Houthis

Health Minister Qassem Bahaibah says 14 injured, accuses group of targeting residential areas and displacement camps.

At least two civilians have been killed and 14 injured in the latest Houthi attack on the Yemeni government-held city of Marib, according to the internationally recognised government.

Qassem Bahaibah, Yemen’s health minister, denounced the Iran-aligned Houthis as a “terrorist militia” in a post on X on Friday, adding that the toll of casualties was preliminary.

Bahaibah said authorities had instructed all health facilities to raise their levels of alert and preparedness.

Friday’s attacks came the day after the Houthis killed at least 30 government soldiers in Hadramout and Marib provinces.

The government condemned Friday’s attack “in the strongest terms”, in a media statement issued by the Ministry of Public Health and Population.

“The deliberate targeting of safe residential neighbourhoods and camps of displaced people, and the resulting casualties among unarmed civilians, constitutes a flagrant violation of international humanitarian law and of all humanitarian values and covenants,” it said.

“It places the international community and humanitarian and human-rights organisations before their responsibilities, and calls for a serious and urgent stance that protects civilians and puts an end to their continued targeting.”

Marib hosts the largest number of displaced families in Yemen, according to the United Nations refugee agency.

Earlier on Friday, the Yemeni Defence Ministry said its forces had shot down several Houthi drones over Marib.

The Houthis did not immediately comment on the government’s statements.

The attacks came amid intermittent fighting on several front lines across Yemen since early July that has resulted in dozens of casualties on both sides.

The Houthis have also increased attacks on Saudi Arabia in recent weeks, following a sharp rise in tensions triggered by the US-Israeli war on Iran.

The Saudi-led coalition, which supports Yemen’s internationally recognised government, said on Friday that 11 people, including a four-year-old, were injured in a Houthi attack on the city of Najran in southwestern Saudi Arabia on Thursday.

Escalating tensions between the Houthis and Riyadh come as Saudi Arabia, Turkiye and Pakistan signed a joint defence pact on Friday, stating that an attack on any of the three countries would be treated as an attack on all.

The Iran-backed Houthis took control of Yemen’s capital Sanaa in 2014. Since then, they have been fighting the Saudi-backed, internationally recognised government in the port city of Aden.

The Houthi rebels of Yemen have launched one of their biggest attacks on Saudi-aligned forces in that country in years. The strikes are a flare-up in what up until recently has been a largely dormant conflict. They took place in eastern Yemeni provinces of Marib and Hadhramaut, which are areas controlled by local forces opposed to the Houthis. This unfolded as the Iranian-backed rebel group is also expanding its campaign against Saudi shipping in the Red Sea region and its oil production infrastructure.

The Houthis claim they killed and injured hundreds of the Saudi-aligned troops. Yemeni government officials said that at least 30 troops were killed while there has been no official comment from Riyadh. However, the U.S. Embassy in Yemen, the Yemeni Defense Ministry and the Saudi-led forces confirmed the attacks.

“Our armed forces carried out a broad and precise military operation targeting the Saudi enemy’s mobilizations in the areas of Al-Ruwaik, Al-Abr, and Al-Thaniyah, and other camps belonging to what is called the First and Third Emergency Divisions, using a large number of ballistic missiles and drones,” Houthi spokesman Yahya Saree stated on X. In addition to “the deaths and injuries of hundreds of Saudi enemy mercenaries,” Saree claimed the “destruction and burning of a large number of Saudi enemy camps, mobilizations, storage depots, and weapons in the Al-Wadiah area in the east of the country” as well as the “destruction of a large number of vehicles.”

Saree added that the actions were preemptive to prevent an assault on Houthi forces.

In a statement on X, the Yemeni Defense Ministry said the Houthis “carried out a treacherous attack using ballistic missiles and drones, targeting several camps and units of the Armed Forces deployed in the provinces of Marib and Hadramaut… The Ministry of Defense affirmed that the Yemeni Armed Forces will respond to this aggression at the appropriate time and place, and that this treacherous attack will not undermine the resolve of the Armed Forces’ heroes or affect their ability to perform their national duties; rather, it will increase their steadfastness, cohesion, and determination to defend the Republic, restore the state, and end the coup.”

The target of these strikes, the Yemen Emergency Forces (YEF), acknowledged they had been hit. 

“In a new military escalation, the Houthi terrorist militias targeted several military bases and military units, including emergency forces, resulting in material and human losses,” YEF claimed on Facebook. “This targeting comes after the military forces’ success in carrying out their duties under the directives of the Minister of Defense, aiming to secure areas, protect international roads, pursue gangs of kidnappers and smugglers, and apprehend those involved in robbery, kidnapping, and organized crimes.”

The Yemen Emergency Forces “are made up mostly of Salafi-aligned fighters from Yemen’s northern governorates and fall entirely under the Yemeni Forces Authority, itself commanded by the Saudi-led Joint Forces Command,” according to Defenseliney, an independent Yemeni media platform focusing on security issues. “Their roots trace to an earlier nucleus called the ‘Happy Yemen Forces,’ formed with Saudi funding, training, and support since 2019 and deployed along the Saada border strip extending north into Al-Jawf; most of its brigades had earlier operated under separate presidential decrees before being absorbed into the Emergency Forces.”

The U.S. Embassy in Yemen derided the Houthi attack as an act of terrorism.

“The U.S. Embassy to Yemen expresses our deepest condolences to the families of the brave Yemeni soldiers killed today in Hadhramawt and Marib,” the embassy announced on X. “The Iran-backed Houthis’ cowardly attacks represent yet another example of their terrorism against the Yemeni people. We wish the wounded a speedy recovery.”

Several videos emerged online purporting to show the Houthi attacks. They depict plumes of smoke wafting from what appear to be strikes and the sounds of small arms fire and what appears to be a drone strike can be heard, but they offer little real sense of the scope of the incidents or the damage inflicted.

Yemen’s Houthis frame the strikes as a pre-emptive response to a large Saudi military build-up they say was in its final stages, aimed at escalating against them to force them to abandon their push to end the blockade.

Houthi statement warns Saudi Arabia against any “folly,”… https://t.co/WkpUIyGxTQ

— Clash Report (@clashreport) August 6, 2026

Reports are emerging of a significant Houthi assault on the Saudi backed Yemen Emergency Forces encampment near Marib, Yemen with several casualties reported. This video purports to show the aftermath of one of the attacks, though it has not been verified.

Marib is the… pic.twitter.com/6LmQyHkhW2

— OSINTdefender (@sentdefender) August 6, 2026

🔴 Update 3 |

Exclusive sources: The 13 ballistic missiles launched by the Houthi group were fired from three Yemeni governorates: Sana’a, Ma’rib, and Al-Jawf, while the drones were launched from Al-Bayda governorate.

💢 Missile launch sites identified:

▪️ The mountainous… https://t.co/fICrwP6KBV pic.twitter.com/7FDHTMQeXz

— عاصم المجاهد | Asem Al_Mujahed (@Asem22mo) August 6, 2026

There was also video purporting to show Houthi missile launches against the Saudi-backed forces; however TWZ cannot confirm any of claims about these videos.

Today’s engagement marks a major escalation both in Houthi-Saudi hostilities and in the battle for Yemen, one of the world’s poorest countries, but strategically located along the Red Sea and Gulf of Aden.

The civil war in Yemen erupted in 2014 and expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis. For a while, the U.S. was supporting that coalition’s bombing campaign by providing aerial refueling and intelligence. However, then-Defense Secretary James Mattis ended that in 2018 during the first Trump presidency after growing concerns over the large number of civilian casualties being inflicted. The Saudi coalition’s fight against the Houthis also complicated the U.S. counterterrorism campaign against Al-Qaida in the Arabian Peninsula (AQAP).

The fighting between Saudi-led forces and the Houthis largely abated after a tenuous ceasefire was signed in 2022. Tensions, however, reignited in recent weeks after the Houthis joined the U.S.-Iran conflict on the side of their major supporter. The Houthis imposed a blockade on the Bab al-Mandeb Strait, and began striking Saudi ships in the southern part of the Red Sea as well as refineries along the northern portion. As we noted yesterday, the Yemeni rebel group said it was expanding its campaign against Saudi Arabia to strike vessels in the northern part of the Red Sea.

