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How The UAE Just Got Wrecked In Yemen

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How The UAE Just Got Wrecked In Yemen

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914 segments

0:00

For a couple of months, there was

0:01

actually a brief brief period of general

0:03

stability and calm in the Middle East.

0:06

In October of 2025, Israel and Hamas

0:08

agreed to another ceasefire in and

0:10

around Gaza that was brokered by America

0:12

around the 2-year anniversary of the

0:14

start of their war, which by extension

0:16

also led to the Houthis and Yemen

0:18

announcing a pause on their own attacks

0:20

against Israel and international

0:21

maritime shipping in the Red Sea and

0:23

Gulf of Aiden theaters as well. The

0:25

Houthi's announcement had also come on

0:26

the heels of a separate Obani brokered

0:28

ceasefire that they had agreed with the

0:30

United States back in May that followed

0:32

nearly two months of relentless American

0:35

air strikes against them in which the

0:36

Houthies had also agreed to stop their

0:38

attacks against American and British

0:40

linked maritime shipping around them as

0:42

well. So by October, it seemed that the

0:44

Houthies had entered in a ceasefires

0:46

with both the Israelis and the

0:47

Americans. While a separate three and a

0:49

half year long ceasefire that had begun

0:51

back in 2022 between all of the various

0:53

factions within Yemen's own internal

0:55

civil war was also still holding steady

0:58

between the Houthies and the country's

0:59

internationally recognized government or

1:01

IRG. No major fighting between Yemen's

1:04

various internal factions had taken

1:06

place in years. While the front lines

1:08

had remained remarkably stable the

1:10

entire time and with the Houthis winding

1:13

down their separate external fights

1:14

against the Israelis and Americans, it

1:17

appeared to a lot of people that Yemen

1:19

was finally going to settle down again,

1:21

most of all to the United States, who

1:23

has been eager to refocus its attention

1:25

away from the Middle East to more

1:27

pressing concerns like Venezuela and the

1:29

Western Pacific. But unfortunately for

1:32

everyone, the modern Middle East never

1:34

remains peaceful or undramatic for very

1:36

long. In the end, it took fewer than 2

1:39

months after the October Houthi Israel

1:41

ceasefire for the situation in Yemen to

1:44

begin catastrophically unraveling again.

1:47

On the 2nd of December, the Southern

1:49

Transitional Council or the STC, [music]

1:51

a separatist faction in Yemen that

1:53

ultimately seeks the independence of the

1:54

former state of South Yemen, but which

1:57

had been working together with the

1:58

internationally recognized government or

2:00

the IRG, suddenly broke ranks with the

2:03

IRG and launched a surprise offensive

2:05

against them into the Hadramat

2:06

Governorette. Geographically the largest

2:08

governor or province within Yemen that

2:10

tanks up roughly onethird of the

2:12

country's land which had previously been

2:14

split between STC control along the

2:16

coast and IRG control across the

2:19

interior. Co-named by the STC as

2:21

operation promising future, the surprise

2:24

offensive against the internationally

2:25

recognized government rapidly developed

2:27

into a decisive victory for them. Within

2:30

only a week, they managed to completely

2:33

overrun the entire Hajramat governor.

2:35

And then going even further, they

2:37

overran the neighboring Almahra governor

2:39

as well on the border with Oman,

2:41

representing hundreds of thousands of

2:43

square kilm worth of captured territory.

2:46

And even more importantly, by seizing

2:48

control of all of these territories, the

2:50

STC suddenly seized control over about

2:52

80% of Yemen's proven oil and gas

2:55

reserves as well, which were seen as

2:57

critical for achieving the STC's

2:59

ultimate goal of secession and a

3:01

functioning independent state. With

3:03

their rapid military advances, the STC

3:06

was able to capture virtually all of the

3:07

territory that used to make up the

3:09

former independent state of South Yemen,

3:11

[music] which was uniquely the Arab

3:12

world's only communist state that

3:14

historically used to exist between 1967

3:17

and 1990 before unified with North

3:19

Yemen. [music]

