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Maritime & Energy Desk
Red Sea on Fire: Saudi Arabia's Oil Trap Closes
Second-wave Houthi strikes hit fresh Jazan storage tanks and the Yanbu/East-West Pipeline corridor; Red Sea crude loadings down ~40% as of July 28.
Red Sea on Fire: Saudi Arabia's Oil Trap Closes
The Houthi blockade declared July 20 has escalated into direct strikes on Saudi Arabia's energy backbone. After Saudi-coalition airstrikes hit Hodeidah and Kamaran on July 24, the Houthis retaliated within hours — ballistic missiles and drones slamming into Aramco's $12B Jazan refinery. NASA FIRMS satellites caught five distinct thermal anomalies before Saudi authorities said a word.
By July 26–27, it wasn't a one-off. A second wave hit fresh storage tanks and processing units at Jazan, while a coordinated operation struck Yanbu and pumping stations along the East-West Crude Pipeline — the artery Saudi Arabia built specifically to bypass Hormuz. Sentinel-2 imagery confirmed thick smoke still billowing over the southern Red Sea coast. This pipeline corridor threat is being tracked in parallel by the West Asia Desk, given its direct read-through to the broader Hormuz standoff.
Today, July 28: containment crews are still fighting secondary combustion at Jazan, and Red Sea crude loadings have dropped roughly 40% — forcing Aramco into overland bypass routes and offshore ship-to-ship transfers just to keep barrels moving.
The strategic math is brutal: Yanbu was Saudi Arabia's insurance policy after Hormuz. Now both chokepoints are under pressure simultaneously.
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