El Obeid Is the Next El Fasher
Show notes
What the episode covers
Half the soda on American shelves depends on gum arabic moving through RSF-controlled territory in Kordofan, a supply chain most listeners have never heard of — and it runs straight through El Obeid, a city that's been without power since a June 19 drone strike destroyed its main transformer.
Miles and Grant trace the blackout and the $15-a-litre gasoline crisis choking North Kordofan, then map why El Obeid, not Darfur's front lines, may decide how this war ends. They weigh toothless UN and G7 statements against the documented pattern that preceded El Fasher's fall, and work through displacement math putting half a million people at risk with humanitarian funding at roughly a third of what's needed. The gum arabic trade — from acacia farms through looted warehouses to untraceable Western supply chains — closes out the hour.
Next week: control of the Al Sadarat highway, an under-covered UN rights inquiry, and the arms pipeline nobody's naming.
Timeline
In this episode
8 moments worth skipping to. The timecodes match the player above.
- 0:15Introduction
- 1:28The City Went Dark on June 19
- 3:27Why Kordofan Beats Darfur on the Map
- 5:14The Playbook They Already Ran
- 7:07Where 500,000 People Are Supposed to Go
- 8:52The Gum Arabic in Your Soda Can
- 11:00What to Watch in Kordofan
- 12:19Outro
Quick answers
Straight from the episode
The questions this one settles, without the listen.
- Why did El Obeid lose power and what triggered the blackout?
- A June 19 drone strike hit El Obeid's main power transformer, knocking out the city's electricity. This came amid over 141 recorded drone strikes on North Kordofan, which MSF says have driven gasoline prices to $15 a litre and cut off fuel, water and medical care ahead of a feared RSF ground offensive.
- Why is El Obeid considered more strategically important than Darfur's front lines?
- Miles argues El Obeid's geography makes it the real hinge of Sudan's war due to road junctions and SAF/RSF troop movements around it. Grant counters that RSF interest is driven more by revenue than territorial or ideological goals, while Miles raises the unstated fear that the fight is really about a partition scenario for Sudan.
- How does the international response to El Obeid compare to what happened before El Fasher fell?
- Grant and Miles argue the UN and G7 statements on El Obeid mirror the toothless statements issued before El Fasher's fall. Miles cites UNICEF's verified grave violations in El Fasher as a warning sign, and quotes CFR's assessment that the world is set up to repeat the same mistake in El Obeid.
- How many people are at risk of displacement around El Obeid, and is the humanitarian response adequately funded?
- Roughly half a million people could be at risk of displacement, with an evacuation route through Kosti that could be cut off. Grant notes the humanitarian response is funded at only about a third of what's needed, while Miles cites Yale's satellite tracking showing new tents appearing in El Obeid's camp.
- What role does gum arabic play in Sudan's war economy?
- Gum arabic, sourced from Kordofan's acacia trees, moves through RSF-looted warehouses—including the Gum Arabic Exchange and En Nuhud—into untraceable Western supply chains. Grant cites OHCHR framing it as a case study in Sudan's self-sustaining war economy, while farmers are caught between armed factions and a collapsed export market.
- What developments should observers watch next in the Kordofan conflict?
- Grant and Miles highlight three threads: control of the Al Sadarat highway as the key indicator, an under-covered UN rights inquiry, and Sudan's Chad aid corridor (linked to an earlier episode on Chad). They close by pointing to the unnamed arms and money pipeline funding both armies, which the G7's statement fails to address.
Transcript
The full conversation
Every word of the episode, 1,958 of them, in the order they were said.
Read the transcriptHide the transcript
GrantAID'S BEEN DARK SINCE JUNE NINETEENTH ONE DRONE STRIKE, ONE TRANSFORMER, THE WHOLE CITY'S POWER GRID GONE.
MilesAnd gasoline's running fifteen dollars a litre because of it!
GrantRight.
MilesMSF's been tracking that fuel and water crisis for weeks.
GrantThe IRC puts it at half a million people trapped in North Kordofan with an RSF ground assault expected any day.
MilesWelcome to Inside Out. I'm Miles.
GrantI'm Grant, and today we're tracing the siege that might decide how this war ends.
