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Saudi’s Remaining Energy Lifeline To The World Under Threat After Successful Houthi Strikes (Updated)

Just hours ago, the Saudi Aramco refinery at Jazan on the Red Sea was engulfed in flames after a Houthi missile and drone attack. Strikes at the heart of the Saudi’s energy infrastructure on the Red Sea, which acts as the remaining primary lifeline of energy exports out of the region, threaten to drastically impact global oil prices further, a concern we have been raising for some time. In the wake of the attack and additional fighting in the Persian Gulf, oil prices surged toward the $100 per-barrel mark.

“The Yemeni Armed Forces carried out a qualitative, large-scale military operation, targeting the Aramco company in Abha, Najran and the Economic City, Aramco in Jizan, and Khamis Mushait Air Base with dozens of ballistic missiles and drones,” Houthi spokesman Brig. Gen. Yahya Saree stated on Telegram. “The strikes were precise, by God’s grace, and direct, causing major damage to those facilities.”

Saree claimed that the strikes were “in response to the Saudi aggression that targeted our people and our country with 121 air strikes over the past three days.”

Saudi officials confirmed Houthi attacks and said they would retaliate.

“The terrorist Houthi Militia’s senseless attacks, the latest of which targeted civilian and economic sites in the cities of (Abha, Khamis Mashait, Jazan and Najran) resulting in injuries to (73) civilians, including women and children, constitute a blatant violation of the Kingdom’s sovereignty and a direct threat to the security and safety of its citizens and residents,” anti-Houthi coalition spokesman Maj. Gen. Turki Al-Maliki stated on X. 

“The Joint Forces Command of the Coalition will take all necessary operational measures to deter this Terrorist Militia and resolutely confront its hostile approach, in defense of the Kingdom’s sovereignty, the preservation of its national assets and the safety of its citizens and residents,” Al-Maliki added. “The Command will also take all necessary measures and actions to respond to the sources of the threat and neutralize its danger.”

pic.twitter.com/XAqse1hTDT

— المتحدث الرسمي باسم قوات التحالف (@CJFCSpox) September 8, 2026

“…several energy sector facilities and installations in the southern region of the Kingdom were targeted this morning,” the Saudi Ministry of Energy stated on X. The attacks “caused fires at several locations, leading to a temporary halt in some operations,” the ministry added. “Specialized field teams have begun containing the fires, securing the sites and assessing the damage.”

#Statement | Energy Sector Facilities Targeted in Saudi Arabia's Southern Region. pic.twitter.com/olZoupwH48

— وزارة الطاقة (@MoEnergy_Saudi) September 8, 2026

Videos on social media this morning showed the Saudi Aramco facility still burning after the attacks.

Following Houthi strikes, fires can be seen raging at the Jizan oil refinery in Saudi Arabia. pic.twitter.com/tAqOPlsmvS

— OSINTdefender (@sentdefender) September 8, 2026

Data from NASA’s Fire Information for Resource Management System (FIRMS) indicates a large amount of ongoing thermal anomalies in and near the massive Jazan refinery.

🇸🇦🇾🇪 Houthis appear to have launched a major drone attack on Jazan, SW Saudi Arabia, in recent hours.

— Fires at Aramco’s Jazan oil refinery
— Multiple hotspots at Jazan Bulk Plant
— Hotspot near King Abdullah Airport https://t.co/cdhFe7I274 pic.twitter.com/ZIN7WKKUiX

— Egypt's Intel Observer (@EGYOSINT) September 8, 2026

The Houthi attacks inside Saudi Arabia came amid increased fighting in Yemen between the rebels and anti-Houthi forces backed by Riyadh.

War in #Yemen #SITREP | Houthi Narrative | Houthi official media has largely stopped pretending there is no ground war.