3:20

And with their capture of all of the oil

3:21

and gas fields, the STC put themselves

3:24

in the position to credibly declare

3:25

their full secession and independence

3:27

from Yemen as well. [music] And what's

3:29

even more incredible, the STC managed to

3:32

accomplish all of this without any

3:33

extensive fighting. STC troops

3:36

effectively managed to just march

3:37

through the two governorates with little

3:39

resistance from local IRG affiliated

3:41

tribes and [music] troops. The STC

3:43

reported that just a mere 16 of their

3:45

own fighters were killed during the

3:47

week-long offensive, [music] while the

3:49

IRG reported that only 32 of their own

3:52

personnel were killed. a stunning figure

3:54

for how enormous the gains made by the

3:56

STC are and how categorically this

3:59

shifted the balance of power within

4:00

Yemen. The STC likely launched their

4:03

surprise offensive into Hadramat and al-

4:05

Mahra when they did for multiple

4:07

reasons. There had been talk of the

4:09

Saudis and the Houthis renewing their

4:10

peace negotiations again after years and

4:13

years of delays and following the Houthi

4:15

ceasefires with Israel and the United

4:17

States. Still under unrelenting US

4:19

financial sanctions, the Houthies were

4:21

known to be demanding a large share of

4:23

Yemen's oil wealth in a future

4:25

negotiated settlement as a means of

4:26

economic relief. [music] And so the

4:29

STC's seizure of all of those oil fields

4:31

in Hondramat could have been a way to

4:33

preempt those negotiations by securing

4:35

the oil fields for themselves for their

4:37

own long-term secession project. During

4:39

a visit to Washington just two weeks

4:41

before the offensive, Saudi Arabia's

4:44

crown prince and de facto ruler Muhammad

4:46

bin Salman is also known to have

4:48

directly asked President Trump to

4:50

intervene in the other conflict in Sudan

4:52

with expanded sanctions against the

4:54

rapid support forces. The UAE backed

4:57

militia in Sudan that the US accuses of

4:59

committing genocide in Darur and which

5:02

is fighting against the Saudibbacked

5:03

side in that country's separate civil

5:05

war. The UAE likely interpreted that

5:08

Saudi request as a direct threat against

5:10

their own interest in Sudan, which might

5:12

have encouraged the UAE to give the STC

5:14

in Yemen the green light for their

5:16

offensive into Hadramat to pull Saudi

5:18

and American attention elsewhere off of

5:20

Sudan. And more immediately in late

5:22

November, Saudi backed tribal forces in

5:25

the Hajrammouth region began blocking

5:27

oil production, which sparked energy

5:29

shortages across the region and

5:30

particularly in SDC controlled areas,

5:32

which the STC themselves had to have

5:35

interpreted as a direct threat to their

5:36

long-term stability. By launching the

5:39

surprise offensive, the STC and the UAE

5:41

likely gambled on resolving all of these

5:43

issues and to secure the allimportant

5:46

oil fields to safeguard their long-term

5:48

prospects at secession [music] and

5:49

independence. Yemen itself has been a

5:52

proxy war of competing outside powers

5:54

for more than a decade now. The UAE

5:57

supports the STC in their bid for

5:58

secession. Saudi Arabia supports the

6:01

internationally recognized government

6:02

and Yemen's territorial integrity while

6:04

Iran supports the Houthis and their

6:06

separate vision for Yemen's territorial

6:08

integrity. All three sides theoretically

6:11

oppose each other in Yemen. But for

6:13

several years, the UEEbacked STC and the

6:16

Saudibbacked IRG had at least attempted

6:19

to cooperate together against the

6:21

Iranbacked Houthies, whom they mutually

6:23

came to view as the bigger threat. Over

6:26

the years, after the Saudis launched a

6:28

devastating full-scale intervention in

6:30

Yemen against the Houthis that began in

6:31

2015, the Houthis have fired hundreds of

6:34

retaliatory missiles and drones at Saudi

6:36

Arabia's cities all throughout the

6:38

conflict. While they've also managed to

6:40

strike the UAE from time to time as

6:42

well, including a missile strike in Abu

6:44

Dhabi in 2022 that killed three people.

