Source: Transition Protocol youtube
Description:
Hormuz was already blocked. Now Saudi Arabia's main escape route — the East-West pipeline to the Red Sea — is shut, the Houthis claim they shot down a Saudi F-15, and the Fed just raised rates.
Military analyst Larry and host Zulfiqar Ali explain how the Houthi offensive, the pipeline outage and record diesel prices connect — and why the only door being negotiated open may be an Iran-controlled corridor through the Strait of Hormuz, with a fee attached.
In this episode: why the Houthi offensive was planned months ago; what the Houthis' F-15 claim means for Saudi air power; Pakistan's reported answer to MBS; Iran's reported one-for-one tanker offer; the Pentagon inspector general's report on US bases; the Fed's first rate hike since 2023; $9.99 diesel in California; and whether the oil shock can ease before the 3 November midterms.
Sourcing note: the pipeline shutdown, the Fed decision and the Pentagon IG findings are publicly confirmed. The F-15 downing is a Houthi claim not confirmed by Saudi Arabia. Statements attributed to contacts in Tehran, Islamabad and Riyadh are our guests' sources and have not been independently verified. Predictions are the speakers' analysis.