I kept a note from March pinned above my desk, the kind you write when a story feels unfinished. It said the Horn of Africa was primed to blow again, not because anyone wanted another war, but because the last one never really closed. Four years after a ceasefire that was sold as an ending, northern Ethiopia is back in open fighting. Airports at Mekelle, Aksum, and Shire have been seized. Strikes have gone into Afar and Amhara. The federal side has answered with drones and artillery. If you follow markets, aid flows, or shipping lanes, this is not a distant headline. It is a stress test for a region that already has too many open wounds.
Perhaps the most unsettling part is how familiar the opening moves feel. Civilians stocking food and cash. Flights grounded. Phones going quiet. That pattern is not theory. It is muscle memory from 2020 to 2022, when the Ethiopia war in Tigray became one of the deadliest conflicts of this century. Estimates clustered around 600,000 dead, with millions displaced and whole districts left in ruins. A peace paper was signed. Services were supposed to return. Fighters were supposed to disarm. Much of that stayed on paper.
Why The Horn Is Sliding Back Toward Open War
The return of fighting did not arrive as a surprise thunderclap. It arrived as a sequence. Lower-level clashes near the Sudanese border in early August. Federal drone strikes after that. A mid-September announcement that the Tigray People’s Liberation Front had lined up with six other armed groups, including elements of the Amhara Fano movement, against the government in Addis Ababa. Days later, airports fell. Coordinated pushes crossed into neighboring regions. The federal military claimed hundreds of attackers killed or captured. Both sides sounded ready for a long round, not a weekend skirmish.
I’ve found that broken ceasefires rarely fail for one reason. They fail because the original bargain left the hardest questions for later, and later never came. Here, later looks like unfinished disarmament, an interim administration that never fully settled, and land still occupied or disputed in the center, north, and northwest of the country. Eritrean forces held slices of Tigray after the last war. That fact alone kept a fuse lit.
What The Last Peace Deal Actually Left Unfinished
The Pretoria agreement, signed in late 2022, called for a halt to hostilities, disarmament of Tigrayan forces, restoration of services, and an interim regional administration. On a briefing slide it looked tidy. On the ground it was partial at best. Weapons did not fully come in. Political authority inside the TPLF fractured, then hardened. A more uncompromising faction reasserted control, restored the pre-war regional government, and began mobilizing and conscripting again.
That is the quiet middle chapter most outside readers skipped. A ceasefire can freeze a front without repairing the politics underneath it. When the hardliners regained the microphone, the agreement started to look less like a settlement and more like a pause. I do not say that to excuse anyone who picks up a rifle. I say it because paper peace without territorial closure is a calendar, not a constitution.
A ceasefire that leaves land, guns, and power unsettled is less an ending than a countdown.
Regional security analysts, summarizing the post-2022 record
Territorial disputes with Amhara neighbors never received a durable answer. Western and southern pockets of Tigray remained emotionally and administratively contested. People who had been displaced did not all go home. Food insecurity stayed chronic. In that setting, a renewed call to arms does not need a grand ideology. It needs a grievance that still has an address.
Airports, Drones, And The First Weeks Of October
Seizing an airport is a message as much as a maneuver. Mekelle, Aksum, and Shire are not random strips of tarmac. They are how a highland region breathes when roads are contested: aid, officials, cash, medicine, the thin civilian link to the rest of the country. Taking them signals that Tigrayan forces want leverage fast, before a blockade logic reasserts itself. The federal response, built around drones, artillery, and claims of heavy attacker losses, signals the opposite bet. Addis Ababa believes air power can punish concentrations before they become a second full campaign.
Neither bet looks clean. The federal army is larger than it was in 2020, and its drone arsenal proved decisive in the later stages of the last war. It is also stretched by insurgencies in Amhara and Oromia. The TPLF has reconstituted fighters, picked up temporary local allies, and shown it can grab infrastructure quickly. In my experience watching these reopenings, the side that seizes the airport rarely keeps the narrative for long. The side with the drones rarely converts strikes into political consent. Both can still bleed a region for months.
- Airports at Mekelle, Aksum, and Shire became the first high-visibility prizes.
- Pushes extended into Afar and Amhara, widening the map beyond Tigray proper.
- Federal drones and artillery answered, with official claims of hundreds killed or captured.
- Flights stopped, telecoms frayed, and households began hoarding food and cash.
