Western powers face simultaneous setbacks in Ukraine and the Red Sea corridor
The article warns that Russia is consolidating gains in eastern Ukraine while the Houthis have seized the port of Mokha and Perim Island, threatening a key Red Sea shipping lane and driving oil prices toward $100 a barrel.
The piece argues that the optimism surrounding the Russia-Ukraine war has faded as Russian troops push further into the Donbas region, while the Houthis have captured Mokha and the pivotal Perim Island near the Bab el-Mandeb Strait. This development threatens to disrupt a major maritime chokepoint that handles a significant share of Saudi oil shipments, pushing Brent crude back to roughly $100 a barrel. Higher oil prices are expected to raise costs for gasoline, heating fuel and other products across the West, yet they also provide a financial windfall for Russia, whose economy relies heavily on energy exports.
Former CIA director Leon Panetta is quoted warning of a “forever war,” and the analysis highlights the limited military capacity of the United States and Europe to sustain long-term combat. The author concludes that without a clear strategy, the West may continue to fund Ukraine and confront Iran without committing troops, risking a drawn-out stalemate on both fronts.
Why it matters
Escalating conflicts in Ukraine and the Red Sea could raise energy costs and force Western nations into costly, indefinite wars.
How this story developed
- Sep 8 Houthi strikes wound dozens in Saudi cities as coalition vows retaliation
- Sep 11 Iranian and Saudi diplomats held talks aimed at reducing regional insecurity.
- Sep 11 Saudi Crown Prince Mohammed bin Salman urged President Donald Trump to authorize U.S. strikes against the Houthis, but the United States limited its role to intelligence and targeting assistance.
- Sep 11 The Iran-backed Houthis captured the Yemeni side of the Bab al-Mandab Strait, Mayyun Island and the Hanish islands, consolidating control over the vital Red Sea corridor.
- Sep 11 Saudi Arabia's foreign ministry said the pipeline was targeted by several drones launched from Iraq, causing human injuries and damage.
- Sep 11 New satellite data now show a smoke plume along the pipeline route.
- Sep 12 Satellite imagery shows a massive smoke plume about 100 km long and sustained thermal hotspots along the East-West Pipeline corridor southeast of Medina.
- Sep 12 Saudi Arabia closed its oil pipeline after drone attacks traced to Iraq.
- Sep 12 Houthi spokesman Yahya Saree said navigation in the Red Sea was safe except for Saudi ships.
- Sep 12 Experts noted Iran now influences both the Hormuz and Bab al-Mandab chokepoints.
- Sep 13 Houthis announced a drone and missile strike on Saudi Sharurah military base.
- Sep 13 Iraq seized a drone‑launching platform suspected of being used in the strike and dismissed the Maysan provincial commander.
- Sep 13 Saudi east‑west oil pipeline shut after a drone strike.
- Sep 13 Houthis allege Saudi forces carried out more than 50 attacks on their targets in a single day.
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