• The Iran War Could Push Africa Toward Collapse | Fidel Amakye Owusu
    Oct 20 2026

    How is the war over the Strait of Hormuz reaching Africa? Ghanaian security and geopolitical analyst Fidel Amakye Owusu returns to explain how the Iran war is driving fuel protests, food insecurity, and the risk of state collapse across the continent.

    We discuss why removed fuel subsidies make this shock hit Africans twice as hard, how Gen Z protests brought down Madagascar’s government, and why military juntas no longer bother pretending to be democracies in a multipolar world. We also cover Egypt weighing troops for Saudi Arabia, Tim Kennedy’s ambush in the DRC and the scramble for critical minerals, the Houthi–al-Shabaab connection across the Bab el-Mandeb, the succession question in Saudi Arabia, and which African states are closest to collapse.

    Fidel’s warning: when people can’t afford food, they protest. When there’s no food to buy, they take up arms.

    Fidel Amakye Owusu is a geopolitical and security advisor and CEO of DefSEC Analytics Africa, focused on terrorism, insurgency, and governance across Africa.

    Africa Intelligence Report (waitlist): https://the-africa-intelligence-report.ghost.io/join-the-waitlist/Fidel on LinkedIn: https://www.linkedin.com/in/fidel-amakye-owusu-8158b6149/

    Chapters
    00:00 Intro
    00:44 How the Iran war hits Africa: fuel prices and lost subsidies
    04:28 Elections, coups, and the threat to young democracies
    06:26 Gen Z protests and Madagascar’s new junta
    07:34 Parallels to the Arab Spring
    09:22 Why juntas no longer fake democracy
    12:24 Africa as the testing ground for a multipolar world
    14:29 Why African states look abroad instead of to each other
    17:35 Resource nationalism, Erik Prince, and Tim Kennedy in the DRC
    20:29 When non-state actors rival the state
    25:59 The Houthis and al-Shabaab: pragmatic extremists
    29:28 Egypt, Sisi, and troops for Saudi Arabia
    31:02 Will Sisi actually leave power in 2030?
    35:35 MBS, Saudi succession, and the UAE rivalry
    41:33 Fertilizer, the Red Sea, and famine risk in the Horn of Africa
    45:28 Is hunger more dangerous than fuel prices?
    47:02 Which African states are closest to collapse?
    49:38 Where to find Fidel’s work

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    51 mins
  • Saudi Arabia's Nightmare: The Reality of the Houthi Missile Threat
    Oct 16 2026

    Houthi missiles are hitting Riyadh’s main airport, and it’s turning into Saudi Arabia’s worst-case scenario. One strike killed at least 12 people and injured around 300. Flights are cancelled, and the oil executives Saudi Arabia was trying to host have pulled out.

    This week I trace how we got here, starting with Crown Prince Mohammed bin Salman: his rise to power, the 2017 Ritz-Carlton purge, and his 2015 decision to go to war in Yemen with a military built to protect the monarchy, not to fight. A decade of escalation pushed Iran to arm the Houthis with better and better asymmetric weapons, and that same adaptation is now being used against U.S. forces.

    Then the bigger question: if the House of Saud can’t keep the kingdom safe, what happens to the deal that has kept it stable? I walk through what’s at stake, from global oil and food supplies to who controls Mecca and Medina.

    For more on the strategic side of the Iran conflict, go back and listen to the Escalation Trap series with Robert Pape.


    Want to go one step further? Members of The Briefing Room on YouTube get this week’s companion video, which looks at what most likely comes next if something happens to MBS. https://youtu.be/6E_cTl9em2A


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    12 mins
  • France, Iran, and the Road to World War III: The Real Risk | Robert Pape
    Oct 15 2026

    Ten ships hit in the Strait of Hormuz in a single week, the most of the entire war. Houthi missiles shut down Riyadh's airport in the largest set of attacks in Saudi Arabia's modern history. Now France has confirmed it is sending radar and air defense assets to protect Saudi Aramco infrastructure at Yanbu, less than a couple hours' drive from Medina.Professor Robert Pape returns to explain how France's move could carry the war into Europe, and why the escalation trap is now compounded by a dangerous new dynamic: preemption.We cover:- Why foreign troop deployments are the strongest risk factor for suicide terrorism, from 9/11 to Mali- Why the Houthis have never been defeated, and how the fighting could open the door to AQAP- Radar orientation and why Saudi Patriots may have been blind to Houthi missiles- What the leaked three-day air plan has in common with Desert Storm's Instant Thunder- How four actors with incentives to strike first create a spiral that looks a lot like July 1914- MANPADS, drones, and the growing risk to commercial airlinersWant the full Q&A with Professor Pape? Join The Briefing Room on YouTube. Members get the complete Q&A the same day as the interview, plus members-only content every week.00:00 This week's escalation00:39 Professor Pape returns01:28 Ten ships hit in Hormuz, Riyadh airport struck02:28 France moves to defend Aramco at Yanbu05:00 Why this isn't a world war (yet)07:33 Foreign troops and suicide terrorism: Mali and 9/1114:23 MBS and the Saudi-Houthi war15:38 Yanbu, Medina, and the sectarian map18:45 Can French air defense even help?23:13 Everyone's in the escalation trap now24:30 The three-day air plan and Instant Thunder34:08 Preemptive spirals: a four-player game35:46 The illusion of control and the road to World War I38:15 How this becomes a true world war40:09 MANPADS, drones, and airliners42:45 Q&A preview