All this is adding to the pressure on oil supplies flowing out of the region, which has created global economic stress.

In response to attacks on its shipping, Saudi Arabia hit Houthi missile-launch platforms, a rocket-launch site, and weapons depots. However, the Saudi reaction was limited in nature. It remains to be seen how the kingdom will respond now given that many of the fighters it supports have been killed.

The uptick in Saudi-Houthi fighting comes as the region is already roiled in conflict, though efforts are underway to achieve a diplomatic solution to the U.S.-Iran war, now paused in an uneasy ceasefire.

As we have reported in the past, the two countries and Oman are working toward a deal that would essentially give Iran control over the Strait of Hormuz. 

Tehran is “insisting the framework represents a new security model for the strategic waterway rather than a full reopening of the strait,” CBS News reported on Thursday, citing Iran’s state news agency IRNA.

The proposed mechanism would regulate the movement of commercial vessels, with ships entering through Iranian waters and exiting through Omani waters.

IRNA said the talks are aimed at defining “a new model that is different from the 60-year-old practice of the past” in which ships passed through the strait at will.

Iran state media Fars: according to the negotiations between Iran and Oman, after an initial period, “passage of vessels through both the northern and southern corridors [of the Strait of Hormuz] will cease, and all traffic will occur through the central corridor. However, the… pic.twitter.com/ezIj2Bf5We

— Steve Lookner (@lookner) August 6, 2026

The flow of traffic through the strategic chokepoint has become the main sticking point between Washington and Tehran as the two sides work toward ending hostilities. U.S. President Donald Trump has insisted that Iran must fully open the vital chokepoint or face new and more intense attacks that would include power plants, other civilian infrastructure and even leadership.

How much increased fighting between the Saudis and Houthis complicates these matters is an open question. As we have frequently noted, the closing of the BAM to Saudi oil traffic and now threats to the transit route north to the canal have already raised the specter of the U.S. having to get as involved as it did during the previous Houthi campaign against shipping that ended last September, which could pull resources away from Iranian-focused operations. It’s possible Egypt would have a major problem with such actions too, as it would impact the canal’s revenue and freedom of movement. 

A major intensification of Saudi-Houthi hostilities represents yet another complication in a region already in turmoil. 

Contact the author: howard@twz.com

The Houthi rebels of Yemen say they are widening the scope of their attacks on Saudi shipping to the northern Red Sea to prevent transits through the Suez Canal. The expansion of Houthi kinetic activities there comes amid mixed messages about efforts to open up the Strait of Hormuz, largely closed by Iran after it was hit by the U.S. and Israel on Feb. 28.

The Iranian-backed Houthis already struck Saudi ships in the southern part of that body of water and refineries along the northern portion after imposing a blockade on the Bab al-Mandeb Strait, leading several oil tankers in the Red Sea to avoid that route in favor of the Suez Canal. The expansion of the Houthi campaign against Saudi shipping began with an attack off the port of Yanbu on the NCC Wafa, a Saudi oil tanker, the rebel group claimed today.

“By God’s grace, the Yemeni Armed Forces succeeded in striking the Saudi oil vessel Wafa in the northern Red Sea off the area of Yanbu, using a number of ballistic missiles — and the hit was precise, by God’s grace,” Houthi spokesman Yahya Saree claimed on X. “In tightening the naval blockade on the Saudi enemy at Bab al-Mandeb in the southern Red Sea, the Saudi enemy has moved to reroute its oil vessels toward the northern Red Sea. The Yemeni Armed Forces therefore affirm that their operations will continue and escalate in targeting Saudi oil vessels in the northern Red Sea, to close off every route and prevent passage, in order to cement the ‘blockade for blockade’ equation.”

There was no immediate statement issued by the Saudis and TWZ cannot independently verify the Houthis’ claims.

As we have frequently detailed, a Houthi blockade of the BAM threatens to add far greater pressure on oil exports from the Middle East, already drastically affected by the Iranian closure of the Strait of Hormuz and the resumption of the U.S. blockade on Iranian ports. The kingdom has diverted millions of barrels of oil per day through pipelines to its Yanbu port on the Red Sea in an effort to minimize the energy shortages due to the hostilities in the Persian Gulf. As we have noted, the Suez Canal is an important artery in addition to the BAM for ships carrying Saudi energy supplies, though this route drastically increases the cost of exports to Asia given the need to travel around Africa. While tankers carrying Saudi oil through the BAM have been greatly reduced, they are still making their way through the Suez Canal. But that could change if the Houthis start making that route perilous too, which would put a tighter energy squeeze on the west, including Europe, as well as the rest of the globe. They could also continue to attack Saudi oil terminals on the Red Sea, making shipping a moot point if the transfer stations are not operational.

The closing of the BAM to Saudi oil traffic, and now threats to the transit route north to the canal, also raise the specter of the U.S. having to get as involved as it did during the previous Houthi campaign against shipping that ended last September, which could pull resources away from Iranian-focused operations. It’s possible Egypt would have a major problem with such actions too, as it would impact the Canal’s revenue and freedom of movement. This could widen the conflict.

Meanwhile, there are mixed signals about whether the Strait of Hormuz will be fully reopened to traffic and under what conditions.

“The U.S., Iran and Oman are closing in on an interim agreement to reopen the Strait of Hormuz, with the U.S. aiming for a Wednesday announcement,” Axios reported on Wednesday, citing two regional sources and a U.S. official. “According to two regional sources, the deal under discussion sets up a 60-day temporary arrangement between Oman and Iran in the Hormuz strait, which could be extended.”

All inbound traffic of ships through the strait and into the Gulf would go in a northern lane through Iranian waters, the publication noted. All outbound traffic through the strait and into the Arabian Sea would go in a southern lane through Omani waters, in coordination with Iran. In addition, there would be no tolls or fees charged during this interim two-month period and the parties would work to clear the median lane of the Strait of mines within 30 days.

“After the median lane is cleared, it would be used for inbound and outbound traffic under the terms of a permanent arrangement to be negotiated between Oman and Iran,” the outlet added.

The deal described by Axios largely mirrors the Iran-Oman negotiations we reported on yesterday, with the main differences being the involvement of the U.S. and no imposition of fees. As we noted, both Iran and the U.S. are currently following a bifurcated traffic pattern, with the U.S. Navy recommending transits close to the Omani coastline and Iran pushing shipping toward its shores. The middle of the Strait has been deemed too hazardous because of the threat primarily from mines.

Speaking to Fox News Tuesday night, President Donald Trump said negotiations with Iran have been ongoing but that Tehran faces severe consequences if it fails to open up the Strait.

“If they back out again, they are going to get hit really hard,” Trump proclaimed.

The president has insisted that Iran must fully open the vital chokepoint or face new and more intense attacks that would include power plants, other civilian infrastructure and even strikes on leadership.

There are indications from Iran, however, that any deal to open the Strait is between Iran and Oman and that it might not result in a quick resolution.

The official Iranian Press TV stated on X “that any potential bilateral agreement between Tehran and Muscat regarding maritime traffic in the Strait of Hormuz will not automatically lead to the immediate re-opening of the strategic waterway.”

Reuters on Wednesday concurred that any deal to open the Strait may not be as imminent as Trump has claimed.

“A proposed deal between Iran and Oman would give Tehran control over ships entering the Gulf through the Strait of Hormuz,” the outlet wrote, citing a senior Iranian source and two regional officials. “Despite the apparent step towards yielding to Iranian demands, the sources pushed back against assertions by U.S. President Donald Trump that ‌a deal reopening the strait was imminent, saying important details still had to be agreed.”

Regardless of negotiations, U.S. Central Command stated on X that the Strait of Hormuz southern route along the coast of Oman remains open and that over the past three months, “U.S. forces have assisted more than 1,000 vessels in successfully transiting the strait despite unwarranted Iranian aggression, and these transits continue today.”

Between Houthi actions in the Red Sea region and the ongoing closure of the Strait of Hormuz, commercial traffic in both areas continues to be greatly reduced, though transits through the BAM are spiking upwards, according to MarineTraffic.

