Saudi Arabia
Since the Strait of Hormuz largely closed, Saudi Arabia has increasing amounts of its oil through a pipeline to its oil terminal in Yanbu on the Red Sea. This way they can transport their Asian-bound products through the Red Sea into the Indian Ocean and beyond.
That route goes past Yemen and the Bab el-Mandeb Strait which is another one of the sea-going world’s chokepoints. On Thursday it was announced that the Iranian-backed Houthis in Yemen have taken control of the city and seaport of Mocha and much of the shoreline of the Red Sea near the Bab el-Mandeb strait. The oil price jumped to $109 a barrel.
Control of the Red Sea has repercussions beyond the price of oil and fertiliser. Sandwiched between the Suez Canal and the Indian Ocean, it links Europe and Asia. Twelve to 15 percent of the world’s maritime trade sails through the Red Sea. All of it is within easy range of any missiles or drones on the Yemeni side of the Bab el-Mandeb Strait. That trade is valued at over $1 trillion a year.
The Houthis are in a struggle against the Saudi–backed Yemeni government who told Reuters this week that hundreds of officers from Iran’s Revolutionary Guards are currently in Yemen directing the attack on Mocha and the Bab el-Mandeb Strait.
According to CNN, more than 100 US military advisers are in Saudi Arabia as part of a new joint forces command, providing the Saudis with intelligence and helping them find Houthi targets. Thus, the war widens and escalates. What began around the Strait of Hormuz is acquiring another front—and another strategic chokepoint.
North Korea
North Korea’s Kim Jong-un has commissioned two new 5,000-ton destroyers. They will form, he says, part of the country’s “nuclear counteraction system.” The ships have vertical launch systems and are assessed to be capable of firing cruise missiles such as the Hwasal-2, which North Korea claims can carry nuclear warheads. Pyongyang is also developing an 8,700-ton nuclear-powered submarine, whose hull Kim inspected in late 2025.
The North Koreans have come up with the technology amazingly quickly, which is why many intelligence analysts are detecting the Russian hand behind these developments. Kim has sent an estimated 15,000 North Korean troops to fight in the Ukraine War as well as thousands of tons of munitions according to Ukrainian President Volodymyr Zelensky, up to another 50,000 North Koreans are expected.
The technology to build a nuclear-armed navy is likely to be part of the bodies for technology agreement between Moscow and Pyongyang.
Donald Trump responded to the new North Korean threat by drastically curtailing and postponing the annual “Freedom Shield” US-South Korean-Japan military exercises. Originally scheduled for 17-27 August. They did not start until 7 September
South Korea’s response to these machinations is interesting. Seoul is moving towards its own nuclear-powered submarines. President Lee Jae Myung’s government has formally advanced the Jang Bogo N nuclear-powered submarine programme. These would be conventionally armed nuclear-powered submarines. They will not, however, be armed with nuclear missiles.