
About this episode
//The Wire//1500Z September 11, 2026//
//ROUTINE//
//BLUF: HOUTHIS STRIKE SAUDI EAST-WEST PIPELINE IN MAJOR MISSILE BARRAGE OVERNIGHT. HOUTHIS ALSO EXERT CONTROL OVER BAB EL MANDEB, AFTER CAPTURING ISLANDS THIS MORNING.//
-----BEGIN TEARLINE-----
-International Events-
Saudi Arabia: Overnight Houthi forces conducted major missile and drone strikes on the Saudi East-West Pipeline. Local sources claim that the pipeline was struck in 8x different places, which resulted in major damage to the pumping and control stations along the entire pipeline network. A smoke plume roughly 80km long was observed on satellite imagery, along with a substantial column of smoke being observed from the ground.
Analyst Comment: While the Saudis have not explicitly confirmed this, it is almost certain that this pipeline network is offline, and will be so for some time. These two pipelines were the main avenue of bypassing the Strait of Hormuz, so if the Houthis took them offline, this will have an immediate and devastating impact to the global energy crisis.
Yemen: Throughout the evening, the Houthis continued their advance, seizing more islands in the southern Red Sea and Bab el Mandeb Strait. Perim Island (also known as Mayyun Island) fell to Houthi control overnight, further cementing Houthi control of the entire coastline along the Red Sea.
Analyst Comment: The seizure of these islands means that the Houthis don't have to rely on drones anymore...they can hit passing ships with coastal artillery and smaller weapons systems.
Europe: Ukrainian attacks on Russia oil infrastructure continue, with major strikes being reported at the Saratov Refinery overnight. A nearby Ozon warehouse was also struck during the attack, and remained on fire throughout the morning.
-HomeFront-
Washington D.C. - Mainstream media has reported that Saudi Crown Prince Mohamad bin Salman (MBS) called President Trump twice yesterday in order to urge the United States to intervene and coordinate strikes on Houthi positions. According to witnesses (which cannot be corroborated), President Trump declined to get involved with the Houthis again, however CENTCOM Commander Admiral Brad Cooper flew to Riyadh to conduct emergency coordination efforts.
New York: This morning remembrance events began in Manhattan, as the world reflects on the 25th Anniversary of the 9/11 terror attacks. Vice President Vance is expected to speak at the National September 11 Memorial, and various other officials are expected to make appearances at the various memorial sites throughout the day.
-----END TEARLINE-----
Analyst Comments: Due to the events in the Middle East over the past 48 hours, energy prices are likely to climb higher and the immediate concerns are purely a logistical numbers game. Before the war, 20 million barrels of crude transited through the Strait of Hormuz. Last week, we found out that on average, the United States has only been able to recover half of that capability during the "ceasefire" (under the best possible conditions). If the Houthis managed to take out the Saudi East-West Pipeline for a long time, that would mean the loss of the main pipeline bypassing the Strait, and therefore the loss of 5 million barrels per day from the global market. Since traffic through the Strait itself has been minimal over the past few days due to Iranian and American targeting, this is going to snowball into a much more serious problem very soon.
On the retail side of the equation, prices for gasoline and diesel spiked yesterday afternoon throughout the United States. As diesel has been experiencing a global shortage (and thus was more strained already), several new records were set overnight. According to GasBuddy, a total of 28x states reported all-time-high diesel prices topping $6.00 per gallon. This brought the national average for diesel over $6.00 for the first time in history. At the more extreme ends of the spectrum, several gas stations in California reported maxing out their displays for diesel. The price was stuck at $9.999 simply due to the digital display on the gas pump not having the space for an extra digit, which would have brought the price into double-digit territory. As the scale of the attacks on the Saudi pipeline become known over the next few days, the impact to the global energy crisis will become more clear, but as it stands, the events in the Middle East are continuing to develop by the hour, with new records being reached every day.