The line that this is only a series of limited skirmishes is becoming harder to maintain. Houthi TV @TvAlmasirah and other outlets are now openly reporting… https://t.co/bju4iHy28G pic.twitter.com/ZnifZ1CcQI

— Basha باشا (@BashaReport) September 8, 2026

The conflict between Saudi Arabia and the Houthis grew out of a civil war in Yemen that erupted in 2014. It expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis and raged on until the parties reached a tenuous ceasefire in 2022. The Saudis held off on getting involved in the recent Red Sea conflict which saw the U.S. and coalition warships duking it out with the Houthis, and eventually led to a U.S.-led air campaign over Yemen. Tensions, however, reignited after that conflict ended when the Houthis joined the U.S.-Iran conflict on the side of their major supporter. The Houthis recently imposed a blockade on the Bab al-Mandeb Strait, and began striking Saudi ships in the Red Sea as well as refineries.

As we have frequently detailed, Houthi attacks on Saudi Arabia’s energy infrastructure put further pressure on oil exports from the Middle East, already drastically affected by the Iranian closure of the Strait of Hormuz and the resumption of the U.S. blockade on Iranian ports. Saudi Arabia has diverted millions of barrels of oil per day through pipelines to its Yanbu port on the Red Sea in an effort to minimize the energy shortages due to the hostilities near the Persian Gulf. This also raised the specter of the U.S. having to get as involved as it did during the previous Houthi campaign against shipping that ended last September, which could pull resources away from Iranian-focused operations, if supporting such an operation is even possible at all at this point. The bottom line here is that if the Houthis stop Saudi oil from transiting through the Bab el Mandeb Strait and the Suez Canal, this last lifeline of energy to Europe and Asia and beyond would be severed. This would drastically exacerbate an already ballooning oil crisis.

The Houthi strikes on Tuesday followed a spike in attacks on shipping in the Strait of Hormuz. Last week, U.S. Central Command (CENTCOM) said it destroyed three Islamic Revolutionary Guard Corps (IRGC) oil tankers after the Iranians fired ballistic missiles at U.S. warships.

On Tuesday, “American forces have struck multiple Iranian tankers tied to the IRGC in response to more attempted missile attacks on a U.S. Navy warship,” a U.S. official told TWZ.

The CENTCOM strikes are part of the Trump administration’s new tanker-for-a-tanker policy of hitting Iranian vessels in response to Tehran’s attacks on shipping in the Strait of Hormuz. This marks a change from previous incidents where ships were only attacked for running the ongoing U.S. naval blockade on Iranian ports. The sinking of one of the Iranian tankers in the most recent strikes is another escalation. Previous incidents following major combat operations during Epic Fury involved U.S. forces disabling Iranian transport vessels, not sinking them.

“Following Iran’s failed attacks, CENTCOM permanently disabled the IRGC crude oil carriers M/T Downy off the coast of Kharg Island and M/T Stark 1 near Jask,” the command stated on X on Saturday. “American forces also completely destroyed the unladen crude oil carrier M/T Kylo (also known as the “Noxen”) in the Gulf of Oman, striking the vessel in multiple critical locations to render it inoperable after the crew was directed to abandon ship.”

The three Iranian crude oil tankers “are part of a multibillion-dollar shadow network that funds the IRGC and its regional proxies,” the command added. “Iran has no means by which to defend them.”

“Let the message to the IRGC be clear: If you shoot at two of our ships, we will impose an even higher economic cost —taking out three of yours,” said Adm. Brad Cooper, CENTCOM commander. “We will not hesitate to defend American forces, and if necessary, destroy Iran’s limited and exposed oil fleet.”

“Let the message to the IRGC be clear: If you shoot at two of our ships, we will impose an even higher economic cost —taking out three of yours. We will not hesitate to defend American forces, and if necessary, destroy Iran’s limited and exposed oil fleet.” — Adm. Brad Cooper,… pic.twitter.com/UGGcSGsUtd

— U.S. Central Command (@CENTCOM) September 5, 2026

In addition to the tanker attacks, CENTCOM is maintaining its naval blockade of Iranian ports. “As of Sept. 6, U.S. forces have redirected 92 commercial vessels, disabled 3 and boarded 2 to ensure strict compliance,” the command stated on X.

