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Iran Conflict 2026
26JUL

Houthis fire on the Saudi tanker Encelia

2 min read
12:01UTC

Houthi forces fired missiles and drones at the Saudi tanker Encelia in the Bab al-Mandab on 22 July; Saudi state media confirmed a bow fire with the crew safe.

ConflictDeveloping
Key takeaway

A missile has replaced the radio warning in the Bab al-Mandab, opening a second contested strait south of Hormuz.

Houthi forces fired ballistic and cruise missiles and drones at the Saudi tanker Encelia in the Bab al-Mandab on 22 July, and Saudi Arabia's state news agency confirmed a fire on the vessel's bow with the crew safe and no casualties recorded 1. Yahya Saree, the Houthi military spokesman, announced the strike, calling it a response to what he termed a violation of the movement's blockade decision 2.

The Bab al-Mandab is the strait between Yemen and the Horn of Africa where the Red Sea narrows towards the Suez Canal, the southern gate for oil leaving the Gulf. It had been the quiet alternative to the Strait of Hormuz, the water Gulf barrels slipped through when the northern chokepoint tightened. Until 22 July the Houthis had closed it to Saudi shipping by radio warning alone, a broadcast rather than a weapon .

A hit in the south changes the shape of the war rather than its intensity. For a fortnight the fighting had climbed vertically, more nights and heavier targets inside Iran, while crude still slipped out through the southern route. Firing on the Encelia closes that back door, and it draws Saudi Arabia, which had wanted the maritime war held to hailing calls, into the shooting. The General Transport Authority, cited by the Saudi Press Agency, is the only official confirmation so far, and it covers the Encelia alone.

Deep Analysis

In plain English

The Houthis are an armed group that controls most of Yemen, including its Red Sea coastline. Bab al-Mandab is the narrow strait between Yemen and Djibouti that ships must pass through to reach the Suez Canal from the Gulf. On 22 July the Houthis fired missiles and drones at a Saudi oil tanker called the Encelia as it moved through that strait, and the tanker's bow caught fire. Saudi officials confirmed the Encelia's crew survived unhurt. This matters because Bab al-Mandab is one of only a few sea routes ships can use to move Gulf oil to the rest of the world. When it becomes dangerous, ships either pay much higher insurance to use it anyway or take a longer, costlier route around Africa.

Deep Analysis
Root Causes

Houthi reach into the Bab al-Mandab rests on a decade of arsenal-building that survived Saudi-led bombardment, giving a non-state force based in Sanaa the same anti-ship missile and drone capability that once belonged only to states.

The strait itself has no alternative deep-water route for eastbound Gulf traffic. The only way around it is the far longer passage round the Cape of Good Hope, which is why price, rather than distance, has become the rationing mechanism.

What could happen next?
  • Consequence

    Sustained Houthi strikes on Saudi-flagged tankers push more owners to reroute around the Cape of Good Hope, adding roughly two weeks to Asia-Europe crude and product voyages.

  • Risk

    If war-risk premiums keep rising, some smaller tanker owners may withdraw capacity from the route rather than pay for cover, tightening the deep-water fleet available just as Gulf supply is most constrained.

First Reported In

Update #160 · Houthis hit Saudi tankers; Brent tops $100

Al Jazeera· 23 Jul 2026
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Different Perspectives
Hormuz shipping and insurance market
Kpler, Lloyd's List and S&P Global each independently put Strait of Hormuz transits at a seventh to a sixth of pre-war levels, against CENTCOM's own position that the strait remains open for transit. War-risk premiums rose from 0.25% to 3-10% of hull value in mid-July and have held steady since.
Pakistan (with China)
Pakistan (with China)
Iran's interior minister met Pakistan's army chief in Islamabad on 25 July, his second visit in ten days, with China separately pushing the same track; Islamabad's stated precondition, a halt to Gulf attacks, broke within hours when the Houthis struck Yanbu and Jazan. The channel inherits Baghdad's opening without yet fixing what broke it.
Saudi Arabia
Saudi Arabia
Saudi Arabia absorbed Houthi strikes on Aramco-linked sites at Jazan and Yanbu on 25 July without confirming them, while holding a 30-year civil nuclear agreement Trump made conditional on joining the Abraham Accords two days after signing it. Riyadh is fighting on one front while being asked to concede on another.
Iran (state security leadership)
Iran (state security leadership)
Iran's security chief said strikes continue until the enemy's "total surrender", and no IRNA, Tasnim or Fars report carries any stand-down language to match Washington's pause. Tehran reads the halt as "strategic decision-making fatigue", not a restraint it needs to reciprocate.
Washington (Pentagon and White House)
Washington (Pentagon and White House)
A Defense Department source called the bombing halt "on a hold", Pentagon spokesman Sean Parnell insisted the US "retains a deep arsenal of capabilities", and the White House credited "successful sanctions" and thirteen days of strikes for the same pause. Three explanations from one government suggest none of them is the whole one.
Oil traders
Oil traders
Sent Brent down 2.29 per cent to $98.38 a barrel on reports that mediation was reviving, moving the price on CENTCOM's quiet night rather than on Trump's same-day promise of a bigger operation with no deadline attached.