The latest “data highlights how headline volumes can obscure underlying maritime risk. Strait of Hormuz crossings fell from 10 to eight on 4 August, with seven vessels exiting the Middle East Gulf and only one entering,” MarineTraffic stated on X. “Five of the eight movements used the Iranian Unilateral Scheme, while no Hormuz Traffic Separation Scheme crossings were recorded.”

Meanwhile, “Bab el-Mandeb traffic rose from 25 to 34, including 18 vessels entering the Red Sea and 16 exiting,” MarineTraffic added. “Yet four dark transits, two sanctioned crossings and six shadow fleet movements indicate that visibility, routing concentration and compliance exposure remain central concerns.”

Amid all this, oil prices have actually fallen, with Brent Crude now trading at slightly over $79 a barrel, down from nearly $85 per barrel yesterday. Still, there are many reasons Trump is pushing a rekindled effort to find a diplomatic off-ramp to a conflict that has killed 18 American troops, wounded hundreds more, drained U.S. weapons stocks and roiled international relations and global financial markets. In addition to the global economic pressures this conflict has created, it is unpopular among the American electorate and crucial mid-term elections will take place in November. Even Fox News, generally supportive of Trump, has released polling data that shows a “majority of voters oppose U.S. military action, and nearly two thirds think the conflict will last at least a year.”

The latest Fox News survey “finds 56% oppose U.S. military action against Iran, including 40% who “strongly” oppose.”

How much these factors will play a role in Trump’s decision-making should become clearer over the next hours and days.

Contact the author: howard@twz.com

A deal between the US and Iran could be signed within 48 hours, according to US officials. The agreement would reportedly focus on reopening the Strait of Hormuz and could mark a first step towards broader negotiations.

Al Jazeera’s Marah Ryan has the latest.

Houthis say Red Sea route remains free to use, pushing back on report of new shipping fees.

Yemen’s Houthi rebels have denied planning to charge ships for passing through the Red Sea, saying passage through the waterway remains free.

The denial came in a statement issued Saturday by the Houthi-run Humanitarian Operations Coordination Center (HOCC), which oversees vessel movement through the Bab al-Mandeb Strait. It said its “safe transit service” was voluntary and free of charge, adding that anyone demanding payment for passage did not represent Yemen or the HOCC. It urged shipping companies not to make payments or share information with unauthorised parties.

The statement follows a Reuters news agency report on Wednesday, citing regional sources, that the Iran-aligned Houthis were considering imposing fees on ships transiting the strait – a week after the group declared a maritime blockade on Saudi Arabia. Those sources said the idea was raised with Iranian officials during a Houthi visit to Tehran earlier in July, with Iranian advisers reportedly helping set up an authority to regulate the fees.

The Bab al-Mandeb Strait is a vital chokepoint linking the Red Sea to the Gulf of Aden, used by ships carrying oil and other cargo between Asia, Europe and the Middle East. Any fee on passage would echo Iran’s own efforts to charge ships transiting the Strait of Hormuz, which has been largely shut since the US-Israel war on Iran began earlier this year.

Yemen’s foreign minister-designate, Afrah al-Zouba, said on Tuesday that the Houthis were seeking to “copy the Iranian model”.

A toll on Bab al-Mandeb would hit Saudi Arabia especially hard, since the kingdom has increasingly relied on the strait as an alternative export route while Hormuz remains disrupted.

The Houthis have waged a long campaign against Red Sea shipping, beginning in 2023 after the start of Israel’s genocidal war on Gaza, and only pausing attacks after a ceasefire last October. A United Nations expert report found that the group may have collected significant informal fees from shipping agents in 2024, though this was never independently verified. Traffic through the strait has still not recovered to pre-2023 levels.

In response to the renewed threat, Saudi Arabia this week announced a 14-nation maritime coalition aimed at protecting freedom of navigation through the Bab al-Mandeb Strait, the Red Sea and the Gulf of Aden.

The Houthis recently declared a naval blockade on Saudi Arabia in the Red Sea, targeting several tankers.

Yemen’s Iran-aligned Houthi group says it has fired ballistic missiles at a Saudi oil tanker, more than a week after imposing a naval blockade on Saudi vessels in the Red Sea.

In a post on X, Yahya Saree, the Houthi military spokesman, said the group had “carried out a military operation targeting the Saudi oil tanker (NCC GHAZAL) for violating the maritime navigation ban” that the group had imposed on Saudi vessels.

He added that the group had used several ballistic missiles and forced the vessel to retreat.

The UK Maritime Trade Operations (UKMTO), a maritime security monitor, said a tanker reported an explosion while transiting the Red Sea, adding that the crew is safe and no environmental damage was reported.

The Houthis seized the capital Sanaa in 2014 and have fought the internationally recognised Yemeni government, which Saudi Arabia backs, for more than a decade.

On July 20, the Houthis announced their maritime blockade, accusing Saudi leaders of imposing “an unjust and oppressive siege” on Yemen for nearly 12 years, “plundering our resources and imposing a comprehensive blockade”.

It went on to affirm “the right of our great people to respond to the blockade with a blockade”.

Second attack

The Houthis have also claimed an attack on two Saudi oil tankers transiting the Red Sea last week.

“We targeted two Saudi oil tankers, named Encelia and Layla, for their violation of the blockade decision issued by the armed forces,” Houthi military spokesperson Yahya Saree said on July 22.

The Saudi Press Agency reported that the Encelia had been hit, citing an official source at Saudi Arabia’s Transport General Authority who said all crew members were safe.

The Bab al-Mandeb chokepoint connecting the Red Sea to the Gulf of Aden is one of the world’s most important shipping routes, including for oil exports.

Between Yemen to the northeast and Djibouti and Eritrea in the Horn of Africa to the southwest, the strait is just 29km (18 miles) at its narrowest point, limiting traffic to two channels for inbound and outbound vessels heading to the Suez Canal.

In 2024, about 4.1 billion barrels of crude oil and refined petroleum products passed through the strait – about 5 percent of the global total.

Drones launched at Saudi, Jordan and Iraq suggest Iran, or linked groups, may be testing US as it mulls new strategy.

Saudi Arabia has reported intercepting drones that targeted oil facilities in its eastern province and Riyadh.

Saudi’s Foreign Ministry said it “reserves the right to respond” to the attack, which it attributed to Iran-backed armed groups in Iraq.

Separately, Yemen’s Houthi rebels said in a statement on Monday that they had targeted Saudi crude oil transport infrastructure.

It remains unclear whether the two incidents were coordinated or separate.

The attack comes amid a lull in hostilities between the United States and Iran, with mediators suggesting the chances of a return to negotiations have risen.

Following two weeks of intense hostilities, US officials have spoken of a change in strategy, and Washington has paused strikes on Iran.

Iran has said it has also paused its attacks on US allies across the Gulf region.

However, the drone attacks on Saudi and elsewhere suggest that Tehran may be testing the new US stance, and that the armed groups believed to be linked to Iran are not ready to follow suit.

Aside from Saudi Arabia, Jordan and Iraq also reported drone attacks on Monday. Amman said it shot down two drones, while Iraqi security sources reported strikes on camps housing Iranian-Kurdish opposition fighters in the country’s north.

The officials did not identify the source of either attack, but Jordan and northern Iraq were locations in which four US service members were killed over the past fortnight of conflict.

The Houthis announced later on Monday that nine of its fighters had been killed amid escalating military confrontations with Yemeni government forces backed by the Saudi-led coalition in recent days.

Tehran-backed Houthi forces in Yemen have fired missiles and drones at two of Saudi Arabia’s most strategically important oil facilities on the Red Sea, in a major escalation of the latest simmering regional conflict to be reignited by the war launched by the United States and Israel against Iran.

But the skies over the country at the epicentre of the widening war were quiet for a second successive night, with no new US attacks on Iran reported by Sunday morning.

Iran had been pounded by 13 consecutive waves of overnight US air strikes since July 11, after the Islamic Revolutionary Guard Corps (IRGC) attacked tankers trying to transit the Strait of Hormuz. As hostilities escalated, both sides declared that an interim peace agreement signed in June was dead, and a second phase of talks to finalise a comprehensive peace deal appeared doomed.

But there have been no US air strikes since Friday, and tentative signs are emerging that Washington and Tehran are still talking via mediators and might return to more meaningful discussions.

