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Newsletter: Gulf

Saudi Arabia’s southern front is back

Escalating tensions between Yemen's government and the Houthis threaten to pull Saudi Arabia back into a conflict Riyadh has spent four years trying to keep frozen.

Welcome back to AL-MONITOR Gulf.

For more than four years, Saudi Arabia has worked to keep its conflict with Yemen’s Houthis frozen. That effort faced renewed pressure this week after strikes on Sanaa International Airport were followed by Houthi missile and drone attacks targeting Abha Airport in southern Saudi Arabia. The exchange marked the most serious escalation since the 2022 truce and raised the prospect that renewed tensions between Yemen’s internationally recognized government and the Houthis could once again pull Riyadh into a conflict it has spent years trying to contain.

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Francesco

 Leading this week

Smoke rises after reports of an airstrike hitting near the Sanaa International Airport, as seen from Sanaa, Yemen, July 13, 2026. REUTERS/Khaled Abdullah 

State of play: A fragile period of de-escalation between Saudi Arabia and Yemen’s Houthis appears increasingly at risk after an escalation surrounding Sanaa International Airport. Yemen’s internationally recognized government said Monday that it targeted the airport’s runway to prevent an Iran-operated Mahan Air aircraft from landing, accusing the Houthis of allowing Tehran to violate Yemeni airspace while blocking Yemeni civilian flights. The aircraft, which was carrying a Houthi delegation returning from the funeral of Iranian Supreme Leader Ayatollah Ali Khamenei in Tehran, was ultimately diverted to Houthi-controlled Hodeidah International Airport. On Wednesday, Yemeni Information Minister Moammar al-Eryani said the incident had established a "new equation," warning that any future unauthorized flights from Iran would be treated as violations of Yemen's sovereignty rather than civilian operations.

The Houthis, however, blamed Saudi Arabia for the strike, declaring the end of the “de-escalation phase” and warning that Riyadh would “bear the consequences.” Within hours, the group launched ballistic missiles and drones toward Abha Airport in southern Saudi Arabia and warned commercial airlines to avoid Saudi airspace until restrictions on Sanaa Airport are lifted.

A Houthi supporter holds a poster with an image of the Houthis’s leader, Abdul-Malik al-Houthi, as he speaks on a mobile phone during a demonstration in solidarity with Iran, as the US-Israeli conflict with Iran continues, in Sanaa, Yemen, March 27, 2026. REUTERS/Khaled Abdullah 

Why it matters: Behind the immediate exchange lies a broader regional dynamic. According to US officials cited by Axios, Crown Prince Mohammed bin Salman reportedly informed President Donald Trump in advance of the planned strikes and received Washington’s backing, underscoring Riyadh’s concern that any renewed confrontation with the Houthis could require renewed American military and diplomatic support. 

US officials also reportedly believe the Iranian aircraft may have been transporting weapons, missile components and military personnel alongside the returning Houthi delegation, although these claims have not been independently verified.

The significance extends well beyond Yemen. Since the outbreak of the Iran war, Saudi Arabia has carefully avoided direct confrontation. A renewed Houthi front would reopen precisely the security challenge Riyadh has spent years trying to contain.

It would also threaten Saudi Arabia's growing reliance on the Red Sea as an export corridor through its East-West pipeline, which has become increasingly important as oil shipments seek alternatives to the Strait of Hormuz. Any renewed attacks on Red Sea shipping or Saudi infrastructure would therefore carry consequences extending well beyond Yemen itself.

Looking ahead: Whether this week's exchange proves isolated or marks the end of four years of relative calm will largely depend on the coming days. Riyadh still appears keen to avoid a return to full-scale war, while the Houthis have so far stopped short of launching a broader campaign against Saudi territory and Red Sea shipping.

Yet the events of this week demonstrate how quickly the southern front can once again become central to Gulf security. After months of attention focusing on Iran and the Strait of Hormuz, Saudi Arabia is being reminded that its most immediate strategic vulnerability may once again lie along its border with Yemen.

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The procurement forms part of Kuwait’s largest naval modernization program in more than 15 years. The Al Dorra vessels are being built by Abu Dhabi Ship Building under the UAE’s EDGE Group, which serves as the prime contractor. The program combines Gulf shipbuilding with European defensive systems, reflecting Kuwait’s growing focus on improving the survivability of its naval fleet against increasingly sophisticated anti-ship missiles and drone threats.

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