6:48

Both the UAE and Saudi Arabia want a

6:50

pacified Yemen that's free of Iranian

6:52

influence that no longer shoots back at

6:53

them. But Yemen is also just further

6:56

away from the UAE than it is from Saudi

6:58

Arabia. Saudi Arabia prefers a united

7:00

and calm Yemen like it was prior to

7:02

2014. While the UAE sees Yeban as just a

7:06

component in their greater overall

7:08

strategy to build a ring of influence

7:10

across the Red Sea in the Horn of Africa

7:12

to connect to their other allies in the

7:14

region like the RSAP in Sudan, the LCSC

7:16

regime in Egypt, Eratraa, and the

7:18

breakaway state of Somali land. The

7:21

Saudis, meanwhile, have backed factions

7:23

in Yemen's internationally recognized

7:24

government like Isla, an offshoot of the

7:27

Muslim Brotherhood, whose ideology of

7:28

political Islam horrifies the UAE, and

7:32

why the UAE steadily came to back the

7:34

more secular STC in their secession

7:36

project in South Yemen instead. So

7:39

despite their shared animosity toward

7:41

the Houthies in Yemen, the rival royal

7:43

families in power in Saudi Arabia and

7:45

the UAE also came to back different

7:48

sides of the country with their own

7:49

irreconcilable objectives. By 2022, the

7:53

Saudis decided to remove the

7:54

internationally recognized government's

7:55

incompetent president and replaced him

7:57

with an eight-man presidential

7:59

leadership council to govern the country

8:01

instead. The leader of the council was a

8:03

Saudibbacked politician who favored

8:05

national unity in Yemen. While his chief

8:07

deputy was the head of the STC who

8:09

wanted to partition Yebid between south

8:11

and north instead. They were never going

8:13

to work together for very long. But they

8:15

also entered into a ceasefire with the

8:17

Houthis the same year in 2022 that was

8:20

initially only supposed to last for 6

8:22

months, but has continually held ever

8:24

since. for now. Since December, when the

8:27

front lines in Yemen suddenly shifted

8:29

the most dramatically they had in years

8:31

between the STC and the internationally

8:33

recognized government, the immediate

8:35

questions on everyone's minds were, what

8:37

would the STC do with their conquests?

8:40

[music] And how would the

8:40

internationally recognized government

8:42

and the Saudis end up responding? Taking

8:44

the boldest option, the STC was

8:47

conceivably capable of pursuing their

8:48

ultimate objective of just unilaterally

8:50

declaring their secession from Yemen and

8:52

recreate the former state as South Yemen

8:54

again, which they had already proposed

8:56

calling South Arabia this time around

8:58

instead. In theory, doing this without

9:01

any outside foreign support would be a

9:03

very dangerous and risky move. The world

9:06

isn't kind to rebellious territories of

9:08

UN recognized countries unilaterally

9:11

breaking away without the consent of

9:12

their parent country. Other places that

9:14

have done the same like Savaliand,

9:16

Obcazia, and Kosovo have faced decades

9:19

of imposed isolation and non-recognition

9:21

by large swaths of the international

9:23

community. But the STC [music] had plans

9:26

to be different. Their leaders suggested

9:28

that after they declared their

9:29

independence, they would be willing to

9:30

immediately exceed to the Abraham

9:32

Accords and recognized the state of

9:34

Israel. Their hope was that this

9:36

software would have given them the

9:37

negotiating leverage they needed over

9:38

the Trump administration to extend US

9:40

recognition towards their own

9:42

independence, especially because there's

9:44

already a major precedent for Trump

9:46

overlooking international law and

9:48

territorial integrity before in exchange

9:50

for recognition of Israel. Back in 2020,

9:53

during Trump's first term in office, he

9:55

agreed to extend US recognition of

9:56

Morocco's sovereignty over Western

9:58

Sahara in exchange for Morocco's

10:00

recognition of Israel, making the US the

10:03

[music] first country to ever formally

10:04

recognize Morocco's occupation of the

10:06

territory. Trump is well known to want

10:09

to continue extending the Abraham

10:10

Accords in the Muslim world during his

10:12

second term to score more diplomatic

10:14

victories that he can sell at home. And

10:16

so the STC's assumption that he would

10:18

probably be willing to extend American

10:20

recognition of their independence in

10:22

[music] exchange for them becoming the

10:23

next ones to join wasn't really that

10:26

unrealistic. And by extension, joining

10:28

the Abraham Accords would have easily

10:30

secured Israel's recognition of their

10:32

independence as well. The STC also

10:35

likely believe that their ability to

10:36

position themselves as a regional bull

10:38

work against the Houthies and their

10:40

control of nearly all of Yemen's oil and

10:42

gas reserves would help seal the deal

10:44

with the Americans and Israelis as well.

10:47

Joining the Abraham Accords and

10:48

extending their recognition towards

10:49

Israel would also further position the

10:51

SDC with their primary backer, the UAE,

10:55

who themselves joined the Abraham

10:56

Accords and recognized Israel in 2020 as

10:59

well. Late in December of 2025, Israel

11:02

also notably became the first UN

11:05

recognized country to extend their

11:06

formal recognition towards Somaliand's

11:08

independence immediately across the Gulf

11:11

of Aiden from southern Yemen. Somaliand

11:14

unilaterally declared their independence

11:16

from Somalia more than 30 years ago back

11:18

in 1991. And though they've maintained

11:20

their independence from the rest of

11:22

Somalia in a de facto sense ever [music]

