Red Sea Becomes New Choke Point in US-Iran Conflict

Summary

Col. Wayne Sanders discusses the Red Sea as a new front in the US-Iran conflict, following Houthi attacks on Saudi oil tankers. He outlines potential US military retaliation targets, including IRGC command centers, nuclear sites, and energy infrastructure, and notes that the US may accept higher operational risk after casualties. No direct market or investment theses are offered.

• Houthi attacks on Saudi oil tankers in the Red Sea escalate US-Iran tensions.
• The Red Sea is being used as a pressure point by Iran against the US.
• Potential US strikes may target IRGC bases, missile production, drones, and air defense.
• Targets could expand to IRGC command centers near Tehran, Natanz, Isfahan, and Fordow.
• Strategic energy production sites and long-range missile sites in Yemen also mentioned as possible targets.
• The discussion focuses on military strategy and operational risk, not on financial assets.