MilesWe'll get into why El Obeid not Darfur's front lines could be the hinge point of the whole conflict.
GrantWe're also weighing the UN and G7 statements against what happened right before Al Fasher fell-same script, different city.
MilesAnd there's a supply chain running straight through the middle of it-gum arabic, half the soda on American shelves. Revolves runs on it, moving through RSF-held territory.
GrantThat one surprised me, too. We'll get into the farmers caught in the middle of it.
MilesFor now, let's start where this whole thing started: Grant, walk me through what actually happened on the nineteenth.
GrantJune nineteenth, one strike on a transformer, and El Obeid, the whole city goes dark.
MilesAnd gasoline jumps to fifteen dollars a litre. Doctors Without Borders says that's the going rate now, higher on the black market.
GrantSudan Tribune reported the strike hit the city's main power transformer directly.
Speaker 3Hm!
GrantNo backup grid.
MilesThe Sudan Doctors' Network says it didn't stop at power; fuel infrastructure, water stations, even a dialysis center all shut down.
GrantThat's not stray damage, that's a city losing the machines that keep sick people alive overnight.
MilesObeids the capital of North Kordofan State, the size of a mid sized American city, and it just lost the ability to function.
GrantMSF's numbers stopped me cold: almost no working fuel stations left anywhere in the city.
MilesTheir reporting has residents queuing for hours at seasonal dams and a handful of urban boreholes, hours for water under siege.
GrantAnd INSO's data, cited by MSF: Puts North Kordofan ahead of every other Sudanese state for drone strikes, at least one hundred forty one recorded.
MilesACLED logged the spike starting mid June, five straight days of strikes on fuel stations alone.
GrantThat's not terror for terror's sake; that's someone systematically dismantling the things that let a city function.
MilesThe IRC's warning this week says exactly that; the strikes are clearing the way for a ground offensive and they're calling it a 'coming catastrophe.'
GrantSo here's the question nobody's really answered: Why flatten the power grid of a city if you actually want to hold it?
MilesTotally-unless you don't need it standing, unless the target was never the grid, it was the people underneath it.
GrantA junction city on the road to Darfur, worth losing the lights over. What's actually at stake on that map? So the blackout's one story, the map's another.
Speaker 4Zoom out, and Al Obeid sits roughly five hundred fifty kilometres south-west of Khartoum; it's got North Kordofan's only airport, and it's the road junction to Darfur.
GrantSo whoever holds it controls the pipe between the capital and the west.
Speaker 4African Security Analysis laid out the sequence: SAF broke the siege ring around the capital, then pushed
Speaker 5on.
Speaker 4But then pushed troops west towards El Obeid as a forward base.
GrantAnd the RSF answered "How?
Speaker 4By taking Nuhud over in West Kordofan, that drives a wedge between the army and that base.
GrantSo El Obeid's flanked-not surrounded yet, but flanked.
MilesMm-hmm.
Speaker 4Al Jazeera's coverage since July has treated El Obeid as the next flashpoint for exactly that reason.
GrantI'd stop you there, though. Is this about the airport? Is it a port and the road, or about who taxes what moves through it? The RSF runs on checkpoints and gold.
Speaker 4Analysts quoted in regional reporting argue there's a bigger prize than money: taking Al Obeid lets the RSF physically link Darfur to central Sudan.
GrantRebuild the political project they lost when they got pushed out of Khartoum.
Speaker 4That's the partition scenario nobody in Washington wants to say out loud.
GrantI'll grant the strategy; I still think revenue explains the timing better than ideology. Armies don't drone fuel depots for symbolism.
Speaker 4Maybe it's not one or the other—control the junction, you control the money and the map!
GrantFine; then watch which one they secure first once they're inside the city.
Speaker 4And if El Obeid tips, we've watched this exact playbook run before, in a city with a different name. Oh!
GrantSo, after everything we just laid out, the UN's response is another statement.
MilesTwo of them this year, actually-one on Kordofan back in February, one now naming Obeid directly. Al Jazeera covered both.
GrantAnd what changed on the ground after either? Nothing.
MilesWe've watched this exact sequence before: El Fasher fell in October after an eighteen month siege, and Amnesty International called the killings there "ethnic
Speaker 5cleansing.