11:23

since, nobody ever took the formal step

11:26

of actually recognizing it until Israel

11:28

did just a few weeks ago. Somali land is

11:32

also closely aligned to the UAE. Since

11:35

2017, the Emiratis have invested $442

11:39

million in developing and operating the

11:41

port of Barbara in Somali land,

11:43

transforming it into a strategic

11:45

competitor with the nearby port of

11:46

Djibouti for trade moving through the

11:48

Red Sea in the Suez Canal. Somaliand

11:51

allowed the UAE to construct a military

11:53

base at Barbbera as well. And merely

11:56

days after Israel's recognition of

11:58

Somali land, the UAE quietly announced

12:01

that they would begin accepting Somali

12:02

land passports for travel. In essence,

12:05

recognizing Somali land sovereignty in

12:07

everything but name. If the STC was

12:10

actually successful at declaring their

12:11

secession from Yemen, then the UAE could

12:13

have conceivably followed Israel by

12:15

recognizing both South Yemen's and

12:17

Somali lands independence as well. Doing

12:19

so would have established closely UAE

12:21

aligned states on either side of the

12:23

south entrance to the Red Sea with the

12:25

closely UAE aligned rapid support forces

12:28

nearby in Sudan which might still

12:30

ultimately win the civil war there and

12:32

grant the UAE another closely aligned

12:35

state along the central Red Sea

12:36

coastline along with LCC's Egypt and

12:39

Israel further to the north that are

12:40

both already closely aligned with the

12:42

UAE as well. to the UAE. All of these

12:46

pieces on the board, from South Yemen to

12:47

Somali land to the RSF in Sudan to

12:50

Elsis's Egypt and Israel, are all part

12:52

of a vast long-term plan to dominate the

12:56

Red Sea and its lucrative trade volume

12:58

in order to secure a wealthy future

13:01

after the end of oil. A future that

13:03

Saudi Arabia is also concerned about

13:05

that is pushing both countries to

13:07

increasingly compete against each other

13:09

for alternative industries like tourism

13:11

and AI technology. But of Saudi Arabia,

13:14

the UAE's Red Sea strategy cannot appear

13:17

as anything else other than an Emirani

13:19

attempt to encircle them. For years, the

13:23

Saudis have been attempting to do

13:24

everything they can to make the Houthies

13:26

accept a power sharing deal in a unified

13:28

Yemen that would restrict their role in

13:30

the government. Part of how they plan to

13:32

do that was by offering the Houthies a

13:34

share in the unified country's oil and

13:36

gas resources that mostly exist in the

13:38

south. So with the prospect of the south

13:41

seceding and taking basically all of the

13:43

oil and gas with them, the Saudis were

13:45

facing their worstc case scenario in

13:47

Yemen, without the oil and gas reserves,

13:50

the internationally recognized

13:51

government that they support would

13:52

almost certainly be too weak to impose

13:54

any kind of a deal on sharing power with

13:56

the Houthis in the north. And

13:57

realistically, the Houthies would

13:59

probably just eliminate them and

14:01

politically dominate the remaining North

14:03

Yemen rump state. Saudi Arabia would

14:05

become trapped with a radical

14:07

Iranianbacked Houthi Shiite theocracy

14:10

directly on their southern border that

14:11

would be left chronically impoverished

14:13

without any access to southern Yemen's

14:16

oil and gas reserves, which is about as

14:18

big of a nightmare scenario for the

14:20

Saudis as imaginable. Shortly after

14:22

their offensive, the SDC announced that

14:24

they intended to hold a referendum on

14:26

independence from the rest of Yemen

14:27

within the next 2 years by 2028. While

14:30

the Saudis were consistently and

14:32

strongly reiterating that all of this

14:34

was completely unacceptable to them.

14:36

Within days of the STC territorial

14:39

takeovers, tens of thousands of Saudibed

14:42

troops loyal to the internationally

14:43

recognized government began mobilizing

14:45

on the new front lines while threatening

14:47

a major counteroffensive. Saudi Arabia

14:50

demanded that the STC withdraw from all

14:52

of the territories in Yemen they seized

14:54

and gave them a week-long ultimatum to

14:56

do so or else. [music]

