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Crown Prince Mohammed bin Salman, President Recep Tayyip Erdogan, and Prime Minister Shehbaz Sharif signed the Makkah Joint Defence Agreement in Makkah on August 7, capping nearly a year of trilateral talks; the pact's mutual-defence clause means an armed attack on any signatory is treated as an attack on all three; Indian outlets frame it as a potential 'Islamic NATO'; Middle East Eye called it 'first in kind' among the three states; The National (UAE) reported the agreement aims to 'strengthen collective security and promote peace'
The Long Game ·50 takes ·Aug 8
Yemen's Houthi movement fired missiles and drones at Saudi Arabia on August 6-7, wounding 11 civilians, while separate Houthi missile and drone strikes on Yemeni government forces killed at least 58 troops, the deadliest attacks in years; Al Jazeera said Saudi Arabia had braced for attacks and that tensions between the Houthis and the kingdom had risen since the US-Israel war on Iran began; SCMP called it one of the deadliest escalations since a Houthi truce with the Saudi-backed government
How Wars Actually End ·20 takes ·Aug 8
Saudi Arabia hosted a founding meeting in Riyadh on July 30 and announced a multinational maritime defence coalition to protect the Bab al-Mandab strait and Red Sea shipping; 14 nations signed up at the first meeting, while Saudi Arabia has proposed expanding the alliance to 43 members; the coalition aims to protect shipping lanes under renewed Houthi attacks that have pushed oil prices higher
The Quiet Shift ·20 takes ·Aug 1
Iran's Revolutionary Guard Corps launched at least four ballistic missiles at a US military facility in Jordan on the night of July 28-29; the US military said it intercepted the missiles; US and Saudi Arabia simultaneously struck Iran-backed militia headquarters in Iraq, killing at least 20 including six Iranian advisers, the first time Saudi Arabia has joined US offensive action in Iraq in this conflict; Iraq's government protested; Iran rejected Oman's Strait of Hormuz proposals and struck three ships in the waterway
How Wars Actually End ·59 takes ·Jul 31
Saudi Arabia announced July 30 in Riyadh that 14 countries have signed on to a new multinational maritime defence coalition to protect shipping in the Red Sea, the Bab el-Mandeb Strait, and the Gulf of Aden; the Riyadh-headquartered coalition is the first formal multilateral security structure Saudi Arabia has established to counter Houthi attacks on commercial vessels, and Riyadh is seeking to expand membership to 43 nations
The Quiet Shift ·13 takes ·Jul 31
Houthi forces struck two Saudi-owned oil tankers in the Red Sea on July 22-23, the first confirmed attacks on Saudi vessels since the naval blockade declaration of July 20; the ENCELIA vessel caught fire, crew safe; Brent crude crossed US$100 per barrel for the first time since May; US President Trump threatened major military punishment for Iran and the Houthis
How Wars Actually End ·39 takes ·Jul 29
US Energy Secretary Chris Wright and Saudi Energy Minister Abdulaziz bin Salman formally signed a 30-year nuclear cooperation agreement on July 23, 2026, giving Saudi Arabia a conditional pathway to domestic uranium enrichment; the deal drops the nonproliferation conditions the US required of the UAE in 2009 and triggered bipartisan US Congressional concern and unified alarm from four of Israel's senior opposition leaders, while Prime Minister Netanyahu's office has not commented
The Long Game ·32 takes ·Jul 24
US President Donald Trump approved a nuclear cooperation agreement with Saudi Arabia on or around July 21-22, 2026 that would allow the kingdom to enrich uranium for a civilian program; the deal, expected to be submitted to Congress within days, omits the standard safeguards the US has long required to prevent nuclear materials from being diverted to weapons, and makes no mention of normalisation with Israel
The Long Game ·20 takes ·Jul 23
Yemen's internationally recognised government said on July 13 it struck the runway at Houthi-controlled Sanaa International Airport to prevent an Iranian aircraft from landing; the Houthis accused Saudi Arabia of the strike and fired missiles at southern Saudi Arabia in retaliation, breaking the 2022 ceasefire between the two sides; Saudi Arabia said it intercepted the missiles; the UN warned Yemen risks full-scale conflict
How Wars Actually End ·13 takes ·Jul 15
Canadian Prime Minister Mark Carney met Crown Prince Mohammed bin Salman in Jeddah on July 9, the first visit by a Canadian leader to Saudi Arabia in 26 years; the two sides announced a partnership across trade, education, technology and critical minerals; a Canadian business leader called the outcome a high-water mark for Canada-Saudi relations
The Long Game ·16 takes ·Jul 10
The North Sea crude benchmark used to price roughly 80% of globally traded oil, underpinning government budgets, inflation, and energy security calculations worldwide.
·3 takes ·Jul 3
The Arabian Gulf crude benchmark used by Saudi Arabia, the UAE, Kuwait, and Iraq to price roughly 12-14 million barrels per day of oil exports to Asia.
·3 takes ·Jul 3
FIFA, football's 211-member global governing body based in Zurich, Switzerland, owns the World Cup franchise and distributes billions annually to national associations across six continents.
·3 takes ·Jul 3
US defense company and the world's largest arms producer, prime contractor for the F-35 fighter, THAAD missile defense, and a growing portfolio of precision-strike weapons.
·3 takes ·Jul 3
Saudi Arabia's Crown Prince since 2017 and Prime Minister since 2022, the architect of Vision 2030 and the swing-producer decisions that move world oil prices.
·4 takes ·Jul 3
Saudi Arabia's US$500 billion Public Investment Fund megaproject in Tabuk province, flagship of Vision 2030, now sharply scaled back after The Line's indefinite halt in 2025-2026.
·4 takes ·Jul 3
The Vienna-based cartel of 22 oil-producing nations that coordinates roughly 59% of global crude supply, setting production quotas that move world oil prices.
·3 takes ·Jul 3
The narrow channel between Iran and Oman's Musandam Peninsula is the world's single most critical oil shipping chokepoint, carrying roughly 20 million barrels per day, and its security status in 2026 became the defining variable in global energy markets.
·4 takes ·Jul 3
The 6-km passage between the Sinai Peninsula and the Arabian Peninsula that is the sole Red Sea gateway to Israel's port of Eilat and Jordan's port of Aqaba, and whose disputed islands are a lever in Saudi-Israeli normalization talks.
·4 takes ·Jul 3
The US Army's sole upper-tier hit-to-kill shield against ballistic missiles, exported to Gulf allies and drained by the 2025 Iran war, prompting a US$35 billion production contract.
·4 takes ·Jul 3
Yemen's civil war, running since 2014, pits Houthi rebels against a Saudi-led coalition across a country with more than 23 million people in humanitarian need.
·4 takes ·Jul 3

The briefing, by email