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Geopolitical tensions threaten Middle Eastern oil infrastructure amid Iran conflict

other · 2026-04-20

The situation in the Iran conflict is escalating, with the Houthis threatening to attack key Saudi oil infrastructure, including a pipeline to the Red Sea, the Bab el-Mandeb Strait, and a UAE facility in Fujairah. After the closure of Ras Tanura, the world's largest oil terminal, Saudi Arabia has been exporting around 7 million barrels of crude daily from the Yanbu port on the Red Sea. Arshin Adib-Moghaddam from SOAS University believes Iran's network will keep strategizing, though major Houthi actions have been postponed. He suggested that if both the Strait of Hormuz and Bab el-Mandeb are closed, it could change the dynamics unless the US and Israel propose a solid peace deal. Guy Burton highlighted that the Houthis have already demonstrated their ability to target Red Sea shipping since the start of the 2023 Israel-Gaza conflict.

Key facts

  • Houthis threaten to sever Saudi oil exports amid Iran conflict escalation
  • Targets include Saudi pipeline to Red Sea, Bab el-Mandeb Strait, UAE terminal at Fujairah
  • Saudi Arabia shipping up to 7 million barrels daily through Yanbu port
  • Ras Tanura, world's largest Gulf export terminal, shut down by Iran conflict
  • Arshin Adib-Moghaddam says Iran's alliance system will continue coordinating tactics
  • Closing Strait of Hormuz and Bab el-Mandeb could be game changer without peace deal
  • Guy Burton notes Houthis already targeting Red Sea shipping since 2023 Israel-Gaza war
  • Houthi inclusion postponed pending US/Israel peace deal meeting Iran ally demands

Entities

Institutions

  • Centre for Iranian Studies at SOAS University of London
  • SOAS University of London

Locations

  • Iran
  • Saudi Arabia
  • Red Sea
  • Bab el-Mandeb Strait
  • UAE
  • Fujairah
  • Gulf
  • Yanbu
  • Ras Tanura
  • Strait of Hormuz
  • US
  • Israel
  • Brussels
  • Middle East
  • Gaza

Sources