlook for US stock indices is decidedly cautious, shaped by fading sentiment buffers and macroeconomic pressure. Near-term vulnerability builds into early October 2026, marking a naturally occurring gap between the second and third AFPs as micro-sentiment trends downward despite the Micro Driver line pointing upward into early October. A more severe market downturn is projected for early December 2026, driven by the conclusion of the final AFP cluster and the Macro Driver's shift into a negative stance. Resurfacing inflation fears, oil supply shocks, hawkish Federal Reserve expectations, and rising bond yields reinforce this negative trajectory.
See also:
Wednesday, September 16, 2026
Facing the Great Satan Next Door, Mexico Draws Closer to Iran and Palestine
For the first time, Iran illuminated Tehran's iconic Azadi Tower in the green, white, and red of the Mexican flag on Tuesday night, creating a striking tribute to Mexican Independence Day.
The September 15 display marked the 216th anniversary of the Grito de Dolores—priest Miguel Hidalgo y Costilla's 1810 call to arms that launched Mexico's war for independence from Spain. "Today, Mexico is not in Mexico. It is in the heart of Iran," the Iranian Embassy in Mexico posted alongside a video of the glowing monument.
Tehran's Azadi Tower illuminated in the colors of the
Mexican flag, featuring the national coat of arms.
» Today, Mexico is not in Mexico. It is in the heart of Iran. «
The enemy of my enemy is my friend. Shared Realpolitik.
This symbolic alignment reflects broader geopolitical shifts. During the same holiday in 2025, hundreds
of thousands of Mexicans took to the streets chanting "Free Palestine" (Palestina vive) to condemn the
US-Israeli genocide in Gaza and express solidarity with Palestinians. According to the 2026 Pew
Spring Poll, Mexican public favorability dropped to just 40% for the US and 23% for Israel.
¡Viva México libre, independiente y soberano!
Iranian Ambassador to Mexico Abolfazl Pasandideh emphasized this alignment in a message to the Mexican people: "For us Iranians, this celebration holds a very special meaning. Although Mexico and Iran are thousands of kilometers apart, our peoples share something profoundly important: a deep love for their history and identity, as well as a shared commitment to the right to freely decide their own destiny. From Iran, a fraternal greeting to the Mexican people. Long live Mexico! Long live the friendship between Iran and Mexico!"
Monday, September 14, 2026
Top 2026 DJIA Analog Composite Points to October Low | @Fiorente2
@Fiorente2 points out that the season is approaching when, historically, many of the year's largest market declines have already occurred—including 1929, 1987, 1997, 1978, and 1979. The current DJIA cycle most closely resembles the 1890, 1898, and 1978 midterm analogs, whose red composite line's turning points have tracked the index with a 0.80 correlation over the past year.
The blue line of his heliocentric Index of Cyclical Variation shows a similar pattern, although it does not correlate with the DJIA's price level. Both cycles suggests a potential low around October 2026, followed by a short-lived rebound, before a broader decline resumes into 2027 and potentially reaches a 5-year low in October–November 2027.
DJIA: 1890–1898–1978 Analog Composite with Projected Turns.
Sunday, September 13, 2026
S&P 500 Hurst Cycle Analysis
August established the multi-year high for the current cycle. On August 13 (Thu), the market peaked at 7,816.7, marking the dual 18-month and 40-week crest for the move that began at 4,835 in April 2025. This peak reflected mixed cycle translation: the 18-month cycle peaked late (at 77% of its duration), whereas the 40-week cycle peaked early (at 48%). A lesser secondary crest for the 80-day and 20-week cycles followed on August 28 (Fri) at 7,771.
From these highs, the market is trending downward toward a major nested trough projected for January 9 (Sat) 2027, which aligns the 18-month, 40-week, and 20-week cycles. Downside targets range from 7,148 on a standard 20-week retracement to approximately 6,500 if the full 40-week amplitude unfolds.
From these highs, the market is trending downward toward a major nested trough projected for January 9 (Sat) 2027, which aligns the 18-month, 40-week, and 20-week cycles. Downside targets range from 7,148 on a standard 20-week retracement to approximately 6,500 if the full 40-week amplitude unfolds.
Forward Projection & Confluence Calendar.
