AI is a bubble. But it’s also a revolution. We’re overvaluing the noise—and undervaluing the shift. This isn’t just another tech cycle. It’s a rewrite of how society works. cenksidar.substack.com/p/ai-is-over...

Looks like the Houthis in Yemen have a leak to plug; someone’s singing like a bird. Anti-Houthi coalition forces are now racing each other to intercept Houthi arms shipments. Latest: a joint force in Ras al-Ara, Lahj, seized a boat packed with drone and spy gear linked to the Houthis.

Commentary: A Major diplomatic breakthrough in the Gaza conflict as Hamas has issued a formal statement responding positively to President Donald Trump’s “21 Peace Points” initiative, just days before the October 10 Nobel Prize announcement ... continue reading: substack.com/@bashareport...

Aden’s CTS says it foiled a shipment of “currency printing machines” bound for the Houthis. However, they look more like Heidelberg Printmaster PM52-2 commercial presses, worth ~$20k and freely traded. Not true banknote presses, but CTS is stepping up anti-smuggling. substack.com/@bashareport...

Please see my press comments featured in a report by Reuters: Albasha, founder of U.S.-based Risk Advisory Basha Report, told Reuters the move is unlikely to affect the oil market, since most of the trade in the region is handled by Chinese, Russian, Iranian ... www.reuters.com/world/middle...

I) The Houthis Humanitarian Operations Coordination Center (HOCC) has sanctioned U.S. 13 companies, 9 executives, and 2 vessels for violating their so-called ban and embargo. II) Sharing a compilation of videos and photos that capture the saga of the gas tanker Clipper substack.com/profile/2845...

The Rapid Support Forces (RSF) managed to shoot down some parachuted supplies of ammunition, weapons, and medical kits intended for the trapped SAF forces.

Urea Shipment Intercepted Off Yemen Coast Yemeni security forces intercepted an Indian dhow off the coast of Abyan carrying a large shipment of banned urea fertilizer, a dual-use material that can be converted into explosives. substack.com/@bashareport...

On the eve of the 63rd anniversary of the September 26, 1962 revolution, which toppled North Yemen’s Zaydi theocratic monarchy, five Yemeni leaders delivered fiery speeches …https://substack.com/@bashareport/note/c-160039970?r=4pe2u8&utm_medium=ios&utm_source=notes-share-action

Disclaimer: We cannot confirm if these sites were hit directly, or if any civilian or commercial sites were struck nearby, nor can we confirm the extent of the damage. substack.com/@bashareport...

This marks the second successful Samad series Houthi drone strike launched from Yemen targeting the hotel and tourist district of Eilat, Israel, in less than five days, a clear indication that the Houthis have pinpointed a weakness in southern Israel’s air defense ... substack.com/@bashareport...

Enquire Views Expert Analysis: AI’s Power Demand vs. America’s Grid NVIDIA and OpenAI’s $100 billion plan to build 10 GW of AI data center capacity is more than a tech milestone—it’s a test of U.S. infrastructure. Read the full analysis and explore insights from our experts: buff.ly/6SGixOQ

From Basha Report: The battle for Western Sudan is intensifying. On September 22, Rapid Support Forces (RSF) ... continue reading: substack.com/@bashareport...

Smartphones created the internet era. AR glasses will create the Human OS era. The choice is blunt: upgrade, or be left behind. cenksidar.substack.com/p/the-next-h...

Inside the Houthis' Religious Doctrine: Beyond Politics, War, and Tribalism bashareport.substack.com/p/inside-the...

Appointing an entirely new president from outside the current members of the council would dramatically reshape Yemen’s political landscape. @bashareport.bsky.social

A failed dialogue could trigger fragmentation within the anti-Houthi coalition, risking open conflict among rival factions and accelerating the collapse of the government. @bashareport.bsky.social

The coming days will determine whether the Presidential Leadership Council emerges as a functional governing body or dissolves into a symbol of Yemen’s enduring divisions. @bashareport.bsky.social agsi.org/analysis/yem...