Short version: the opening week looked like a jailbreak from the ceasefire, not a local riot. Longer version: every one of those moves recreates the conditions that made the last blockade so lethal. When phones die and planes stop, rumor fills the gap. Rumor is a terrible logistics officer.
A Marriage Of Convenience That Should Not Work
The alliance announced in September is the detail that keeps sticking. Tigrayan commanders and elements of Amhara Fano have a bruised history and an unresolved land argument. They fought on opposite sides of the last war in all the ways that matter to people who lost relatives. Now parts of both camps are described as cooperating against the federal government. Temporary marriages of convenience are an old habit in the Horn. They are also brittle. Shared enemies do not erase shared borders.
Why would it happen anyway? Because Abiy Ahmed’s government is the common pressure point. Federal forces, Amhara militias, and Eritrean troops fought the TPLF together last time. That coalition has cracked. Amhara regions have their own insurgency. Tigray’s hardliners want the pre-war political map back, or at least a veto over it. If you strip away the slogans, the alliance is a wager that Addis Ababa can be weakened faster than the allies can betray each other. History in this neighborhood is not kind to that wager. Still, on a battlefield, a week of cooperation can move an airport.
I keep coming back to a simple test. Alliances that cannot survive a map tend to collapse the moment a town changes hands. Western Tigray is exactly that kind of map. Whoever holds it after the shooting pauses will have to explain the hold to people who do not share a flag. That is a political problem no drone solves.
Eritrea, Assab, And The Red Sea Argument
Eritrea’s role is the other hinge. During the last war, despite decades of enmity, Eritrean troops fought alongside the Ethiopian army against the TPLF. Relations between Addis Ababa and Asmara have since soured sharply. Since 2023, Ethiopian officials have spoken often about securing Red Sea access, with particular attention on the Eritrean port of Assab. For President Isaias Afwerki’s government, that language is not abstract strategy. It is a territorial alarm.
Ethiopian officials have accused Eritrea of financial and material support to the TPLF and the wider anti-government alignment. Eritrea denies it. Independent confirmation of direct combat involvement in this new round remains thin. The strategic logic does not require a parade of evidence to be legible. A distracted or weakened Ethiopia lowers the near-term pressure on Eritrean land and ports. That is incentive enough for quiet help, even if uniforms stay off the new front.
Landlocked states obsess over coasts. Coastal states obsess over landlocked neighbors with growing armies. The Red Sea access debate sits in that old tension, now sharpened by a wider contest over ports, insurance rates, and who gets to call a shoreline secure. You do not need to pick a capital’s talking points to see the risk. If Assab becomes a spoken war aim rather than a diplomatic aspiration, Eritrea has every reason to prefer an Ethiopia that is busy at home.
| Actor | Stated or visible stake | Near-term risk |
| Federal government | Hold the state together, retain drone advantage, keep sea access on the agenda | Overstretch across Amhara, Oromia, and Tigray |
| Tigrayan forces | Restore leverage, resist disarmament on unfavorable terms | Blockade, reprisals, fragile new alliances |
| Amhara armed elements | Local control and disputed land, now partly aligned against Addis Ababa | Alliance collapse once territory is reapportioned |
| Eritrea | Protect ports and borders from Ethiopian pressure | Accused support role drawing it back into war |
| Sudan war parties | Rear bases, rivals, and Red Sea geography | Two wars merging along the western edge |
Tables flatten people. They still help when the cast gets crowded. The point is not that every box is equally guilty. The point is that incentives now point in more than one direction at once, which is how local fights become regional ones.
Sudan And The Chance Of Two Wars Becoming One
Sudan’s civil war already sits on Ethiopia’s western shoulder. The fight between the Sudanese Armed Forces and the Rapid Support Forces has pulled in outside patrons whose interests cluster around the Red Sea, ports, and the geography of the Horn. Ethiopia has been accused of letting RSF elements train or stage from its territory. The Sudanese army side has been accused of hosting or assisting Tigrayan fighters. Neither claim has produced a confirmed large-scale intervention in the present fighting. The proxy wiring is already there.
A major escalation in western Tigray could stitch the two wars together. That is the scenario that should worry anyone who still talks about “contained” conflicts in this belt of Africa. Contained is a word staff officers use before a border town starts supplying both sides. Once supply lines cross, the distinction between an Ethiopian front and a Sudanese front becomes a cartographer’s vanity.
