A fortnight of coverage doesn’t usually resolve into a single argument, and this one doesn’t either. What it does have is a repeated shape. In nearly every story worth reading this month, something that had been quietly scheduled or slowly accumulating arrived all at once, and the arrival got reported as a surprise. Start with oil, because that is where the shape is clearest. Saudi Arabia lost both of its export routes within days, after a drone attack put the East-West pipeline out of service and the Houthis closed on Bab el-Mandeb.