Even if another fragile truce is agreed, however, the cascade of consequences unleashed by the war is still stoking conflict and confrontation elsewhere.

Iran’s attacks on shipping in the Strait of Hormuz have put a stranglehold on exports of oil and raw materials for fertiliser, sending energy prices soaring and raising the risk of a food security crisis in some of the world’s most vulnerable countries.

In March, in response to attacks on Iran, the Tehran-backed Hezbollah movement in Lebanon resumed missile attacks on Israel, which then launched a devastating invasion of southern Lebanon that has displaced 1.2 million people.

Now, another smouldering regional conflict has erupted again, between US-allied Saudi Arabia and the Houthi movement which controls most of northern and western Yemen, including the capital, Sanaa. Saudi Arabia and its regional allies joined a brutal civil war against the Houthis in 2015, until a truce was agreed in 2022.

Risk of global crisis

The truce collapsed this month after an attack on Sanaa airport to stop an Iranian plane landing provoked the Houthis to fire ballistic missiles at Saudi Arabia. Last Monday, the Houthis declared a naval blockade of Saudi Arabia, and late on Friday the Saudis launched air strikes on the Houthi-held city of Hodeidah.

In retaliation, Houthi forces launched Sunday’s attacks on facilities belonging to Saudi state oil giant Aramco in the coastal cities of Jizan and Yanbu, Houthi military spokesman Yahya Saree said.

There has been no comment from Saudi Arabia on the extent of any damage to Aramco’s refinery in Jizan, but a large column of smoke was seen rising after the attack.

In Yanbu, Saudi Arabia’s principal west coast export gateway, two ballistic missiles aimed at oil installations were intercepted by a Patriot battery operated in Saudi Arabia by the Greek military under an agreement ‌with Riyadh.

The escalating conflict has raised fears that the Houthis could block the Bab al-Mandeb Strait, which connects the Red Sea to the Gulf of Aden. If both the Bab al-Mandeb and Hormuz straits were blocked, the resulting supply chain crisis would cause major economic damage across the world.

Entangled wars

Besides spreading to the Red Sea, the US-Iran war has become entangled with the deadliest active conflict in the world – Russia’s attempted conquest of Ukraine.

A long-range strike on an Iranian vessel in the Caspian Sea on Saturday caused an explosion that killed one sailor and wounded another, according to Iran’s Ministry of Foreign Affairs, which blamed the attack on Ukraine and summoned Kyiv’s charge d’affaires in Tehran to convey its condemnation of the “hostile and criminal” act.

Ukrainian President Volodymyr Zelenskyy said in a post on X that Kyiv had achieved “very strong results” with long-range strikes in the Caspian Sea, hitting “vessels used in military cargo shipments involving Iran, as well as a warship”.

Zelenskyy claimed in further comments on X on Saturday that since the start of July, Kyiv had detected “active Russian satellite ⁠surveillance of the Gulf states and US military facilities located there”. He said the satellite images were passed to Tehran to help the IRGC identify targets for ballistic missile and drone attacks.

US President Donald Trump has not given a reason for the sudden cessation in air strikes on Iran, but a senior administration official told the Reuters news agency that Trump “has always been clear that his preference is diplomacy, but he has shown Iran what will happen if they fail to come to the table in a serious way”.

Trump said on Friday that there was still some communication with Iran.

“They are talking to us right now; they’d love to make a deal,” he said. “I don’t think they’re ready to … but I’m willing to listen.”

Al Jazeera’s Resul Serdar, reporting from Tehran, said Iranian officials had confirmed the two sides were exchanging messages.

“There have been proposals conveyed by the mediators, and Tehran is still reviewing them,” Serdar said, adding there was “not much progress yet” due to “fundamental differences” in their positions and deep mistrust.

Yemen’s Houthis say they have targeted oil facilities in Saudi Arabia owned by Aramco, in the latest escalation between the two sides. Saudi authorities say they intercepted the missile and drone attacks. Yousef Mowry has more details from Sanaa.

July 25 (UPI) — The Iran-backed Houthi rebels in Yemen announced Saturday that they had attacked Saudi Arabia with missiles and drones in retaliation for Saudi attacks on Hodeida, Yemen.

Houthi Brig. Gen. Yahya Saree, the group’s spokesperson, posted on X that the Houthis launched two military operations “in response to this blatant and criminal aggression” from Saudi Arabia.

“The first targeted sensitive Aramco-affiliated facilities in Jizan with dozens of ballistic missiles and drones,” he said. “And the second operation targeted sensitive Aramco-affiliated facilities in Yanbu with a number of ballistic and cruise missiles and drones.”

Aramco is the Saudi Arabian state-owned oil company.

“Both operations successfully achieved their objectives thanks to Allah Almighty, with accurate and direct strikes,” Saree said.

But the Saudis claim that the attacks were intercepted by air defense systems operated by Greek military units.

It’s the latest escalation between the two countries. On Wednesday, the Houthis claimed responsibility for two attacks on Saudi oil tankers in the Red Sea with missiles and drones. They have said they have blocked the Bab al-Mandab Strait. That strait is on the other side of the Arabian Peninsula from the Strait of Hormuz. It’s the gateway between the Arabian Sea and the Red Sea, and blockades of both straits would cut off Saudi Arabian ships entirely.

The Saudis and the Houthis have been in an effective cease-fire since 2022. But tensions recently flared when the Houthis accused the Saudis of striking the airport in Yemen’s capital Sanaa. The spat came from a dispute when an Iranian plane had tried to land at the airport.

Saudi Arabia on Friday hit the Houthi-held port city of Hodeida with strikes, the Saudi-led coalition in Yemen said. The attacks were in response to the Houthi hits on oil tankers.

“The Saudi enemy’s targeting of civilian facilities in Hodeida and Kamaran Island constitutes a dangerous escalation,” the Houthis’ Ansarollah media posted on Telegram.

“We affirm that these recent crimes will not go unanswered,” the post said.

Al Masirah television, which is run by the Houthis, said Saturday that the strikes from Saudi Arabia targeted facilities that belong to the state telecommunications corporation and Kamaran Island. It said one worker in Hodeida was injured, and a woman was injured on the island, Deutsche Welle reported.

The Saudis said they would do whatever is necessary to protect their ships. They warned the Houthis that if they continued “hostile acts, then there will be no hesitation in responding.”

On Thursday, President Donald Trump said his administration would “hold Iran responsible” for any Houthi attacks on ships, The Hill reported.

“Please let this TRUTH serve to represent that if they do this again, the U.S. will hold Iran responsible, in that the Houthis are a Surrogate and/or Proxy of Iran, and major military punishment will be inflicted upon Iran and, of course, the Houthis, themselves, who I am very disappointed with in that they have, until now, acted very professionally and smart,” Trump said in a Truth Social post.

The United States has continued to attack Iran for a 13th consecutive night on Thursday and explosions were reported in multiple Iranian cities on Friday morning.

In addition to the ongoing attacks, shipping disruptions continue to intensify. Ship tracking data revealed that just one tanker successfully crossed the Strait of Hormuz on Thursday, marking the lowest level since May 7.

However, shipping data from London Stock Exchange Group shows that two Chinese supertankers carrying crude oil from Saudi Arabia successfully exited the Bab al-Mandeb strait on Friday. This is despite the naval blockade Yemen’s Houthis announced against Saudi Arabia on Monday.

Here is a recap of what happened on Thursday night and Friday.

Where did the US attack Iran?

The US Central Command (CENTCOM) said that at 01:00 GMT on Friday, it concluded its latest round of strikes against Iran.

CENTCOM said it targeted Iranian military command centres, drone storage facilities, communication networks, coastal surveillance sites and maritime capabilities.

On Friday, Iranian media reported explosions or attacks across multiple Iranian cities. State broadcaster IRIB reported that explosions were reported in Khondab, Khorramabad, Konarak and Jask. Iran’s semi-official Fars news agency reported that two people have been injured following an early morning drone attack on Khorramabad, citing the deputy governor of the western Lorestan province.

Iran’s Mehr news agency reported on Friday that US missile strikes hit the cities of Andimeshk and Omidiyeh in the Khuzestan province. There were no casualties or injuries.