A U.S. Air Force F-35A stealth fighter jet patrols over regional waters as CENTCOM forces continue to enforce the maritime blockade against Iran. As of Sept. 6, U.S. forces have redirected 92 commercial vessels, disabled 3 and boarded 2 to ensure strict compliance. pic.twitter.com/oXNN5zKx1t

— U.S. Central Command (@CENTCOM) September 6, 2026

As these events unfold, the price of oil is rising further, as we noted earlier in this piece. As of noon on Tuesday, the per barrel price of Brent crude was trading at nearly $98, a $10 per barrel gain from Aug. 26, according to OilPrice.com.

Analysts said the price reflected “the market’s recognition that there is no end in sight for the conflict in the Middle East, which has disrupted oil flows through two vital arteries: the Strait of Hormuz and the Red Sea,” The New York Times reported on Tuesday.

“Oil market participants are now pricing in a more prolonged disruption to shipping flows,” Hamad Hussain, a senior economist with Capital Economics, a research firm, told the publication. “They and other analysts have raised oil price estimates, based on an expectation of increased disruptions.”

Amid the strikes on oil-related targets, Iran claimed it captured an Anduril Dive-LD UUV and is in the process of reverse-engineering it. The IRGC released video and images of the device.

The IRGC Navy has released footage showing the captured U.S. Navy Dive-LD autonomous underwater vehicle (AUV) seized in the Strait of Hormuz. pic.twitter.com/XN379Kcpkh

— Ebrahim Zolfaghari (@IranTimes72) September 8, 2026

Additional images showing the U.S. Dive-LD AUV that was captured by the Iranians, following what a U.S. official described as a malfunction a number of days ago. pic.twitter.com/fyuDFJxsuv

— OSINTdefender (@sentdefender) September 8, 2026

The IRGC “captured one of the most modern intelligent and unmanned submarines of the terrorist U.S. military at the entrance to the Strait of Hormuz at dawn today, in a complex operation involving intelligence and operational surveillance,” the organization claimed.

The vessel “possesses the latest technology in the field of underwater systems in the world and was delivered to the fleet of the terrorist U.S. military in 2025,” the IRGC added.

Asked if Iran captured a UUV, a U.S. official denied that the Iranians obtained anything sensitive.

“An underwater drone operated by U.S. forces malfunctioned more than a day ago,” a U.S. official told us. “It was surveying regional waters in support of ongoing operations. The defective drone was an older model that neither collected sensitive data nor carried any classified sonar or radar equipment. U.S. operations in area waters continue.”

That's a Dive-LD from the U.S. Navy’s Unmanned Undersea Vehicle Squadron 1 (UUVRON-1). pic.twitter.com/qwfOUTA8v7

— Mehdi H. (@mhmiranusa) September 8, 2026

The Dive-LD can be configured for demining operations. Cooper, the CENTCOM commander, recently stated that: “We have successfully cleared sea mines in the strait’s international shipping lanes that were laid months ago by Iran’s Islamic Revolutionary Guard Corps. Internationally recognized transit routes in the strait are free of Iranian sea mines, thanks to the incredible work of the U.S. military.”

It is unclear whether the Dive-LD system was used in those operations; however Financial Times last week reported that the U.S. sent “Navy Seal divers, robot boats and specialized underwater craft into the perilous strait for a four-month mine-clearance mission.”

“The fraught process of explosive device disposal was carried out underwater and in darkness in an attempt to eliminate a crucial factor deterring ships from carrying vital cargoes through the strait since the US and Israel attacked Iran in February,” the publication added.

US Navy SEAL divers spent four months clearing Iranian mines from the Strait of Hormuz, according to the Financial Times.

SEAL divers worked at night from inflatable-hulled boats with help from underwater crafts to remove the mines.

"That is usually followed up by a navy diver… pic.twitter.com/NT1gBvQVqA

— Collin Rugg (@CollinRugg) September 7, 2026

As the Houthi-Saudi exchanges continue and the Strait of Hormuz is still heavily contested, there appears to be no real movement toward a diplomatic solution.

U.S. President Donald Trump proclaimed that the U.S. will defeat Iran.

