Middle East
Saudi crude exports from Yanbu plunge 40% as Yemeni strikes force reliance on costlier routes
Crude oil shipments from Saudi Arabia’s Yanbu Port on the Red Sea coast have dropped by 40% over the past few days.
According to data published on July 26 by maritime intelligence firm Vortexa, the Riyadh administration has begun utilizing the SUMED pipeline in Egypt and alternative transit routes in an effort to bypass the naval blockade declared by forces aligned with Sanaa.
The sharp decline in shipment volumes follows retaliatory operations and the enforcement of a maritime blockade against Saudi Arabia by the Yemeni Armed Forces, operating under the Ansarallah movement.
Riyadh has maintained military strikes and blockade measures against Yemen for nearly 12 years.
A Sunday report by maritime intelligence firm Windward, drawing on Vortexa data, noted that Saudi Arabia has established a new logistical framework to maintain its export flows. “Saudi Arabia has created an alternative export route functioning via the SUMED pipeline and the Cape of Good Hope,” the report stated. The agency reported that this shift has driven up transportation costs by approximately $9 per barrel.
The market analysis report provided the following assessment regarding the operational mechanics of the transition:
“Saudi crude shipments have not stopped; they have been split into two distinct routes. Tankers berthing at Yanbu Port are now operating with their AIS signals completely turned off. Vessels are concealing their locations to avoid inclusion on Ansarallah’s target list. Saudi Arabia has established an alternative export route operating via the SUMED pipeline and the Cape of Good Hope. Although this route increases costs and transit times, it demonstrates that the market is capable of adapting to changing conditions.”
Saudi Arabia previously activated a similar alternative route via Yanbu during the initial phase of the US-Israel war, following Iran’s first blockade measures directed at the Strait of Hormuz.
At the time of the Windward report’s release, satellite imagery published by SoarAtlas revealed the ongoing situation at Saudi Aramco’s Jizan Oil Refinery. Massive fires triggered by attacks carried out by the Yemeni Armed Forces were shown to be persisting at the $12 billion facility. Images captured on Saturday documented dense black smoke continuing to billow from a giant oil storage tank at the site.
The Yemeni Armed Forces publicly announced their latest military operations against Saudi Arabia on July 25. They stated that the strikes were executed in response to the Saudi-led coalition resuming aerial bombardments against the Yemeni port city of Hodeidah.
An official statement issued by the Yemeni military under the Ansarallah-led administration provided the following details:
“In response to this overt and criminal aggression, the Yemeni Armed Forces carried out two specialized military operations. In the first operation, sensitive Saudi Aramco facilities in Jizan were targeted with dozens of ballistic missiles and drones. In the second operation, sensitive Saudi Aramco facilities in Yanbu were struck using ballistic and cruise missiles alongside unmanned aerial vehicles.”
Spokespersons for the Yemeni military emphasized that the strikes were “precise” and “direct,” while residents in the city of Yanbu were reported to have heard explosions over the weekend. In the early hours of Saturday, Saudi airstrikes had targeted fuel storage facilities and telecommunications infrastructure in Hodeidah.
Mahdi al-Mashat, President of the Ansarallah Supreme Political Council, issued a warning to the Saudi Arabian leadership in a statement on July 27. “We say to the Saudi enemy that those offering you false hopes will be of no avail. Anything short of an end to the aggression and the complete lifting of the blockade is mere fantasy,” al-Mashat said.
In line with their naval blockade decision, the Yemeni Armed Forces have also targeted two Saudi oil tankers with missiles in recent days. The Sanaa administration officially initiated its maritime restrictions on July 20 under the stated principle of “a blockade for a blockade.”
This latest phase of heightened tension began in early July when Saudi Arabia launched an airstrike targeting Sanaa International Airport for the first time after a prolonged hiatus. Yemeni forces responded by striking Abha Airport in Saudi Arabia with missiles and drones. The attack marked the Yemeni military’s first direct retaliatory strike inside Saudi territory since 2021.
The Saudi-led coalition initially intervened in Yemen in 2015 after Ansarallah took control of the capital, Sanaa, and ousted the Riyadh-backed government. The United Arab Emirates joined as a principal coalition partner, while the UK, the US, and Israel provided logistical support.
During peace negotiations conducted between Saudi Arabia and Yemen in 2023, the parties came close to a final agreement before talks stalled. Nevertheless, those contacts effectively served to freeze large-scale combat operations for an extended period.
