Ian Welsh

The horizon is not so far as we can see, but as far as we can imagine

Tag: Yemen War

Hypocrisy, Ansar-Allah, and the Military Revolution

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On October 12, 2026

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There have been a lot of condemnations of Ansar-Allah for hitting airports in Saudi Arabia. (They have hit every major airport except those in Mecca and Medina, multiple times and civilians have been killed. I think a reminder is in order.

First, that this new war started when the Sauds hit Sana’a airport, but also:

The Saudi-Emirati coalition conducted more than 227 airstrikes on Sana’a Airport between March 26, 2015, and February 2022. (The airstrikes are documented in the United Nations)

2015: 67 airstrikes

2016: 62 airstrikes

2017: 7 airstrikes

2018: 47 airstrikes

2019: 7 airstrikes

2020: 15 airstrikes

2021: 12 airstrikes

2022: 10 airstrikes

Hundreds of thousands of Yemeni were killed by the Saudi/US blockade of food. The Sauds regularly hit hospitals, weddings, funerals — all the usual. They might as well be Israelis.

So I don’t want to hear crocodile tears now. The airports that are being hit are, unlike Sana’a during the siege, military targets. The Houthis have no airforce.

In addition to airports Ansar-Allah has been hitting refineries, pipelines and other oil infrastructure, essentially at will. The Sauds CANNOT protect their infrastructure. It is impossible.

This is a military revolution. Defense against missiles and drones is very hard, even Russia can’t stop constant attacks on their oil infrastructure, and they still have a decent stock of interceptor missiles. The Sauds are basically out, because America’s stocks are terminally low and Saudi Arabia is low on the priority list for what few there are (Israel gets first pick, then America.)

But even when there are lots of interceptors, drones and missiles are had to stop, and the new offensive weapons are easier to make and cheaper than the defensive ones. This is especially the case for drones, but is also true for many missiles. In such a case, the strategy is to just to run the defenders out of missiles or overwhelm their launchers with huge strikes.

Over 10 years ago I wrote that drones would be a weapon the weak. This is half true, but it’s true enough, and it’s now been proved over the board.

Understand clearly that this IS a revolution in military affairs, and that it means that any nation which is serious and decent sized can create a missile and drone deterrent that is very hard to stop. If they have a lot of mountainous terrain, even better, but Ukraine is almost entire flat land.

Right now the US is still able to bully Latin American countries, but its clear that it’s lost the ability project power significantly bey0nd the Americas. The Iranians have picked up strikes against tankers, and it’s clear that the previous slow pace was a decision, and the decision has changed.

During the initial part of the war they effectively destroyed all US bases in the Middle East, including radars. It would take tens of billions to rebuild them, but since they can’t be defended (the US had plenty of interceptors at the time) that’s pointless. Odds are that most of the permanent US military presence in the Middle East will never return.

It is impossible to overstate just how much the calculus of force has changed: the US can no longer simply sit aircraft carriers off any prepared country’s coast and bomb the hell out of them.

Likewise this makes building up troops for ground operations very difficult. Think about trying to invade Iran. Where would you stage the troops that Iran can’t hit even as you’re trying to bring them in? There will be no major invasion of Iran, because it’s straight up impossible. In the Gulf War the Americans spent months building up forces nearby, that can’t happen any more.

Now Iran and Russia and China and Ansar-Allah were early adopters of this technology, and there are still lots of countries which have no significant drone or missile forces, but only complete incompetents haven’t noticed how effective they are, and you can be sure the technology will spread. If Ansar-Allah, in the most impoverished country in the world, can build drones and missiles (with some Iranian help) and if Iran, the most sanctioned country in the world could do so, there are few countries which couldn’t do the same if they really wanted to, and there are plenty of helpers available for them: China, Russia, Iran, even Ansar-Allah.

