Fault Lines Episode 627: The Saudi Arabia Squeeze

Today, Jess, Les, John, and Andrew dig into the Houthis' resurgent offensive and the widening regional crisis it has triggered. With Houthi strikes targeting Saudi Arabia, Iraqi militias hitting Saudi’s East-West pipeline, and the Strait of Hormuz under pressure, Riyadh finds itself encircled.  after Washington declined to intervene on its behalf, Riyadh has turned to China, Iran’s top trading partner, for help.Will China move to exert genuine leverage over Iran? What does Saudi Arabia's outreach to Beijing signal about the durability of American partnerships in the Gulf? What options are there to break the network sustaining the Houthis?Check out the answers to these questions and more in this episode of Fault Lines.@NotTVJessJones@lestermunson@JohnCLipsey@AndrewBoreneLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/76qfpU7UHxA Hosted on Acast. See acast.com/privacy for more information.

Today, Jamil, Les, John, and Matt dig into the Pentagon's confirmation that the United States has deployed weapons on orbit, marking a possible escalation in the militarization of space. The 1967 Outer Space Treaty prohibits weapons of mass destruction and military installations on celestial bodies, but places no ban on conventional weapons — leaving the current U.S. posture in a legal gray zone that no binding international agreement has yet addressed. Russia and China have both developed capabilities to threaten American satellites, and space has quietly become one of the most contested domains in modern great power competition.Is the U.S. moving fast enough to maintain its technological edge, or is the pace of investment falling short of the threat? What does meaningful deterrence actually look like in a domain where the rules of engagement are still being written? How dependent is American military and civilian infrastructure on space assets that adversaries are actively targeting?Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@JohnCLipsey@jamil_n_jaffer@WMattHaydenLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/GbUs3d6-SOE Hosted on Acast. See acast.com/privacy for more information.

Today, John, Jamil, Les, and Jess dig into a week defined by alarm bells from the people building artificial intelligence. Reports of model development mishaps over recent weeks, including the OpenAI-Hugging Face incident where a swarm of AI agents escaped their sandbox, was seemingly enough for a coordinated campaign around the latest resignation from an AI lab to spark a week-long media frenzy. CEO Dario Amodei responded by publishing a widely-read blog warning that AI is advancing dramatically faster than anticipated and calling for pacing and slowing down model development. He flagged recursive self-improvement as a threshold moment that could outrun human understanding, and proposed a three-step framework involving third-party lab oversight, industry-led safety standards, and global coordination to slow development. The week also saw political leaders debating everything from non-intervention, to guardrails on catastrophic risk, calls for comprehensive regulations, and even a full pause and a ban on superintelligence.Are leading AI executives genuinely sounding an alarm, getting ahead of a political stampede, or strategically using government to protect their investments? Can major AI labs coordinate voluntarily on safety standards without triggering antitrust concerns or cementing monopoly power? How does competition with China influence this debate and what does all this mean for open-weight models? Check out the answers to these questions and more in this episode of Fault Lines.@NotTVJessJones@lestermunson@JohnCLipsey@jamil_n_jafferLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/x_K3C-98iss Hosted on Acast. See acast.com/privacy for more information.

Today, Les, Amy, Jess, and John mark the 25th anniversary of the September 11 attacks by taking stock of where America stands in the long struggle that followed. Congress passed the Authorization for Use of Military Force within days of the attacks, launching two decades of operations in Afghanistan, Iraq, and beyond — and the United States has not suffered a major attack on the homeland since. But that security has come at enormous cost in lives and treasure, and the national unity that defined the days after 9/11 has given way to deep partisan fracture, strategic fatigue, and a growing skepticism about America's role in the world.Has the global war on terror, measured against its original aims, been a success? What lessons should a younger generation — one with no memory of that morning — take from the last 25 years? How did the righteous resolve of 9/11 erode into the isolationism and pessimism that shapes our politics today? And what will it take to rebuild the confidence and sense of purpose that America needs to remain a force for order in the world?Check out the answers to these questions and more in this episode of Fault Lines.@NotTVJessJones@lestermunson@JohnCLipsey@amykmitchellLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/fG31htTjPLg Hosted on Acast. See acast.com/privacy for more information.

Today, Jess, Les, and John examine the Lindsey O. Graham Sanctioning Russia and Iran Act, a sweeping sanctions bill that passed the Senate over the summer but has since stalled in the House. The legislation would expand pressure on Russia's shadow fleet and grant the president authority to impose tariffs on the top five importers of Russian fuel, while also extending longstanding sanctions on Iran. Despite bipartisan momentum at its peak, the bill collapsed when Democrats reversed course, unwilling to hand the Trump administration broader tariff powers — even if it meant abandoning a policy designed to protect Ukraine.Why did Democrats walk away from a bill that delivered nearly everything they had been demanding on Russia policy? Is the Trump administration actually willing to squeeze Russian energy markets, or is there simply no appetite to risk higher prices at home? What would a serious pressure campaign on Russia look like — from tightening the oil price cap to cracking down on the dark fleet?Check out the answers to these questions and more in this episode of Fault Lines.@NotTVJessJones@lestermunson@JohnCLipseyLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/mYDaYVk9bQU Hosted on Acast. See acast.com/privacy for more information.

