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                    "Just hours ago, the Saudi Aramco refinery at Jazan on the Red Sea was engulfed in flames after a Houthi missile and drone attack. Strikes at the heart of the Saudi\u2019s energy infrastructure on the Red Sea, which acts as the remaining primary lifeline of energy exports out of the region, threaten to drastically impact global oil prices further, a concern we have been raising for some time. In the wake of the attack and additional fighting in the Persian Gulf, oil prices surged toward the $100 per-barrel mark.\n\n\n\n\u201cThe Yemeni Armed Forces carried out a qualitative, large-scale military operation, targeting the Aramco company in Abha, Najran and the Economic City, Aramco in Jizan, and Khamis Mushait Air Base with dozens of ballistic missiles and drones,\u201d Houthi spokesman Brig. Gen. Yahya Saree stated on Telegram. \u201cThe strikes were precise, by God\u2019s grace, and direct, causing major damage to those facilities.\u201d\n\n\n\nSaree claimed that the strikes were\u00a0\u201cin response to the Saudi aggression that targeted our people and our country with 121 air strikes over the past three days.\u201d\n\n\n\nSaudi officials confirmed Houthi attacks and said they would retaliate. \n\n\n\n\u201cThe terrorist Houthi Militia\u2019s senseless attacks, the latest of which targeted civilian and economic sites in the cities of (Abha, Khamis Mashait, Jazan and Najran) resulting in injuries to (73) civilians, including women and children, constitute a blatant violation of the Kingdom\u2019s sovereignty and a direct threat to the security and safety of its citizens and residents,\u201d anti-Houthi coalition spokesman Maj. Gen. Turki Al-Maliki stated on X.\u00a0\n\n\n\n\u201cThe Joint Forces Command of the Coalition will take all necessary operational measures to deter this Terrorist Militia and resolutely confront its hostile approach, in defense of the Kingdom\u2019s sovereignty, the preservation of its national assets and the safety of its citizens and residents,\u201d Al-Maliki added. \u201cThe Command will also take all necessary measures and actions to respond to the sources of the threat and neutralize its danger.\u201d\n\n\n\n\n\n\n\n\n\u201c\u2026several energy sector facilities and installations in the southern region of the Kingdom were targeted this morning,\u201d the Saudi Ministry of Energy stated on X. The attacks \u201ccaused fires at several locations, leading to a temporary halt in some operations,\u201d the ministry added. \u201cSpecialized field teams have begun containing the fires, securing the sites and assessing the damage.\u201d\n\n\n\n\n\n\n\n\nVideos on social media this morning showed\u00a0the Saudi Aramco facility still burning after the attacks.\n\n\n\n\n\n\n\n\nData from NASA\u2019s Fire Information for Resource Management System (FIRMS) indicates a large amount of ongoing thermal anomalies in and near the massive Jazan refinery.\n\n\n\n\n\n\n\n\nThe Houthi attacks inside Saudi Arabia came amid increased fighting in Yemen between the rebels and anti-Houthi forces backed by Riyadh. \n\n\n\n\n\n\n\n\nThe conflict between Saudi Arabia and the Houthis grew out of a civil war in Yemen that erupted in 2014. It expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis and raged on until the parties reached a tenuous ceasefire in 2022. The Saudis held off on getting involved in the recent Red Sea conflict which saw the U.S. and coalition warships duking it out with the Houthis, and eventually led to a U.S.-led air campaign over Yemen. Tensions, however, reignited after that conflict ended when the Houthis joined the U.S.