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Houthis' Yemen advance leaves Gulf states with uncomfortable choice

The Houthi advance has raised oil and shipping risks, pushing Gulf capitals to weigh new talks with Tehran as U.S. help appears limited.

  • On Monday, Gulf foreign ministers will meet Iranian counterpart Abbas Araqchi in Oman to discuss a temporary mechanism for managing shipping through the Strait of Hormuz amid mounting Iran-aligned Houthi pressure.
  • Houthi capture of Yemen's Red Sea coastline reshaped Gulf power dynamics, forcing Saudi Arabia and neighbors to choose between absorbing mounting economic costs or seeking accommodation with Tehran to protect trade.
  • Middle East analyst Fawaz Gerges called the Houthi hold a "game changer," while former U.S. negotiator Aaron David Miller said they "can weaponise geography" to impact global oil economies.
  • Asked on Sunday about the talks, President Donald Trump said the decision belongs to Gulf states, even as regional officials suggest confrontation with Tehran may no longer be sustainable for America's partners.
  • Parallel diplomacy with Tehran may signal a broader security strategy for Gulf states, according to the Middle East Institute, moving toward regional independence from the United States to survive ongoing hostilities.
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Houthis' Yemen advance leaves Gulf states with uncomfortable choice

The Houthi capture of Yemen's Red Sea coastline is reshaping the balance of power in the Gulf, strengthening Iran's hand and confronting Saudi Arabia and its neighbours with a difficult choice: absorb mounting costs ​or seek accommodation with Tehran.

·London, United Kingdom
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Bloomberg broke the news in New York, United States on Friday, September 11, 2026.
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