“Oil prices will drop precipitously, like everything else is dropping (but more!), when we WIN the war with Iran,” the president stated on his Truth Social site. “Three Dollars a gallon, but ultimately, below Two Dollars a gallon. It will all happen quickly, and Iran will never have a Nuclear Weapon. MAGA!”

Trump acknowledges 1) oil prices are high, 2) it's because of the war with Iran, 3) the war has not ended, 4) the US has not won, yet. pic.twitter.com/gcsfqYmu0E

— Gregory Brew (@gbrew24) September 7, 2026

Iran, for its part, said it will continue fighting.

“The Islamic Republic of Iran has always opposed war and has considered the preservation of the people’s interests and regional security to lie in refraining from igniting conflict,” Iranian President Masoud Pezeshkian said on X. “However, just as it has boldly risen to defend against aggression up to this day, it will continue this resistance with full strength until the aggressors are brought to complete regret and will remain the guardian of the rights of the great Iranian nation.”

جمهوری اسلامی ایران همواره با جنگ مخالف بوده و حفظ منافع مردم و امنیت منطقه را در پرهیز از آتش افروزی دانسته است. اما چنانکه تا امروز در برابر تجاوز، دلیرانه به دفاع برخاسته است این مقاومت را تا پشیمانی کامل متجاوزان با قوت ادامه خواهد داد و پاسدار حقوق ملت بزرگ ایران خواهد بود.

— Masoud Pezeshkian (@drpezeshkian) September 8, 2026

Should there be a resolution to this conflict, U.S. military and intelligence officials have had “recent quiet discussions about cutting the number of people and facilities typically stationed in Middle East,” CNN reported.

In offices across the US military & intel community, there have been recent quiet discussions about cutting the number of people & facilities typically stationed in Middle East if Trump admin succeeds in ending the Iran conflict, 6 sources tell @KatieBoLillis & me.…

— Zachary Cohen (@ZcohenCNN) September 8, 2026

That’s it for now. We’ll update this story when new details emerge.

UPDATE: 6:25 PM Eastern:

CENTCOM said it “destroyed five Iranian crude oil carriers, Sept. 8, after the Islamic Revolutionary Guard Corps (IRGC) targeted a U.S. Navy warship with ballistic missiles twice over the past two days.”

“The U.S. warship successfully evaded the attempted Iranian attacks and continued to patrol regional waters. No American personnel were harmed,” the command added on X. “In response to Iran’s most recent failed attacks, CENTCOM destroyed the IRGC crude oil carriers M/T Kaviz, M/T Charminar, M/T Horizon 1, and M/T Riesco in the Gulf of Oman as well as M/T Derya near Kharg Island. American forces directed the crews to abandon ship before the vessels were struck and rendered inoperable. Iran has used the tankers as part of a multibillion-dollar shadow network that funds the IRGC and its regional proxies. Iran has no means by which to defend these vessels.”

CENTCOM forces destroyed five Iranian crude oil carriers, Sept. 8, after the Islamic Revolutionary Guard Corps (IRGC) targeted a U.S. Navy warship with ballistic missiles twice over the past two days. The U.S. warship successfully evaded the attempted Iranian attacks and… pic.twitter.com/Gi8a2tloN1

— U.S. Central Command (@CENTCOM) September 8, 2026

In the wake of the CENTCOM strikes, Iran launched a new wave of ballistic missile attacks, a Jordanian source confirmed to us. The official Iranian Fars media outlet said Muwaffaq Salti Air and Prince Hassan air bases were targeted.

‌
حمله به پایگاه‌های موفق‌السلطی و شاهزاده حسن در اردن

گفته می‌شود پایگاه‌های هوایی موفق السلطی و شاهزاده حسن اهداف حملات موشکی ایران است.

براساس گزارش‌ها اردن به دلیل ناتوانی سامانه‌های پدافندی آمریکایی، جنگنده‌های نیروی هوایی را برای رهگیری موشک‌های ایرانی به پرواز درآورده.

— خبرگزاری فارس (@FarsNews_Agency) September 8, 2026

Video has emerged on social media of interceptors in Jordan defending against the attack.

