What’s happened: Described by CENTCOM as “powerful and decisive,” US air strikes continued overnight, expanding from Sanaa to the Al Jaouf and Hudaydah areas.
- The Houthis have said that the current death toll stands at 53.
- President Trump also warned Iran to “immediately” withdraw its support for the Houthis. His National Security Advisor Walz confirmed that the main target was the Houthi leadership.
- US Defence Secretary Hesgeth pledged that America’s response would be “unrelenting” until the Houthis ceased their attacks, adding that “this campaign is about freedom of navigation and restoring deterrence”.
- While denying that Tehran supported the Houthis, Major General Hossein Salami, a commander of the Iranian Revolutionary Guards Corps (IRGC), threatened a “decisive” response if Iran was threatened, and referred to the Houthis as “the representatives of the Yemenis”.
- The Houthis claim to have retaliated with a series of their own strikes against the aircraft carrier USS Harry S. Truman with up to 18 missiles and a drone. The US has not commented on this matter, but it is a likely that – as in the past – the Houthis grossly exaggerated the impact of their attacks.
- One missile fired from Yemen landed in Egypt close to the Sharm el-Sheikh resort in the Sinai Peninsula. No injuries, fatalities, or damage has been reported, and the IDF is currently investigating as to whether it was aimed at Israel.
Context: The US attacks follow Houthi threats to resume their longstanding attacks on what the group claims is “Israel-linked” shipping in and around the Red Sea in the event that the fragile ceasefire in Gaza did not hold.
- These attacks began in November 2023, ostensibly in solidarity with Hamas and the people of Gaza during Operation Swords of Iron.
- The Houthis claimed that they were maintaining what amounted to a naval blockade on Israel. Yet in practice, they were indiscriminately targeting almost all international shipping in and around the Red Sea, often under pretence that a particular vessel was “Israel-linked”.
- In November 2023, the Houthis boarded and seized a British-owned cargo ship (the Galaxy Leader), and held its crew prisoner until January 2025. Its parent company is co-owned by an Israeli businessman.
- Since then, the Houthis have attacked US warships 174 times, and commercial vessels 145 times. Approximately 12% of global shipping passes through the affected area, much of which was suspended for insurance reasons. This has caused significant disruptions, forcing shipping to reroute around the Cape of Good Hope causing increased transit times and associated costs.
- Concurrently, the Houthis launched over 40 ballistic missiles and 320 drones at Israel, sometimes in what was claimed as a joint operation with Iran-backed Iraqi Shia militias.
- These attacks caused limited casualties and damage, but had a significant impact on the Israeli economy, especially Eilat where they have forced the city’s port to close and declare bankruptcy in July 2024.
- The strikes over the weekend mark the first US strikes on Yemen since President Trump took office in January, and follow his threats that “hell will rain down on you” unless the ceased their attacks on shipping in the Red Sea.
- Despite Tehran’s denials, the Houthis are widely viewed as Iran’s most important proxy in the Arabian Peninsula, and have benefited from training and weaponry from the Islamic Republic. They are an established part of the “Axis of Resistance”, and a key mechanism for Tehran to project influence against rival Gulf Cooperation Council (GCC) states, especially the UAE and Saudi Arabia.
- While the Biden Administration took some military action against the Houthis, it was limited and predominantly defensive. Those few US and US-led air strikes had little deterring effect, and failed to prevent attacks on international shipping or Israel.
Looking ahead: While Israel has conducted its own sporadic air strikes in Yemen, it is hoped that the US will establish robust deterrence against the Houthis, thus preventing further attacks against Israel and international shipping in and around the Red Sea.
- The Israeli Air Force has raised its readiness levels in anticipation of further Houthi drone or missile attacks against Israel in coming days. In the event of a significant attack, independent Israeli or joint US-Israeli strikes on Yemen are a realistic possibility.
- Prior to the autumn of 2023, Israel’s intelligence collection efforts were predominantly focused on the West Bank, Gaza Strip, Syria, Lebanon, and Iran. Attacks by more distance enemies in Yemen and Iraq may refocus these priorities, and result in more direct collection efforts by the Israeli intelligence community rather than relying on products from CENTCOM.