Al Jazeera’s Tohid Assidi reported from the Iranian capital, Tehran, that explosions were heard on Qeshm island, located in the Strait of Hormuz, on Friday.

Attacks on the Iranian port city of Bandar Abbas have injured two people, Iranian media reported on Friday.

Iran’s semi-official Tasnim news agency reported on Friday that four people were killed and five others were injured in a US missile attack near the southwestern city of Ahvaz.

Where did Iran strike in the Gulf?

Bahrain: In a statement carried by Iran’s Mehr news agency, the Iranian army said it used drones to target fuel storage tanks, equipment warehouses and troop living quarters at Sheikh Isa Air Base in Bahrain.

Jordan: The military added that aircraft hangars, maintenance facilities and accommodation sites at the Muwaffaq Salti/Al-Azraq base in Jordan were also hit, warning that any actions against Iran’s interests would undermine regional security and economic stability.

What have leaders on either side said?

On Thursday, US President Donald Trump stepped up his rhetoric against Tehran. He told the US news website Axios that he may launch the largest strikes on Iran yet, after Tehran carried out another wave of retaliatory attacks on US allies in the Gulf, including hitting a telecommunications tower in Kuwait.

Trump said he was “considering a massive attack” that would be “bigger than ever before”.

“I am close to making a decision. We are all set for it,” Trump said.

Separately, Trump threatened, on his Truth Social platform, that if Iran attacked ships, the US would use Tehran’s frozen assets to pay for repairs.

Iranian Foreign Minister Abbas Araghchi warned on Friday that using frozen state assets to pay for future claims sets a dangerous global precedent.

“Seizing another nation’s assets to pay for unrelated future claims is an incendiary precedent,” Araghchi wrote on X.

He cautioned that “those who celebrate or profit from such funds should remember: once governments normalise confiscation, no one’s assets are safe. Ensuing chaos will not be pretty or peaceful”.

EDITOR’S ANALYSIS

Houthi blockade for now is shaping who moves Saudi crude, not whether it moves, analysts say, even as oil prices soar.

As oil prices hit $100 a barrel on Thursday, experts say they are watching to see which vessels Yemen’s Houthis allow to pass through in the Red Sea as that will indicate how the crude market trends.

Brent futures rose $6.58 or 6.96 percent, to $100.65 a barrel, exceeding $100 for the first time since late May.

That was on the back of the Iran-aligned Houthis saying they were cutting off the passage Riyadh had been using to ship parts of its crude oil once Iran closed the Strait of Hormuz to retaliate against United States and Israel attacks.

On Monday, the Yemeni group declared a naval blockade on shipments from Saudi Arabia and said they would target Saudi, Israeli, and United States-linked tankers in the Bab el-Mandeb, which links the Red sea to the Indian Ocean.

On Thursday, the Houthis attacked two Saudi Arabian oil tankers, the group said, with a Saudi news agency later confirming that one of the two vessels was set ablaze.

It is not clear if the second one was also hit, according to marine analysis firm, Windward.

“The Houthis are quite mercurial and there is no complete clarity on what the blockade means,” said Michelle Bockmann, a senior maritime intelligence analyst at Windward.

“We’re watching now the ability of Chinese-owned tankers at [Saudi port] Yanbu if they are allowed to go through Bab el-Mandeb. Two have gone through but those had been loaded before the blockade was announced.”

The Houthis have previously relied on China for help, including for drone components, and “the Chinese have previously had a free pass”, said Bockmann, including between 2023 and 2025 when the Houthis attacked cargo ships aligned with Israel and the US in the Red Sea in the wake of the war on Gaza.

Windward tracking shows the cargo that moved through the Bab el-Mandeb chokepoint on July 20 was Saudi in origin but Chinese in crew and destination, and it drew no interdiction. The two vessels passed through the same corridor that Western- and Saudi-linked operators were being warned to avoid.

The enforcement is calibrated to affiliation rather than cargo and the blockade is shaping who moves Saudi crude, not whether it moves, Windward said.

“No one has ever been able to predict their actions… but they know you don’t have to do a lot to get the oil markets to react,” said Bockmann referring to the rise in benchmark oil prices on Thursday.

Rachel Ziemba, adjunct senior fellow at the Center for a New American Security, underscored that the standoff in Bab el-Mandeb is happening while crude buffers have nor been replenished after the peak of the Hormuz crisis earlier this year.

“The multiple chokepoints are new and an example of littoral states looking to use their leverage,” Ziemba said.

Diesel also impacted

For now, both the Houthi threats and the continued closure of the Strait of Hormuz through which nearly one-fifth of the world’s oil transited before the US-Israel war on Iran, has sent prices soaring, including at the pump in the US reaching the national average of $4.09 per gallon (3.4 liter).

“Today’s rise in oil prices could cause $0.10 to $0.20 rise over the next week or two per gallon average price in US,” said Patrick De Haan, head of petroleum analysis at GasBuddy.

But De Haan is looking beyond the two straits and says he’s watching the availability of diesel as price per gallon averages $5.34.

“Diesel prices are being impacted more significantly,” he told Al Jazeera.

One reason behind that is that Ukrainian drone attacks have taken offline some of Russia’s oil refineries. The shortages are being felt domestically leading to Russia banning diesel exports, De Haan said.

“Oil exports are one story, but supplies of diesel gasoline, jet fuel is another story,” he said.

Another unknown in the mix is the role of China which, historically has been a major importer but slashed those imports in the past few months, helping stabilise global prices as some pressure on demand eased.

“It’s been one of the reasons that oil prices haven’t gone up dramatically – that china slashed its imports, and no one predicted that,” De Haan said. “For now, we don’t know if china is using its own strategic reserves or if it will start import again.”

Between those geopolitical plays and the upcoming hurricane season in the US, there is “another wildcard ahead for global refining capacity” and prices, De Haan said.

The U.S. war with Iran escalated again Thursday as Iran-backed Houthis in Yemen attacked two Saudi Araian oil tankers in the Red Sea, causing global oil prices to surge amid fears of yet another vital energy corridor being choked off by the conflict.

The attacks came after the Trump administration threatened additional strikes on Iran’s nuclear infrastructure while pushing a new deal to help Saudi Arabia develop a nuclear energy program of its own. Also Thursday, four Republicans in the U.S. House joined Democrats in a vote to halt the American military campaign absent congressional approval. Senate Republicans blocked a similar measure.

The price of oil hit $100 a barrel for the first time since May, increasing the financial pressure on Americans at the gas pump and the political pressure on President Trump to end a war he promised would last weeks but has persisted for months. At least 18 U.S. service members have died in the war.

The Houthis, who control the populous northwest of Yemen, receive arms and training from Tehran but had remained largely on the sidelines since the U.S. and Israel launched the war. Their latest strikes complicate already fraught negotiations between the U.S. and Iran after the collapse of a ceasefire this month amid renewed hostilities in the Strait of Hormuz, the other major energy passageway choked by the conflict.

The Houthis had this week announced a naval blockade of Saudi ships in the Red Sea, which stretches along Saudi Arabia’s western flank. That blockade centered on the Bab al Mandeb strait, the only southbound route for Saudi tankers headed to Asian markets.

Tanker traffic has already been heavily diminished in the Persian Gulf along Saudi Arabia’s northeast flank and between it and Iran, because of Iran’s threats to vessels traveling through the Strait of Hormuz. Saudi Arabia had diverted its oil exports to its Red Sea ports and out the Bab al Mandeb, dispatching some 4.5 million barrels via that route per day.

In a social media post Thursday, Trump said that if the Houthis continue attacking ships in the Red Sea, the U.S. “will hold Iran responsible” because the Houthis are an Iranian proxy, and inflict “major military punishment” on the Houthis and Iran.

He said he was “very disappointed” in the Houthis, “in that they have, until now, acted very professionally and smart” amid the Iran war.

At a later event Thursday, Trump said the U.S. is “doing extremely well” against Iran, which he accused of having “evil intentions.”

Democrats in the House and Senate cited the war’s spread to the Red Sea as yet another reason that Congress should act to pass a war powers measure to halt the president’s military campaign. Sen. Chris Van Hollen (D-Md.), who led the unsuccessful effort in the Senate, cited the expansion while recalling how Trump had claimed victory in Iran as far back as March.

