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Joe Kent: Israel, Syria & Saudi Lose Ground & U.S. Must Exit the Region
The United States must abandon its maximalist military approach and recognize the limits of its power by cutting pragmatic deals with regional actors like Ansarallah and Iran, rather than pursuing unwinnable conflicts that destabilize the region and accelerate American decline.
Briefed in the Geopolitics edition of Sunday, 20 September 2026
What was discussed
Yemen conflict and Houthi tribal dynamics1:09
- Joe Kentopinion
The only feasible solution in Yemen is for the Saudis to cut deals with the Houthis, who are a confederation of northern tribes galvanized by recent battlefield success.
- Joe Kentassertion
MBS is pursuing a military solution due to internal political pressure, despite Yemen's mountainous terrain making foreign conquest impossible.
U.S. recognition of Ansarallah government5:46
- Joe Kentopinion
The U.S. should recognize Ansarallah as the government of northern Yemen, lift sanctions and the blockade, and do business with them, similar to the deal cut with Al-Shara in Syria.
- Joe Kentassertion
Recognizing Ansarallah would remove Iranian leverage, as they have no history of attacking the U.S. homeland and only defend their territory.
Houthi leverage over global oil shipping12:50
- Joe Kentspeculation
Continued military pressure could lead Ansarallah to restrict oil flow through the Bab al-Mandeb and launch missiles toward Sinai, causing severe economic damage.
- Joe Kentassertion
Adversaries currently hold more leverage than the U.S., as military strikes only provide more targets for Houthi counterattacks.
U.S. inability to prioritize and triage17:13
- Joe Kentassertion
American national security circles are almost incapable of triaging and prioritizing realistic goals over maximalist desires, clinging to a cartoonish idea of American exceptionalism. Current administration forces have captured Trump's thinking and abandoned the pragmatic deal-making approach he used for the Doha Accords.
Syria instability and Al-Shara's fragile rule21:15
- Joe Kentassertion
Fuel shortages and protests in Idlib threaten Al-Shara's administration, which is caught between Turkish and Israeli pressures.
- Joe Kentspeculation
Israeli or hardline elements could assassinate Al-Shara, triggering chaos and an ISIS resurgence that would draw the U.S. back into conflict.
Potential Turkish-Israeli conflict in Syria26:25
- Joe Kentspeculation
If Al-Shara is removed, Turkey would intervene militarily, prompting Israeli action and creating a chaotic multi-front conflict.
- Joe Kentassertion
Iraqi PMF movements to the Syrian border indicate regional actors are preparing for instability, and Israel might welcome a fragmented Syria to maintain control.
Israel's overextension and domestic politics28:53
- Joe Kentassertion
Israel is at war with all its neighbors and internally, driven by Netanyahu's political model of perpetual conflict to retain power ahead of elections.
- Joe Kentspeculation
Israeli actions, including West Bank settlement expansion, undermine long-term survival and U.S. support will likely diminish after upcoming elections.
UAE warning and October 7th intelligence failure32:01
- Joe Kentassertion
The Haaretz report that the UAE warned Netanyahu about the October 7th attacks, which were ignored, highlights a major intelligence failure. Netanyahu uses perpetual crisis to avoid accountability for intelligence failures, similar to the U.S. post-9/11 narrative.
U.S. military aid and Israeli dependency35:37
- Joe Kentassertion
Israel's ability to wage constant war depends entirely on U.S. support, and upcoming political shifts in America will end the blank check.
- Joe Kentopinion
The NDAA has legally intertwined U.S. and Israeli capabilities, but removing those provisions would force Israel to behave more like other regional nations.
Gaza conflict and West Bank annexation fears38:19
- Joe Kentassertion
The Gaza deal was largely a headline and Israeli operations continue daily, serving as a rallying cry for regional tensions. The Likud party aims to annex the West Bank and expel Palestinians, modeling their approach on the Gaza campaign.
U.S.-Iran escalation and election timing40:17
- Joe Kentassertion
Trump's assumption that Iran will remain static and wait for post-midterm strikes is dangerously flawed, as Iran has shown it will escalate preemptively.
- Joe Kentspeculation
Iran may launch a drastic attack in late September or October to hurt Trump politically, denying him escalation dominance.
Gulf states shifting security arrangements46:10
- Joe Kentassertion
Gulf partners are realizing U.S. security guarantees have become liabilities, exposing them to Iranian retaliation.
- Joe Kentspeculation
Gulf states are beginning to make independent security arrangements and will eventually cut deals with Iran regardless of U.S. objections.
Saudi request for U.S. intervention in Yemen50:09
- Joe Kentassertion
MBS is hoping for a U.S. silver bullet to resolve the Yemen conflict, but the U.S. lacks critical targeting data that would guarantee success.
- Joe Kentspeculation
MBS will feel betrayed when the U.S. cannot deliver, forcing Saudi Arabia to eventually cut deals with Ansarallah independently.
Long-term Iranian nuclear acquisition53:46
- Joe Kentspeculation
Iran will inevitably acquire a nuclear weapon as a self-fulfilling prophecy driven by U.S. regime change actions against non-nuclear states like Iraq and Libya.
- Joe Kentassertion
Iran's leadership will conclude a nuclear deterrent is the only way to prevent future invasions, mirroring North Korea's security model.
Every episode of Glenn Diesen - Greater Eurasia Podcast, briefed the morning after, with up to nine more shows in one daily email.
Free for 30 days. No card needed. $4.99 a month after.
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