September: Initial Decline
September represents the first leg of this broader decline rather than a continuation to new highs. A 20-day trough printed on September 10 (Thu) at 7,580. Provided this support holds, the only remaining minor crests are a 5-/10-/20-day cluster on September 14 (Mon), September 15 (Tue), and September 18 (Fri) near 7,710. Subsequent low projections follow in close order, beginning with the 5-day low on September 16 (Wed), followed by the 10-day low on September 21 (Mon), and concluding with the 40-day low on September 26 (Sat), which marks the midpoint of the active 80-day cycle.
October: Continued Downside
October continues the downward trajectory rather than initiating a late-stage rally. The 80-day cycle—whose crest is already locked in at 7,771—is due to trough on October 31 (Sat) (with an expected window spanning October 24–Nov 7), following a breakdown below its Future Line Demarcation (FLD) on September 9. Initial measured support stands at 7,562, followed by the 20-week FLD at 7,482.
Alternate Cycle Projection
If the 7,482 (the July 31 close) support fails, an accelerated alternate resolution brings the 18-month low forward to October 5 (Mon) near 7,000, bypassing the January window entirely. There is no structural path to an October all-time high; the 8,469 projection went unfulfilled in August, and the 40-week cycle has already passed its crest.
Alternate composite, different nest: 18-month / short 40-week into Oct 5 (Mon) 2026, no
mid-October 40-week crest. Key dates: Next crest August 28 7,771.4 (40-day / 80-day / 20-
week already in), working 20-day bounce September 18 · ~7,710, then October 5 trough
~7,000. If October is a deep break instead of a moderate 80-day, this is the path.
With the 80-day uptrend breaking on September 9, this down-cycle represents an immediate risk tied to a one-third division of the major 54-month or 4½-year cycle that began in April 2025. Because that fractional cycle projection matures this fall rather than early next year, the market risks shifting into a deeper low target around October 5 (near 7,000) if the S&P closes under 7,482 before reclaiming 7,720.
While January remains the principal nested low under the condition that 7,482 holds, breaching that support level invalidates the January timeline, favoring a sharper autumn selloff over extended rangebound consolidation into the new year.
Current Cycle Positions.
See also:
S&P 500 spectrum composite forecast by Sergey Ivanov via Timing Solution (September 13, 2026).
Claudio Fialdini applies the Delta Phenomenon's super-long-term 19-year (228-month) and long-term cycles to the S&P 500, proposing 14 alternating waves of tops and bottoms culminating in a major peak and deep crash. Anchored to the Metonic cycle, historical turning points include 1929, 1947, 1966, 1987, and 2007, with Wave 14 projecting a terminal peak in 2026. Waves 1–13 comprise the secular advance; Wave 14 marks the final crest before liquidation. The green baseline traces cycle support through the 2009 GFC (Wave 1), 2011 (Wave 3), 2015–16 (Wave 5), and 2020 COVID (Wave 7) lows, followed by a projected decline toward the multi-decade trendline.
Friday, September 11, 2026
Yemen Rocks the Gate of Tears | Pepe Escobar
No less than 25 years after 9/11, the Angel of History once again delivers a powerful kick. Five years ago, we had the astonishing imperial humiliation in Afghanistan, accomplished in a matter of days. Now, we have the astonishing humiliation of Epstein Syndicate vassal Saudi Arabia in Yemen, also accomplished in a matter of days.
» Bab al-Mandab is an international corridor, but it is part of Yemen's territory. «
Yemeni PM Mohammed Ahmed Miftah, September 10, 2026. Yemen now has the luxury
Yemeni PM Mohammed Ahmed Miftah, September 10, 2026. Yemen now has the luxury
of installing a toll gate, arguably multi-layered, in the Bab al-Mandab, if they want it.
Serial humiliations now follow the Empire's path like a plague—and we're not even talking about the impending, stratospheric, twin strategic defeats in West Asia and the black soil of Novorossiya. Emperors' heads used to roll in Ancient "Divide and Rule" Rome for much less.
Saudi F-15 engaged Yemeni air defenses,
was hit, and crashed over Marib.
The overall collapse of the Saudi mercenary gangs in Yemen is so swift that even Epstein Syndicate mainstream media has been forced to acknowledge it. The Ansarallah Rolling Thunder is seizing cities; islands; capturing thousands of thugs; liberating all prisoners—and greeting them amnesty; taking control of an untold number of US tanks and weapons—Afghanistan reloaded; and being greeted as liberators of Yemeni land across the whole tribal spectrum.September 10: Three Saudi brigades and allies, along with their light and heavy weapons, have surrendered to Houthi forces across the Hays, Al-Mokha, Al-Khokha, Taiz, and Al-Jawf fronts. Ansar Allah called it the largest mass-capture operation in modern warfare.