“If we won back in March, why are more Americans getting killed in July? If we won back in March, why is the Strait of Hormuz closed? If we won back in March, why is the war expanding as Houthis attack ships transiting the Bab al Mandeb strait in the Red Sea? If we won back in March, why are oil and gas prices and diesel prices shooting through the roof again, imposing costs on every American family?” Van Hollen said. “Is that their definition of winning?”

The Houthis’ military spokesman, Yahya al-Sarea, said the group’s forces conducted “a qualitative military operation” targeting two Saudi oil tankers with missiles and drones for what he said were violations of the Houthis’ blockade on the Red Sea.

The Houthis have accused Saudi Arabia of imposing a blockade on airports and seaports in northwestern Yemen, where most of the country’s population lives and which the Houthis otherwise control. They also blamed Saudi Arabia for an attack this month on Sanaa’s airport to prevent the landing of a plane carrying a Houthi delegation returning from the funeral of Iranian Supreme Leader Ali Khamenei, who was killed at the start of the war.

Al-Sarea said that in addition to striking the two tankers, the Houthis forced 10 other ships to turn back from their passage, will “continue their naval operations against the Saudi enemy” and will “continue imposing the equation of blockade against blockade.”

The escalation of the war — and the shock wave it sent through global energy markets — added to regional uncertainty already being stoked by the Trump administration’s announcement Wednesday that it had agreed to work with Saudi Arabia to develop a civilian nuclear program.

That announcement, after years of U.S. attempts to block nuclear proliferation in the Middle East, sparked widespread concern in Washington, where lawmakers will vote on the deal, and in Israel, which has long feared a nuclear arms race in the region.

Trump administration officials said the deal would “uphold the highest standards of nuclear safety and nonproliferation,” with American firms developing the program. But they provided few details, and questions immediately arose about the absence of clear inspection protocols or any requirement that Saudi Arabia first normalize diplomatic relations with Israel.

On Thursday, Trump said the deal would be conditioned on Saudi Arabia joining the Abraham Accords and establishing diplomatic ties with Israel. White House Press Secretary Karoline Leavitt later said that Trump had not talked to Saudi leaders since making that condition public, but that they would have to agree to it or “the deal is off.”

Leavitt said that Trump had raised the matter with Saudi leaders in the past, and that it is something Trump “feels very strongly about.”

Asked whether Israel pressured the president to impose the condition, Leavitt said, “Not to my knowledge.”

Earlier this week, Defense Secretary Pete Hegseth told Congress that the Iran war has already cost the U.S. $37.5 billion. House Republicans on Wednesday pushed through a $1.15-trillion defense policy bill to fund the war moving forward. Most Democrats voted against the measure in protest of the war, and it faces stiff opposition in the Senate.

Trump in recent days has tried to deny polls showing plummeting support for the war among Americans. On Wednesday, before attending the dignified transfer of the bodies of U.S. service members killed in the war to Dover Air Force Base in Delaware, Trump claimed Americans don’t want high gas prices but “aren’t against the war.”

On Tuesday, Trump posted statistics showing that more U.S. service members died in past wars, which Democrats denounced as disrespectful to those killed in the current conflict.

The Houthis seized control of the Yemeni capital in 2014, along with much of Yemen’s populous northwest. Their advance triggered a devastating Saudi-led campaign to dislodge them. Since 2022, the two sides have been in a stalemate, though tensions have been rising again in recent months.

Mohammed al-Basha, founder of the Basha Report, a U.S. risk advisory firm focused on the Middle East and Africa, said the Houthis’ latest escalation comes as their influence is growing because of the increased importance of Bab al Mandeb while the Strait of Hormuz is choked off by Iran.

“This is their moment, because with everything happening in the Strait of Hormuz, Bab al Mandeb quadrupled in importance. By exerting maximum pressure in this period, they can maximize the effect of any kinetic action they’re trying to do,” Al-Basha said.

“Their narrative is very aggressive. They want war. And they feel that because they want war and sense that the U.S. and Saudi Arabia don’t, that they will submit to their demands.”

July 23 (UPI) — The Houthis in Yemen claimed responsibility for two attacks on Saudi oil tankers in the Red Sea with missiles and drones.

The Iran-backed Houthis, who have been fighting for control of Yemen, claimed on Wednesday that they had hit the Encelia and the Layla oil tankers, which they said were violating their blockade of Saudi ships. They had announced the blockade on Monday.

Saudi Arabia’s transportation authority confirmed the attack on the Encelia in a statement. It said there was a fire on board but the crew were all safe. It didn’t mention the Layla.

Houthi military spokesperson Yahya Saree said the group promised to continue naval operations and would continue “enforcing the ‘siege for a siege’ equation,” the BBC reported.

The Houthis claimed they had also forced “10 ships to retreat and return.” That claim could not be independently verified, The Times said, but at least six vessels reversed course in the Red Sea on Monday and Tuesday after the Houthis warned shipping companies to avoid Saudi ports, according to Kpler, a maritime data company. It was not clear if those ships were part of the Houthis’ claims.

The Saudis and the Houthis have been in an effective cease-fire since 2022. But last week, tensions flared when the Houthis accused the Saudis of striking the airport in Yemen’s capital Sanaa. The spat came from a dispute when an Iranian plane had tried to land at the airport.

The Houthis then attacked the Abha airport in Saudi Arabia.

When the Houthis announced the “maritime embargo,” they didn’t give many details. But a media official said they would close the Bab al-Mandab Strait. That strait is on the other side of the Arabian Peninsula from the Strait of Hormuz. It’s the gateway between the Arabian Sea and the Red Sea, and blockades of both straits would cut off Saudi Arabia ships entirely.

The United States and Iran continued to trade attacks for the 12th consecutive night after the cease-fire between the two countries ended.

The United States continued to hit Iran for a 12th consecutive night early on Thursday, and Iran retaliated, striking targets across the Gulf, particularly in Kuwait and Jordan.

Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Thursday that an explosion set a tanker ablaze in the Strait of Hormuz after it attempted to navigate the southern route off the coast of Oman.

Here is a recap of what happened on Wednesday night and Thursday.

Where did the US attack Iran?

US Central Command (CENTCOM) said at 02:30 GMT on Thursday that it concluded the latest round of strikes against Iran.

It targeted Iranian military targets, including maritime capabilities, missile and drone storage facilities, coastal surveillance sites and air defence assets, CENTCOM said, without specifying what areas in Iran were struck.

A local official told the Mehr news agency that US missiles struck the area around a passenger terminal in Shalamcheh, a western city near the Iraqi border. Two people were killed in the attack, the deputy governor of Iran’s Khuzestan province told the state broadcaster IRIB on Thursday. Local media also reported that 11 people were injured.

Al Jazeera’s Tohid Assidi reported from Iranian capital Tehran that overnight strikes targeted at least three cities in the southwestern province of Khuzestan. This included the city of Ramshir, where an asphalt facility was reported to have been targeted.

In Hormozgan province, explosions were heard in the city of Sirik, which overlooks the Strait of Hormuz, Assidi reported.

He added that the governor confirmed an overnight attack in Bushehr on a power substation near the city’s nuclear power plant. This resulted in a few hours of power outage in the city.

IRIB also reported that explosions were heard in Iran’s Jask.

The Tasnim news agency reported that a US missile hit a location on the outskirts of the city of Andimeshk.

Two naval search and rescue vessels were hit and seriously damaged in a US attack on Iran’s Hormozgan, the ISNA news agency reported, citing the province’s Ports and Maritime Administration.

Where did Iran hit back?

Kuwait

The IRGC claimed attacks on US assets in Kuwait on Thursday.

It said it had “attacked and destroyed a large warehouse of military equipment, a Patriot missile defence system, and a hangar of American MQ9 drones” at Ali Al Salem airbase.

Addressing the Kuwaiti people, the IRGC insisted that it was the US, not Iran, that had “violated your territorial integrity and sovereignty”.

It said its attacks were aimed at US bases, territory it described as beyond the control of Kuwait’s own border guards.

“So it is America that has violated your territorial integrity and sovereignty, not us. We are attacking lands occupied by the American army, an army that knows nothing but crime,” the IRGC said.