So this military revolution will spread, and as it does, the ability of the US to project power will be radically reduced. Further, in time, the tech for long-range missiles capable of striking the US will be developed and spread, and the US will no longer be able to go to war and think “but they can’t hit the homeland.”

All of this will come to be. It cannot be stopped, only slowed. And with Chinese sanctions on the US and Japan crippling their war industries, plus the US’s pathetic financialized military-industrial complex being ridiculously expensive and slow to manufacture anything, the US will not even be able to keep up.

Plus, a lot of countries are target poor. The US and its allies aren’t. One of the reasons Ansar-Allah is going hog wild hitting Saudi infrastructure is that after over a decade of being bombed to hell there isn’t much for them to lose. Their missiles hit targets which matter, while the Sauds mostly are reduced to terror bombing, which won’t stop the Houthis any more than it did the North Vietnamese.

The world is changing, things are happening, and the world order is changing completely.

 

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Doom, As Predicted

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On September 17, 2026

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Sigh:

Regular readers will know I have been predicting this for some time. And understand that this is before the effects of Yemen basically shutting off Saudi oil and natural gas entirely because of shipping times.

Diesel is what farmers use. It’s what truckers use. It’s what most mining equipment uses. Much construction equipment. It’s probably more important for the operation of domestic economies than gasoline. Add to this fertilizer shortages, because much of the precursors come from the Middle East, and we’re in a world of hurt. Next up, bunker fuel, the stuff used to run freighters and tankers and without which international trade crashes to a halt, since shipping the is backbone of international trade.

Meanwhile the international bond market is freaking out:

Ouch.

Also ouch.

Are you sick of all the winning yet?

The Feds also increased the Federal reserve rate yet again, and indicated there may be another raise before the end of year.

Perhaps you’ve wondered why high interest rates are used to cool inflation? It’s because borrowing costs are a cost for businesses and individuals: when they go up, people have less money, and thus spend less. This leads to what economists like to call “demand destruction.”

Demand destruction means less economic activity, and enough of it causes recessions and shitty economies, and that’s in addition to the fact that expensive or insufficient fuel will also lead to a shitty economy.

And by shitty economy I mean that I expect to see actual food riots in multiple countries next year. This crisis is one of choice, and on top of that since there was no proper rationing which made sure that diesel and fertilizer and so on got to those parts of the economy which needed it most (yes, that means farmers in particular, but not just them) we’re going to be in a world of hurt.

Everyone with diesel refining who hasn’t already will put exports controls on at the least. That means if your country doesn’t produce enough, it’s not going to be able to buy enough otherwise. Yet another case of “no, you can’t buy anything that matters when it really matters.” Food exports will likely be restricted as well. Can your country feed itself? A lot can’t: for example Britain.

In personal terms I re-iterate. If you can afford to, start and stocking up on staples, medicine, fuel and so on. If you don’t need them, great, you’ll use them up in time anyway, but odds are you will need them and at the least, even if your locale doesn’t have physical shortages, be assured prices WILL rise.

This isn’t a theoretical matter any more, or a case of “later” as it was when I gave these warnings months ago. It’s happening now and it’s going to get worse. The only route out (and even then there’ll be problems, because rebuilding takes time) is for America to admit it lost the war and go to peace on Iranian terms and for Saudi Arabia to do the same with Yemen. All this nonsense about repairing the Saudi pipeline is almost meaningless because Yemen can hit it again and again and has no reason not to until the Sauds end their blockade.

This is a three alarm fire in the economy. The basis of the economy is on fire, and the fire is out of control and spreading. Act accordingly.

 

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

China Helps Bring An End To Yemen War

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On April 10, 2023

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So, back on March 16th I wrote an article about the Chinese brokered Iran-Saudi Arabia peace deal. At the end of the article I wrote:

I am most interested to see if this will mean some sort of peace can be worked out in Yemen, or if it means the Iranians will abandon the Houthis, which would be sad.