Outside capitals already circle Sudan for reasons that have little to do with Sudanese civilians: Gulf rivalries, Egyptian security worries, Israeli calculations, Emirati port and gold interests, and a general fear that the Red Sea’s western shore could tilt. Ethiopia does not need to become a second arena for that contest. It is dangerously close to volunteering.
How Outside Powers Usually Make This Worse
So far, outside governments have mostly called for calm. That is the right public line. The danger is the next instinct, already visible in some policy circles, to treat northern Ethiopia as a tile in a larger game: Red Sea security, countering Iranian reach, balancing Gulf actors, worrying about the Houthis on the far shore. Those files are real. They are also a terrible reason to pick a client in a war whose local map most foreign ministries only half understand.
American policy across parts of Africa has a repeating habit. Arms, training, intelligence partnerships, and a favored local partner turn a provincial fight into a regional fire. Somalia is the long exhibit. More than two decades of airstrikes and special operations have not defeated al-Shabaab. They have, by many accounts from people who have watched the file up close, helped shape the conditions in which the group grew, while consuming money and attention that never produced a clear benefit for ordinary Americans. The institutional habits behind that campaign, inertia and a refusal to admit a dead end, are exactly what raise the odds that Washington eventually feels it must “do something” here.
I’ve found the pattern grimly consistent. Policymakers enter with incomplete information, overrate their ability to steer outcomes, then discover that preferred clients commit the abuses they once condemned. Sudan’s civil war already illustrates the trap. Ethiopia does not need a second demonstration. Staying out, and leaning on partners to stay out, is not passivity. It is the rare option that does not add a foreign flag to a local grave.
Choosing a side in a war you do not understand is not strategy. It is a way of renting someone else’s atrocity.
What The Federal Side Holds, And What It Does Not
From a narrow military view, Addis Ababa enters this round stronger than in 2020. The drone inventory is real. The army is larger. Commanders have already fought this enemy and know the roads. That advantage is easy to overread. Strength on a spreadsheet is not strength on three fronts. Amhara and Oromia insurgencies do not pause because Tigray flares. Every battalion sent north is a battalion not holding a road in the west or the center.
The Tigrayan side’s advantage is different. Local knowledge, a population that remembers the last blockade, and a political story about unfinished Pretoria terms. Seizing airports early shows organization, not necessarily endurance. Endurance is what killed so many people last time. Sieges, denied aid, and revenge cycles do not require sophisticated weapons. They require time and a willingness to let civilians pay the bill.
Neither camp looks confident of a quick knockout. That may be the bleakest sentence in the file. Wars that both sides expect to win fast sometimes end fast. Wars that both sides enter knowing they might last tend to last. The human arithmetic does not care which press release sounds firmer.
Rough balance, early October: Federal edge: drones, army size, state logistics Tigrayan edge: tempo, local allies, seized airfields Shared weakness: no clean political off-ramp Shared risk: blockade logic and revenge killing
The Humanitarian Bill Nobody Has Paid Down
Tigray has not recovered. Hundreds of thousands remain displaced. Food insecurity is chronic, not seasonal in the gentle sense of that word. Another blockade, another run of strikes on civilian infrastructure, another cycle of revenge killings would deepen a catastrophe the international system is already failing to carry. I do not pretend aid agencies are magic. I do notice that the last time services were cut, the dying did not wait for a diplomatic calendar.
History in the Horn offers little evidence that military “solutions” produce lasting political settlements. They produce exhaustion, new grievances, and the seedbed for the next round. That is not a slogan. It is the sequence from the 1990s border war, through the long cold peace, into 2020, and now into this October. Each round recruits the children of the previous one.
Civilians stocking grain are not making a political statement. They are doing arithmetic. How many weeks until the road closes. How much cash if the bank network drops. Whether a cousin in Afar can still receive a transfer. Those are the questions that decide whether a war is “manageable” for people who do not get to write the communiques.
- Displacement from the last war was never fully reversed.
- Food stocks and clinic supply were already thin before airports changed hands.
- Telecom cuts isolate families and complicate any independent count of casualties.
- A new blockade would hit a population that has not rebuilt its reserves.
- Revenge violence, once started, rarely stays inside the unit that started it.