-Iran conflict on the side of their major supporter. The Houthis recently imposed a blockade on the Bab al-Mandeb Strait, and began striking Saudi ships in the Red Sea as well as refineries.\n\n\n\nAs we have frequently detailed, Houthi attacks on Saudi Arabia\u2019s energy infrastructure put further pressure on oil exports from the Middle East, already drastically affected by the Iranian closure of the Strait of Hormuz and the resumption of the U.S. blockade on Iranian ports. Saudi Arabia has diverted millions of barrels of oil per day through pipelines to its Yanbu port on the Red Sea in an effort to minimize the energy shortages due to the hostilities near the Persian Gulf. This also raised the specter of the U.S. having to get as involved as it did during the previous Houthi campaign against shipping that ended last September, which could pull resources away from Iranian-focused operations, if supporting such an operation is even possible at all at this point. The bottom line here is that if the Houthis stop Saudi oil from transiting through the Bab el Mandeb Strait and the Suez Canal, this last lifeline of energy to Europe and Asia and beyond would be severed. This would drastically exacerbate an already ballooning oil crisis.\n\n\n\nThe Houthi strikes on Tuesday followed a spike in attacks on shipping in the Strait of Hormuz. Last week, U.S. Central Command (CENTCOM) said it destroyed three Islamic Revolutionary Guard Corps (IRGC) oil tankers after the Iranians fired ballistic missiles at U.S. warships.\n\n\n\nOn Tuesday, \u201cAmerican forces have struck multiple Iranian tankers tied to the IRGC in response to more attempted missile attacks on a U.S. Navy warship,\u201d a U.S. official told TWZ.\n\n\n\nThe CENTCOM strikes are part of the Trump administration\u2019s new tanker-for-a-tanker policy of hitting Iranian vessels in response to Tehran\u2019s attacks on shipping in the Strait of Hormuz. This marks a change from previous incidents where ships were only attacked for running the ongoing U.S. naval blockade on Iranian ports. The sinking of one of the Iranian tankers in the most recent strikes is another escalation. Previous incidents following major combat operations during Epic Fury involved U.S. forces disabling Iranian transport vessels, not sinking them.\n\n\n\n\u201cFollowing Iran\u2019s failed attacks, CENTCOM permanently disabled the IRGC crude oil carriers M/T Downy off the coast of Kharg Island and M/T Stark 1 near Jask,\u201d the command stated on X on Saturday. \u201cAmerican forces also completely destroyed the unladen crude oil carrier M/T Kylo (also known as the \u201cNoxen\u201d) in the Gulf of Oman, striking the vessel in multiple critical locations to render it inoperable after the crew was directed to abandon ship.\u201d\n\n\n\nThe three Iranian crude oil tankers \u201care part of a multibillion-dollar shadow network that funds the IRGC and its regional proxies,\u201d the command added. \u201cIran has no means by which to defend them.\u201d\n\n\n\n\u201cLet the message to the IRGC be clear: If you shoot at two of our ships, we will impose an even higher economic cost \u2014taking out three of yours,\u201d said Adm. Brad Cooper, CENTCOM commander. \u201cWe will not hesitate to defend American forces, and if necessary, destroy Iran\u2019s limited and exposed oil fleet.\u201d\n\n\n\n\n\n\n\u201cLet the message to the IRGC be clear: If you shoot at two of our ships, we will impose an even higher economic cost \u2014taking out three of yours. We will not hesitate to defend American forces, and if necessary, destroy Iran\u2019s limited and exposed oil fleet.\u201d \u2014 Adm. Brad Cooper,\u2026 pic.twitter.com/UGGcSGsUtd\u2014 U.S. Central Command (@CENTCOM) September 5, 2026\n\n\n\n\n\nIn addition to the tanker attacks, CENTCOM is maintaining its naval blockade of Iranian ports. \u201cAs of Sept. 6, U.S. forces have redirected 92 commercial vessels, disabled 3 and boarded 2 to ensure strict compliance,\u201d the command stated on X.