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Iran Conflict 2026
31JUL

Houthis fire on the Saudi tanker Encelia

2 min read
09:24UTC

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
Shipping and insurance underwriters
Shipping and insurance underwriters
Underwriters can price Houthi strikes because the group announces its targets, but an unclaimed drone at Damietta and a mandatory Iranian insurance scheme both deny them a pattern to price against. War-risk premiums are increasingly being set by the absence of a claimant, not the scale of the damage.
Jordan
Jordan
Azraq absorbed its fourth Iranian strike in seven weeks, again drawing no direct Jordanian retaliation, only an American one. Amman's exposure, hosting US basing without the Patriot density of Gulf allies, has not changed even as the war around it widens.
Houthi movement
Houthi movement
The Houthis' 20 July blockade of Saudi-linked shipping is the injury Riyadh's new 43-nation coalition directly answers, yet the group itself was never asked to join and remains outside every proposal on the table. Sanaa-aligned commentators call the coalition a paper reassurance for insurers rather than a deployable force.
Egypt's Cabinet
Egypt's Cabinet
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Oman
Oman
Muscat is running the only channel Iran will use, a voluntary Hormuz fee modelled on Malacca, but stayed out of Saudi Arabia's new naval coalition entirely. Oman's mediating leverage depends on treating Hormuz as shared and non-exclusive, the opposite of what Tehran is now demanding of it.
Iraq's Prime Minister
Iraq's Prime Minister
Al-Zaidi cancelled his first official Riyadh visit and convened the Coordination Framework, the coalition that keeps him in power and whose factions sit inside the PMF that Saudi jets just struck. He is caught between a five-year Saudi investment relationship and armed groups inside his own state he does not fully control.