Saudi Arabia shifts Yemen strategy as Houthi threat grows

Saudi Arabia shifts Yemen strategy as Houthi threat grows
Battle between Iran-aligned Houthi fighters and Saudi backed forces in Al-Jawf province, Saudi Arabia, 25 September 2026
Reuters

Saudi Arabia is facing a widening security challenge from Yemen as Houthi forces consolidate recent territorial gains along the Red Sea coast and step up attacks on the kingdom.

Riyadh turns to Washington

The escalation has pushed Riyadh to seek closer coordination with Washington. Saudi Foreign Minister Prince Faisal bin Farhan met U.S. Secretary of State Marco Rubio in Washington on Monday as the two countries discussed Yemen, maritime security and wider regional developments.

The talks followed a request by Saudi Crown Prince Mohammed bin Salman earlier this month for direct U.S. military intervention against the Houthis. The United States declined to carry out strikes but agreed to provide intelligence and targeting support, according to Reuters.

A more pre-emptive approach

The immediate change, however, is taking place on the battlefield. Yemeni government forces say they have adopted a more pre-emptive strategy aimed at stopping Houthi attacks before they can be launched.

Instead of waiting for fighters and weapons to reach frontline positions, government forces are targeting reinforcements, military gatherings, weapons and command positions deeper inside Houthi-controlled areas.

The strategy follows a major Houthi offensive along Yemen’s western coast. The group has captured the port city of Mokha and other strategic positions, giving it greater access to the Bab al-Mandab Strait, one of the world’s most important maritime routes.

Yemeni military officials decided to change tactics after examining the collapse of the National Resistance Forces during the recent offensive. According to officials, Houthi forces were able to gather fighters and military equipment in Taiz for almost a month before launching their attack, without being effectively targeted during the build-up.

The new approach is designed to prevent that from happening again.

Its objective is to disrupt Houthi preparations before another offensive can begin and create conditions for government forces to recover lost territory.

Saudi security under pressure

That shift matters for Saudi Arabia because the battlefield in western Yemen is increasingly connected to the kingdom’s own security.

The Houthis have expanded the geographic reach of their attacks against Saudi Arabia in recent weeks. Saudi authorities have reported missile and drone attacks targeting cities including Riyadh, Taif, Yanbu, Abha and Jazan. The escalation has also put pressure on Saudi energy infrastructure and Red Sea export routes.

Saudi Arabia has also been working to protect alternative routes for its oil exports. On Tuesday, the kingdom resumed crude loadings at Yanbu following the restart of its East-West Pipeline, which had been shut after a 11 September drone attack attributed by Riyadh to Iraqi militias.

Yanbu is strategically important because it allows Saudi crude to reach the Red Sea without passing through the Strait of Hormuz.

But keeping that route open depends partly on the security situation in western Yemen.

Red Sea risks grow

The Houthi capture of territory along the Red Sea coast has brought the group closer to Bab al-Mandab, increasing the risks for vessels operating between the Red Sea and the Gulf of Aden.

Shipping through the strait had already fallen sharply during the latest fighting, adding pressure to a global maritime system also facing disruption around Hormuz.

For Riyadh, the challenge is therefore no longer confined to missile defence along its southern border. It now encompasses territory in Yemen, Red Sea shipping and the protection of energy infrastructure.

That broader threat is also putting the Saudi-U.S. relationship under closer scrutiny.

Rubio has publicly reaffirmed Washington’s defence commitments to Saudi Arabia but has not promised direct U.S.military intervention against the Houthis.

That leaves Riyadh reliant on a combination of its own military capabilities, U.S. intelligence and defensive assistance, while Washington considers how far it wants to become involved in another campaign in Yemen.

Washington weighs its role

The Houthis, meanwhile, have signalled that they do not necessarily want a direct confrontation with the United States. U.S. President Donald Trump has said Washington has held discussions with the group, while sources told The National that the Houthis had communicated through mediators that they would not target American ships.

The result is an unusual balance: Saudi Arabia is seeking stronger U.S. support against the Houthis, while Washington is trying to protect its interests without opening another large-scale military front in Yemen.

The battlefield could determine how long that balance lasts.

If Yemeni government forces succeed in disrupting Houthi reinforcements and preventing further advances, Riyadh could gain more room to contain the threat without a major U.S. intervention.

If the Houthis continue expanding toward strategically important areas or intensify attacks on Saudi cities, energy facilities and Red Sea shipping, pressure on Washington to provide more than intelligence and defensive assistance could increase.

Stopping the next offensive

Saudi Arabia is now pursuing both tracks at once: closer diplomatic coordination with Washington and a more aggressive effort by its Yemeni allies to stop the Houthis from building up forces for another offensive.

The key question is whether that pre-emptive strategy can slow Houthi momentum before the fighting moves even closer to Saudi Arabia’s borders and the region’s critical maritime routes.

Tags