14:58

The STC consistently refused to

15:00

withdraw. The week-long Saudi ultimatum

15:02

passed by and the or else phase began

15:05

happening. At the end of December, the

15:07

Saudi Air Force launched air strikes on

15:09

the STC controlled port city of Macala,

15:12

bombing what it alleged were weapons

15:13

shipments arriving to the STC from the

15:15

UAE, which the UAE denied. The very next

15:19

day, the internationally recognized

15:21

government demanded that all UAE troops

15:24

needed to leave Yemeni territory within

15:26

24 hours and declared a state of

15:28

emergency. And then on the 2nd of

15:30

January of 2026, the internationally

15:33

recognized government declared that it

15:35

was launching a so-called peaceful

15:37

operation to regain control of the key

15:39

military sites that the STC had seized

15:42

in the Hadramat province. Within minutes

15:44

of the announcement, however, the Saudi

15:47

Air Force already began launching air

15:48

strikes across southern Yemen against

15:50

STC military targets with confirmed

15:53

casualties. While a military

15:55

spokesperson for the STC said afterward

15:57

that they were now in a decisive and

15:59

existential war against the Saudi back

16:02

forces in Yemen. Over the 3rd and fourth

16:04

of January, troops loyal to the

16:06

internationally recognized government

16:08

with Saudi aerial support managed to

16:10

rapidly and successfully counterattack

16:12

across all of the Hajramat and Al-Makra

16:14

provinces. Not only reversing all of the

16:17

territorial gains that have been made by

16:19

the STC, but also overrunning the coast

16:21

of the Hadramat province and capturing

16:23

the strategic port city of Macala that

16:26

the STC had controlled for years before

16:28

they launched their offensive. On the

16:30

4th of January, after these decisive

16:32

takeovers, the internationally

16:34

recognized government's information

16:35

minister reported to the New York Times

16:37

that their next objective could be the

16:39

STC's capital city obeyed and demanded

16:42

that the STC's forces in the area

16:44

immediately surrender as the government

16:46

reasserts its authority. By the 9th of

16:49

January, it had become obvious that the

16:51

STC was essentially a paper tiger, and

16:54

their offensive to seize control over

16:55

the eastern oil fields had all been a

16:57

colossal miscalculation. With Saudib

17:00

troops breaking into the STC's capital

17:02

of Aiden, the SEC's leader reportedly

17:04

fled the country for exile in the UAE.

17:07

And hours later, the STC's remaining

17:09

leadership under immense Saudi pressure

17:12

announced that it was completely

17:14

dissolving altogether. With the

17:15

Saudibacked government troops

17:17

overrunning all of the rest of the

17:18

former STC held territory, all within

17:21

the span of just a single month, the STC

17:24

blitzed across Yemen in a nearly

17:26

bloodless campaign. And it seemed like

17:28

it was inevitable that they were going

17:29

to secede and recreate South Yemen

17:32

again. and then they just immediately

17:34

collapsed and fell apart about as

17:36

quickly under the weight of this massive

17:38

Saudibbacked counteroffensive.

17:40

Hundreds of fighters on both sides have

17:42

reportedly been killed since the

17:44

internationally recognized government's

17:45

counteroffensive began. While all of

17:48

this has been greatly exacerbating the

17:50

rising tensions between the UAE and

17:52

Saudi Arabia, which will constrain both

17:54

of their abilities to actually contain

17:56

their mutual foe in Yemen, whom they had

17:58

previously been cooperating against, the

18:01

Houthis, who are now being presented

18:03

with a golden opportunity immediately

18:05

after they reached their ceasefires with

18:07

Israel and the United States to refocus

18:10

their attention back inward to expand

18:12

their own control in Yemen during the

18:14

chaos. The Houthies have in fact never

18:17

before been in a better geopolitical

18:19

position than they are currently. After

18:22

2 years of war with Israel, all of

18:24

Iran's other proxies in the Middle East

18:26

have been either crippled or outright

18:28

destroyed. Hamas is in tatters in the

18:30

ruins of Gaza. Most of Hezbollah's

18:33

leadership has been killed and its

18:34

fighting capacity severely degraded,

18:37

while the Assad regime in Syria has been

18:39

completely demolished and removed from

18:41

the board altogether. The Houthis are

18:43

the lone Iranian proxy in the region

18:45

that not only remains intact, but if

18:47

anything is stronger than ever before.

18:50

Their fight against Israel in solidarity

18:52

with Gaza and their constant war footing

18:55

has proven to be highly popular within

18:57

Yemen and very effective at recruitment.