The air and sea blockade enforced by Saudi Arabia for over a decade has deepened the humanitarian crisis, particularly due to commercial flight restrictions imposed on Sanaa International Airport. These measures have prevented critically ill and injured civilians from traveling abroad for medical treatment, while the coalition’s military intervention has driven widespread famine and resulted in the deaths of hundreds of thousands of people. Prior to Riyadh’s latest airstrikes, Yemeni forces had been conducting a general mobilization aimed at expelling coalition elements from the country.
Middle East
US warns Gulf allies of possible Iran strikes after midterms
The US administration has notified several Gulf allies that it could launch a short but intensive military campaign against Iran immediately following the congressional midterm elections on 3 November. Washington urged regional states to prepare for this contingency.
According to a Wall Street Journal report citing sources with direct knowledge of the discussions, the warning did not specify which countries were briefed. Meanwhile, military activity on the ground has accelerated alongside these disclosures.
The US military has deployed a Patriot air defence battery from Texas to the Middle East, while beginning to pull its personnel back from exposed bases within range of Iranian ballistic missiles and drones to more secure positions. These moves reinforce indications that the US and Israel are preparing for a direct, wide-scale confrontation with Tehran.
The White House declined to comment on sensitive military plans whose existence has not been officially confirmed. An official statement emphasized, however, that President Donald Trump keeps all options on the table to prevent Iran from acquiring a nuclear weapon.
The New York Times reported last week that US and Israeli armed forces have stepped up joint military drills based on a short but intensive operational scenario. Potential targets identified by the newspaper include Iran’s nuclear facilities, critical energy infrastructure, and production centres for missiles and armed unmanned aerial vehicles.
The same report noted that while seen as an unlikely outcome, Trump could approve the operation before the end of October, though he might also opt against authorizing any military action. In recent months, Trump has repeatedly suspended decisions to re-enter active hostilities at the last moment.
The current active conflict between the two nations was triggered on 28 February by a joint US-Israeli strike on Iranian targets. Trump explained the primary rationale for the operation as ensuring that Tehran can under no circumstances attain a nuclear weapon.
These military actions follow the 12-day war fought in June 2025. During that air campaign, Washington directly targeted and struck Iran’s primary nuclear installations at Fordow, Natanz, and Isfahan.
International Atomic Energy Agency (IAEA) Director General Rafael Grossi outlined the latest situation on the ground during an address to the UN Security Council. Grossi stated that the agency has found no evidence indicating that Tehran is repairing or rebuilding from scratch the nuclear infrastructure damaged in the 2025 and 2026 strikes.
Criticizing the continued exclusion of monitors, Grossi urged Iran to grant international inspectors immediate access to all its nuclear sites, including damaged locations. Since the US bombardment in June 2025, the IAEA has been unable to independently verify the current status of Tehran’s stockpile of highly enriched uranium.
According to official agency records, Iran held 440.9 kilograms of uranium enriched to 60% purity prior to the June 2025 war. In nuclear physics, 60% enrichment is technically regarded as exceptionally close to the roughly 90% threshold required for weapons grade.
Following the bombings, Tehran barred international inspectors from entering the struck facilities. Because of this restriction, the regulatory body cannot ascertain how much of this critical stockpile remains intact or where it is currently stored.
Mounting military costs fuel domestic political pressure
President Trump maintains that the June 2025 air strikes demolished Iran’s nuclear capabilities. Nevertheless, the prolonged military operations have destabilized economic conditions, and soaring domestic fuel prices in particular are placing the governing Republican Party under severe political strain ahead of the midterms.
Trump has pushed back against criticism over rising energy costs, arguing that absorbing higher prices at the pump is necessary to prevent Tehran from acquiring nuclear arms.
Pentagon budget records reviewed by Reuters indicate that total US military spending on the Iran conflict has surpassed $47 billion. This figure stands 25% above official estimates released by defence officials in July.
The largest portion of total expenditures, $29 billion, was allocated to replenishing depleted munitions stocks, while $6 billion went toward replacing worn military hardware. It remains unclear whether repair bills for US bases damaged by retaliatory Iranian missile and kamikaze drone strikes are included in this official $47 billion sum.
Middle East
US military operations against Iran reach $47 billion
The total cost of US military operations against Iran has reached $47 billion.
According to a report by the American newspaper The Hill, citing an assessment by US Central Command (CENTCOM), the operation’s budget grew by more than $3 billion in the past month alone.
