
AI-generated summary
The Houthis, an Iran-aligned movement, seized power in Yemen in 2014 and have been engaged in a civil war against the UN-backed government based in Aden. Saudi Arabia leads a coalition supporting the government, while Iran backs the Houthis. The Bab al-Mandab strait is a critical chokepoint for global oil and trade shipments, linking the Red Sea to the Suez Canal. Control of Perim island allows dominance over the narrowest part of the strait.
Yemenâs rampant Houthi forces have captured the strategic island of Perim in the Bab al-Mandab strait, expanding their control of the narrow waterway, one of the âworldâs vital shipping routes.
The Iran-aligned Houthis took control of the volcanic island after forces allied to the UN-backed, Aden-based government left in the latest of a dramatic series of reverses along Yemenâs west coast in recent days, including the loss of the port city of Mocha on Thursday.
Saudi Arabia, which supports and bankrolls the official Yemen government, mounted air raids on Houthi positions in Mocha on Friday.
The Bab al-Mandab strait links Asia to Europe via the Red Sea and Suez canal. Perim island, also known as Mayun, divides the waterway in two, close to its narrowest point. The United Arab Emirates, a former Saudi ally in the anti-Houthi coalition, had been building an airbase on the island before ending its active involvement in the conflict in January.
Saudi Arabia has increasingly relied on the Red Sea and Bab al-Mandab to export its crude since Iran has been targeting vessels in the strait of Hormuz. About 12% of the worldâs goods are typically shipped through the strait.
Saudi Arabia has now said it has shut down a crucial pipeline a day after it was attacked by drones, and Yemenâs Iranian-backed Houthi rebels captured Perim.
It said it had shut its East-West pipeline as âa precautionary measureâ, blaming the attack on several drones that came from Iraq. In a statement carried by the state-run Saudi Press Agency, the kingdom said it would not respond to the attack to give the Iraqi government âan opportunity to take the necessary measuresâ.
The pipeline, also known as the Petroline, runs for 1,201km (746 miles) from the Abqaiq oilfield in the kingdomâs east near Bahrain and Qatar, to the port city Yanbu at the Red Sea.
Built in the 1980s, it has played an important role in Saudi Arabiaâs ability to export oil after the disruption of the strait of Hormuz during the Iran war.
Full Houthi control of shipping in the Bab al-Mandab strait, alongside Iranian control of the strait of Hormuz, would strengthen the chokeholds of anti-western forces over global energy shipments. Oil prices have risen to more than $100 a barrel as the fighting in Yemen has escalated.
Iran hailed the Houthi advances in an official statement on Friday, its first extended comment on the renewed fighting inside Yemen. Iran and the Houthis have been allied since the Houthis rose to power inside Yemen in 2014.
In a statement the Houthis hailed the expulsion of âSaudi enemyâ troops from six districts in the Taiz and Hodeidah regions, the capture of 4,500 sq miles, the targeting of âseven military divisions of the Saudi enemyâs forcesâ and the âkilling, capture, and woundingâ of hundreds of soldiers. It also claimed to have released hundreds of prisoners âheld by the Saudi enemyâs mercenaries for yearsâ.
British diplomatic sources said they did not at present expect Donald Trump to sanction any US bombing of Houthi positions in Yemen, despite requests to do so from Saudi Arabia. The pace of the Houthi advance, and political divisions in the Yemen governorates not controlled by the Houthis, have left western capitals fearful that even the Yemen government capital, Aden, could fall to the Houthis. The UK effectively treated Yemen as a British protectorate until 1967.
The Houthi offensive has cost more than 500 lives and displaced about 46,000 people, the UN migration agency said on Friday.
The Houthi progress down the Red Sea coast from the port of Hodeidah also strengthens Iranâs hand in trying to reach an agreement with other Gulf states on future control of the strait of Hormuz, the central dispute between the US and Iran. Iran has reached an agreement on temporary approved routes with Oman, the country sharing the southern coast of the Hormuz strait. The proposed deal is supposed to be discussed at a meeting of Gulf Cooperation Council (GCC) foreign ministers in the Omani coastal city of Salalah on Monday.
The deal, including a temporary approved route for shipping largely under Iranian control, would â if agreed by the GCC â put pressure on the US to lift its highly effective blockade of Iranian oil ports, which is severely damaging the Iranian economy.
The US struck a surprise ceasefire deal with the Houthis in May 2025 after the cost of a bombing campaign escalated, and Houthis gave private assurances that they would not attack US shipping in the Red Sea. The Houthi leadership this week continued to give similar assurances to all shipping except Saudi Arabian oil tankers.
On 14 August Saudi Arabia assembled a 14-country international maritime naval coalition to protect freedom of navigation in the Bab al-Mandab strait and the Gulf of Aden. The coalition, including Bahrain, Pakistan, Somalia, Djibouti, Turkey and Egypt, has so far been invisible, though Riyadh would argue that such a coalition of the willing takes time to assemble.
Recriminations are under way over the fall of Mocha, with the role of Maj Gen Tareq Saleh, the leader of the National Resistance Forces that retreated from the city, under scrutiny. He said the retreat was necessary to regroup his forces.
On her Facebook page, the Yemeni 2011 Nobel peace prize winner, Tawakkol Karman, called on Yemenâs president, Rashad al-Alimi, to dismiss Saleh and to refer him for investigation and trial on charges of conspiracy and high treason.
Amr al-Bidh, the foreign affairs representative of the separatist political organisation the Southern Transitional Council (STC), said he had warned western diplomats repeatedly of the need for a comprehensive national regional and international strategy to defeat the Houthis, adding occasional airstrikes were not enough.
He accused the Saudis of strategic incompetence and of alienating the southern forces most needed to combat the Houthis.
âThe position is now very serious,â he said. âThe Houthisâ presence in the strait means they will be able to control the waterways without needing to use sophisticated weapons that as a result they can now use elsewhere. The advance is also likely to give them a new income through control of ports along the west coast of the Red Sea.â The Houthis are already offering concessionary rates to draw traffic from ports controlled by the Yemeni government in the Gulf of Aden.
The STC was the dominant political and military force in southern Yemen until this January, when Saudi Arabia bombed its troops, closed its political organisation down and detained as many as 20 of its leaders in Riyadh.
A Saudi promise of a dialogue about the southern question made in January has never been kept, al-Bidh said, adding that Human Rights Watch warned in a March report that some pro-STC protests in Aden were being repressed with undue violence.
âThe betrayal of promises had left the southern population unwilling to leave their home territories to fight the Houthis in the north,â he said. âThe Saudis for 10 years have been dependent on the people of the south to deter the Houthis, and the STC with as many as 80,000 troops at its disposal, has been the backbone of that force.â
Saudi Arabia is facing a familiar dilemma: whether to reach a negotiated settlement with the Houthis on the future of Yemen or to try to push the highly stretched Houthi forces back.
Although the Houthis operate independently of Tehranâs instructions, it is hugely to Iranâs advantage for them to be fighting Saudi Arabia, as the Saudis are more likely in turn to put pressure on Washington to relent over Iran.
AI outlook â possibilities, not facts
Saudi Arabia will face increasing pressure to negotiate with the Houthis over Yemen's future as military options become less viable.
Likely · Within weeks
The Gulf Cooperation Council will discuss and likely approve a temporary agreement granting Iran influence over shipping routes in the Strait of Hormuz during the Salalah meeting.
Possible · Within days
Global oil prices will remain elevated above $100 per barrel if Houthi control of Bab al-Mandab persists and Iranian influence in Hormuz grows.
Likely · Within weeks

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