Published in the Jerusalem Post, 20 October 2026
Early in September the Houthis
launched a rapid and unexpected offensive along Yemen’s Red Sea coast. They
captured the strategically important port of Mocha and pushed south towards the
Bab al-Mandeb strait, gaining roughly 150km of coastline and threatening the
southern entrance to the Red Sea.
The offensive turned Bab
al-Mandeb into a second maritime pressure point in Iran’s conflict with the
United States. Before it, American naval and military resources could
concentrate on the Strait of Hormuz, Iran’s principal economic lever. The
Houthi advance put the Red Sea route into play as well, giving Iran potential
leverage over both of the region’s main oil-shipping corridors.
Oil prices are determined at the
margin, so even when actual lost production is relatively small, the mere
threat of disruption can produce a large price increase. That is exactly what
happened in September. Brent crude,
the principal international benchmark price for crude oil, had averaged about
$89 per barrel for most of 2026. After the seizure of Mocha, despite
there not yet being an equivalent actual loss of global oil production, it went
above $110. It now sits just below $110..
The Houthi assault was too vitally significant to go unanswered. On
October 4, the internationally recognized Yemeni government, backed by
Saudi Arabia, launched a major counter-offensive. With substantial Saudi
air and naval support, government forces attacked the areas recently gained by
the Houthis.
In its public statements the Yemeni government has emphasized that its long-term aim is national reunification.
Accordingly when Rashad al-Alimi, president of Yemen’s Presidential Leadership Council (PLC) announced the operation on October 5, he described it as an effort to restore state institutions, retake Sana’a, and defeat the Houthi movement. Probably more in hope than expectation, he dubbed it "Operation Dawn of Yemen".
Reuters suggests that
Saudi Arabia’s more immediate strategic requirement is to recover the Bab
al-Mandeb area and remove the leverage the Houthis acquired in September.
Former US ambassador to Saudi Arabia, Michael Ratney, put
that narrower objective succinctly: “Ideally, it would be a fairly limited
operation to retake coastal areas and get back to normal maritime traffic.”
The coalition’s military effort is considerable. Its spokesman, Major General Turki al-Maliki, said that 100 fighter aircraft participated in the opening phase, and that 324 “high-value targets” had been destroyed. The coalition also announced round-the-clock support for Yemeni ground forces and air cover over Bab al-Mandeb, while naval operations have extended north to Hodeidah governorate. The coalition says it struck weapons depots and facilities storing explosive-laden boats and naval mines, and thwarted a planned attack on southern Red Sea waterways.
Who are these Houthis, who call their movement Ansar Allah and are perhaps the most blatantly antisemitic of all jihadist groups? They brandish a flag inscribed with the words: “A curse on the Jews”, in addition to such slogans as “Death to America” and “Death to Israel.”They emerged in the late 1980s
from within Yemen’s Zaydi Shiite communities in the northern Saada
region. The current conflicted state stems back to the sadly misnamed “Arab
spring” uprisings of 2011. Inside Yemen they resulted in mass protests against
the long dictatorial rule of its president, Ali Abdullah Saleh.
Saleh was forced to step
down in favor of his vice-president, Abed Rabbo Mansour Hadi. In 2015
Hadi tried to sponsor a revised constitution for Yemen that envisaged a federal
system split between northerners and southerners. The Iran-backed Houthi rebels
rejected it.
Although the Houthis are
fundamentalist Shiites, Yemen’s ex-president Saleh, a Sunni Muslim, decided to
collaborate with them in a bid to return to power.
It was through Saleh that the Houthis were able to gain control of most of the Yemeni military, including its air force. As a result, and supported with military hardware from Iran’s Revolutionary Guards, they overran large tracts of the country, and in September 2014 captured Yemen’s capital city, Sanaa.
Subsequently they expanded their control across much of north-western Yemen.
Saudi Arabia, alarmed at the prospect of Iran gaining a
foothold on the Arabian peninsula, formed a coalition to support Hadi’s
government, and intervened in March 2015 to beat back the Houthis. The internal
struggle for power has continued ever since, and despite years of coalition air
operations and ground fighting, the Houthis have retained their north-western
power base.
A UN-brokered truce in April 2022
substantially reduced fighting. Although it formally expired in October
that year, the UN acknowledges that relative restraint had continued until the
present escalation.
The Houthis’ conflict with Saudi
Arabia has been both religious and political. Zaydis opposed the spread
of Saudis’ Sunni Wahhabi influence on religious grounds. It was the
Saudis’ political and military influence in Yemen that the Houthis
resisted.
From 2022 Riyadh cut back
substantially on its own military activity, attempting a policy of support for
the PLC by way of diplomacy. Even so, it continued to fund and arm
anti-Houthi forces. In the past year it has increasingly
reasserted direct military involvement, culminating in its current
support for the offensive against the Houthis.
Although the ground fighting is being conducted primarily by Saudi-backed Yemeni forces rather than Saudi troops, the Saudi crown prince, Mohammed bin Salman (MBS), has been a significant driver of the counter-offensive.
Following the Houthi advance
toward Mocha and Bab al-Mandab in September, he personally pressed US President
Donald Trump to strike them. Trump declined direct US participation, but
Washington subsequently provided intelligence and targeting support.
MBS's likely strategic objectives
are to restore the Red Sea security buffer by pushing the Houthis away from Bab
al-Mandab and the Saudi-facing Red Sea coast. He is probably not at one
with the PLC in seeing the conflict as another attempt to win the
Yemeni civil war.
The rapid Houthi gains were a
serious setback to the Saudi-backed Yemeni order. Reversing them, even
partially, demonstrates that Saudi Arabia can still defend the security of its
southern frontier.
MBS's immediate strategic
calculation is probably to deny the Houthis — and by extension
Iran — a durable position at Bab al-Mandab, protect Saudi maritime
and energy interests, restore Saudi leverage, and enter any eventual negotiation
from a position of strength, backed now by the offer of Egyptian support.
https://www.jpost.com/opinion/article-912142

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