Their are a quite a few of us who are heavily involved. We all put effort to ensure the prospects are understood into the long term. My search in the twitter feeds has shown where the fighting occurs, who is not fighting and how/when etc does the Southern region (who have never had any war damage) permit oil to flow. It is only with acknowledging the business dealings between Houthi and MB and how Hadi is handled that unfolding events makes some sense.
Given that the MB's Shabwah Governor Ben Odeio has just been outed (I sense the Parliament giving bias to the Southerners as Houthi gaining on Marib), and replaced by one Shabwani from the Congress Party it does look like KSA's coalition - STC's Riyadh Agreement has gained significantly.
I look forward to this Governor being as active as that of Aden's Governor. Bring on the pumps (oil).
PSA Price at posting:
2.1¢ Sentiment: Hold Disclosure: Held