\n\n\n\n\n\n\nA U.S. Air Force F-35A stealth fighter jet patrols over regional waters as CENTCOM forces continue to enforce the maritime blockade against Iran. As of Sept. 6, U.S. forces have redirected 92 commercial vessels, disabled 3 and boarded 2 to ensure strict compliance. pic.twitter.com/oXNN5zKx1t\u2014 U.S. Central Command (@CENTCOM) September 6, 2026\n\n\n\n\n\nAs these events unfold, the price of oil is rising further, as we noted earlier in this piece. As of noon on Tuesday, the per barrel price of Brent crude was trading at nearly $98, a $10 per barrel gain from Aug. 26, according to OilPrice.com.\n\n\n\nAnalysts said the price reflected \u201cthe market\u2019s recognition that there is no end in sight for the conflict in the Middle East, which has disrupted oil flows through two vital arteries: the Strait of Hormuz and the Red Sea,\u201d The New York Times reported on Tuesday.\n\n\n\n\u201cOil market participants are now pricing in a more prolonged disruption to shipping flows,\u201d Hamad Hussain, a senior economist with Capital Economics, a research firm, told the publication. \u201cThey and other analysts have raised oil price estimates, based on an expectation of increased disruptions.\u201d\n\n\n\nAmid the strikes on oil-related targets, Iran claimed it captured an Anduril Dive-LD UUV and is in the process of reverse-engineering it. The IRGC released video and images of the device.\n\n\n\n\n\n\nThe IRGC Navy has released footage showing the captured U.S. Navy Dive-LD autonomous underwater vehicle (AUV) seized in the Strait of Hormuz. pic.twitter.com/XN379Kcpkh\u2014 Ebrahim Zolfaghari (@IranTimes72) September 8, 2026\n\n\n\n\n\n\n\n\nAdditional images showing the U.S. Dive-LD AUV that was captured by the Iranians, following what a U.S. official described as a malfunction a number of days ago. pic.twitter.com/fyuDFJxsuv\u2014 OSINTdefender (@sentdefender) September 8, 2026\n\n\n\n\n\nThe IRGC \u201ccaptured one of the most modern intelligent and unmanned submarines of the terrorist U.S. military at the entrance to the Strait of Hormuz at dawn today, in a complex operation involving intelligence and operational surveillance,\u201d the organization claimed.\n\n\n\nThe vessel \u201cpossesses the latest technology in the field of underwater systems in the world and was delivered to the fleet of the terrorist U.S. military in 2025,\u201d the IRGC added. \n\n\n\nAsked if Iran captured a UUV, a U.S. official denied that the Iranians obtained anything sensitive.\n\n\n\n\u201cAn underwater drone operated by U.S. forces malfunctioned more than a day ago,\u201d a U.S. official told us. \u201cIt was surveying regional waters in support of ongoing operations. The defective drone was an older model that neither collected sensitive data nor carried any classified sonar or radar equipment. U.S. operations in area waters continue.\u201d\n\n\n\n\n\n\n\n\nThe Dive-LD can be configured for demining operations. Cooper, the CENTCOM commander, recently stated that: \u201cWe have successfully cleared sea mines in the strait\u2019s international shipping lanes that were laid months ago by Iran\u2019s Islamic Revolutionary Guard Corps. Internationally recognized transit routes in the strait are free of Iranian sea mines, thanks to the incredible work of the U.S. military.\u201d\n\n\n\nIt is unclear whether the Dive-LD system was used in those operations; however Financial Times last week reported that the U.S. sent \u201cNavy Seal divers, robot boats and specialized underwater craft into the perilous strait for a four-month mine-clearance mission.