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    43 mins
  • U.S. Brigades Last 24 Hours Against Ukraine’s Drones | MG Duane Miller
    Oct 13 2026
    What happens when a U.S. brigade trains against Ukraine's drone forces? They usually have to reset the exercise within 24 hours. Major General Duane Miller, until recently Deputy Commanding General of Security Assistance Group–Ukraine, explains why America is not ready for the speed of modern war. After more than two years watching Ukraine fight, MG Miller argues that the speed of learning is now a measure of national power. Ukraine pushes new tactics, software updates, and drone fixes to the front in two to three weeks. The U.S. averages over a decade to field a new weapon system. In this episode: - Why Ukraine's edge isn't the drones but the learning loop behind them - What happens when U.S. brigades face Ukraine's Unmanned Systems Force - Why Patriot software updates still move by courier - Why Ukraine has stopped wanting some U.S. munitions - How defense primes and procurement rules slow innovation - What the U.S. military should change before the next first battle Links: MG Miller's article, "The Speed of Learning: The New Measure of National Power": https://www.linkedin.com/pulse/speed-learning-new-measure-national-power-duane-miller-ldake/ Watch the full episode on YouTube: https://www.youtube.com/watch?v=Had-NK89U_I At the Water's Edge is a national security and geopolitics podcast hosted by Scott Kelly, a former Green Beret. The views expressed are those of the guest and do not represent the official position of the U.S. Army or Department of Defense.
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    50 mins
  • The Rise of the Mecca Alliance: Turkey, Pakistan, and Saudi Arabia's Game Plan
    Oct 9 2026
    Fifty-nine days after it was signed, the Mecca Pact has been activated. Saudi Arabia, Pakistan, and Turkey have agreed to send forces to defend the kingdom against the Houthis. The alliance itself isn’t the real danger. The danger is when it was formed. Scott breaks down how the Houthis pushed Riyadh to call in its new allies: strikes on four Saudi cities, attacks on the East-West pipeline that lets Saudi oil bypass the Strait of Hormuz, threats to Saudi airspace, and a drone the Saudis say was headed for Mecca. He separates what the pact is from what it isn’t, and reads the fine print on domestic approval, “all those responsible,” and Pakistan’s insistence that the pact is purely defensive. Scott also covers what Turkey can actually bring (combat-proven drones, a growing defense industry, and a conscript army that isn’t built for “away games”), why Turkey’s constitution puts treaty approval and troop deployments in separate articles, and why Yemen is nothing like northern Syria. Then Pakistan: nearly six decades of military ties to Saudi Arabia, a three-front squeeze at home, and a delicate role as mediator between Washington and Tehran. Finally, the big picture: with the U.S. tied down in its war with Iran, middle powers are building their own security order. Could alliances formed after a war starts create a 1914-style escalation chain? And why this is about state power politics, not a Sunni religious bloc. What does the Mecca Pact mean for Israel? The members-only companion episode is available now in The Briefing Room, our members-only community on YouTube: [MEMBERSHIP LINK] Follow Scott on Substack: https://substack.com/@scottatthewatersedgeorg
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    26 mins
  • The Most Dangerous Weeks of the Iran War Are Here | Robert Pape
    Oct 8 2026
    We’re in the most dangerous weeks of the Iran war since March, and the midterms are the reason. Professor Robert Pape returns to explain the wicked incentives pushing President Trump toward escalation before November 3rd, and why every option likely landing on his desk hands Tehran the advantage. Pape walks through the three clocks converging on the midterms. The USS Theodore Roosevelt and a second Marine Expeditionary Unit are closing within striking range of Iran. The Strategic Petroleum Reserve has plateaued while Iran strikes more tankers in Hormuz than in any week of the war. And inflation inside Iran, which Pape puts near 100%, is tempting Washington to try to break Iran’s economy with air power. He explains why striking Iran’s refineries could invite a retaliatory strike on Saudi Arabia’s Abqaiq facility that would hurt America more than Iran, and why landing Marines on Larak Island, Hormuz Island, or near Chabahar would hand Iran fixed targets without breaking its kill chain. We also cover the recent Tel Aviv flight incident, the drone threat that moved U.S. B-1 bombers out of an RAF base, and what history says about how long it takes a suicide terrorism campaign to reach the U.S. homeland once ground forces are committed. Want Pape’s take on whether the Mecca Pact pulls Pakistan and Turkey into this war, and whether the overlapping U.S. and Israeli elections double the danger? The rest of the conversation is available in The Briefing Room, our members-only community on YouTube: [MEMBERSHIP LINK] Read Robert Pape’s Substack, The Escalation Trap: https://escalationtrap.substack.com Follow Scott on Substack: https://substack.com/@scottatthewatersedgeorg Watch on YouTube: [YOUTUBE LINK] At the Water’s Edge brings you insights beyond the headlines, with a practitioner’s view on national security and geopolitics. Hosted by Scott Kelly, former Green Beret and founder of Grayzone Advisory.
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    34 mins
  • The Truth About Veteran Support Systems and How to Fix Them
    Oct 4 2026