Diplomatic Paths That Still Exist, Barely
Pathways are not fiction. They require genuine inclusion of Eritrea, credible confidence-building, and a willingness on all sides to implement the core of Pretoria instead of treating it as a truce to discard when convenient. That means settling the federal bargain with the actors who can actually spoil it, and putting the Tigray-Amhara land dispute on a track that is more than a press conference. Whether that political will shows up is doubtful. What is not doubtful is the cost of skipping it.
Confidence-building sounds soft until you list the hardware. Verified pullbacks from disputed districts. A disarmament schedule that is not a euphemism for surrender. Third-party monitoring that both Asmara and Addis Ababa can tolerate, which is a high bar. Restoration of telecoms and flights as a condition, not a reward. None of that is glamorous. All of it is cheaper than another year of drones over highland towns.
Could outside mediators help without picking a champion? Maybe, if they stick to corridors, food, and ceasefire mechanics, and refuse the temptation to fold the file into a Red Sea strategy memo. The moment a mediation becomes a proxy audition, local commanders price it accordingly. They have seen that movie.
Why Markets And Shippers Should Care Anyway
This is not a stock tip. It is a risk map. Ethiopia is a large economy by regional standards, a coffee and gold exporter, a borrower, and a neighbor to a sea lane that already prices in Houthi risk, Sudanese fragmentation, and insurance fatigue. A renewed northern war does not have to sink a tanker to move numbers. It can move them through aid appeals, remittance freezes, currency pressure, and the simple fact that investors hate unresolved borders next to ports.
Red Sea security talk in Addis Ababa is itself a market-relevant signal. Port ambition changes diplomacy with Eritrea, Djibouti, and Somaliland-related schemes that have already rattled the neighborhood. Even when those schemes stall, they reset threat perceptions. Shipping desks do not need a new naval doctrine to notice when two governments that recently shared a trench are now trading accusations about guns and harbors.
For readers who track frontier risk rather than headlines, the practical watchlist is dull and useful. Flight suspensions as a proxy for control of Mekelle. Reported drone tempo. Any confirmed cross-border movement from Sudan. Official language on Assab that shifts from “access” to something closer to a claim. Humanitarian corridor announcements that either happen or quietly die. Those five items will tell you more than a weekend of commentary.
Risk checklist: airports + drone tempo + Sudan border + Assab rhetoric + aid corridors
What A Wider Conflagration Would Actually Look Like
People say “regional war” as if it arrives with a title card. It usually arrives as a series of deniable helps. A training camp that is not officially a camp. A fuel convoy that changes flags at a river. A drone that everyone can see and nobody will claim. Eritrean material support, if it is happening, would fit that pattern. Sudanese sanctuary for fighters would fit it too. Gulf money, already deep in Sudan’s war, does not need a new treaty to leak across a border.
The nightmare version is not a single battle. It is northern Ethiopia as an extra front in the contest over approaches to the Red Sea, while Amhara and Oromia keep burning, while Sudan’s war keeps recruiting patrons. In that version, ceasefire talks become bargaining chips for ports and recognition, and civilians become the collateral line item. I have little patience for the idea that this is inevitable. It is a choice stacked on earlier choices. It can still be refused.
Refusing it requires something unfashionable: accepting that not every strategic anxiety deserves a local client. Iranian influence, Houthi reach, Emirati port deals, Egyptian Nile politics, all of that can be argued in other rooms. Folding Tigray into those arguments is how a highland war acquires foreign stakeholders who will not live with the result.
Reading The Accusations Without Swallowing Them
A careful reader should separate what has been shown from what has been alleged. Seizures of airports, cross-regional attacks, federal drone strikes, and the public alliance announcement are visible enough to treat as events. Claims that Eritrea is funding the anti-government camp, or that Ethiopia hosts one Sudanese faction while Sudan hosts Tigrayan fighters, are charges. Charges matter because they reveal intent and fear. They are not the same as courtroom proof.
That distinction is not pedantry. It is how you avoid laundering a belligerent’s press line into fact. Both sides in the last war were accused of mass atrocities, famine tactics, and ethnic cleansing. Independent reporting and human rights documentation made many of those accusations more than rumor. This new round is young. Casualty claims of “hundreds” should be handled as claims until names, places, and methods can be checked. Telecom blackouts make that checking harder, which is partly why blackouts happen.