Barefoot, but with the heart of a lion.
And of course Ansarallah from now on, officially, has taken full control of the mega-strategic Bab al-Mandab, or "Gate of Tears". As iconic images go, Mohammed al-Houthi, cousin of Supreme Leader Abdul-Malik Al-Houthi, was spotted in liberated Al-Jarrahi driving one of countless armored vehicles abandoned by mercenary UAE-controlled gangs.
Footage from the seized Bab el-Mandab coast shows a Houthi fighter at Hisn Murad declaring, "We don't need missiles. We don't need drones." He says artillery along the Murad coast and on Perim island will stop non-compliant vessels and "cut any and all shipping now."
The intel behind the Ansarallah Rolling Thunder—described as the largest mass-capture operation in modern warfare—was carefully coordinated with the IRGC. The Axis of Resistance was fully aware that after devastating Iranian attacks on the Jordan bases, the US was strangled in its capacity to help the Saudis prevent a Yemeni onslaught.
September 11: Saudi Arabia says Iraqi-launched drones struck its East-West
Abqaiq-to-Yanbu Pipeline. Yanbu storage lasts 5–7 days. The war is going so well!
Col. Muammar Gaddafi in Sana'a on May 22, 1990, the day Yemen reunified North and South, addressing Yemeni officers and praising Yemen as the cradle of Arab civilization and its people's historic role in spreading Arabism—emphasizing their strength and independence beyond oil wealth, American bases, or foreign dependence.
Hizam al-Assad also detailed the attempt by the Saudis "to create a form of social dissociation in these regions, whether through their 'Daeshization,' or through the exacerbation of many regional, sectarian and confessional particularisms." Context is key. In 2015, Riyadh assembled an Arab-style "coalition of the willing" to basically expel Ansarallah/the Houthis from the capital Sana'a. Major fail—even by installing a blockade of Yemeni ports, and bombing indiscriminately (I was shown several targets, some rebuilt, from Sana'a to Sa'ada). Starting in 2022, a sort of unofficial ceasefire was in place, via a memorandum of understanding. The Saudis broke it in July, attacking the runway of Sana'a airport.
"How We Won the Western Coast"
Hizam al-Assad confirmed that "we had estimates that the occupier would fall in these regions from within (…) We estimated that the community would rise up and expel it (…) The withdrawal was in fact rapid and disorderly for the enemy (…) The enemy has no cause in Yemen, especially the local instruments, who carry out Saudi agendas for money."
Western characterizations of Yemeni "aggression" once again don‘t even qualify as pathetic. Hizam al-Assad clarifies that "we have a trajectory within the framework of operations imposing the equation of ‘blockade for blockade’ and 'escalation for escalation,' and this is our primary orientation. And had the Saudi enemy not sought to disrupt this trajectory and break this equation (…) our trajectory is clear: to wrest away the legitimate Yemeni rights, and to break the blockade imposed on our country by the Saudi enemy."
The US Navy was previously de facto expelled from the Red Sea by advanced Yemeni military capabilities—including hypersonic missiles, 100% locally manufactured. Seems like Riyadh did not understand the lesson. The Yemeni Armed Forces confirmed that the Saudis launched dozens of air raids, "across the governorates of Taiz, Hodeidah, Marib, and Al-Jawf", carried out by F-15s and Typhoons taking off from King Fahd base in Taif and King Khalid base in Khamis Mushait. Unflapabble spokesman of Yemeni Armed Forces, Brigadier Yahya Saree—who I had the honor to meet last year in Yemen—confirmed that Made in Yemen surface-to-air missiles forced Saudis and mercenaries to abandon the base in Taiz, one of those specifically designed to harass Yemen.
The US Navy was previously de facto expelled from the Red Sea by advanced Yemeni military capabilities—including hypersonic missiles, 100% locally manufactured. Seems like Riyadh did not understand the lesson. The Yemeni Armed Forces confirmed that the Saudis launched dozens of air raids, "across the governorates of Taiz, Hodeidah, Marib, and Al-Jawf", carried out by F-15s and Typhoons taking off from King Fahd base in Taif and King Khalid base in Khamis Mushait. Unflapabble spokesman of Yemeni Armed Forces, Brigadier Yahya Saree—who I had the honor to meet last year in Yemen—confirmed that Made in Yemen surface-to-air missiles forced Saudis and mercenaries to abandon the base in Taiz, one of those specifically designed to harass Yemen.