    Veterans die by suicide at a rate 72% higher than their civilian peers, and women veterans at a rate 101% higher. Lyndsay Tkach, Wounded Warrior Project's Director of Mental and Brain Health Services, has spent twelve years working on that problem. In the series finale, she explains why she calls suicide "a human issue" rather than only a medical one, and what it would take to reach veterans at scale before a crisis hits.

    This conversation covers the risk factors that sit outside the therapist's office (financial distress, chronic pain, sleep problems, broken relationships), the difference between risk factors and warning signs, and how WWP screens every warrior who comes in through its financial, physical, and mental health programs. It also takes on a hard question: how do you screen a community that learned to lie on every health survey? Along the way, Lyndsay shares that one in four WWP warriors surveyed reported suicidal thoughts in the past year, why connection may be the most underused intervention, and why families need support too.

    If you or someone you know is in crisis, call or text 988 (Suicide & Crisis Lifeline), or reach the Veterans Crisis Line at 988, press 1.

    This is Episode 5, the finale, of Still Here, a five-part series produced in partnership with Wounded Warrior Project for Suicide Prevention Awareness Month. Catch up with Episodes 1–4 (Zach, Lindsey, Sam, and Joe) if you haven't yet.

    Chapters:
    0:00 Cold open: the final chapter of Still Here
    0:40 Welcome, and introducing Lyndsay
    1:12 How big is veteran suicide? The numbers behind the "22 a day" debate
    2:47 "Suicide is a human issue," not just a medical one
    4:06 Why veterans are at higher risk: losing structure and purpose in transition
    5:56 The gaps in how veterans get help
    8:18 Beyond therapy: non-clinical help and the four protective factors
    10:32 Risk factors vs. warning signs
    12:04 Screening before a crisis happens
    13:33 No magic list: how WWP's triage program works
    15:48 Who gets screened, and the one-in-four finding
    17:06 "We all lied on every health survey": screening when people don't tell the truth
    20:08 Does it matter whether a human or a form asks?
    21:52 System gaps vs. veterans not asking for help
    23:48 Where is the biggest room for improvement? Connection
    26:05 Where to start: resources for veterans and families
    27:35 Families, and the 135 people affected by a single suicide

    Learn more about Wounded Warrior Project: woundedwarriorproject.org

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    29 mins
  • Is Iran's War Spreading? Three Incidents, One Dangerous Pattern
    Oct 2 2026
    Masked men with vans full of fuel outside the British base that launched B-52s against Iran. A FlyDubai co-pilot stabbing his captain on a flight to Tel Aviv. A drone knocking out power to the Prophet's Mosque in Medina. Three incidents in one week, as Iran's 45-day deadline on the U.S. blockade expires and a third American carrier heads for the region. Is Iran launching a terror campaign? I don't think so. If Iran is behind these incidents, it looks less like an offensive and more like a regime testing three different escalation paths, all before U.S. combat power peaks in late November. In this solo brief, I walk through each incident the way I'd brief a commander: what we know, what we don't, the competing explanations, and my confidence level. Then I cover where this fits on Iran's escalation ladder and the indicators to watch over the next six weeks. Chapters: 00:00 Is Iran escalating through terror? 02:47 Bottom line up front 03:41 Incident 1: RAF Fairford 08:44 Incident 2: The FlyDubai cockpit attack 12:49 Why this doesn't fit the pilot-suicide pattern 18:31 Incident 3: The Medina grid strike 21:30 Why now? The November window 23:54 What to watch next Mentioned in this episode: Gray zone operations with F. David Diaz: https://www.youtube.com/watch?v=l-RUmBaqkTQ&t=33s Robert Pape on the Escalation Trap: https://www.youtube.com/@AttheWatersEdge-r5e/playlists Watch the full video version, with maps and the flight data, on YouTube: https://www.youtube.com/watch?v=qlp8SIKfNIY Members of The Briefing Room on YouTube get a companion video on state use of suicide terrorism: who becomes a suicide attacker, why states have used them, and why most stopped. https://www.youtube.com/@AttheWatersEdge-r5e/membership Substack: https://substack.com/@scottatthewatersedgeorg
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    25 mins