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Short Iran War + Ansar Allah v. Saudis Update


Iran and Ansar Allah have greatly intensified their attacks on their respective opponents, with Iran damaging two more vessels in the Strait of Hormuz environs, one via missile, the other by a mine. In the past week, Iran has considerably increased the range of its strikes, by hitting a tanker roughly 500 kilometers west of the Strait of Hormuz, off Qatar, and has also upped the frequency and severity of attacks, by hitting engine rooms which results in them lengthy repair times, and even sinking a cargo ship. From Lloyd’s List in Containership sinks in Strait of Hormuz as attacks on shipping intensify:

  • AD Ports-operated containership GFS Pride reportedly sank after a projectile strike and onboard fire during a Hormuz transit
  • Bulk carrier Cape Dao, attacked in September, is now reportedly sinking after salvage efforts failed, underlining the long-tail consequences of recent attacks
  • Containerships, bulk carriers and tankers have all been targeted in recent weeks, prompting fresh warnings over the deteriorating security environment in the strait

Some visuals:

And from Aljazeera’s live feed:

Strait of Hormuz attacks surge as Iran steps up surveillance, disrupting oil flows

Iran has deployed new naval units to expand surveillance of the Strait of Hormuz as attacks on commercial vessels reach their highest levels since the US-Israeli war began in February.

The navy said the new deployment would allow “real time surveillance of enemy activities and maritime traffic” across the strait, the Sea of Oman and the Arabian Sea, according to Iranian state media.

According to maritime tracking firm Kpler, 10 tankers were struck in the strait between September 28 and October 4, followed by another strike on October 5.

The UK Maritime Trade Operations (UKMTO) centre has separately recorded 15 other attacks between October 6 and October 14, with 11 of them occurring in just the past four days.

The escalation has disrupted oil shipments through the strategic waterway. Kpler data showed that just 2.9 million barrels passed through Hormuz on October 11, down from nearly 20.8 million barrels on October 8.

And this level of attacks looks set to continue:

Iran officials are taunting the US:

The US responses so far do not amount to much. Per Aljazeera’s live feed, CENTCOM reported today that it destroyed a dhow engaged in surveillance in the Gulf of Oman on October 6, plus there are unconfirmed reports of explosions in southern Iran…which the US has hit how many times already?

But more may be in the offing:

But then again, these force buildups under Trump are the military version of the negative yield curve predicting 9 of the past 5 recessions. But there are several media reports with similar findings, that the US is weighing a three day-ish campaign:

Erm, the US attacked Iran for 40 days and Iran is not only still standing but has escalation dominance. The only thing that the US could do in three day that it has not done before (ex nukes) is hit Iran’s energy infrastructure or critical civilian infrastructure. Iran has warned that it would wreck Gulf energy production were that to happen. Perhaps with the benefit of time, Iran has come up with retaliation plans that would hurt the US and petrostates more than the rest of the global economy, say by hitting US businesses in theater, data centers and communications.

Middle East Eye includes this update in Houthi strikes mark the end of Saudi Arabia’s Yemen ‘containment strategy’:

Saudi Arabia’s bid to “contain” the Houthis in Yemen while doubling down on economic growth at home is collapsing, posing one of the most serious tests for Crown Prince Mohammed bin Salman since he rose to power, according to analysts and diplomats….

In the last week alone, the Houthis struck Riyadh’s international airport three days in a row. A strike on Saturday killed at least 13 people and injured 300. The group’s targeting capabilities were underscored again on Tuesday when they hit the headquarters of Saudi Arabia’s state oil giant, Aramco, in the eastern city of Dhahran.

The strikes have caused some to question the capabilities of Saudi Arabia’s military.

The kingdom is a major buyer of American weaponry, including Patriot and Thaad air defence systems. According to the Stockholm International Peace Research Institute, the kingdom spends 6.5 percent of its GDP on military gear, one of the highest ratios in the world.

“It’s quite striking, literally, that the Houthis can hit, at will, these incredibly important facilities in Saudi Arabia and the Saudis can’t defend them,” Gregory Gause, an expert on the Gulf at the Middle East Institute, told MEE.

The markets are under-reacting to this spate of news. Oil has risen to $106 a barrel before falling back to a bit over $104. Bloomberg, even in its Middle East edition, has given AI and other news lead placement. Admittedly, there is a bit of a rout underway. From the Financial Times in Global tech sell-off deepens as Asian markets tumble:

Asian markets tumbled on Thursday following sharp falls for US chip stocks on Wall Street overnight as investors continued to fret about rising inflation and the future earnings of AI groups.

In Seoul the semiconductor-heavy Kospi fell 7.7 per cent, with bellwethers SK Hynix declining almost 11 per cent and Samsung Electronics down 9.3 per cent.

In Tokyo the Nikkei 225 sank 4.5 per cent, with OpenAI investor SoftBank sliding almost 10 per cent and semiconductor and memory maker Kioxia losing 11 per cent.

“People are just getting a little bit panicked at the moment,” said Song Zhe at BNP Paribas Asset Management.