An insane amount of Jordanian interceptors being seen used here. Dozens being used, as Iranian fires inundate the local area. So far no visible impacts have been viewed. pic.twitter.com/cyZtoojZ9G

— OSINTdefender (@sentdefender) September 8, 2026

NOW: Jordan is currently under heavy Iranian ballistic missile attacks.

A large amount of interceptors are being launched, impacts have been recorded. https://t.co/GVndx2SrP6 pic.twitter.com/xzUanwcSUu

— Open Source Intel (@Osint613) September 8, 2026

Contact the author: howard@twz.com

The post Saudi’s Remaining Energy Lifeline To The World Under Threat After Successful Houthi Strikes (Updated) appeared first on TWZ.

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‘All Arabs are threatened’: Israel’s expansion won’t stop in Lebanon

Still image of Amal Ahmed al-Akar, a displaced Palestinian resident of Shatila refugee camp in Lebanon, putting her hands over her eyes in the middle of a deserted street. Still image from TRNN documentary Report “‘All Arabs Are Threatened’: Israel’s Expansion Won’t Stop in Lebanon” (July 2026). Credit: TRNN/Shadowgraph Media.

Israel’s recent attacks on Lebanon and ethnic cleansing of Palestinians in Gaza and the occupied West Bank are part of a long history of military aggression and occupation. But the Zionist project of creating a “Greater Israel” in the region has reached new heights, with senior government officials openly advocating territorial expansion into sovereign nations like Lebanon.

In the southern suburbs of Beirut, the Palestinian refugee camps of Shatila and Bourj al-Barajneh have been a home to generations of Palestinians displaced during the 1948 Nakba. Residents of these camps have endured decades of violence, while holding onto the dream of one day returning to their stolen homeland.

TRNN was granted exclusive access to the Shatila and Bourj al-Barajneh refugee camps. In this on-the-ground report, we take you inside the camps in the midst of the latest conflict, and we speak to residents about their lives, resistance, and dreams of returning home.

Credits:

  • Filmed, directed and edited by Ross Domoney
  • Produced by TRNN, Antonis Vradis, and Shadowgraph Media
  • Voiceover and Script writing by Nadia Péridot
  • Local Production by Mohamad Hanoun
  • Translation by Siham Shamalakh 
  • Graphics by Jack Lafone-hill
Transcript

A transcript will be provided when ready

💾

“Israel aims to establish a greater Jewish state from the Euphrates to the Nile. All Arabs are threatened, not only Palestinians. Lebanon, Syria, Yemen, Egypt, Jordan—all are threatened”
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The Saudi dilemma: How Yemen could shape the next phase of the Iran war

Ein Foto zeigt eine Menschenmenge mit erhobenen Gewehren und Schildern, die nachts auf einer Straße in Sanaa Lichter hochhalten.
Cover image: picture alliance / Anadolu | Mohammed Hamoud

The next phase of the war between the US and Iran may be decided not in the Gulf but in Yemen. The Houthis’ decision to blockade Saudi Arabia in the Red Sea—including by attacking two Saudi ships as well as Aramco’s oil infrastructure—could become a turning point in the wider conflict. Such escalation could force Riyadh to reconsider the diplomacy-first strategy that has defined both its response to the Iran war and its handling of Yemen after a costly military intervention failed to uproot the Houthis.

Staying out of the war

Since the Iran war began in February, Riyadh has maintained channels with Tehran and urged Washington to pursue de-escalation, diplomacy and an end to the war. This strategy stems from Saudi Arabia’s exposure to prolonged turmoil and its determination to avoid being dragged into a war.

There is also a more immediate Saudi calculation. By keeping lines open with Tehran, Riyadh sought, with partial success, to persuade Iran to spare the kingdom the kind of retaliation it directed at the UAE, whose support for the US-led war has been overt. Restraint has also strengthened Saudi diplomacy with the Houthis and helped preserve an uneasy truce.

This diplomatic approach has also allowed Riyadh to keep exporting oil even as Hormuz remained closed. Crude continued to flow through the East-West Pipeline from the Eastern Province to Yanbu on the Red Sea, preserving access to Asian markets, which account for up to 70% of Saudi crude exports. While the route still handles only a fraction of export volumes during peacetime, it provided Saudi Arabia with an economic lifeline while easing pressure on global markets.

