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The EconomistOctober 24, 2026

Why Saudi Arabia and the UAE can't stop the Yemen war | The Economist

An independent exercise, not a statement by the video creator or verification of every claim in the video.

Farmland holdings and delivered food are different quantities

Consider an annual hypothetical example, not any country’s actual results. Farmland may have planned output of 100 tonnes, but production at 80% of plan yields 80 tonnes. If 75% of that harvest arrives after customs, inland transport, ports and sea transport, receipts are 100×80%×75%=60 tonnes. Ownership can remain unchanged while production and delivery conditions alter receipts. Improving the arrival share to 90% under the same production conditions raises receipts to 72 tonnes. Compare buying more land with improving existing routes’ safety and accessibility in terms of cost per quantity actually received. Assess local residents’ access to food and water and the costs of conflict separately.

Check for yourself

  1. Does the reported figure measure planned output, actual harvest, permitted exports or delivered quantities?
  2. Which stage—production, customs, ports or sea routes—is the bottleneck, and are alternatives available?
  3. Are costs to local land and water use or food access being shifted outside the contract price?

Limits of application

Ratios are illustrative, not actual UAE, Saudi or Sudanese harvest or transport-loss rates. Delivery stages are combined into a single arrival share; no specific blockade probability is estimated. Prices, inventories, quality, insurance, export restrictions and humanitarian harm are excluded. A supply equation cannot determine the legitimacy of foreign policy or a particular actor’s legal responsibility.

What to look for
See how external sponsors’ interests can complicate cooperation through Yemen’s political settlement and Red Sea ports and transport.
Why it matters
Map each actor’s goals, local partners and acceptable settlement separately, and distinguish ownership of farmland or ports from actual production and delivery when reading geopolitical news.

Timeline

3 segments
  1. The video distinguishes a shared opposition to the Houthis from different local alliances over Yemeni unity and southern separation. The UN Security Council welcomed the 2019 Riyadh Agreement between Yemen’s government and the Southern Transitional Council. This establishes that a negotiating framework existed between different camps, not its subsequent implementation or today’s balance of power. The discussion then turns to competing commercial and security priorities in Sudan and the Red Sea.

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Educational information only; not investment advice.