A detailed breakdown of the spending appears in a document prepared by the command. The largest share of the budget is accounted for by munitions shipments, totalling $29 billion.
Additional expenses arising directly from conducting the military operation stand at approximately $12 billion, whilst replacing lost military equipment and gear requires $6.1 billion.
Funding allocated to support military personnel deployed to the region, air transport, communications, and transport operations within the operational theatre is calculated at $7.6 billion.
Moreover, this overall total does not include the expenditure required to repair and rebuild US military bases in the Middle East.
According to information reported by The Hill, US President Donald Trump is weighing the possibility of launching fresh strikes against Iran following the country’s midterm elections.
Trump had previously described the military operation against Iran as one of the best decisions of his presidency.
Congress steps in as budget deficit deepens
The bill for the operation climbed swiftly in a short period. In a statement on 22 July, US Secretary of War Pete Hegseth announced that the cost of the Iran campaign had reached $37.5 billion.
Hegseth noted that the figure covered both expenses already incurred and projected spending through the end of the fiscal year on 30 September.
A day before Hegseth’s statement, The Washington Post reported that the Pentagon was facing a severe cash crunch due to the war with Iran.
The newspaper reported that the White House had requested an emergency supplemental appropriation of $67 billion from Congress to cover military expenses, warning that the military would be forced to cut other spending items if the request were rejected.
Following these developments, the House of Representatives approved a $1.15 trillion defence budget.
The relevant resolution includes allocating $73 billion in additional funding to the Pentagon and intelligence agencies, primarily to cover the costs of the war being waged with Iran.
Middle East
Over 3,000 Palestinians displaced as Israel’s Hebron siege hits day 5
The Israeli army’s siege of the city of Hebron in the occupied West Bank has entered its fifth day. More than 3,000 Palestinians have been forced to flee their homes as raids, house demolitions, and forced evictions continue across the city.
According to data shared by Hebron Municipality on 26 October, the number of displaced people has reached 3,189. More than 200 of them are infants.
Municipal authorities announced that roughly half of the total displaced population consists of children and youths under the age of 18.
Palestinian officials in the besieged city declared a state of emergency and established an urgent crisis desk.
Rami Khamis, a member of the crisis desk, highlighted civic solidarity in remarks to Al Jazeera, saying local residents and benefactors who refused to let their fellow citizens stay in temporary shelters opened their homes to displaced families.
A Palestinian forced to abandon his home in haste recounted his ordeal to Al Jazeera on 26 October.
Explaining that they fled with only the clothes on their backs, the resident said their savings, household goods, and official documents were left behind. After placing his family in a relatively safe place, he attempted to return to salvage their belongings, but could not reach the house because the area was no longer safe.
The siege began immediately after an attack on 23 October in which two Israeli soldiers were killed. The two Palestinians who carried out the assault were killed at the scene by Israeli forces.
Citing this incident, the Israeli army blockaded the city and launched wide-ranging operations. The British newspaper The Guardian described the measures carried out in Hebron as “collective punishment”.
Hamas official Mahmoud Mardawi also condemned both the siege in Hebron and the military incursions spreading across the occupied West Bank in a statement on 26 October.
Emphasising that these steps constitute collective punishment, Mardawi warned that escalating tensions on the ground could lead to grave consequences.
Mardawi further argued that Prime Minister Benjamin Netanyahu and his government are using these attacks for propaganda and electoral calculations, stating that military pressure will not break Palestinian resilience and that calculations regarding annexation and mass expulsion will fail to achieve their goal.
Operation rift in Israeli leadership
As the blockade entered its fifth day, a divergence of opinion emerged between Israel’s military brass and the government.
According to a report in the Yedioth Ahronoth newspaper, Chief of Staff Eyal Zamir and Prime Minister Benjamin Netanyahu clashed over the future of the operation.
Zamir argued that the military campaign on the ground had delivered whatever benefit it could provide and that it was now time to bring it to an end.
Military officials said tangible gains achieved throughout the operation remained limited, indicating that whether to sustain the current push required reassessment.
Indeed, the newspaper reported that Israeli forces managed to seize only a limited number of weapons in the city, failing to uncover any unusual arsenals or major arms caches.
However, Chief of Staff Zamir’s proposal to end the operation was rejected. Prime Minister Netanyahu and the Defence Minister dismissed the recommendation and decided to continue the offensive.
At least 70 Palestinians have been detained in Hebron since the siege and operations began. The Israeli army is also continuing extensive demolition activities targeting civilian homes across the city.
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