Political analytics and forecasts Partly open
A $2,000 drone versus a $3 million missile: Why the balance of power no longer holds
The Houthi attacks have cost global trade $200 billion; cargo traffic through the strait has fallen by two-thirds; and the U.S. has spent more than a billion on the operation—compared to the enemy’s expenses, which are a fraction of that amount. We’ll examine what happens when the cost of destruction drops to a few thousand dollars, why traditional deterrence tools have ceased to work, and which management scenario remains mathematically consistent.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.