The video starts with Emmanuel Macron's announcement to send military equipment and personnel to protect the Yanbu oil terminal in Saudi Arabia. The guest claims this decision is surprising as it was not coordinated with French political forces and follows Donald Trump's refusal to intervene. According to him, Iran is waging a "war of the straits" by using the Houthis to weaken Saudi Arabia and Israel. The host highlights the paradox of the American position, which would prefer to maintain a fragile agreement with the Houthis. The guest argues that Iran has anticipated American strategy and now controls the levers of oil prices through the control of the straits.