That arrangement is now under strain. After Saudi-backed forces in Yemen struck the runway at Sana’a airport to prevent Iranian aircraft from landing (arguing they were enforcing a no-fly embargo on military supplies), the Houthis launched ballistic missiles and drones at southern Saudi Arabia, ending a four-year truce.

The attacks appear to reflect a shift in Iran’s strategy towards the kingdom. As the US expanded its attacks on Iranian infrastructure, Tehran has reportedly asked the Houthis to prepare to close Bab al-Mandab and threatened the East-West Pipeline directly, declaring a “port against port” doctrine under which Gulf infrastructure hosting American operations would become targets. By threatening both Hormuz and the Red Sea, Tehran appears to seek to raise the global cost of the American campaign—while again overestimating Riyadh’s ability to press Washington for de-escalation.

Riyadh’s choice

Saudi Arabia must now decide how to respond. If the Houthis fail to cause meaningful disruption at Yanbu and the East-West Pipeline, it may seek a new exclusion agreement with the group and Iran. Under such an arrangement, Saudi tankers, ports and infrastructure would be removed from their target list in exchange for restrictions on refuelling American aircraft and on intelligence support for American operations, as well as tighter controls on the Saudi-backed Yemeni forces. Tehran would also expect Riyadh to keep pressing the White House for de-escalation. The Houthis would likely demand concessions of their own too, such as resumed flights to Sana’a, access to the port city of Hodeidah, salary payments and a more formal recognition of their authority in northern Yemen.

If, however, the Houthis continue to block Saudi exports while attacking Yanbu, the East-West Pipeline or other critical infrastructure such as Aramco facilities, Riyadh may conclude that diplomacy has become a mechanism for managing its own strangulation. At that point, accommodation could be more dangerous than escalation. Saudi Arabia could then move closer to the American campaign against Iran while also reviving its own war against the Houthis. That would draw the Arab world’s most influential state directly into the conflict, making it far harder to contain.

After their public split around Yemen, the two Gulf powers now have a shared incentive to confront a common enemy

Riyadh would first try to deal with the Houthis. Saudi Arabia has already struck Houthi sites at the port of Hodeida and on Kamaran island. The next steps would likely involve coordination with the UAE. Abu Dhabi has long argued that Riyadh’s accommodation with the group was doomed to fail. After their public split around Yemen, the two Gulf powers now have a shared incentive to confront a common enemy. The UAE-backed forces in the south have already mobilised alongside the Saudi-backed internationally recognised Yemeni government, attacking Houthi missile and drone launch sites as well as weapons depots in Marib and Al-Jawf.

Avoiding a wider war

Such an escalation would be an enormous gamble for all sides. Iran would end up facing a broader coalition. Saudi Arabia would be joining an American military campaign that is yet to deliver a decisive blow against Iran, while reopening a conflict in Yemen that it previously failed to settle. Iran has already demonstrated that it can keep Hormuz closed despite US strikes, showing it retains highly dispersed missile and drone systems able to sustain a prolonged war at a very low cost. The Houthis can do much the same in the Red Sea. Meanwhile, a renewed ground war in Yemen could reignite the country’s longstanding civil war.

Europe has every interest in preventing that outcome. A prolonged closure of Bab al-Mandab would disrupt the Suez route, increase energy and shipping costs and heap further pressure on the European economy. If Saudi Arabia abandons restraint against Iran and the Houthis, the chances of a diplomatic settlement that addresses both Hormuz and the region’s wider security architecture would diminish significantly. The EU is now considering expanding the mandate of Operation Aspides to include minesweeping, amid concerns that Iran or the Houthis could use naval mines to keep Bab al-Mandab closed even after de-escalation. But naval and economic plans should support, not replace, diplomatic efforts. Europeans should use their channels with mediators, including Pakistan, Qatar and especially Oman to dissuade Iran from opening new fronts in Bab al-Mandab and against Saudi Arabia, while also pressing Trump to hold back from widening American attacks to core Iranian infrastructure.

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