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Geopolitical Impact: The Houthis have consolidated their position near the BAM, improving their surveillance and strike capabilities against shipping traffic, which complicates transit security for commercial vessels (0:05:33-0:08:08).
Supply Chain Disruptions: Global shipping lanes are being impacted by a combination of Houthi actions in the Red Sea, continued insecurity in the Strait of Hormuz, and a notable uptick in maritime piracy off the coast of Somalia (0:09:01-0:12:30).
Energy Markets: The Saudi East-West Pipeline recently suffered damage from a drone strike, forcing changes in how Saudi crude is exported, often relying on U.S.-escorted transits through the Strait of Hormuz (0:13:34-0:16:45).
Rising Costs: Tanker charter rates, particularly for Very Large Crude Carriers (VLCCs), have surged dramatically—with some routes exceeding $1 million per day—due to heightened risk premiums and insurance costs (0:18:23-0:21:36).
Global Fallout: The shipping industry faces a confluence of challenges, including port congestion at the Suez Canal, potential bans on seafarer deployments in high-risk zones, and concerns over the availability and cost of bunker fuel (0:21:36-0:26:44).


Red sea on lockdown. US has no idea how bad this is.

BREAKING: Repairs to Saudi Arabia's East-West oil pipeline will take far longer than a month due to a lack of spare parts, with the pumping infrastructure catastrophically damaged and at least 8 locations on the pipe hit, per initial reports citing sources inside Saudi Arabia.

That leaves Saudi Arabia set to run out of crude oil stocks for export within five to seven days, taking around 4 million barrels per day, ~4% of global supply, off the market, per three industry sources to Reuters.

Some repaired points were struck again, using up the spares and undoing the work. Yanbu has about a week of stocks left on the kingdom's only export route that does not pass through Hormuz.



Bonesaw is trapped and he will be eaten alive by his own people.