Jordan

Later on Thursday, the IRGC claimed attacks on US assets in Jordan, saying it had “destroyed a radar of the American THAAD missile defence system with lightning strikes”.

“A Patriot system and a C-RAM radar were also targeted and destroyed, and the fuel tanks of the American base were set on fire,” it said.

The IRGC added that “a large helicopter equipment warehouse and a helicopter repair and maintenance shed were also set on fire and destroyed”.

Addressing the Jordanian people, it insisted that its actions did not violate Jordanian sovereignty, arguing that the US military presence infringes on local authority and that targeting US forces was a legal and necessary response.

What happened in the Strait of Hormuz and the Red Sea?

The IRGC said an explosion set a tanker on fire in the Strait of Hormuz.

In a statement carried by Iranian media, it said two other vessels quickly turned back following the explosion.

The IRGC claimed the three ships were acting under US orders and had “intended to pass through the mine-laid route south of the Strait of Hormuz”.

“The powerful IRGC Navy emphasises that the Strait of Hormuz is under our control and that as long as America’s evil deeds in the region continue, it is completely closed and no oil tanker will enter or exit [the strait],” it warned.

“Any ship that is deceived by America and intends to pass through without coordination with the Islamic Republic of Iran will suffer the same fate.”

The UK Maritime Trade Operations Centre said a ship was targeted 70 nautical miles (130km) off the Saudi coast, causing a fire on board. There was no mention of casualties among the crew.

The Houthis, meanwhile, claimed a major operation against two Saudi oil tankers in the Red Sea, called the Encelia and the Layla. The Saudi SPA news agency confirmed the Encelia was hit.

The Houthis said they targeted those two tankers with cruise and ballistic missiles as well as drones, causing huge balls of fire and devastation.

The Houthis framed the attack as part of a tit-for-tat campaign against Saudi Arabia. They are calling it a “siege-for-siege”. They said it has been 12 years since Saudi Arabia has been imposing a siege on the Yemeni people, and that it is now time for Yemen and the Houthis to respond in kind. Riyadh has rejected Houthi claims that it had besieged Yemen.

Before the war, roughly 15 million barrels of Gulf oil passed through the Strait of Hormuz every day, as roughly a fifth of the world’s traded oil moved through the maritime chokepoint in peacetime.

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With the channel still largely closed and prices elevated, at least seven major pipeline projects are now under construction, in planning or under discussion to push supplies out through the Red Sea, the Suez Canal and the Gulf of Oman instead, according to Gulf officials, energy companies and market analysts.

With the Iran war reignited this month, Brent crude is trading again at around $93 a barrel at the time of writing, well above the roughly $72 it fetched after June’s short-lived truce, and the US benchmark WTI has also risen to roughly $90 a barrel.

Depending so heavily on the Strait of Hormuz “is no longer a prudent long-term strategy,” said Victoria Grabenwöger, a senior researcher at the data firm Kpler.

Two escape valves already exist, and both are close to their limits.

Saudi Arabia’s East-West pipeline, built in the 1980s when Tehran threatened shipping during the Iran-Iraq war, carries crude from the Abqaiq complex to Yanbu on the Red Sea, where tankers head south towards the Arabian Sea or north to the Suez Canal.

Meanwhile, the UAE has been channelling more oil to Fujairah, its port on the Gulf of Oman about 145 kilometres south of the Strait of Hormuz.

Together the two links had a spare capacity of some 3.5 to 5.5 million barrels a day before the war, according to the US Energy Information Administration, and both now run close to full representing around 6.5 million barrels a day.

Abu Dhabi’s state oil company is also racing to finish a project it began before the war.

Its $3 billion (€2.6bn), 300-kilometre pipeline to Fujairah, laid alongside an existing line, is designed to lift deliveries by over 1.2 million barrels a day and is roughly half built, according to Kpler, which expects the official early-2027 completion target to slip to mid-2027 because the port itself must be expanded.

Even that timetable, the firm argues, only became conceivable because of the blockade.

Red Sea relief, Red Sea risk

The Red Sea route has vulnerabilities of its own, and this week served as a reminder.

Yemen’s Iran-backed Houthi rebels, who declared a blockade on Saudi-linked shipping in retaliation for the kingdom’s blockade of Yemen and an attack on Sanaa’s airport, said on Thursday they had attacked two Saudi tankers, the Encelia and the Layla, setting both on fire.

Saudi state media reported a blaze at the bow of the Encelia with no casualties, while the UK Maritime Trade Operations centre reported a tanker struck by “an unknown projectile” southwest of Al Shuqaiq.

The Iran-backed group has disrupted the Bab el-Mandeb Strait before, a maritime chokepoint carrying about 12% of world trade, and a Houthi drone strike forced the East-West pipeline itself to shut back in 2019.

Iraq’s $60 billion bet on Washington

Nowhere is the scramble more urgent than in Iraq, which draws about 90% of state revenues from oil exports and has had to cut output because of its dependence on the Strait of Hormuz.

Prime Minister Ali al-Zaidi returned from Washington last week with 48 agreements signed with American firms, spanning energy, healthcare and technology and worth more than $60 billion, according to Reuters, including tie-ups involving ExxonMobil, Shell, Halliburton, KBR and GE Vernova.

The centrepiece is a deal with Syria to rebuild the long-dormant pipeline running from the Kirkuk fields to the Mediterranean port of Baniyas, a project Iraqi state media says Chevron will execute and which the US State Department, welcoming the plan, called “a critical energy corridor” with an initial capacity of 2 million barrels a day.

Baghdad is also weighing a line from Basra to Jordan’s Aqaba.

Washington’s ambassador to Turkey, Tom Barrack, predicted the agreements would render the Strait of Hormuz “an afterthought”.

Days after declaring the Bab al-Mandeb (BAM) Strait closed to Saudi vessels, the Houthis of Yemen claim to have struck two ships in the Red Sea. The United Kingdom’s Maritime Trade Operations (UKMTO) group has confirmed an attack on at least one vessel in that area.

“The Yemeni armed forces have carried out a significant military operation targeting two Saudi oil tankers that violated the ban imposed by the armed forces in the Red Sea,” the Houthis claimed on Telegram. “The operation involved a number of ballistic and cruise missiles, as well as drones. Thanks to God’s help, the strikes were accurate and caused a large fire on both vessels.”

TWZ cannot independently verify the Houthi claim. However, in a post on X, UKMTO stated that a master of an oil tanker “reports being struck by an unknown projectile which has caused a fire onboard that the crew are currently fighting.”

The incident took place 70NM southwest of Al Shuqaiq, Saudi Arabia, the organization added. “There are no reported casualties and no environmental impact. Authorities are investigating. Vessels are advised to transit with caution and report any suspicious activity to UKMTO.”

DEVELOPING STORYDEVELOPING STORY,

Claimed attacks come days after Houthis announced naval embargo on Saudi vessels.

Yemen’s Iran-aligned Houthis have claimed an attack on two Saudi oil tankers transiting through the Red Sea.

“We targeted two Saudi oil tankers, named ENCELA and LAYLIA, for their violation of the blockade decision issued by the armed forces,” Houthi military spokesperson Yahya Saree said on Wednesday.

Saree added that the attacks were carried out, “using a number of ballistic and cruise missiles, as well as drones”, and led to fires on the ships.

The Houthis, officially known as Ansar Allah, had also forced “nearly ten ships… to abandon their routes, and turn back”, Saree said.

Saudi Arabia has not commented on the claims, but the United Kingdom Maritime Trade Operations (UKMTO) centre said it had received reports that a tanker has been struck.

“The master of a tanker reports being struck by an unknown projectile which has caused a fire onboard that the crew are currently fighting,” UKMTO, which monitors shipping in the region, said.

Yemen’s Houthi group, which has fought the Yemeni government and a Saudi-led coalition that backs it for more than a decade, imposed a maritime blockade on Saudi Arabia on July 20. That followed some of the worst violence Yemen has seen for four years, after the Yemeni government bombed the Houthi-controlled Sanaa airport to stop an Iranian plane from landing.

The Houthis said the declaration of the maritime embargo on Saudi Arabia was “based on the equation of ‘an eye for an eye’ and affirmed “the right of our great people to respond to the blockade with a blockade”.

