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HOUTHI STRIKES DEEPEN SAUDI-IRAN RIFT AS CRUCIAL HORMUZ SHIPPING TALKS STALL

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Houthi attack pushes Saudi-Iran tensions into Hormuz talks as Gulf shipping crisis widens

By SCN News Desk

DUBAI/TAIZ, Sept 14, 2026: A new Houthi missile-and-drone attack on Saudi Arabia has sharpened tensions between Riyadh and Tehran just as Gulf governments try to negotiate a way to restore shipping through the Strait of Hormuz, intertwining the war in Yemen with a maritime crisis already threatening global oil supplies.

Yemen's Iran-aligned Houthis said on Monday they fired dozens of missiles and drones at a military airbase in Khamis Mushait in southern Saudi Arabia, targeting aircraft hangars, radar systems, runways and ammunition depots. Saudi authorities issued emergency alerts in Khamis Mushait and three other southern cities. The Houthis described the operation as retaliation for Saudi strikes in Yemen. Independent confirmation of the damage claimed by the group was not immediately available.

The escalation came as a meeting scheduled in Oman between Iran and Gulf Arab governments over proposals for managing and reopening shipping through Hormuz was postponed. Oman announced the delay without publicly assigning blame, while Iran said Saudi Arabia had requested the postponement because of developments in Yemen. Riyadh had not publicly confirmed that account. Bahrain had already indicated it would not participate, underscoring the lack of regional consensus surrounding the proposed arrangement.

The timing matters because Saudi Arabia is confronting pressure on both sides of the Arabian Peninsula. Its East-West Pipeline, which allows crude to reach the Red Sea and bypass Hormuz, was hit in a drone attack blamed by Riyadh on Iran-backed fighters operating from Iraq. The disruption has removed or constrained one of Saudi Arabia's most important alternatives to the Strait. At the same time, Houthi advances in Yemen have increased security risks around Bab al-Mandeb, the gateway connecting the Red Sea with the Gulf of Aden.

That combination changes the strategic significance of the dispute. Hormuz has been largely closed since the U.S.-Israeli war with Iran began at the end of February, making restoration of tanker traffic through the strait a central issue for Gulf producers and global energy markets. But Saudi Arabia's bypass route now faces disruption while the security environment around its Red Sea outlet is deteriorating. Ship-tracking data cited by Reuters showed Hormuz transits had fallen to single digits per day, illustrating how severely normal maritime flows have already been curtailed.

Iran has sought to distance itself publicly from the latest Yemeni escalation. Foreign Ministry spokesperson Esmaeil Baghaei said Tehran had no role in events unfolding in Yemen and presented the proposed Hormuz arrangements with Oman as an effort to reach a responsible mechanism for managing the waterway. Iran nevertheless has longstanding ties with the Houthis and has provided the movement with military support, while analysts caution that the group has its own leadership and interests and should not simply be treated as acting on Iranian orders.

Saudi concerns also extend to the terms under which Hormuz would reopen. Reports cited by Al Jazeera said Riyadh proposed amendments to the Iran-Oman plan because it feared parts of the arrangement could establish an unacceptable new status quo governing passage through the strait. Iran, meanwhile, has published a list of 77 vessels it says violated its operating protocols and warned that they could face fines, detention or confiscation on future transits, adding another potential source of friction over who sets the rules for commercial shipping.

Energy markets are already pricing the risk. Brent crude rose more than 4% when trading resumed before paring gains, while Reuters reported it around $106 a barrel later on Monday. Traders are watching both the Saudi pipeline outage and the reduced flow through Hormuz because a prolonged disruption could further restrict supplies from a region that remains central to the global oil trade.

The immediate diplomatic question is therefore larger than when the postponed Oman meeting will be rescheduled. Negotiators are trying to devise rules capable of restoring commercial traffic through Hormuz while Saudi Arabia faces attacks linked to Iran-aligned groups on its territory and near its alternative Red Sea export corridor. Unless those security disputes can be insulated from the shipping negotiations, the widening conflict risks turning control of the region's maritime chokepoints into part of the bargaining itself.

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