» O you who have believed, if you support Allah, He will
support you and strengthen your footing. « Quran (47:7).
Saudi Arabia's Lose-Lose Predicament
The Ansarallah Rolling Thunder complicates the chessboard in West Asia—and beyond—to a mesmerizing degree. The price of oil is out of control. The IRGC is warning about launching a new weapon that "will give imperialists a heart attack"—as in shattering the wobbly American naval blockade.
The much-spun Mecca Defense Alliance is facing its first serious birth pangs. Turkjiye is somewhat already embedded in the Saudi war on Yemen—as Turkish drones have been falling like flies inside Yemen for weeks now. Pakistan has meekly warned that the defense pact could become operational—only to backtrack and state that it does not apply to a pre-existent situation (as in the Saudi war started in 2015). MBS should organize a pilgrimage to the Gate to shed his strategic Tears. Anything Saudi, even seagulls, won't cross the Bab al-Mandab under supervision of the Yemeni Armed Forces.
The much-spun Mecca Defense Alliance is facing its first serious birth pangs. Turkjiye is somewhat already embedded in the Saudi war on Yemen—as Turkish drones have been falling like flies inside Yemen for weeks now. Pakistan has meekly warned that the defense pact could become operational—only to backtrack and state that it does not apply to a pre-existent situation (as in the Saudi war started in 2015). MBS should organize a pilgrimage to the Gate to shed his strategic Tears. Anything Saudi, even seagulls, won't cross the Bab al-Mandab under supervision of the Yemeni Armed Forces.
They have no fifth-generation fighter jets, no Patriot batteries, and no billion-dollar defense contracts. What they do have is something no money can buy: warrior hearts that refuse to surrender, refuse to kneel.
The Yemeni army's largest mass-extermination operation of the week, unleashing Soviet Strela-2/3, Russian Igla-S, Iranian Misagh-1/2, and Chinese QW-1 MANPADS against Saudi armored forces and M1 Abrams tanks deployed to invade and occupy Yemen.
Now couple it with the Big Bang: the coordinated multiple strike on the Abqaiq-to-Yanbu pipeline, the last remaining route for Saudi oil exports after the blockade of the Strait of Hormuz, a massive 100 km black smoke column rising to the desert sky captured on Sentinel-3 satellite imagery.
the East-West pipeline (Petroline) toward Mahd adh-Dhahab.
Is Yemen getting ready to topple the House of Saud? Saudi Arabia has an estimated 5,000 to 15,000 princes—but they don't fight. They rely on foreign mercenaries and Pakistani pilots. Their wealth can buy weapons, but can it buy loyalty? Where is the army willing to die for these degenerates?
Consequences
Expect production costs for nitrogen fertilizer plants from Europe to Asia to go totally out of control. Wheat, rice and maize yields are certified to fall, drastically, in tandem with skyrocketing diesel prices. Irrigation and harvesting will become a privilege for the wealthy. Ansarallah now has the luxury of installing a toll gate, arguably multi-layered, in the Bab al-Mandab, if they want it. Yet no exceptions for Riyadh; the dumb desert bedouins will only get a list of harsh demands.
In a televised address on July 30, 2026, Abdul-Malik al-Houthi, leader of Yemen's Ansar Allah, quoted Trump's own words before the entire Arab world: "Trump himself said Saudi Arabia is a cow; they milk it until not a drop remains, then slaughter it for meat."
Saudi Arabia’s prospects are dire, as it’s entering the worst possible lose-lose configuration: onshore oil infrastructure in tatters, maritime export routes blockaded. The verdict is not pronounced, yet. But it walks and talks, ominously, like Saudi Arabia being set up to fall, reduced to a desert wasteland, to the benefit of the usual suspects.
Reference:
» The Italian intelligence agency knows very well that the catastrophic attack was planned and carried out by the CIA and Mossad, with the help of the Zionist world, to accuse Arab countries and persuade Western powers to invade Iraq and Afghanistan. « — Francesco Cossiga, former President of Italy, Corriere della Sera, 2007.
25 years ago, on September 11, 2001: The United States Government, working in tandem with Israel and Saudi Arabia, MASSACRED close to 3,000 innocent American citizens IN COLD BLOOD. They used expert-controlled demolition (thermite, fuses, blasting caps) to bring down these massive buildings, which, according to one of the chief architects of the towers, were made to take MULTIPLE impacts from jet planes, then BOLDLY LIED to your face, telling you it was "pancake theory."
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