Houthis drone strike Saudi Aramco Jazan refinery fire
Fire at Saudi Aramco's Jazan refinery, August 9, 2026. (via ZeroHedge/i24NEWS)

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Yemen's Houthi rebels struck Saudi Aramco's $21 billion Jazan refinery with a precision drone early Sunday morning, setting fire to one of the kingdom's most strategically placed energy assets — a 400,000-barrel-per-day complex on the Red Sea coast, specifically designed to bypass the now-blockaded Strait of Hormuz. The attack was confirmed by Saudi Arabia's Energy Ministry, which said the fire had been extinguished with no casualties reported. Houthi military spokesman Yahya Saree said: "The Yemeni armed forces successfully carried out a drone strike on the Aramco oil refinery in Jazan. The strike was precise."

We do not have good information on battle damage on public channels.

The timing is not incidental. The strike came just two days after Saudi Arabia signed a joint defense pact with Turkey and Pakistan in Mecca — a pact CDM reported last week as the emergence of a new Muslim security bloc. Now that very bloc is watching Houthi drones find and strike Saudi Arabia's most Hormuz-proof export route.

The Houthi strike on Jazan compounds the pressure: Aramco built that refinery specifically to export refined products through the Red Sea without needing Hormuz. Iran's proxy network has now demonstrated the ability to find and hit that alternative route as well, trying to close off both choke points simultaneously.

Supreme Leader Mojtaba Khamenei held what Iranian state media called "detailed discussions" with President Pezeshkian on Sunday covering livelihoods, war conditions, and military developments — the first confirmed engagement between the two since the war began. Hardline factions inside the IRGC and clerical establishment are reportedly pushing to block peace negotiations. Former IRGC commander Mohsen Rezaee has been appointed as Khamenei's representative on Iran's Supreme National Security Council, a signal that Iran's military hardliners are tightening their grip just as diplomats claim a deal is "very close."

Iran's finances are also being harmed by the closure of the Strait of Hormuz. We essentially now are in a game of energy chicken.

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