\u201d\n\n\n\n\u201cThe fraught process of explosive device disposal was carried out underwater and in darkness in an attempt to eliminate a crucial factor deterring ships from carrying vital cargoes through the strait since the US and Israel attacked Iran in February,\u201d the publication added.\n\n\n\n\n\n\nUS Navy SEAL divers spent four months clearing Iranian mines from the Strait of Hormuz, according to the Financial Times.SEAL divers worked at night from inflatable-hulled boats with help from underwater crafts to remove the mines.\"That is usually followed up by a navy diver\u2026 pic.twitter.com/NT1gBvQVqA\u2014 Collin Rugg (@CollinRugg) September 7, 2026\n\n\n\n\n\nAs the Houthi-Saudi exchanges continue and the Strait of Hormuz is still heavily contested, there appears to be no real movement toward a diplomatic solution.\n\n\n\nU.S. President Donald Trump proclaimed that the U.S. will defeat Iran.\n\n\n\n\u201cOil prices will drop precipitously, like everything else is dropping (but more!), when we WIN the war with Iran,\u201d the president stated on his Truth Social site. \u201cThree Dollars a gallon, but ultimately, below Two Dollars a gallon. It will all happen quickly, and Iran will never have a Nuclear Weapon. MAGA!\u201d\n\n\n\n\n\n\n\n\nIran, for its part, said it will continue fighting.\n\n\n\n\u201cThe Islamic Republic of Iran has always opposed war and has considered the preservation of the people\u2019s interests and regional security to lie in refraining from igniting conflict,\u201d Iranian President Masoud Pezeshkian said on X. \u201cHowever, just as it has boldly risen to defend against aggression up to this day, it will continue this resistance with full strength until the aggressors are brought to complete regret and will remain the guardian of the rights of the great Iranian nation.\u201d\n\n\n\n\n\n\n\u062c\u0645\u0647\u0648\u0631\u06cc \u0627\u0633\u0644\u0627\u0645\u06cc \u0627\u06cc\u0631\u0627\u0646 \u0647\u0645\u0648\u0627\u0631\u0647 \u0628\u0627 \u062c\u0646\u06af \u0645\u062e\u0627\u0644\u0641 \u0628\u0648\u062f\u0647 \u0648 \u062d\u0641\u0638 \u0645\u0646\u0627\u0641\u0639 \u0645\u0631\u062f\u0645 \u0648 \u0627\u0645\u0646\u06cc\u062a \u0645\u0646\u0637\u0642\u0647 \u0631\u0627 \u062f\u0631 \u067e\u0631\u0647\u06cc\u0632 \u0627\u0632 \u0622\u062a\u0634 \u0627\u0641\u0631\u0648\u0632\u06cc \u062f\u0627\u0646\u0633\u062a\u0647 \u0627\u0633\u062a. \u0627\u0645\u0627 \u0686\u0646\u0627\u0646\u06a9\u0647 \u062a\u0627 \u0627\u0645\u0631\u0648\u0632 \u062f\u0631 \u0628\u0631\u0627\u0628\u0631 \u062a\u062c\u0627\u0648\u0632\u060c \u062f\u0644\u06cc\u0631\u0627\u0646\u0647 \u0628\u0647 \u062f\u0641\u0627\u0639 \u0628\u0631\u062e\u0627\u0633\u062a\u0647 \u0627\u0633\u062a \u0627\u06cc\u0646 \u0645\u0642\u0627\u0648\u0645\u062a \u0631\u0627 \u062a\u0627 \u067e\u0634\u06cc\u0645\u0627\u0646\u06cc \u06a9\u0627\u0645\u0644 \u0645\u062a\u062c\u0627\u0648\u0632\u0627\u0646 \u0628\u0627 \u0642\u0648\u062a \u0627\u062f\u0627\u0645\u0647 \u062e\u0648\u0627\u0647\u062f \u062f\u0627\u062f \u0648 \u067e\u0627\u0633\u062f\u0627\u0631 \u062d\u0642\u0648\u0642 \u0645\u0644\u062a \u0628\u0632\u0631\u06af \u0627\u06cc\u0631\u0627\u0646 \u062e\u0648\u0627\u0647\u062f \u0628\u0648\u062f.\u2014 Masoud Pezeshkian (@drpezeshkian) September 8, 2026\n\n\n\n\n\nShould there be a resolution to this conflict, U.S. military and intelligence officials have had \u201crecent quiet discussions about cutting the number of people and facilities typically stationed in Middle East,\u201d CNN reported.\n\n\n\n\n\n\nIn offices across the US military & intel community, there have been recent quiet discussions about cutting the number of people & facilities typically stationed in Middle East if Trump admin succeeds in ending the Iran conflict, 6 sources tell @KatieBoLillis & me.