GAME CHANGER. Ansar Allah took Mocha, pushed on to Dhubab, and landed on Perim — in hours, not years. Who holds Mocha tonight? Ansar Allah. Who holds the last town facing Bab el-Mandeb? Ansar Allah. Who is on the island that splits the strait? Ansar Allah. That is not a local gain. That is both keys to the Gulf. Since February the United States and Israel have tried to break Iran from the air and the sea. Tehran’s answer was simple: no oil leaves the Persian Gulf without Iranian consent. Hormuz stopped being a highway. It became a gate. The advertised backup was Yanbu, then south through Bab el-Mandeb. Ansar Allah just put a lock on that exit. Mocha is the port. Dhubab is the shore. Perim is the rock in a strait barely eighteen miles wide. Riyadh’s workaround — millions of barrels that used to go through Hormuz — now has to pass water Yemen can contest. You can call a strait open. You cannot make insurers treat it as open. Airpower is not occupation. Twelve years of bombs did not stop them taking the only geography that matters. The circus will say proxy, terrorism, expansionism. The map says something else. Iran and Yemen now sit on both ends of the Gulf’s oil road. Full article: angelogiuliano.substack.com/… ```