19:00

In 2022, on the eve of the war with

19:02

Israel, the Houthies had an estimated

19:04

220,000 fighters within their ranks. And

19:07

by 2024, just a couple of years later,

19:10

they had managed to grow that number

19:11

dramatically to around 350,000 fighters,

19:15

which is one of the largest armies

19:16

controlled by any power in the world,

19:18

nearly the same size as the standing

19:20

army of Turkey, and their numbers have

19:23

probably only grown since then. While

19:26

the STC and the internationally

19:27

recognized government have controlled

19:28

most of Yemen's geographic land and oil

19:30

reserves, the Houthies have maintained

19:32

their control over the most densely

19:34

populated parts of the country,

19:35

including the capital city SA. Roughly

19:38

34s of Yemen's population live within

19:41

Houthy controlled territories, giving

19:43

them dramatically more manpower to work

19:45

with than their internal rivals in the

19:47

internationally recognized government

19:49

and STC have to work with. Their

19:51

external struggle against Israel in the

19:53

west have been immensely popular within

19:55

Yemen itself. While their military

19:57

capabilities have been increasing

19:58

dramatically since the war began as

20:00

well. At the start of the war with

20:02

Israel, the Houthis were not generally

20:04

capable of striking Israeli territory

20:06

directly. But by May of 2025, Houthi

20:10

ballistic missiles were capable of

20:12

accurately hitting the country's primary

20:13

airport at Bengurian near Tel Aviv. And

20:16

in September of 2025, a Houthi drone was

20:20

even capable of breaking through

20:21

Israel's vaunted air defenses and

20:23

impacted Ramon airport near Israel's

20:26

southern city of AOT, injuring 22 people

20:28

in the process. Long supported and armed

20:31

by the Iranians with ballistic missiles,

20:33

anti-ship cruise missiles, drones,

20:35

intelligence, and training, the Houthis

20:37

have also greatly expanded their sources

20:40

of arms and intelligence to other

20:41

anti-Western forces from around the

20:43

world since the Gaza war began as well.

20:46

Several of the missiles fired by the

20:47

Houthies at Israel over the past two

20:49

plus years have been found to have

20:50

Korean Hongul script written on their

20:52

components, suggesting that the North

20:55

Koreans have been supplying them with

20:56

missiles and other weapons. Russian-made

20:59

P800 on anti-hship missiles have been

21:01

reported to be in the Houthi's arsenal

21:03

now as well. While the Wall Street

21:04

Journal has even alleged that the

21:06

Russian GRU is actively present in

21:08

Houthie controlled territory in Yemen

21:10

and were providing them with the

21:11

geospatial intelligence they require to

21:14

target Western ships in the Red Sea,

21:16

while Russian oil has been supplied to

21:18

the Houthies through their controlled

21:19

porta.