\u2026\u2014 Zachary Cohen (@ZcohenCNN) September 8, 2026\n\n\n\n\n\nThat\u2019s it for now. We\u2019ll update this story when new details emerge.\n\n\n\nUPDATE: 6:25 PM Eastern:\n\n\n\nCENTCOM said it \u201cdestroyed five Iranian crude oil carriers, Sept. 8, after the Islamic Revolutionary Guard Corps (IRGC) targeted a U.S. Navy warship with ballistic missiles twice over the past two days.\u201d\n\n\n\n\u201cThe U.S. warship successfully evaded the attempted Iranian attacks and continued to patrol regional waters. No American personnel were harmed,\u201d the command added on X. \u201cIn response to Iran\u2019s most recent failed attacks, CENTCOM destroyed the IRGC crude oil carriers M/T Kaviz, M/T Charminar, M/T Horizon 1, and M/T Riesco in the Gulf of Oman as well as M/T Derya near Kharg Island. American forces directed the crews to abandon ship before the vessels were struck and rendered inoperable. Iran has used the tankers as part of a multibillion-dollar shadow network that funds the IRGC and its regional proxies. Iran has no means by which to defend these vessels.\u201d\n\n\n\n\n\n\nCENTCOM forces destroyed five Iranian crude oil carriers, Sept. 8, after the Islamic Revolutionary Guard Corps (IRGC) targeted a U.S. Navy warship with ballistic missiles twice over the past two days. The U.S. warship successfully evaded the attempted Iranian attacks and\u2026 pic.twitter.com/Gi8a2tloN1\u2014 U.S. Central Command (@CENTCOM) September 8, 2026\n\n\n\n\n\nIn the wake of the CENTCOM strikes, Iran launched a new wave of ballistic missile attacks, a Jordanian source confirmed to us. The official Iranian Fars media outlet said Muwaffaq Salti Air and Prince Hassan air bases were targeted.\n\n\n\n\n\n\n\u200c\u062d\u0645\u0644\u0647 \u0628\u0647 \u067e\u0627\u06cc\u06af\u0627\u0647\u200c\u0647\u0627\u06cc \u0645\u0648\u0641\u0642\u200c\u0627\u0644\u0633\u0644\u0637\u06cc \u0648 \u0634\u0627\u0647\u0632\u0627\u062f\u0647 \u062d\u0633\u0646 \u062f\u0631 \u0627\u0631\u062f\u0646\u06af\u0641\u062a\u0647 \u0645\u06cc\u200c\u0634\u0648\u062f \u067e\u0627\u06cc\u06af\u0627\u0647\u200c\u0647\u0627\u06cc \u0647\u0648\u0627\u06cc\u06cc \u0645\u0648\u0641\u0642 \u0627\u0644\u0633\u0644\u0637\u06cc \u0648 \u0634\u0627\u0647\u0632\u0627\u062f\u0647 \u062d\u0633\u0646 \u0627\u0647\u062f\u0627\u0641 \u062d\u0645\u0644\u0627\u062a \u0645\u0648\u0634\u06a9\u06cc \u0627\u06cc\u0631\u0627\u0646 \u0627\u0633\u062a.\u0628\u0631\u0627\u0633\u0627\u0633 \u06af\u0632\u0627\u0631\u0634\u200c\u0647\u0627 \u0627\u0631\u062f\u0646 \u0628\u0647 \u062f\u0644\u06cc\u0644 \u0646\u0627\u062a\u0648\u0627\u0646\u06cc \u0633\u0627\u0645\u0627\u0646\u0647\u200c\u0647\u0627\u06cc \u067e\u062f\u0627\u0641\u0646\u062f\u06cc \u0622\u0645\u0631\u06cc\u06a9\u0627\u06cc\u06cc\u060c \u062c\u0646\u06af\u0646\u062f\u0647\u200c\u0647\u0627\u06cc \u0646\u06cc\u0631\u0648\u06cc \u0647\u0648\u0627\u06cc\u06cc \u0631\u0627 \u0628\u0631\u0627\u06cc \u0631\u0647\u06af\u06cc\u0631\u06cc \u0645\u0648\u0634\u06a9\u200c\u0647\u0627\u06cc \u0627\u06cc\u0631\u0627\u0646\u06cc \u0628\u0647 \u067e\u0631\u0648\u0627\u0632 \u062f\u0631\u0622\u0648\u0631\u062f\u0647.\u2014 \u062e\u0628\u0631\u06af\u0632\u0627\u0631\u06cc \u0641\u0627\u0631\u0633 (@FarsNews_Agency) September 8, 2026\n\n\n\n\n\nVideo has emerged on social media of interceptors in Jordan defending against the attack.\n\n\n\n\n\n\nAn insane amount of Jordanian interceptors being seen used here. Dozens being used, as Iranian fires inundate the local area. So far no visible impacts have been viewed. pic.twitter.com/cyZtoojZ9G\u2014 OSINTdefender (@sentdefender) September 8, 2026\n\n\n\n\n\n\n\n\n\n\nContact the author: howard@twz.com"
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