One of the biggest challenges facing Alimi, Bawazir, and Mujali is their lack of loyal armed forces on the ground. @bashareport.bsky.social

Yemen’s Presidential Leadership council is now deeply divided over power sharing, decision making, and control of resources. @bashareport.bsky.social

Supporters of Alimi argue that the Southern Transitional Council and its allies are effectively staging a quiet, bloodless political coup against him to consolidate their power. @bashareport.bsky.social

Yemen’s Presidential Leadership Council Teeters on Collapse @bashareport.bsky.social agsi.org/analysis/yem...

Negotiations in Riyadh will determine whether the Presidential Leadership Council emerges as a functional governing body or dissolves into a symbol of Yemen’s enduring divisions. @bashareport.bsky.social agsi.org/analysis/yem...

From propellers to stealth aircrafts and beyond, United States Air Force has been at the cutting edge of innovation for 78 years. Basha Report salutes the airmen who continue to push boundaries. Happy Birthday, #USAF! #USAF78

Read my timely Yemen analysis published by @gulfstatesinst.bsky.social Yemen’s Presidential Leadership Council Teeters on Collapse agsi.org/analysis/yem...

From Basha Report's Substack Arming Armies 101: The Real Cost of Arming 1,000 Soldiers in Northern Yemen’s Weapon Market. Subscribe, follow, and share. bashareport.substack.com/p/arming-arm...

My remarks posted by Human Rights Watch's Niku Jafarnia: Mohammed Al-Basha, a Yemen analyst, said that the strikes were carried out when staff of the Houthi-controlled newspaper called 26 September were printing the paper. www.hrw.org/news/2025/09...

Yemen’s Houthis are expected to release a statement from their military spokesman shortly, following what appears to be two separate waves of drone attacks launched over the past six hours targeting Eilat, in southern Israel. substack.com/@bashareport...

I moved to Northern Virginia in August 2001 from Indiana. I lived near the Pentagon when 9/11 happened, a day that shaped my life and career. One of my greatest honors was attending the Pentagon Memorial dedication on 9/11/2008. Never forget. Always remember the lives lost. 🇺🇸

Earlier today, Basha Report clients were informed about this breaking news. The Jordanian Intelligence, in coordination with the Directorate of Operations and Consular Affairs at the Jordanian Ministry of Foreign Affairs, and the Royal Jordanian Air Force sponsored substack.com/@bashareport...

For the first time since the Houthis began targeting Israel (Oct. 19, 2023), a Houthi-launched, likely Samad-4 one-way drone struck Ilan & Asaf Ramon International Airport near Eilat — Israel’s 2nd busiest airport, which replaced Eilat & Ovda Airports for civilian flights.

Watch my one-hour conversation with Irina Tsukerman on The Washington Outsider Report (EP209) via Coalition Radio Network. We covered a wide range of topics, including the Yemen's Houthis, China, Iran, East Africa, Libya, and more. Watch here on YouTube: www.youtube.com/watch?v=oeKz...

My comments published @cathrinschaer.bsky.social: "The Houthis will launch a major internal security crackdown," Yemen expert Mohammed al-Basha, who runs the US-based risk consultancy, Basha Report @bashareport.bsky.social, predicted in a newsletter to clients on Sunday. amp.dw.com/en/why-are-y...

My press comments published by Financial Times' Chloe Cornish and Andrew England: Mohammed Al-Basha of the Basha Report, a US-based risk consultancy, said the attack showed that Israel’s signal intelligence had advanced significantly.... www.ft.com/content/0eef...

My press comments published by South China Morning Post SCMP via AFP: "The strikes indicate a shift in Israeli operational focus away from transportation and energy infrastructure toward targeted assassinations of high-value personnel," Basha, author of the Basha Report www.scmp.com/news/world/m...