Today, John, Les, and special guest Clayton Seigle, Managing Director of Energy Practice at Beacon Global Strategies, take stock of the most significant oil supply disruption in recorded history — and why prices haven't fully reflected it, yet.Since the outbreak of war with Iran six months ago, flows through the Strait of Hormuz have swung wildly, forcing emergency draws on the U.S. Strategic Petroleum Reserve and triggering sweeping demand cuts by Chinese refiners. The crisis has also exposed the hard limits of energy diversification: while Saudi Arabia could redirect exports through pre-built bypass pipelines, countries like Iraq and Qatar have few alternatives to Hormuz.How long can the market absorb the disruption before prices rise sharply? How low is President Trump willing to let the Strategic Petroleum Reserve fall? To what extent has President Trump's been able to shape market expectations to actually suppress the price of oil, and is that sustainable?  The conversation also examines Ukrainian strikes on Russian refining capacity and the massive oil deal President Trump announced with Venezuela.Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@ClaySeigleLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/APb5XJZrE1M Hosted on Acast. See acast.com/privacy for more information.

Today, John, Les, and Rear Admiral (Ret.) Mark Montgomery, co-lead of the Air and Missile Defense Program and Senior Director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies, take stock of where the U.S.-Iran conflict stands after weeks of strikes, counterstrikes, and an ambiguous MOU that collapsed into a battle for control of the Strait of Hormuz. Over forty days of military action, Iran has lost its navy, air force, air defense systems, and significant missile production capacity — yet the fight has shifted to a grinding contest for the Strait, where U.S. forces are sustaining a blockade and an escort operation while Iranian strikes on regional shipping and Arab infrastructure continue. The toll on American readiness is mounting, from degraded munitions stockpiles to a fleet that could be in extremis for a potential Pacific contingency by 2028 or 2029.How much longer can the U.S. Navy realistically sustain its current force posture in the region before readiness damage becomes irreversible? What would a deliberate military escalation target at this stage — and can the U.S. defend regional energy and water infrastructure that has proven difficult to protect? Is the economic constriction strategy enough to bring Iran to terms, or is a harder confrontation inevitable?Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@markcmontgomeryLike what we're doing here?Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/aRuYxJE2COI Hosted on Acast. See acast.com/privacy for more information.

Today, Les and John sit down with Tibor Nagy, former Assistant Secretary of State for African Affairs and former Ambassador to Ethiopia and Guinea, to examine a fundamental shift in how Washington is approaching Sub-Saharan Africa. The Trump administration has broken from decades of aid-and-democracy-driven policy, positioning trade, investment, and strategic partnerships at the center of its Africa agenda — but ambitious intentions have run headlong into a hollowed-out diplomatic infrastructure, ambassador vacancies, and the chaotic dismantling of USAID.What does the collapse of the Sahel and the catastrophic conflict in Sudan reveal about the limits of drive-by diplomacy? Can the administration's business-first model deliver the jobs that Africa's exploding youth population desperately needs, or will poor implementation undermine the strategy before it takes root? With Gulf states, Turkey, and China all vying for influence across the continent, how should Washington prioritize its limited bandwidth — and where does competing with Beijing actually make sense?Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@TiborPNagyJrLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: Hosted on Acast. See acast.com/privacy for more information.

Today, Les, John, and special guest Carlos Ruiz-Hernandez—former Panamanian Deputy Secretary of State—assess the Trump administration's renewed push for dominance in the Western Hemisphere and what it means for a region already in political upheaval. The so-called "Donroe Doctrine" has reactivated a hemispheric hierarchy dormant since the Cold War, with Washington deploying military pressure, sanctions, and diplomatic muscle from Panama to Venezuela to Cuba. Against this backdrop, Latin America itself is experiencing a historic rightward swing, driven by public disillusionment with governments that failed to deliver on crime, economic stability, and public safety.Is the United States rebuilding a hierarchy built for coercion, or one that can actually last? How influential are the political experiments in Argentina and El Salvador in driving the region's political momentum, and what does Trump add to that equation? Does Secretary Rubio's credibility in the region give Washington the leverage it needs to realign Latin American governments towards its goals? Check out the answers to these questions and more in this episode of Fault Lines.Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@RuizHernandezCLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/ct8LHVdm8Uw Hosted on Acast. See acast.com/privacy for more information.

Today, John, Les, and Special Guest Peter Harrell—former Senior Director for International Economics at the NEC & NSC—trace the arc of U.S. trade and economic policy toward China from the engagement era of the late 1990s through future administrations. For decades, Washington operated on the theory that integrating China into the global economy through the WTO would create market opportunities and encourage political liberalization — a paradigm that persisted through Clinton, Bush, and Obama even as warning signs accumulated. The shift came gradually, driven by Chinese malign tactics, Xi Jinping's consolidation of power, and a business community that eventually saw more risk than opportunity in the relationship.What tools — tariffs, export controls, industrial policy — have actually moved the needle on economic security, and which are more political theater than strategy? Did Trump's first-term tariffs reshape trade flows in any meaningful way, or did transshipment through states such as Vietnam and Mexico simply obscure continued Chinese dominance? How should policymakers think about the trade deficit as a strategic variable, and what would it actually take to address it? Check out the answers to these questions and more in this episode of Fault Lines.@lestermunson@johnclipsey@petereharrellLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube; watch today's episode here: https://youtu.be/Metg6cjphQo Hosted on Acast. See acast.com/privacy for more information.