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The Blame Game Over Iran Skips the Withdrawal Order That Lost the Red Sea

Yemen's Red Sea coast changed hands in eight days, lost to an allied commander's withdrawal order. Washington's blame argument still stops at February.

Eight days

September 3 to September 11. That is how long it took the Houthis to go from a ground assault in western Taiz to the whole of Yemen’s Red Sea coast.

Yemen’s entire Red Sea coastline changed hands in eight days, and the decisive moment was not a battle. It was an order to withdraw, issued by a commander on the side that lost it.

Every account of this week’s collapse reads the sweep as a Houthi achievement. Every account of Washington’s Iran recriminations reads the argument as a question about February. Nobody has put the two side by side.

The blame conversation in Washington has room for Benjamin Netanyahu, for the American pro-Israel lobby, for a politicised intelligence process, and for a president who says he does not believe in the word regret. It has no room for Tareq Saleh, who commanded the force holding the coalition’s own headquarters city on the Red Sea and ordered it given up.

What Eight Days Actually Bought

The sequence is not in dispute. It is the interpretation that has gone missing.

  1. September 3. Houthi forces open a ground assault in western Taiz and along the coast. More than 120 combatants are dead within two days.
  2. September 5 and 6. Government forces push back and take hilltops near Jabal Habashi. By September 8 the Institute for the Study of War assesses that the advance has stalled.
  3. September 9 and 10. Houthi reinforcements move down from Sanaa. The government salient in southern Hodeidah folds. Mocha falls.
  4. September 11. Dhubab, then Perim Island in the mouth of the strait. The coastline is complete.

Bab el-Mandeb carries roughly 12 percent of the world’s seaborne oil. The Houthis now sit on the Yemeni side of it, and their statement on shipping was almost genial: navigation is safe for everyone except Saudi vessels.

PBS NewsHour, September 11, 2026: the island seizure that closed the coastline, and what it does to Saudi export routing.

Mocha Was Not Stormed. It Was Vacated.

Mocha was the National Resistance headquarters and the main Saudi-supplied hub on that coast, seventy-five kilometres north of the strait. Its commander is Tareq Saleh, nephew of the late president Ali Abdullah Saleh.

Al Jazeera reported that Saleh ordered a tactical withdrawal and repositioning and told his people to stand up an alternative command centre. The Yemeni analyst Abdulghani al-Shalafi, quoted in the same piece, could not say whether the move was to rearrange the ranks, a military calculation, or simply an inability to hold.

That is a remarkable thing for nobody in Washington to be curious about.

Wolfgang Pusztai called it a turning point and warned of a wider breakdown of government forces across southern Yemen. Gregory Johnsen of the Arab Gulf States Institute told PBS NewsHour that taking Mocha lets the Houthis project far more power into the Red Sea. Hans Grundberg, the UN envoy, said the renewed fighting ends four years of relative calm.

At least 46,000 people have been displaced. That number is doing none of the work in the blame argument either.

A laden crude oil tanker transits the narrow Bab el-Mandeb Strait at sunset between arid headlands
Perim Island sits in the Bab el-Mandeb Strait, the southern gate to the Suez route. Reporting from the Yemen front is compiled from wire and network accounts; independent verification on the ground remains limited.

The Blame Ledger Runs to February and Stops

Six months of argument has produced a tidy list of defendants, and every one of them is dated to the decision to start the war on February 28.

  • Israel and the lobby. Joe Kent, then director of the National Counterterrorism Center, resigned on March 17 saying Iran posed no imminent threat and that the war came from pressure by Israel and its American lobby.
  • The intelligence process. Writing at Just Security, Brian O’Neill argues the label intelligence failure is misapplied, because the assessments existed and lost to what he calls permission capture: a president preferring the voices that authorised action.
  • The advisers who said no. By that account CIA Director John Ratcliffe called the regime-change scenario farcical, Marco Rubio dismissed it, and JD Vance was sceptical. None of it moved the decision.
  • The president. Trump’s answer this week was that he does not believe in the word regret.

Notice what the list has in common. Every entry argues about a choice made 195 days ago. Not one argues about the eight days that just cost the coalition a strait.

Riyadh Asked for Strikes and Got Targeting Advice

The reason is not mysterious. Auditing the conduct of this war means auditing partners, and the partners are visibly done.

Saudi Crown Prince Mohammed bin Salman spoke to Trump at least twice in twenty-four hours and pressed for American strikes. NBC News reported that Trump declined the strikes and offered targeting development and intelligence sharing instead. Riyadh flew its own sorties at Mocha’s airport infrastructure.

Then drones out of Iraq hit the East-West pipeline and the Saudi energy ministry shut it as a precaution, with a smoke plume sixty miles long and injuries it did not enumerate. We flagged that exposure on September 8, when moving barrels west to dodge Hormuz still looked clever, and again on September 11 when the escape route acquired a checkpoint.

Andreas Krieg of King’s College London named the shift: both pillars of Saudi security are now under attack at once. Crude closed above $100 for the first time since mid-May. US diesel went past $6 a gallon.

The Part Nobody Wants on the Record

Trump’s framing this week was that the Houthis called, do not want to fight the United States, and would prefer Washington stayed out. He is describing a force that just took a strait as though it were a neighbour asking for quiet.

The honest reading is harder. Washington started a war in February and has spent every month since asking regional forces to hold ground for it. This week one of those forces declined, in writing, by order.

Three crew died on the Tihamah in August on a ship with nowhere else to sail. Whoever is next will be sailing past a coastline that no longer has a second owner.

A blame game that cannot reach September is not an accounting. It is an alibi.