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Iran Conflict 2026
12AUG

Houthis widen their strikes to Yanbu

2 min read
14:52UTC

Aramco-linked sites on Saudi Arabia's Red Sea coast were struck on 25 July, after Reuters recorded IRGC personnel and equipment flying into Yemen on 13 July.

ConflictDeveloping
Key takeaway

Iranian personnel in Yemen give Tehran a hand in a Saudi escalation it cannot fully control.

Houthi forces struck Aramco-linked sites at Yanbu and Jazan on 25 July, widening a target set that had reached only Jazan's industrial city the previous day 1. CNN's geolocated video showed large fires in the Jazan industrial district; Saudi Arabia issued security alerts for both cities without confirming the strikes 2.

Yanbu sits on the Red Sea north of Jeddah and handles crude arriving by pipeline from the Eastern Province, the route Saudi exports take when The Gulf is unsafe. Striking it reaches the workaround rather than the chokepoint, and it puts a Houthi weapon on the far side of The Kingdom from Yemen. The analyst Mohammed Basha said the strikes end a "recent restraint in targeting strategic infrastructure inside Saudi Arabia" 3.

Between 10 and 21 Islamic Revolutionary Guard Corps personnel, including senior commanders, flew from Tehran into Yemen on 13 July along with missile and drone-related equipment, Reuters reported citing four sources 4. A Houthi media official who said he was aboard the flight denied any military experts were on it. Secretary of State Marco Rubio said the Houthis had been "snookered" by Iran into joining the war 5.

Tehran has treated the Houthis as a deniable instrument since the group took Sanaa in 2015, supplying matériel from a distance. Personnel physically embedded with Houthi forces narrows that deniability, and it cuts both ways: Washington and Riyadh acquire a sourced Iranian hand to point at, while Iran acquires a front it can neither disown convincingly nor call off on demand. The sequence already ran once this week, from the strike on the Saudi tanker NCC Masa to Saudi air strikes near Hodeidah . If Aramco damage is confirmed at Yanbu, the pressure on Riyadh to answer at a scale beyond Hodeidah becomes the war's next moving part.

Deep Analysis

In plain English

The Houthis, a Yemen-based armed group aligned with Iran, widened the list of places they attack on 25 July, hitting oil-industry sites at Jazan and Yanbu inside Saudi Arabia. Reuters reports Iran flew somewhere between 10 and 21 military personnel and equipment into Yemen on 13 July, shortly before this escalation, suggesting Iranian involvement even though Iran does not directly control the Houthis. US Secretary of State Marco Rubio said the Houthis had been "snookered", tricked, into joining a war on Iran's behalf.

Deep Analysis
Root Causes

Iran's use of the Houthis as a deniable front rests on a structural feature of the relationship: Tehran supplies personnel, equipment and targeting expertise without exercising direct operational command, letting it escalate pressure on Saudi Arabia while retaining plausible deniability if the strikes draw a direct US or Saudi response.

Secretary of State Marco Rubio's characterisation of the Houthis as "snookered" inverts that logic, casting them as the party losing agency rather than Iran's instrument, which matters for whether any retaliation lands on Tehran or on Sanaa.

What could happen next?
  • Consequence

    A documented Iranian personnel presence in Yemen gives Washington grounds to attribute Houthi escalation to Tehran when deciding on any response.

  • Risk

    Targeting Aramco-linked infrastructure directly, rather than shipping, raises the stakes for Saudi Arabia's own restraint, which had held since March.

First Reported In

Update #162 · Munitions, not Iran, halted US bombing

CNN· 26 Jul 2026
Read original
Different Perspectives
Anwar Gargash, UAE presidential diplomatic adviser
Anwar Gargash, UAE presidential diplomatic adviser
Gargash warned the region cannot stay trapped between "neither war nor peace", naming the stalemate itself as unsustainable for a Gulf state hosting US forces and absorbing the shipping-risk cost without being party to either the strike decisions or the corridor talks.
Shipping and insurance underwriters
Shipping and insurance underwriters
War-risk premiums are still set against an active blockade and a fatal Bab el-Mandeb attack with an unresolved vessel identity. A disabling strike and a diplomatic "advanced" claim pulling in opposite directions gives underwriters no single signal to reprice cover against.
Pakistan and Qatar (Oman corridor mediators)
Pakistan and Qatar (Oman corridor mediators)
Pakistan's defence minister said matters are "shaping up in favor of peace" on Hormuz and a Qatari spokesperson called the Iran-Oman reopening talks advanced. Both are publicly ahead of Tehran's own security council, which has just disowned the deal's significance.
United States Central Command / President Trump
United States Central Command / President Trump
CENTCOM confirmed a helicopter strike disabled a container ship that tried to evade the blockade, and Trump said the US "totally controls" the Strait of Hormuz. Washington is treating evasion of the blockade as grounds for disabling fire rather than the redirection tactic CENTCOM used through July.
Mohsen Rezaei, Iran's Supreme National Security Council
Mohsen Rezaei, Iran's Supreme National Security Council
Rezaei told China's ambassador Hormuz reopens only when the US ends the war and unblocks Iran's funds, and that the Oman transit deal "will have no impact" on that decision. He is drawing a hard line between the technical corridor track and the political settlement his council controls.
Yemen's internationally recognised government and affected communities
Yemen's internationally recognised government and affected communities
SABA reported at least 17 soldiers killed at Saudi-backed camps in eastern Yemen as tanker use of Bab el-Mandeb fell. The fighting adds civilian and supply risks to a route ships use when Hormuz is unsafe.