Right, so two Saudi oil tankers, carrying 2.7 million barrels of crude and all the optimism of a doomed road trip, were steaming towards China and India until they suddenly pulled a U-turn in the Red Sea as if they’d just remembered they left the iron on. Why? Because the Houthis spoke up and warned that Saudi-linked shipping was now fair game if it tried to head south through the Bab-el-Mandeb Strait, and the people in charge of these floating oil piñatas decided that tempting fate with millions of barrels was a spectacularly bad way to find out if Yemen was bluffing. Well we all know the Houthis don’t bluff don’t we? No missiles, no drama, just a warning, and suddenly it’s full speed north to Suez. Not slowed down. Not hovering nervously. Turned around. One of them was supposedly headed for China, except now China is in the rearview mirror, whi ...