The Houthis just took the entire Red Sea coastline — and it's about to drag Europe into a war it wanted no part of.

In ten days, Houthi forces captured Yemen's Red Sea coast, seized the strait's key islands, and helped force the shutdown of Saudi Arabia's emergency oil pipeline — closing the second major chokepoint Saudi Arabia needs to move crude, right after Hormuz. Brent crude is over $107 a barrel. The U.S. Navy is stretched across two flashpoints with one fleet. Saudi Arabia asked Washington for strikes and got turned down — twice — the same way Trump got turned down by the Gulf states six months ago. So Riyadh turned to an unlikely partner: Israel, now sharing intelligence with Saudi Arabia against a common enemy.

And Europe, heading into winter with gas storage at its lowest level in 15 years, is watching Italy break from Brussels and send warships to the strait alone.

Scott breaks down how a regional shipping crisis turns into a transatlantic energy emergency — and asks the uncomfortable question: did anyone benefit from letting this happen?

Topics covered: the Houthi offensive and timeline · the oil market shock · why the U.S. Navy is tapped out · the Trump-Saudi "two no's" · Israel's quiet pivot into Saudi intelligence sharing · Europe's winter energy squeeze · Italy's unilateral naval deployment

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