🇸🇦🇾🇪 Saudi Arabia could lose its monarchy, and the war in Yemen may be accelerating its collapse.
I spoke with former CIA analyst Larry Johnson about the expanding war in Yemen and what it could mean for the Middle East over the next year.
His forecast was extraordinary.
Johnson believes the Houthis are gaining ground while Saudi Arabia struggles to contain their increasingly sophisticated missile attacks.
Now Egypt is considering military assistance, and UAE-backed Yemeni forces are reportedly joining the fight alongside Saudi-backed factions.
But Johnson doubts more troops would solve the problem.
He argues that moving thousands of Egyptian soldiers into Yemen would create an enormous logistical challenge, with supply convoys exposed to Houthi drones and ballistic missiles.
And his warning goes much further.
Johnson predicts that the Saudi monarchy could fall, the Gulf states could fracture politically, and American influence across the region could decline sharply.
He also believes Washington is running out of attractive military options against Iran, with limited naval availability, strained missile supplies and increasingly vulnerable regional bases.
I challenged him on whether American military innovation could still change the balance.
Johnson's response was that cheap drones and precision missiles have fundamentally changed warfare, while the U.S. remains organized around expensive, concentrated military power.
And then there's the economic fallout.
Johnson argues that disrupting Gulf oil exports doesn't protect the petrodollar. It weakens the very system Washington is trying to defend.
His central argument is that America may be spending enormous sums fighting to preserve a regional order that the war itself is helping dismantle.
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