Gregg Carlstrom

speaker

466 appearances 5 recordings 1 series first heard Jun 2026 last heard 5d ago

Gregg Carlstrom’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 3.

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Economist Podcasts · Strait and narrowing: the Houthis’ striking advance · 14 Sep 2026 podcast

There are two things that happened last week that put a lot of pressure on oil prices. matched

One is the Houthis reinforcing their control over Bebelmandab. matched

Even before they launched this offensive over the summer when they were threatening to attack Saudi ships going through the Red Sea, that was enough to scare away many commercial vessels. matched

So whereas in June, the Saudis were matched

exporting about 4 million barrels a day through the Red Sea. matched

By August, that was down to 200,000 barrels a day. matched

And again, that was before the Houthis reached this island in the center of the waterway and really cemented their control over Bab al-Mandab. matched

So that's one problem. matched

The other is this attack on the East-West pipeline in Saudi Arabia. matched

It can probably be fixed in relatively short order. matched

We saw Saudi Aramco do that earlier this year when an Iranian drone hit the pipeline. matched

It was fixed within a few days. matched

It might take a bit longer this time, but it's repairable. matched

The issue is, what if it gets attacked again? matched

There's now a risk of recurring attacks on the pipeline, and I think that's going to put further upward pressure on oil prices as well. matched

For Yemen itself, I think this will be another chapter in a very, very long war that is still far from over. matched

I think we should be careful not to over-index on one battle because we have seen before Houthis have made big advances in parts of Yemen. matched

Only to find themselves overextended, trying to maintain their supply lines, fight on difficult terrain, and they end up getting rolled back. matched

And that could very well happen here. matched

So what took place last week was certainly an embarrassment for the Saudis and their allies, but I don't think it means that... matched

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