Perhaps the most useful habit is to ask who benefits from a story being believed this week. A federal government benefits if Eritrea looks like the hidden hand. A Tigrayan command benefits if the war looks like self-defense against encirclement. Asmara benefits if Ethiopian sea rhetoric looks like a prelude to annexation. All three stories can contain pieces of truth and still be arranged for effect.
The Political Fracture Inside Tigray
Outside coverage often treats the TPLF as a single switch. It is not. Internal power struggles after Pretoria produced a harder faction that reinstated the pre-war regional government and returned to mobilization. That matters because peace implementation depends on which Tigrayan office actually answers the phone. A leadership that rebuilt itself on the claim that Pretoria was betrayed has little incentive to advertise compromise.
Conscription is the tell. You do not conscript for a negotiation you expect to honor next month. You conscript when you expect the other side to treat disarmament as surrender, or when your own rivals will call you weak if you stand down. Internal politics can drive external war as surely as a border raid. Anyone who has watched party factions in a besieged region knows the speech: we were cheated, the interim deal was a trap, only the old flag can bargain. Sometimes that speech is partly right. It is still a road back to the trenches.
Federal politics have their own fracture lines. A prime minister who came to office with a peace prize now governs through a security apparatus fighting on multiple internal fronts, while talking about the sea. That combination produces a credibility problem abroad and a coercion problem at home. Partners who want a stable Ethiopia for trade or migration reasons are stuck praising stability that the map no longer supports.
Amhara And Oromia Do Not Pause For Tigray
One reason this round is more dangerous than a simple replay is the rest of the board. Amhara militias that fought the TPLF are now, in part, at war with the federal center, and some of them are reportedly willing to share a trench with former enemies. Oromia has its own long insurgency. A state fighting three internal fires does not get to concentrate. It gets to rotate shortages.
That rotation is where civilians in “quiet” zones get hurt too. Checkpoints multiply. Grain moves slower. Young men disappear into recruitment or detention. The headline stays on Mekelle because airports photograph well. The attrition may sit on a road in Wollo or a town in Oromia that never trends. If you only track the northern airports, you will miss the load-bearing strain.
Is there a scenario where the new Tigray-Amhara cooperation holds long enough to threaten the capital’s freedom of action? Possible, for a season. Is there a scenario where it snaps the moment a disputed district is on the table? Also possible, and in my view more likely. Either way, the federal army cannot assume a single front. That is the operational fact underneath the political drama.
What Staying Out Would Actually Require
Staying out is harder than issuing a statement. It means not routing new weapons through a favorite, not treating drone sales as influence, not briefing the war as a chapter in a contest with Tehran or a Gulf capital. It means telling partners, quietly and repeatedly, that northern Ethiopia is not a secondary front in someone else’s competition. The people of Tigray, Amhara, Afar, and Eritrea do not need another proxy layer. They need the shooting to stop.
There is a counterargument, and it deserves a straight reply. If you ignore the Horn, others will not. Ports will still be financed. Training camps will still exist. A vacuum is not a moral achievement. True enough. The reply is that selective engagement on humanitarian access and ceasefire mechanics is not the same as choosing a champion. The record of champion-choosing in this region is poor. Somalia’s long war is the receipt. Sudan’s current war is the second copy.
Washington’s most constructive contribution, if it wants one, is restraint plus pressure on partners to practice the same restraint. That will not trend. It will not satisfy officials who measure relevance by sorties. It is still the option least likely to add bodies to a toll that is already obscene.
A Practical Timeline For The Next Ninety Days
Forecasts in the first month of a relapse are mostly vanity. Still, the branch points are visible enough to name. If federal drones blunt the airport seizures and Tigrayan pushes stall, the war may sink into a grinding insurgency with periodic urban raids. If the anti-government alignment holds and western Tigray heats up, Sudan’s war has a door. If Eritrean forces cross in strength, the 2020 coalition reappears in reverse, and Pretoria is formally dead rather than merely ignored.
A fourth branch exists and is the one diplomats should chase. A rapid external push for corridors, a freeze on further airport attacks, and a talks format that includes Asmara without pretending the sea issue can be solved in the same room as disarmament. Separating those files is unsatisfying. Bundling them is how talks collapse in week two.
I would watch language as closely as maps. When officials stop saying “restoration of order” and start saying “existential,” the political off-ramp narrows. When commanders stop publishing casualty claims and start publishing mobilization decrees, the ninety-day window is probably already shut. Words are not the war. They are often the last cheap signal before the expensive one.