Speaker 4Ethnic Cleansing
GrantA UN fact finding mission went further in February said the assault had the hallmarks of genocide.
Speaker 4UNICEF told the Security Council more than fifteen hundred grave violations against children were verified in El Fasher alone.
GrantVerified. After the fact. Verification isn't prevention.
Speaker 4Now UNICEF's naming a number before it happens: five hundred thousand civilians at risk around El Fasher. MOUNT EL OBEID.
GrantFive hundred thousand people! And the answer is a press release.
Speaker 4The G7 foreign ministers put out their own joint statement on El Obeid, July sixteenth.
GrantNo sanctions attached to it; no arms embargo enforcement; nothing with teeth.
Speaker 4A record builds a record—at least, that record's mattered in accountability cases before.
GrantA record doesn't get fuel into a hospital this week.
Speaker 4The Council on Foreign Relations said it plainly this month: eight months after Al Bashir's predictable massacres, the world's set up to repeat the mistake in Al Obeid.
GrantSet up to repeat it—same script, same silence.
Speaker 4The RSF's watched the same reel; nobody stopped them last time.
GrantSo why would they expect a different response now?
Speaker 4They wouldn't, and that gap between condemnation and consequence is about to land on
Milesand on a whole state that isn't ready for it.
Grantfor it!
MilesWhite Nile.
Grant. . .
MilesBuilding on that, let's run the numbers on where this goes next.
GrantThe RSF's warning isn't just about Obeid falling, it's about White Nile State catching the wave if Kosti's road gets cut.
MilesRight—that's the evacuation route out. Cut it, and the city doesn't drain—it traps.
GrantSave the Children says they counted over eleven thousand people fleeing the area in two weeks; more than five thousand were children.
MilesAnd they're putting El Obeid's current displaced population at around a hundred thousand before any ground assault even starts.
GrantSo White Nile's supposed to catch overflow from a city that's already full.
MilesHere's the arithmetic that bothers me: Call it half a million people in that corridor; the UN's twenty twenty-six appeal for Sudan's displaced is funded at roughly thirty per cent.
GrantThirty per cent for the response—the war itself is fully funded one way or another.
MilesDrones and diesel show up on schedule; tents don't.
GrantYale's Humanitarian Research Lab tracked satellite images showing seven hundred new tents in Al Baid's main camp in one month.
MilesSeven hundred tents for a hundred thousand people on a third of the funding needed.
GrantAnd what if costly crises, White Nile inherits a crisis it never budgeted for?
MilesOne road decides whether this stays contained or doubles.
GrantThere is a piece of this running through supply chains most people don't expect-gum arabic.
MilesThe stabilizer in half the soda in candy on American shelves.
GrantSudan supplied most of the world's crude gum arabic before this war, worth asking who controls it now.
MilesFollow the sap west and it ends up in a can of Coke in Ohio.
GrantGum Arabic, the stabilizer in half the drinks on a shelf.
MilesSudan supplied seventy to eighty per cent. of the world's crude gum arabic before this war; OHCHR's July report put the trade at up to a hundred eighty three million dollars a year.
GrantAnd they're not calling it a footnote.
MilesThey're calling the whole war economy self perpetuating. waiting, and Gum Arabic is their case study.
GrantSo who's actually sitting on the crop right now?
MilesRSF fighters looted the Gum Arabic exchange and the warehouses in In Nuhud in May of 2025, stocks that were packed and ready for export.
GrantReady to ship and they just took it.
MilesMiddle East Eye reported they redirected it west, toward Darfur, toward Chad. Same crop, new route.
GrantWhat's that done to the market and gum beat itself?
MilesRadio Dabanga says its nearest standstill exports fell to about forty eight thousand tons in the twenty twenty three twenty four season.
GrantRoughly what, compared to the four?
MilesAbout forty percent of pre war volume. The big year ahead contracts, buyers can't fill them any more.
GrantI keep thinking about the farmer topping that tree. He's not RSF, he's not SAF. He's just trying to get sap to a market that might not exist by harvest.
MilesAnd if it does exist, he's selling into a chain nobody can trace past the first hand it touches.
GrantThat's the part that gets me. A food company in Europe buys through three or four traders and has no idea whose warehouse the batch started in.