Analyst: S2A1
Research: https://publish.obsidian.md/s2underground
NomadNet: 5fa68c88be727a0e1a250a75e5e79269
Disclaimer: No LLMs were used in the writing of this report.
//END REPORT//
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Full transcript
S2 Underground — The Wire - September 11, 2026. Machine-transcribed; use the interactive transcript above to jump the player to any line.
This is the wire for 1500 Zulu September 11th, 2026. Pressiness is routine, information cut off is 1400. Bottom line up front. Houthi's Strike Saudi East West Pipeline in Major Missile Barrage overnight. Houthi's also exert control over Babel Mendeb after capturing islands this morning. Beginning with international events. In Saudi Arabia overnight, Houthi forces conducted major missile and drone strikes on the Saudi East West Pipeline. Local sources claim that the pipeline was struck in eight different places, which resulted in major damage to the pumping and control stations along the entire pipeline network. A smoke flume roughly 80 kilometers long was observed on satellite imagery, along with a substantial column of smoke being observed from the ground. Analysts comment. While the Saudis have not explicitly confirmed this, it is almost certain that this pipeline network is offline and will be so for some time. These two pipelines were the main avenue of bypassing the straight-up or moose, so if the Houthis took them offline, this will have an immediate and devastating impact to the global energy crisis. In Yemen, throughout the evening, the Houthis continued their advance, seizing more islands in the southern red sea and Babel Mendeb straight.
Pyram island also known as Mayun island fell to Houthi control overnight, further cementing Houthi control of the entire coastline along the red sea. Analysts comment. The seizure of these islands means that the Houthis don't have to rely on drones anymore. They can hit passing ships with coastal artillery and smaller weapons systems. In Europe, Ukrainian attacks on Russian oil infrastructure continue with major strikes being reported at the Saratava Finery overnight. A nearby Ozon warehouse was also struck during the attack and remained on fire throughout the morning. On the home front in Washington, D.C., mainstream media has reported the Saudi crown prince Muhammad bin Salmanor, MBS, called President Trump twice yesterday, in order to urge the United States to intervene and coordinate strikes on Houthi positions. According to witnesses which cannot be corroborated, President Trump declined to get involved with the Houthis again, however, since Com Commander Admiral Brad Cooper flew to Riyadh to conduct emergency coordination efforts. In New York, this morning, remembrance events began in Manhattan as the world reflects on the 25th anniversary of the 9-11 terror attacks. Vice President Vance is expected to speak at the National September 11 memorial,
and various other officials are expected to make appearances at the various memorial sites throughout the day. Analyst comments for this wire. Due to the events in the Middle East over the past 48 hours, energy prices are likely to climb higher and the immediate concerns are purely a logistical numbers game. Before the war, 20 million barrels of crude transit it through the Strait of Formuz. Last week we found out that on average, the United States has only been able to recover half of that capability during the ceasefire under the best possible conditions. If the Houthis managed to take out the Saudi East West pipeline for a long time, that would mean the loss of the main pipeline bypassing the Strait and therefore the loss of a 5 million barrels per day from the global market. Since traffic through the Strait itself has been minimal over the past few days due to Iranian and American targeting, this is going to snowball into a much more serious problem very soon. On the retail side of the equation, prices for gasoline and diesel spiked yesterday afternoon throughout the United States. As diesel has been experiencing a global shortage and thus was more strained already, several new records were set overnight. According to GasBuddy, a total of 28 states reported all-time high diesel prices topping $6 per gallon.
This brought the national average for diesel over $6 for the first time in history. At the more extreme ends of the spectrum, several gas stations in California reported maxing out their displays for diesel. The price was stuck at $9.99 at simply due to the digital display on the gas pump not having the space for an extra digit, which would have brought the price into double digit territory. As the scale of the attacks on the Saudi pipeline become known over the next few days, the impact to the global energy crisis will become more clear. But as it stands, the events in the Middle East are continuing to develop by the hour with new records being reached every day. This concludes the wire for 1500 Zulu September 11th, 2026.
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