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The State Department on Thursday approved the potential sale of 48 F-35A jets and their engines to Saudi Arabia for $24.3 billion; Congress has yet to review it. Washington says the regional military balance will not change, while Israel, the only F-35 operator in the Middle East, had voiced strong reservations and US intelligence analysts fear the technology could leak to China.
The Saudi-led coalition says thirteen civilians were wounded and seven houses damaged by Houthi missile and drone fire on Khamis Mushait, Abha and Taif; its spokesman, Major General Turki Al-Malki, invokes Article 51 of the UN Charter. At the same time shipping traffic is collapsing in the Strait of Hormuz, and the meeting due between Iran and Gulf states on navigation arrangements was postponed at Riyadh's request. In Yemen, the Houthis have taken the port of Mokha and then Mayyoun island.
The eleven BRICS members unanimously adopted a declaration on Saturday voicing “deep concern” over the war in the Middle East, calling for “maximum restraint” without naming any country, condemning unilateral tariffs and demanding a reform of global governance. Xi Jinping says the war serves no common interest; Modi speaks to him of peace on the border. Ten countries, members or not, read the text.
Riyadh temporarily shut the East-West pipeline, its bypass around the Strait of Hormuz, after drone attacks on Friday night. Baghdad admits the drones came from Iraq, dismisses two officials and closes three border crossings with Iran; Donald Trump names Iran as the likely culprit. Twenty countries tell the same night, from crude above $100 to Iraqi militias.
US Central Command destroyed five Iranian oil tankers on 8 September, calling it a response to two ballistic missile attempts against a Navy warship. Iran struck the Al-Azraq base in Jordan, which says it intercepted 18 of 20 missiles, then claimed attacks on shipping in the Strait of Hormuz, where one seafarer was killed and another reported missing. Brent crude passed $100 for the first time since July.
On the morning of Tuesday 8 September, Yemen's Houthis struck Abha, Khamis Mushait, Jazan and Najran with drones and missiles, targeting an international airport, an air base and Aramco facilities. The Riyadh-led coalition reports 73 civilians wounded and fires that halted some energy operations. The kingdom promises a firm response, while the Yemeni forces it backs say they intend to retake Sanaa.
Shipping through the Strait of Hormuz has fallen to its lowest level since May: a ten-day moving average of ten vessels a day, down from more than fifteen on Friday, according to Kpler cited by Reuters. Iran has announced a new restricted zone near the strait and three tankers turned back after a warning from the Revolutionary Guard. Canada has joined the US-French-British effort to reopen the passage.
Day five of the Hormuz escalation: Iran struck US bases located in Kuwait and the UAE — Gulf states themselves — and some twenty Emirati civilian flights were disrupted. Qatar condemned the strikes, Oman quietly rejected the toll Tehran wants to levy, and Washington says it has cut contact while floating an embargo.
The Saudi supertanker SIDR was hit in the Strait of Hormuz, killing two Filipino sailors. Riyadh blames Iran, the GCC condemns, Tehran speaks of mines striking "US-controlled" vessels. Brent climbs toward $95 and the bill is already reaching fuel pumps in Pakistan and Nigeria.
On Sunday, Houthi forces claimed a drone strike on the Aramco refinery at Jazan on the Red Sea; Riyadh said the fire was out with no casualties. The same day, shelling of the port of Mokha killed at least seven people. Two days earlier the UN Security Council had condemned Houthi fire on the kingdom since 13 July. A conflict frozen since the 2022 truce is reigniting, two days after the Riyadh-Ankara-Islamabad defence pact.
On Saturday the secretary of Iran's Supreme National Security Council published six preconditions for reopening the Strait of Hormuz: an end to the war, the lifting of the naval blockade and of sanctions, the withdrawal of US forces, compensation for war damage and the release of frozen assets. On Sunday the Revolutionary Guards hardened the line while Oman negotiated a temporary shipping corridor and Washington spoke of 'some progress'. A fifth of the world's oil is waiting.
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