Turns out peace with Yemen was almost certainly part of the deal:

Saudi Arabia has decided to end the war in Yemen . A Saudi delegation will travel to Sana’a next week to conclude an agreement with Yemen, Reuters reported

I suppose it’s a little early to be sure the war will end, but it seems very likely and this wouldn’t have happened without China. The US helped Saudi Arabia bomb the hell out of Yemen and cause a massive famine: China helped bring peace.

This is part of a massive realignment happening right now.

The number of states that are planning to join BRICS and Shanghai Cooperation Organization (SCO) increased significantly last year, about 20 countries want to join…

…

Among them are Turkey, Mexico, Indonesia, Argentina, Saudi Arabia, the UAE, Egypt and a number of other African countries.

China will now be the most important member of the most important economic organizations in the world, other than the WTO and perhaps the IMF, though the IMF is going to be increasingly sidelined, because loans from the IMF always come with horrible conditions and more and more there will be other alternatives.

China is the biggest trade partner for almost every nation in Africa and South America already, so this realignment only makes sense. Those expecting the US to remain the center of the economic world when it was no longer the most important economy in the world were always fools.

I suspect a some of this is also due to freeing up Russian gas and oil for sale to non-European buyers. Again, the locus moves away from the West to the non-West.

China may not be the most important country in the world yet, but it’s only a matter of time absent war or some catastrophe stopping them. None of the countries joining ever liked America and China just offers a better deal on almost everything from loans to goods to IP.

The sun is near the horizon for the American Empire as world hegemon and the opposing bloc in the new bipolar world will be economically stronger than America’s bloc.

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How Important Is the Drone Attack on the Saudi Oil Field?

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On September 16, 2019

18 Comments

As you’d expect from the title, both more and less than it seems.

The impact on oil prices is not that big a deal, despite the screaming. If they were to, say, wind up at $75/barrel for a few months, well the last time we had prices that high was…less than a year ago. It’s possible this will push us into a long-delayed recession, but if it does, that recession was going to happen anyway.

If Trump acts like an idiot and attacks Iran, of course, this will turn out to be a big deal. Otherwise, it isn’t a big deal, in and of itself.

Nor should anyone be crying for the Saudis. Assume it is true the attack was launched by Yemeni Houthis with some Iranian support. Remember that Saudi Arabia has been bombing and deliberately starving Yemen for years. They’re at war, and if the Houthis have a bit of support from Iran, what of it? Saudi Arabia itself has supported many organizations which have attacked other nations, possibly including Al-Qaeda and 9/11.

If you bomb the shit out of a country, and they manage to get in one hit against you? Boo-hoo.

Nor should the US care, as Saudi Arabia is a terrible ally who has done more harm to American interests than any other “ally” in the world, with the only possible exception of Israel.

This isn’t a US problem–and it shouldn’t be their war, and they should stop helping Saudi Arabia hit Yemen. But I guess the Sauds have always been good to the House of Trump, so perhaps there will be a war, on behalf of Trump hotels.

That aside, as I have written a number of times, drones are, and were always going to be, a weapon of the weak, and it is becoming harder and harder to defend against them. The US military was incredibly stupid to develop them, because ultimately they remove part of the monopoly of force from powerful countries. A world in which air strikes require jets that only a few countries can build, and which are expensive, large, and easy-to-find is a world which is much more favorable to great powers.

Instead, we have the cost of a somewhat-effective air force and assassination force dropping through the floor. Soon, these things will be routinely used by very small governments and non-state actors to kill their enemies; specific, named enemies, just as the US has been doing for a couple decades now.

This is going to get ugly.

It’s not all bad, taken from a longer point of view. Ages where elites can easily be killed tend to concentrate elite minds. In some places, that will lead to even worse police states, but the other way to solve the issue is to make people’s lives pretty good. People with pretty good lives tend to have better things to do than engage in political violence.

The results of the work I do, like this article, are free, but food isn’t, so if you value my work, please DONATE or SUBSCRIBE.

 

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