21:21

China has also been allegedly supplying

21:23

the Houthies with copious amounts of

21:25

dualuse components that they've been

21:26

utilizing for military purposes. While

21:29

they're also known to have established

21:30

joint smuggling operations, training,

21:32

and weapons procurement with the

21:33

al-Shabaab militant group in Somalia as

21:35

well. The Houthies are a very different

21:38

organization than they were even just a

21:40

few years ago. And after 2 years worth

21:43

of defiant military experience fighting

21:45

against the most powerful militaries in

21:47

the world, the Americans and the

21:49

Israelis, they are far more formidable

21:52

than they've ever been before, too. With

21:54

the rest of Iran's axis of resistance

21:56

left in tatters, the Houthies now like

21:58

to claim that they are the vanguard that

22:01

now leads the Arab world in the

22:02

resistance against the American and

22:04

Israeli regional order in the Middle

22:06

East. They routinely label other major

22:09

Arab powers like the UAE, Saudi Arabia,

22:11

and Egypt all as American puppets who

22:14

have long ago betrayed the Palestinian

22:16

cause, which by extension also includes

22:19

their proxybacked governments in Yemen,

22:21

like the internationally recognized

22:22

government and the STC, whom the

22:24

Houthies have been able to effectively

22:26

label as the puppets of the puppets. The

22:28

STC's apparent strategy of trying to

22:30

declare their independence and then

22:32

recognizing Israel in return for US

22:34

recognition of their independence might

22:36

have made great external sense beyond

22:38

Yemen. But it was also a move that was

22:40

incredibly risky within Yemen because

22:43

Israel is wildly unpopular domestically

22:46

with the Yemeni people, especially

22:49

within the Houthi control territory. The

22:51

Houthis make their ultimate ambitions no

22:53

secret. They want to unify Yemen's

22:55

internationally recognized borders under

22:57

their own control and crush their

22:59

internal rivals, acquire all of their

23:01

resources, and then use them for further

23:04

rounds of fighting with Iran's backing

23:06

against America and Israel and their

23:08

allies, the Saudis and the Amiradis, in

23:10

order to push Western influence out of

23:12

the region for good. These goals, of

23:15

course, have led the Houthies into

23:16

direct conflict with virtually everyone

23:18

around them before. And while they've

23:20

taken some pretty heavy blows, they've

23:22

never been able to be fully defeated

23:23

from the outside. After attacking nearly

23:26

200 ships in the Red Sea in the Gulf of

23:28

Aiden after Israel launched its invasion

23:30

of Gaza, including the hijacking of one

23:33

ship and the sinking of two others, the

23:35

Trump administration in the US initiated

23:38

Operation Ruff Rider in early 2025. a

23:41

series of massive air and naval strikes

23:43

against Houthi radar systems, air

23:45

defenses, and missile and drone storage

23:47

and launch sites that they were using to

23:49

carry out their attacks with. About a

23:51

month into the operation, the British

23:53

Royal Air Force joined the Americans in

23:55

the aerial campaign as well. Over 52

23:58

days, the US carried out approximately

24:00

339 air strikes and hit more than a

24:02

thousand targets in Houthie controlled

24:04

territory, dropping more than a billion

24:07

dollars worth of ordinance in the

24:08

process. While the British carried out

24:10

around another 80 additional air strikes

24:12

of their own as well. And on top of the

24:14

military attacks, the US began

24:16

reapplying substantial economic pressure

24:18

on the Houthis as well by redesating

24:20

them as a foreign terrorist organization

24:22

near the beginning of 2025, suffocating

24:25

their access to the global banking

24:27

system and hampering their ability to

24:28

pay their fighters and public service

24:30

employees. The US, UK, and the Houthis

24:33

eventually entered into a ceasefire in

24:35

May of 2025. But the fight between the

24:37

Houthis and the Israelis continued on

24:39

for many more months afterward, and the

24:42

Israeli air strikes and attacks on the

24:43

Houthis were probably more devastating

24:45

than the American and British ones were.

24:48

Israeli warplanes virtually destroyed

24:50

most of the primary port that the

24:52

Houthis control at Huda. They were able

24:54

to kill the Houthi's appointed prime

24:55

minister with another strike in August

24:57

of 2025. And in October, just before

25:00

they agreed to their renewed ceasefire,

25:02

they managed to successfully assassinate

25:04

the Houthi's chief of staff as well.

25:06

Nonetheless, none of these actions have

25:08

substantially degraded the Houthi's

25:10

capability to wage war. Unlike Hamas and

25:13

Hezbollah, all of their primary

25:15

leadership and command structures

25:17

continue to remain alive and intact.

25:19

With the US and Israeli ceasefires in

25:21

place, the Houthis have been freed up

25:23

from two years of external war to shift

25:25

their focus back towards the internal

25:26

civil war within Yemen again. just at

25:29

about the same time as their rivals

25:30

being in a fight amongst themselves.

25:32

While the renewed US sanctions placed on

25:34

them have effectively removed

25:35

Washington's ability to credibly

25:37

threaten them with anything any further

25:39

as has been proven by the last 2 years

25:41

of the Americans and Israelis attempting

25:43

to bomb the Houthies into submission and

25:45

the many years of the Saudis and

25:47

Emiranis trying to bomb them into

25:48

submission before that. Aerial strikes

25:51

against the Houthies alone will never be

25:52

enough to stop them or to contain their

25:54

ambitions. The only thing that might be

25:58

able to stop them, a ground invasion and

26:00

an occupation, is completely unpalatable

26:02

for anyone to consider. The territory

26:05

the Houthies control in northern Yemen

26:07

is extremely mountainous and rugged like

26:09

Afghanistan. While the large population

26:11

of some 24 million people there are

26:14

deeply anti-western and would be all but

26:16

guaranteed to put up a fanatical

26:18

resistance to such an operation. A

26:21

ground invasion to topple the Houthies

26:22

from power would probably require

26:24

hundreds of thousands of troops in order

26:26

to be successful. Neither Washington nor

26:29

Tel Aviv have any appetite or bandwidth

26:31

to conduct the massive and costly

26:33

operation here it would take to truly

26:36

remove the Houthis from the board. And

26:37

the Houthis know it. While they also

26:40

know that if the internationally

26:41

recognized government and the STC begin

26:43

fighting amongst themselves in Yemen,

26:45

they are the ones who likely stand the

26:48

most to gain from it. It is conceivable

26:50

that the Houthies could press their

26:52

advantage and push into the rest of the

26:53

MIB province that they currently split

26:56

almost 50/50 with the internationally

26:58

recognized [music] government, which

26:59

notably has most of the rest of the

27:02

other 20% of Yemen's oil and gas fields

27:04

that the Houthis would feel more

27:06

incentivized to seize if they know

27:08

they're going to lose out on the bigger

27:09

oil fields in the Hadramat province. at

27:12

the same time. Or alternatively, they

27:14

can also choose to advance south along

27:16

the Red Sea coastline into the Thai

27:18

province where they currently contest

27:20

the regional capital with the

27:21

internationally recognized government.