Bloomberg’s Middle East conflict news, below the fold, is not happy:

To the Ansar Allah-Saudi conflict, see CBS in Live Updates: Houthis launch new attack on Saudi capital as Trump mulls U.S. role in Mideast war’s new front:

  • Explosions were heard over Saudi Arabia’s capital Wednesday morning as fighting intensified between Saudi-backed forces in Yemen and Iran’s Houthi rebel allies. A Saudi military spokesman said a ballistic missile launched by the Houthis was intercepted over Riyadh.
  • The Houthis vowed Wednesday to continue targeting Saudi Arabia’s international airport and oil infrastructure in the coming days in response to “Saudi aggression” against Yemen’s capital Sanaa.
  • President Trump has said he’s considering joining attacks on the Houthis as the rebels attack Saudi Arabia and threaten global energy supplies. The Houthis have threatened to target U.S. personnel and interests across the Middle East if Mr. Trump does order strikes, which could drag the U.S. deeper into the wider war sparked by the joint U.S.-Israeli strikes on Iran seven and a half months ago.

Olivier Boyd-Barrett provided more color:

The Saudi-led coalition conducted retaliatory airstrikes targeting Houthi-backed military and oil facilities across western Yemen (including Sanaa, Dhamar, and Saada) to curb supplies fueling attacks on waterways. Saudi air defenses and regional partners intercepted incoming Houthi ballistic missiles and drones targeting Riyadh and eastern infrastructure (what took them so long?), including King Fahd International Airport in Dammam and King Khalid International Airport (which have been considerably damaged by Houthi strikes in recent days – hence there are no flights). Yemeni government forces backed by Saudi Arabia continued a counter-offensive in southwestern Yemen near the Bab el-Mandeb Strait, inflicting heavy casualties and attempting to claw back territory seized by the Houthis….

Sustained Houthi resilience and asymmetric strikes have complicated U.S. and Gulf calculations, splitting opinions on whether direct large-scale ground intervention in Yemen would over-extend Western and regional military assets away from the Strait of Hormuz.

There is more and more evidence of the disintegration of the MBS-dominated Riyadh regime in favor of rival princes and tribes. As for help from MECCA allies, Turkiye and Pakistan, these are limiting their assistance to the cities of Mecca and Medina (which the Houthis will never attack anyway). They have no troops close to the critical Yemeni border. Saudi’s opening of channels for the delivery of advice from Israel will successfully enflame the Muslim world, destroy Saudi legitimacy as a keeper of Islamic faith and boot out MBS if he hasn’t already scarpered…

The Houthis have launched a systematic air campaign that effectively crippled Saudi commercial aviation. The King Khalid International Airport (Riyadh) has been repeatedly hit by Houthi ballistic missiles, cruise missiles, and drones. Over a single week of escalation, the strikes killed at least 20 people (including a U.S. citizen and a Pakistani national) and wounded over 300, shattering terminal structures, igniting major fires, and forcing the total suspension of airport operations. Structural damage and projectile strikes were also recorded at King Fahd International Airport in Dammam and Abha Airport.

On a world’s tiniest violin sighting, from Bloomberg in MBS Faces Houthi Menace in One of Saudi Prince’s Biggest Crises:

Saudi Crown Prince Mohammed bin Salman is facing one of the biggest crises of his tenure as the Houthis, who he tried to crush a decade ago, attack the kingdom while his allies hold back.

The Houthi drone and missile campaign has killed at least 18 people and shut the country’s main airport, stretching the kingdom’s defenses. Hundreds of Saudi flights remain grounded, schools have moved online and the capital’s financial district has shifted to remote work – less than two weeks before Riyadh hosts its flagship gathering of global investors.

That leaves the crown prince, who has spent years and billions of dollars courting world leaders and financiers, in need of allies more than at any time since he became de facto ruler in 2017. But with the Houthis hitting deep inside the kingdom from their base in Yemen, MBS — as he’s known — may find Saudi Arabia has few options.

Courting US President Donald Trump has thus far failed to secure direct military intervention, while a new defense pact with Turkey and Pakistan has brought limited assistance. Gulf states have issued statements supporting the kingdom, but stopped short of joining the war against the Houthis.

“He is in a terrible situation,” said Karen Young, senior research scholar at Columbia University’s Center on Global Energy Policy. “He has to answer to the attacks but solve the situation as soon as possible to get back to the focus on the economy.”

One notices the failure to consider that MBS might decide to cut his losses and make some concessions to Ansar Allah to stop the fighting. Forgive me for not running down the provenance, but yesterday, Brandon Weichert cited a snippet from a talk early in the day with a Saudi-connected guest who said that MBS was not only not considering kissing and making up with Ansar Allah but was determined to retake the territory they had occupied and then some.

Not surprisingly, Ansar Allah plans to carry on:

And from the peanut gallery:

Apologies for stopping here. Your humble blogger is overloaded (you will soon learn about a big contributor, probably the week after next) and hopes to give a more comprehensive take, but we will not get back to more or less daily Iran war coverage until next week.

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