Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Iran Conflict 2026
17APR

Houthis fire second barrage at Israel

2 min read
09:52UTC

The second Houthi missile and drone attack on Israel in a single day confirms staged escalation, with Bab al-Mandeb closure declared openly as the next step.

ConflictDeveloping
Key takeaway

A second Houthi barrage in 24 hours confirms Iran's proxy network is activating in sequence.

The Houthis (Ansar Allah) fired their second missile and drone barrage at Israel on 29 March, following their first attack the previous day . Israeli military claimed interceptions; targets included what the Houthis described as "sensitive military sites" in southern Israel 1. Deputy information minister Mohammed Mansour has explicitly threatened Bab al-Mandeb closure as part of a staged escalation programme.

Tehran coordinated the timing. Houthi entry came the day after Pakistan confirmed US-Iran indirect talks had stalled and the day Iran published its five conditions . Two attacks in 24 hours is a demonstration of sustainable tempo, not a one-off provocation. The Long War Journal reports that Houthi leaders have conditioned further escalation on whether other nations join anti-Iran operations or use the Red Sea for strikes against Iran's allies.

The strategic problem is compounding. Hezbollah fired 600 projectiles at Israel on 28 March . The Houthis are now adding a second axis. Iran's proxy network is activating in sequence, each front requiring separate defensive resources from a coalition already stretched by the primary conflict.

Deep Analysis

In plain English

Yemen's Houthi movement, which controls most of northern Yemen including the Red Sea coast, is an Iranian-aligned armed group. On 28 March it fired its first missiles at Israel. Within 24 hours it fired a second wave. This matters because the Houthis also control the Bab al-Mandeb strait, the other end of the Red Sea from Hormuz. They have now explicitly threatened to close it. The situation in brief: Iran controls one end of the Gulf-to-Red Sea shipping corridor through Hormuz. Its Houthi allies may be about to close the other end at Bab al-Mandeb.

Deep Analysis
Root Causes

The Houthi activation followed Pakistan's confirmation that indirect US-Iran talks had stalled . Tehran appears to have calibrated proxy activation against the diplomacy clock: when talks collapsed, the proxy network activated. This suggests a deliberate coercive strategy rather than autonomous Houthi decision-making.

The Houthis have their own motivations that partially overlap with Tehran's. Bab al-Mandeb closure would be the single largest expression of Houthi strategic power and a recruiting and fundraising windfall domestically in Yemen.

First Reported In

Update #51 · Iran hits aluminium plants; Hormuz emptying

International Maritime Organisation / UKMTO· 29 Mar 2026
Read original
Different Perspectives
Lloyd's of London war-risk underwriters
Lloyd's of London war-risk underwriters
Lloyd's kept its Hormuz war-risk designation unchanged at $10-14 million per voyage even as Brent spiked 7%, holding the split from futures that has run since late May. Underwriters require a Security Council resolution or government certification, not a presidential phone call.
Gulf Cooperation Council states
Gulf Cooperation Council states
Gulf states, having written to the IMO rejecting Iran's Hormuz transit authority, watched a fresh missile exchange land on Kuwaiti soil. Riyadh and Abu Dhabi remain caught between US security guarantees and Iranian fire, with no Gulf state co-belligerent except Kuwait.
China
China
Beijing stayed out of the diplomatic rupture, sending no envoy and offering no public position on the suspended talks. China keeps its bilateral energy corridor with Tehran while declining the exposure of a mediating role Trump barred it from anyway.
Kuwait
Kuwait
Kuwait's air defences engaged two Iranian ballistic missiles aimed at US forces late on 31 May, the second interception in days after invoking Article 51. Repeated strikes test whether Kuwait's politics can sustain hosting US forces as a de facto co-belligerent.
Lebanon and Hezbollah
Lebanon and Hezbollah
Lebanon announced a partial ceasefire under which Hezbollah pledged to stop attacking Israel, the concrete output of Trump's call. Beirut heads to Washington on 3 June with Israeli forces still inside the south, testing whether the truce survives contact.
Israel under Netanyahu
Israel under Netanyahu
Netanyahu stood down the planned Beirut operation under Trump's pressure but kept his ground advance running toward the Zaharani river, the deepest incursion in 25 years, and disputed Trump's claim that troops had turned around. Israel signalled the halt is tactical, not a wind-down.