The group, which seized Sanaa in 2014, accused Saudi leaders of imposing “an unjust and oppressive siege” for nearly 12 years, “plundering our resources and imposing a comprehensive blockade on our ports and airports by land, sea, and air”.

“The Saudis feel that they can instigate a popular uprising against the Houthis using these economic strangulation methods,” Hussain al-Bukhaiti, a journalist based in Sanaa told Al Jazeera.

Riyadh has rejected claims that it was imposing a siege on the Yemeni people, and the group’s critics point out that they have rejected a proposal from Jordan to resume flights between Amman and Sanaa.

“The ultimate goal for Ansar Allah’s naval blockade against the Saudis, is to force Riyadh to lift its embargo on the ports and airports controlled by the Houthis,” al-Bukhaiti said.

Amid the disruption in shipping through the Strait of Hormuz due to the US-Israel war on Iran, Saudi Arabia has been attempting to facilitate oil flow through alternative routes through the Red Sea and the Bab al-Mandeb Strait. But that route is now under threat from the Houthis.

The Houthis disrupted global commerce when they began attacking ships around the Bab al-Mandeb after the launch of Israel’s genocidal war on Gaza in October 2023. The attacks ended with the announcement of a “ceasefire” in Gaza in October 2025.

“The people who are questioning if the Houthis can successfully do a blockade against the Saudis should remember, how successfully the Houthis closed access to the Red Sea for the Israeli ports, which in fact resulted in the closure of Eilat port in southern Israel,” said al-Bukhaiti. “Eventually the Americans had to do a deal with the Houthis, with mediation from Oman,” he added, referring to a May 2025 agreement.

The Bab al-Mandeb chokepoint connecting the Red Sea to the Gulf of Aden is one of the world’s most important shipping routes, including for oil exports.

Between Yemen to the northeast and Djibouti and Eritrea in the Horn of Africa to the southwest, the strait is just 29km (18 miles) wide at its narrowest point, limiting traffic to two channels for inbound and outbound vessels using the Suez Canal.

In 2024, about 4.1 billion barrels of crude oil and refined petroleum products passed through the strait – about 5 percent of the global total.

With the Strait of Hormuz effectively closed since Israel and the US launched their war on Iran in late February, shutting down Bab al-Mandeb as well could block 25 percent of the world’s oil and gas supply.

US and Iran trade new threats as more explosions are reported in Iranian cities, including Sirik, Ahvaz and Bushehr.

The Houthi declaration that they intend to block Saudi shipping and vessels bound for Saudi ports in the Red Sea is not another act of revolutionary theatre. It is Iran’s latest attempt to test Saudi Arabia’s strategic patience through one of its most capable regional proxies. That is a dangerous gamble because Riyadh has spent nearly a decade avoiding the wider regional war that Tehran increasingly appears determined to provoke.

Saudi restraint has never reflected military weakness. It has been a deliberate strategic choice intended to preserve regional stability while enabling the kingdom to focus on its historic economic transformation. Unable to compete with Saudi Arabia’s regional trajectory through conventional means, Iran has increasingly turned to proxy warfare, maritime coercion, and economic intimidation.

The Houthis have become the principal instrument of that strategy.

By threatening shipping in both the Strait of Hormuz and Bab al-Mandeb, Tehran seeks to pressure Saudi Arabia from its eastern and western maritime gateways while raising the cost of regional stability. The objective is not military victory but economic disruption: undermining investor confidence, threatening energy exports, and projecting instability onto the Middle East’s largest economy.

That strategy carries consequences far beyond the region. Saudi Arabia remains the world’s largest crude oil exporter, OPEC’s leading producer, and the only country with sufficient spare production capacity to stabilise global energy markets during periods of crisis – as it did during the first phase of the Iran war through its 7 million barrels per day East West Pipeline. Sustained disruption of Saudi exports would ripple through international shipping, insurance markets, inflation, and the global economy.

Iran tried to prepare for the present escalation by attempting to restore the Tehran-Sana’a air bridge. The flights were never simply about reconnecting two capitals. They would have provided a direct logistical corridor through which operational planning advisers, missile specialists, drone technicians, and intelligence officers could rotate into Houthi-controlled territory. Such an air corridor would have allowed Tehran to transfer not only equipment but also operational expertise and command capability.

This explains why the Royal Saudi Air Force (RSAF) strike on Sana’a International Airport carried significance beyond denying a specific aircraft permission to land. The objective was to prevent Iran from establishing a permanent logistical architecture capable of sustaining a more sophisticated proxy campaign against Saudi Arabia’s maritime and economic interests.

It is clear Tehran’s calculations increasingly rely on outdated assumptions about Saudi military capability. The Saudi-led Joint Forces Command (JFC) bears little resemblance to the force that first entered Yemen a decade ago. Years of hard learnt lessons from past mistakes and operational experience have transformed it into an integrated coalition built around persistent intelligence, fused command-and-control, precision strikes, air missile defence, and cyber operations.

Rather than functioning as separate military combatant commands, these capabilities now operate as a single decision-making architecture capable of compressing the time between intelligence collection and operational execution.

That transformation extends beyond the Saudi armed forces alone. The Saudi-led JFC now includes more than 650,000 personnel drawn from Saudi Arabia and allied Yemeni, Pakistani, Sudanese, and limited but symbolic GCC formations operating within a unified operational framework. Its principal advantage lies not simply in numbers but in its ability to synchronise military effects across multiple domains while maintaining operational tempo and centralised escalation control.

The JFC maturity became unmistakable during RSAF’s campaign that restored control over southern Yemen in less than a week in January. Built upon an advanced command and control (C2) fused architecture that supports persistent intelligence, electronic warfare, precision targeting, and synchronised manoeuvre, has demonstrated a level of operational sequencing and command integration unseen in earlier phases of the war.

The same C2 maturity was evident during Iran’s coordinated missile and drone attacks launched from Iranian territory and allied formations in Iraq, when RSAF executed synchronised precision strikes across multiple theatres while maintaining centralised escalation control.

The broader consequences extended beyond the battlefield. Saudi operational performance helped create the conditions under which Pakistan was able to broker an unofficial ceasefire between the Saudis and Iranians while reinforcing a new deterrence equation in which further direct Iranian military pressure carried significantly greater operational and political risk. Tehran’s subsequent caution reflected not diplomacy alone but recognition that the kingdom had entered a fundamentally different stage of military maturity.

None of this means the Houthis cannot impose costs. Their missiles, drones, maritime attacks, and psychological operations remain capable of generating disruption disproportionate to their size. But disruption is fundamentally different from sustaining a prolonged confrontation against an opponent possessing overwhelming advantages in intelligence, air power, maritime control, and operational endurance.

Every escalation therefore increases the likelihood of a comprehensive Saudi response. Such a campaign would not simply target missile launchers or drone facilities. It would seek to dismantle the command-and-control networks, logistics infrastructure, communications systems, intelligence apparatus, and operational support that enable Houthi military operations.

This is why the current trajectory is so dangerous.

Saudi Arabia has consistently demonstrated that it prefers stability to confrontation because its overriding strategic priority remains economic transformation and long-term national development. But no state can indefinitely tolerate an Iranian-backed proxy threatening its economy, energy infrastructure, and maritime lifelines.

Ultimately, the Houthis are not testing Saudi military capability. Years of operational adaptation have already answered that question. They are testing Saudi Arabia’s strategic patience.

History suggests that even the greatest strategic patience has limits. If Tehran continues using the Houthis as an instrument of coercion against the kingdom, Riyadh may conclude that the costs of restraint have exceeded the costs of decisive action. If that moment arrives, the campaign that follows will bear little resemblance to the Yemen war of a decade ago. It will reflect years of coalition integration through an elaborate C6ISR architecture to be strategically prepared for such a war. Iran, and the Houthis, may then regret testing the limits of Saudi Arabia’s strategic patience.

The views expressed in this article are the author’s own and do not necessarily reflect Al Jazeera’s editorial stance.

Yemen’s Iran-backed Houthi rebels have announced a maritime blockade on Saudi Arabia after the two sides traded fire last week for the first time in years. Observers have described the announcement as a “significant military move” that threatens global trade.