Memory Of The Last War Is A Weapon Too
Every side in this relapse is speaking to people who buried relatives between 2020 and 2022. That memory mobilizes. It also distorts. A community that survived a blockade will hear any federal advance as the prelude to another one, even if the operational goal is narrower. A federal constituency that remembers TPLF dominance in the old ruling coalition will hear any Tigrayan mobilization as a bid to restore that dominance, even if the immediate goal is an airport and a bargaining chip.
Memory is not fake. It is just a poor ceasefire draft. The atrocities documented in the last round, the famine conditions, the ethnic targeting, sit in the background of every new communique. Ignoring them would be dishonest. Using them as a blank check for the next round would be worse. The adult task, which almost nobody in a war economy wants, is to hold both facts: the last peace was incomplete, and a new war will not complete it.
If you are reading this from a trading desk or a policy shop, the emotional register can feel beside the point. It is not. Recruitment, revenge, and the refusal to disarm all run on that register. Models that treat the Horn as a port-and-drone chessboard miss the fuel. The fuel is local, specific, and still hot.
What Would Count As De-Escalation Worth The Name
Not a photo of officials. A corridor that stays open for two weeks. Phones that stay on. A published list of detained fighters with access for monitors. A halt in cross-border recruitment claims that can be checked, not just denied. Flights into Mekelle that are civilian and boring. Those are dull metrics. Dull is what recovery looks like.
Anything short of that is a pause for reloading. The last pause taught that lesson at a hideous price. Implementing Pretoria’s core, rather than citing it, would mean disarmament tied to real territorial adjudication, not disarmament as a prelude to political erasure. It would mean Amhara and Tigray stakeholders in the same process, not sequential victories. It would mean Eritrea inside the security conversation so that Assab anxiety is argued in daylight instead of through deniable shipments.
Will that package appear this season? I doubt it. Doubt is not the same as inevitability. The alternative is another long count of the dead, another generation that learns logistics from a siege, and another round of foreign ministries explaining why their limited involvement somehow expanded. The Horn has heard that explanation before.
A Note On Numbers And The Limits Of Certainty
The death toll attached to the last war, in the area of 600,000, is an estimate range used by researchers and reporters, not a registry. Displacement in the millions is similarly an order of magnitude, not a census. I use those figures because pretending the last war was a skirmish is a form of erasure, and because the new fighting starts from that base of loss. Fresh casualty claims from this October should not be folded into the old total as if they were audited.
Uncertainty cuts both ways. Absence of confirmed Eritrean units on the new front is not proof of absence of support. Absence of a large Sudanese intervention is not proof the border is quiet. Readers should prefer sources that show their work, name places, and revisit claims when telecoms return. Early war reporting is a draft. Treat it like one.
That caution is compatible with a clear judgment. The ceasefire has failed in practice. Fighting is back. The regional risk is higher than at any point since 2022. You can hold that judgment without inventing troop counts.
The Abyss Line Is Not Rhetoric
Calling the Horn closer to an abyss is easy language. The substance underneath it is specific. Unresolved occupation and land disputes. Incomplete disarmament. A reconstituted Tigrayan force with new, awkward allies. An Eritrea alarmed by sea-access rhetoric. A Sudan war already internationalized on the other side of the fence. A federal state stronger in drones and weaker in political consent. Outside powers with a record of climbing into wars they cannot steer.
Stack those and the abyss stops being a metaphor. It becomes a plausible merger of fronts, a second humanitarian collapse in Tigray before the first has been repaired, and a Red Sea argument conducted with artillery instead of envoys. None of that is destiny. All of it is available if the people with guns and the people with checkbooks keep the current incentives.
The constructive ask is modest and, for that reason, often ignored. Stop the fighting. Reopen the practical terms of the last agreement. Keep foreign patrons from renting a side. Leave Assab to diplomacy that does not arrive on a flatbed. The populations who stockpiled grain this week have already done their part of the suffering. They should not have to do it again so that a port, a party, or a distant capital can feel strategically whole.
If the March warning was early, October has caught up to it. The question now is not whether the Horn can explode. Pieces of it already have. The question is whether anyone with leverage prefers a boring corridor to a dramatic front. I know which one the people on the road are hoping for. I am less sure about the capitals.