Mocha Hold Consolidates

Government-aligned Yemeni Joint Forces, including units tied to Tareq Saleh's National Resistance Forces, hold Mocha and keep Houthi fighters away from the port perimeter. This is the most likely path because the Saudi-backed counteroffensive appears to have regained a defensible coastal position, while the Houthis may prioritize missile and drone pressure over another immediate ground assault.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.