MilesBloomberg quoted traders and consultants saying exactly- Exactly that-the chain's untraceable at this point. A soda company in Ohio can't tell you if its stabilizer passed through a looted warehouse. Somewhere there's a compliance officer who's never heard of Nuhud. Probably. And that gap between a soda can and a siege isn't shrinking anytime soon.
GrantBecause the road that moves that gum arabic is the same road everyone's actually fighting over.
MilesZooming out to logistics, the road is the whole story now.
GrantAl Jazeera reported late July that Sudan's army claims control of Al Sadarat highway to Al Obeid.
MilesIf that holds, fuel and troops move freely; if the RSF cuts it again, the siege tightens by the week.
GrantThat's the one number worth tracking, whether that road stays open.
MilesTwo things outlets barely touched: Al Jazeera reported that the UN opened an urgent inquiry into the abuses around Al Obeid.
GrantAnd Sudan extended its aid corridor through Chad, same crossing we covered on our Chad episode months back.
MilesSame border, same trucks, same question: Does ADE actually clear customs or sit in a warehouse?
GrantThe G7's joint statement on El Obeid doesn't name a single funder: no UAE, no one moving weapons.
MilesThat's deliberate: everyone condemns, nobody sanctions the money.
GrantSo watch the capitals issuing concern while their trade routes keep both armies armed.
MilesThe thing that actually changes this is someone cutting the arms pipeline feeding whoever controls that highway.
GrantUntil that happens, El Obeid runs on the same road, the same trucks, and the same silence.
MilesSo the through line out of El Obeid this week is control of the Khartoum to El Obeid highway.
GrantAl Jazeera confirmed the armies claiming it back. That road decides who feeds the city.
MilesWhoever holds it controls the next chapter of the siege.
GrantSecond threat, the Human Rights Council just opened an inquiry into Kordofan. Western outlets barely touched it.
MilesThat's the paper trail El Fasher never got in time.
GrantAnd Chad's aid corridor just got extended again-same border we flagged in our Chad episode.
MilesThat border's doing more work right now than Geneva is.
GrantMeanwhile the arms keep flowing on both sides. Nobody's named that pipeline yet.
MilesIf you learned something new today, send it to someone still checking one time zone's headlines.
GrantSubscribe wherever you listen, and we'll see you next week.
MilesThanks for listening to Outside In.
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Sources
Where this came from
36 reports behind the episode. Every one of them opens where it was published.
- Sudan: An imminent RSF offensive is pushing North Kordofan toward humanitarian catastrophe, warns IRC | The IRCrescue.org
- People in El Obeid, Sudan have limited services as drone attacks intensify | MSFmsf.org
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- Inside the UAE-backed RSF siege of Sudan's el-Obeid | Middle East Eyemiddleeasteye.net
- Sudan paramilitary drone strikes persist in El Obeid, knocking out power and hospitalssudantribune.com
- Sudan war paralyses gum arabic market in El Obeid as production falls and exports stall - Dabanga Radio TV Onlinedabangasudan.org
- Sudan: “War economy” sustains conflict, UN report warns | OHCHRohchr.org
- Sudan: Kordofan at a Crossroads The Fate of El Obeid Uncertain | African Security Analysisafricansecurityanalysis.com
- Sudan’s El Obeid at Risk of Becoming Another El Fasher, Security Council Speakers Warn, as Drone Use, Aid Constraints Intensify Risk of Mass Civilian Harm | UN Meetings Coverage and Press Releasespress.un.org
- Sudan: Drone attacks are worsening a water and fuel crisis in El Obeid | Doctors Without Borders - USAdoctorswithoutborders.org
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- Fears of new massacre in Sudan’s el-Obeid: What do we know? | Conflict News | Al Jazeeraaljazeera.com
- Global Gum Arabic Market Size worth USD 385.4 Million in 2018, [+Marketing Strategy] – Market.us - At A CAGR of 5.7%einpresswire.com
- Looted gold and gum arabic are bankrolling Sudan’s war, UN warns | UN Newsnews.un.org
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- Sudan: Drone attacks endanger civilians and shut down critical services in El Obeid | UN Newsnews.un.org
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- world%2Fa genocidal militia in sudan controls a key ingredient in coke and pepsi 3451288deccanherald.com
