Michael Waltz

Team—establishing a principles group for coordination on Houthis, particularly for over the next 72 hours. My deputy Alex Wong is pulling together a tiger team at deputies/agency Chief of Staff level following up from the meeting in the Sit Room this morning for action items and will be sending that out later this evening. Pls provide the best staff POC from your team for us to coordinate with over the next couple days and over the weekend. Thx

MAR

Mike Needham for State

JD Vance

Andy baker for VP

TG

Joe Kent for DNI

Scott B

Dan Katz for Treasury

Pete Hegseth

Dan Caldwell for DoD

Brian

Brian McCormack for NSC

Michael Waltz

Team, you should have a statement of conclusions with taskings per the President's guidance this morning in your high side inboxes. State and DOD, we developed suggested notification lists for regional Allies and partners. Joint Staff is sending this am a more specific sequence of events in the coming days and we will work with DOD to ensure COS, OVP and POTUS are briefed.

JD Vance

Team, I am out for the day doing an economic event in Michigan. But I think we are making a mistake. 3 percent of US trade runs through the Suez. 40 percent of European trade does. There is a real risk that the public doesn’t understand this or why it's necessary. The strongest reason to do this is, as POTUS said, to send a message. But I am not sure the president is aware how inconsistent this is with his message on Europe right now. There’s a further risk that we see a moderate to severe spike in oil prices. I am willing to support the consensus of the team and keep these concerns to myself. But there is a strong argument for delaying this a month, doing the messaging work on why this matters, seeing where the economy is, etc.

Joe Kent

There is nothing time-sensitive driving the timeline. We’ll have the exact same options in a month. The Israelis will likely take strikes and therefore ask us for more support to replenish whatever they use against the Houthis. But that’s a minor factor. I will send you the unclass data we pulled on BAM shipping.

John Ratcliffe

From CIA perspective, we are mobilizing assets to support now but a delay would not negatively impact us and additional time would be used to identify better starting points for coverage on Houthi leadership.

Pete Hegseth

VP: I understand your concerns — and fully support you raising with POTUS. Important considerations, most of which are tough to know how they play out (economy, Ukraine peace, Gaza, etc). I think messaging is going to be tough no matter what — nobody knows who the Houthis are — which is why we would need to stay focused on: 1) Biden failed & 2) Iran funded. Waiting a few weeks or a month does not fundamentally change the calculus. Two immediate risks on waiting: 1) this leaks, and we look indecisive; 2) Israel takes an action first — or Gaza ceasefire falls apart — and we don’t get to start this on our own terms. We can manage both. We are prepared to execute, and if I had final go or no-go vote, I believe we should. This is not about the Houthis. I see it as two things: 1) Restoring Freedom of Navigation, a core national interest; and 2) Reestablish deterrence, which Biden cratered.

Michael Waltz

The trade figures we have are 15% of global and 30% of container. It’s difficult to break that down to US. Much of the container either going through the Red Sea still or around the Cape of Good Hope — our components going to Europe that turn into manufactured goods for transatlantic trade to the United States. Whether we pull the plug or not today, European navies do not have the capability to defend against the types of sophisticated antiship, cruise missiles, and drones the Houthis are now using. So whether it’s now or several weeks from now, it will have to be the United States that reopens these shipping lanes. Per the president’s request we are working with DOD and State to determine how to compile the cost associated and levy them on the Europeans.

Michael Waltz

As we stated in the first PC, we have a fundamental decision of allowing the sea lanes to remain closed or to reopen them now or later — we are the only ones with the capability unfortunately. From a messaging standpoint we absolutely add this to the list of horribles on why the Europeans must invest in their defense.

JD Vance

@Pete Hegseth if you think we should do it let’s go. I just hate bailing Europe out again.

JD Vance

Let’s just make sure our messaging is tight here. And if there are things we can do upfront to minimize risk to Saudi oil facilities we should do it.

Pete Hegseth

VP: I fully share your loathing of European free-loading. It’s PATHETIC. But Mike is correct, we are the only ones on the planet (on our side of the ledger) who can do this. Nobody else even close. Question is timing. I feel like now is as good a time as any, given POTUS directive to reopen shipping lanes. I think we should go; but POTUS still retains 24 hours of decision space.

S M

As I heard it, the president was clear: green light, but we soon make clear to Egypt and Europe what we expect in return. We also need to figure out how to enforce such a requirement. EG, if Europe doesn’t remunerate, then what? If the US successfully restores freedom of navigation at great cost there needs to be some further economic gain extracted in return.

Pete Hegseth

Agree

Pete Hegseth

TEAM UPDATE: TIME NOW (1144et): Weather is FAVORABLE. Just CONFIRMED w/ CENTCOM we are a GO for mission launch. 1215et: F-18s LAUNCH (1st strike package) 1345: “Trigger Based” F-18 1st Strike Window Starts (Target Terrorist is @ his Known Location so SHOULD BE ON TIME) — also, Strike Drones Launch (MQ-9s) 1410: More F-18s LAUNCH (2nd strike package) 1415: Strike Drones on Target (THIS IS WHEN THE FIRST BOMBS WILL DEFINITELY DROP, pending earlier “Trigger Based” targets) 1536: F-18 2nd Strike Starts — also, first sea-based Tomahawks launched. MORE TO FOLLOW (per timeline) We are currently clean on OPSEC. Godspeed to our Warriors.

JD Vance

I will say a prayer for victory

Michael Waltz

VP. Building collapsed. Had multiple positive ID. Pete, Kurilla, the IC, amazing job.

JD Vance

What?

Michael Waltz

Typing too fast. The first target – their top missile guy – we had positive ID of him walking into his girlfriend’s building and it’s now collapsed.

JD Vance

Excellent

Michael Waltz

👊🇺🇸🔥

MAR

Good job Pete and your team!!

Michael Waltz

The team in MAL did a great job as well.

S M

Great work all. Powerful start.

Pete Hegseth

CENTCOM was/is on point. Great job all. More strikes ongoing for hours tonight, and will provide full initial report tomorrow. But on time, on target, and good readouts so far.

Susie Wiles

Kudos to all – most particularly those in theater and CENTCOM! Really great. God bless.