27:23

The coastline in the province around the

27:25

city of Mocha is currently controlled by

27:27

forces that were aligned with the STC.

27:30

But both STC and internationally

27:32

recognized government forces have

27:33

reportedly moved away from this theater

27:35

to support the new campaign in the east

27:38

which might [music] expose this area to

27:39

renewed attacks from the Houthis. And to

27:42

give you a sense of just how far down

27:44

the list of priorities that Yemen has

27:46

fallen on the Trump administration's

27:47

agenda, [music]

27:48

there is currently not a US envoy

27:50

assigned to the country at all. While

27:52

there is one assigned to Greenland for

27:55

some reason, showing that the Trump

27:57

administration is more focused on

27:58

Greenland than it is on everything

28:00

that's about to go down in Yemen in the

28:02

heart of one of the most critical trade

28:04

arteries on the planet. Without the US

28:07

refocusing at least some attention to

28:09

Yemen, Saudi Arabia and the UAE, both

28:12

ostensibly US allies, will seemingly

28:14

continue on along their collision course

28:16

that will enable the Houthis and their

28:18

Iranian backers to take advantage of the

28:20

vacuum. While the [music] STC itself has

28:23

now been dissolved and all of its former

28:25

territory has been overrun by the Saudi

28:27

back forces in the country, that doesn't

28:29

mean that the cause for South Yemen's

28:31

independence has been completely lost.

28:33

The STC's leader is still alive and well

28:36

in exile in the UAE. While the cause for

28:38

separatism in the south of the country

28:40

also didn't come from nowhere. It's

28:43

already been reported that thousands of

28:44

people have taken to the streets in

28:46

Aiden and other southern cities to

28:48

protest in support of the separatist

28:50

cause against the Saudibbacked

28:51

government. While Saudi air power can

28:54

likely continue suppressing any major

28:56

attempt by the SEC to regain their

28:58

power, the Saudibbacked forces on the

29:00

ground that now occupy the south cities

29:02

like Aiden, which were under de facto

29:04

separatist control for nearly a decade

29:06

before now, will probably have their

29:08

work cut out for them and might even

29:10

face a long-term insurgency that could

29:12

prove difficult to ultimately contain.

29:14

But only time will tell. Hanging in the

29:17

balance, the UAE stands to lose their

29:20

keystone secession project in South

29:22

Yemen that they need in order to connect

29:24

to their other backed projects in

29:25

Somalia and Sudan for control of the Red

29:27

Sea. And with the Houthies still

29:29

powerful and waiting in place to see

29:31

what ends up happening and a potential

29:33

insurgency across the south from the now

29:35

occupied separatists, the Saudis still

29:38

stand at a risk of witnessing the

29:39

eventual partition of Yemen that could

29:42

leave behind either one or two hostile

29:44

states toward it directly on their

29:46

southern border. That'll fment

29:48

instability for decades to come. The

29:51

stage has been set for the next phase of

29:53

the long and complicated civil war in

29:55

Yemen.

29:57

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Interactive Summary

The Middle East experienced a brief period of stability in late 2025 with various ceasefires, including one between Israel and Hamas, and another involving the Houthis and the United States. However, this calm was shattered in December 2025 when Yemen's Southern Transitional Council (STC), a separatist faction, launched a surprise offensive against the internationally recognized government (IRG), seizing critical oil and gas-rich territories in Hadramat and Almahra. The STC aimed to declare independence for South Yemen, hoping for international recognition through alliances like the Abraham Accords. This move was part of a broader proxy conflict in Yemen, where the UAE backs the STC, Saudi Arabia supports the IRG, and Iran backs the Houthis. Saudi Arabia, fearing the STC's secession would leave them with a radical Houthi state on their border and lose oil resources, launched a swift counteroffensive. By January 2026, Saudi-backed forces had completely reversed the STC's gains, leading to the dissolution of the STC and the flight of its leader. This collapse, however, has inadvertently created a golden opportunity for the Houthis, who despite two years of fighting against US, UK, and Israeli forces, have emerged stronger, with increased manpower and sophisticated weaponry from new allies like North Korea and Russia. Their leadership remains intact, and their internal rivals are now weakened and fighting among themselves. Aerial strikes have proven ineffective against them, and a ground invasion is deemed unfeasible, leaving the Houthis in their strongest geopolitical position yet and poised to expand their control further into Yemen's remaining oil fields or along the Red Sea coastline. The lack of US focus on Yemen exacerbates the rivalries between Saudi Arabia and the UAE, allowing the Houthis and Iran to exploit the power vacuum, potentially leading to prolonged instability or even the formal partition of Yemen.

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