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Basha باشا @bashareport.bsky.social · 12h

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The $67 Billion Cost of War: Israel’s Economy Under Pressure but Still Standing
bashareport.substack.com/p/the-67-bil...

The $67 Billion Cost of War: Israel’s Economy Under Pressure but Still Standing

Growth is slowing, exports are falling, and debt is rising, yet the shekel and employment remain stable, sustained by U.S. support.

bashareport.substack.com

Reposted by Basha باشا

Cenk Sidar @cenksidar.bsky.social · 4d

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...

AI Is Overhyped. And Underestimated.

Speculation is peaking, but the real transformation has barely started.

cenksidar.substack.com

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Basha باشا @bashareport.bsky.social · 3d

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.

Basha باشا @bashareport.bsky.social · 5d

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:

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Mohammed Albasha (@bashareport)

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...

substack.com

Basha باشا @bashareport.bsky.social · 7d

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.
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Mohammed Albasha (@bashareport)

Breaking News from Yemen: The Aden-based Counter Terrorism Service (CTS) announced the interception of a shipment of printing machines at the Port of Aden, claiming they were intended for currency pro...

substack.com

Basha باشا @bashareport.bsky.social · 7d

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...

Yemen's Houthis say they will target US oil firms with sanctions

Yemen's Houthis will target U.S. oil majors including ExxonMobil and Chevron with sanctions, a body affiliated with the Iran-backed militia said on Tuesday.

www.reuters.com

Basha باشا @bashareport.bsky.social · 8d

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...

Mohammed Albasha (@bashareport)

Two Yemen Maritime Updates: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...

substack.com

Basha باشا @bashareport.bsky.social · 9d

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

Basha باشا @bashareport.bsky.social · 11d

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...

Mohammed Albasha (@bashareport)

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...

substack.com

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Basha باشا @bashareport.bsky.social · 12d

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

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Basha باشا @bashareport.bsky.social · 13d

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.
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Basha باشا @bashareport.bsky.social · 13d

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...

Mohammed Albasha (@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 Hou...

substack.com

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Enquire AI @enquireai.bsky.social · 14d

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

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Basha باشا @bashareport.bsky.social · 15d

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

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Cenk Sidar @cenksidar.bsky.social · 16d

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...

The Next Human Interface: AR as Our Operating System

How AI + AR will rewrite the way humans operate.

cenksidar.substack.com

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Basha باشا @bashareport.bsky.social · 16d

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

Inside the Houthis' Religious Doctrine: Beyond Politics, War, and Tribalism

For his followers, Abdulmalik al-Houthi is the divinely chosen leader of the entire Islamic world, not merely a Yemeni rebel commander.

bashareport.substack.com

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AGSI @gulfstatesinst.bsky.social · 19d

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

Yemen’s Presidential Leadership Council Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

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AGSI @gulfstatesinst.bsky.social · 18d

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

Yemen’s Presidential Leadership Council Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

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Reposted by Basha باشا

AGSI @gulfstatesinst.bsky.social · 17d

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...

Yemen’s Presidential Leadership Council Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

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Reposted by Basha باشا

AGSI @gulfstatesinst.bsky.social · 20d

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 Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

1 1

Reposted by Basha باشا

AGSI @gulfstatesinst.bsky.social · 20d

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

Yemen’s Presidential Leadership Council Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

1 1

Reposted by Basha باشا

AGSI @gulfstatesinst.bsky.social · 19d

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 - Arab Gulf States Institute

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.

agsi.org

1 1

Reposted by Basha باشا

AGSI @gulfstatesinst.bsky.social · 21d

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

Yemen’s Presidential Leadership Council Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

1 2

Reposted by Basha باشا

AGSI @gulfstatesinst.bsky.social · 21d

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...

Yemen’s Presidential Leadership Council Teeters on Collapse - Arab Gulf States Institute

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.

agsi.org

1 1

Basha باشا @bashareport.bsky.social · 20d

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