Breaking: The Houthis announced that Ahmed Ghaleb Al-Rahawi, the de facto Prime Minister in Sana’a, was assassinated in an attack they blame on Israel. Al-Rahawi, along with several cabinet members, was killed, while others were wounded and some are in critical condition during a workshop.

In southern Haddah, two Israel Defense Forces strike sites have been identified by Basha Report through local sources, OSINT imagery, and press sources. Among the damaged properties, multiple accounts indicate the home of Jamal Saleh Al Hethra—whose family owns cont.: substack.com/profile/2845...

Yemen's Houthis appear to have established a 1,200-square-mile “Kill Triangle”, situated 30–90 nautical miles off the coast of Hudaydah. This area has gained infamy following the sinking of three vessels:the Magic Seas, Sounion, and Eternity—and the severe damage inflicted on the Tutor.

Maritime Security Alert: Following this week’s IDF strikes on fuel depots operated by the Houthi-controlled Yemeni Petroleum Company (YPC), the Basha Report is tracking increased Houthi chatter, signaling a heightened likelihood of renewed attacks in the Red Sea … cont.: substack.com/@bashareport...

“The one lesson we learn in politics is that there are no permanent adversaries or permanent alliances, only shifting interests shaped by national priorities.” Read more substack.com/@bashareport... youtu.be/Wjp14Sd0rvU?...

14 Israel Defense Forces jets hit the Hezyayz Power Station for the 6th time, firing 40 missiles and striking Yemen’s Petroleum Company (YPC) for the first time. Fires at YPC are expected to burn for hours, likely a deliberate signal of today’s operation.

Part of Al-Qaeda in the Arabian Peninsula’s (AQAP) media strategy in Yemen involves reposting repackaged old statements and rarely previously unseen videos of slain leaders. Read more: substack.com/@bashareport...

Yemen Coast Guard has issued a warning across all its sectors advising fishermen, coastal visitors, ferries, and small boats not to go out to sea. Maritime movement is suspended for the next 72 hours due to rough conditions caused by strong monsoon winds and heavy rainfall.

Religious and Armed Factions Compete for Authority Among Syria’s Druze: In a rare appearance with Syria TV’s Defin podcast, which aligns with the government of President Ahmad al-Sharaa, Druze’s Laith al-Balous ... continue reading: substack.com/@bashareport... www.youtube.com/watch?v=aDb0...

Toured the Special Exhibition for Ancient Yemen: Incense, Art, and Trade at the Smithsonian’s National Museum of Asian Art in Washington, D.C. Yemeni Americans should be proud of their heritage. #ArabiaFelix asia.si.edu/whats-on/exh...

Toured the Special Exhibition for Ancient Yemen: Incense, Art, and Trade at the Smithsonian’s National Museum of Asian Art in Washington, D.C. Yemeni Americans should be proud of their heritage. #ArabiaFelix asia.si.edu/whats-on/exh...

Yemen: Hudaydah Port has resumed operations but at reduced capacity after IDF airstrikes. Only berths 4, 6 and partly 8 are usable, with major damage elsewhere. 2 of 4 WFP/USAID cranes were destroyed, slowing cargo handling. Major shipping lines remain absent.

Yemen: At 4 a.m. local time in Sana’a, Israel bombed the Houthi-controlled Hezyaz power station for the fourth time, This marked the second operation carried out by the Israeli navy and the 13 overall against Houthi-controlled regions in Yemen.

Yemen’s Top Military Official: Only a United Army Can End The Houthi's Sectarian and Militia Rule Forming at least three Yemeni brigades, the Yemeni National Army showcased its forces of 45 companies, each consisting of 80 soldiers, totaling approximately 3600 troops... substack.com/@bashareport...

My press comments published by Heather Mongilio for U.S. Naval Institute News The Houthis have now published reports on ship movements between Turkey, Egypt and Israel, Mohammed Albasha, a Yemen expert posted on social media site X. news.usni.org/2025/08/11/b...