Losses and Gains: What Next after Western Strikes against the Houthis?

An aircraft takes off to join the US-led coalition to conduct air strikes against military targets in Yemen, aimed at the Iran-backed Houthi militias that have been targeting international shipping in the Red Sea, from an undisclosed location, in this handout picture released on January 12, 2024. (US Central Command via X/Handout via Reuters)
An aircraft takes off to join the US-led coalition to conduct air strikes against military targets in Yemen, aimed at the Iran-backed Houthi militias that have been targeting international shipping in the Red Sea, from an undisclosed location, in this handout picture released on January 12, 2024. (US Central Command via X/Handout via Reuters)
TT

Losses and Gains: What Next after Western Strikes against the Houthis?

An aircraft takes off to join the US-led coalition to conduct air strikes against military targets in Yemen, aimed at the Iran-backed Houthi militias that have been targeting international shipping in the Red Sea, from an undisclosed location, in this handout picture released on January 12, 2024. (US Central Command via X/Handout via Reuters)
An aircraft takes off to join the US-led coalition to conduct air strikes against military targets in Yemen, aimed at the Iran-backed Houthi militias that have been targeting international shipping in the Red Sea, from an undisclosed location, in this handout picture released on January 12, 2024. (US Central Command via X/Handout via Reuters)

The American and British strikes against weapons caches and camps of the Iran-backed Houthi militias in Yemen didn't come as a surprise after Washington and London had threatened to carry them out days earlier in response to the militias’ attacks on Red Sea shipping.

However, questions have been raised over the impact of the strikes on the Yemeni crisis and the power of the Houthis themselves.

The strikes were a precedent in the Yemeni conflict and may lead to new developments and veer the political process off its course. The United Nations had declared in December a roadmap for peace that the Yemeni warring parties were set to discuss this month.

Mark Kimmitt, former US Assistant Secretary of State for Political-Military Affairs, told Asharq Al-Awsat that the strikes succeeded in hitting their targets, even though the order to take them may have come too late.

He said it would be “interesting” to see whether the Houthis understood the consequences of their continued attacks in the Red Sea.

They must think twice before retaliating, he remarked, but added that since they are the Houthis, they will likely respond.

Kimmitt predicted that more strikes will be carried out if the initial barrage didn’t hit all their targets.

The United States carried out an additional strike against the Houthis on Friday. The guided missile destroyer Carney used Tomahawk missiles in the follow-on strike early on Saturday local time "to degrade the Houthis' ability to attack maritime vessels, including commercial vessels," the US Central Command said in a statement on X, formerly Twitter.

US and British warplanes, ships and submarines on Thursday launched missiles against targets across Yemen controlled by the militias, which have cast their maritime campaign as support for Palestinians under siege by Israel in Hamas-ruled Gaza.

Kimmitt said the Houthi escalation in response to the raids depends on what Iran wants. He stressed that the militias are being trained, equipped and supported by Tehran.

Moreover, he refuted claims by Iran that it has no control over its proxies in the region. Tehran says the groups take their decisions independently from it, while Kimmitt stated that US assessments show otherwise.

Furthermore, he added that it was necessary for the Houthis to be again designated as terrorist.

The Biden administration had removed their designation soon after it came to power, believing that the Houthis would become more moderate and less hostile.

The contrary happened, noted Kimmitt. The Houthis today are worse than they were before the designation was removed, he went to say, adding that he believes Washington may decide to blacklist them again.

Political gains

Aide to the Yemeni prime minister Ali al-Sarari said the Houthis have made political gains after the western strikes.

He explained that the militias will likely gain more support in Yemen and beyond. They will be seen in the same vein as Hamas in that they are both fighting Israel and the US because of the war on Gaza and Israel’s escalation in the occupied West Bank.

He noted the recent regional efforts, led by Saudi Arabia and Oman, to speed up the peace process in Yemen and agree on a roadmap. The western strikes will only strengthen the Houthis’ negotiations position, he told Asharq Al-Awsat.

The Houthis have gained greater support on the local and Arab levels, he continued, expecting that the peace process will probably come to a halt after the strikes.

Moreover, he doubted the strikes had really impacted the Houthis’ military capabilities, explaining that the West had warned that it would carry out the attacks, so the militias had ample time to move their weapons to safer locations, such as caves and other hideouts.

In addition, the strikes killed and wounded no more than six Houthis, which is a small figure compared to the 73 raids the West carried, meaning they weren’t very effective, he said.

Shirking responsibilities

It seems the US and its western allies are at a loss over how to protect their economic interests and achieve a political settlement in Yemen while still keeping the Houthis in the picture despite their attacks on Red Sea shipping.

Yemeni political researcher Abduljalil Alhaqab echoed al-Sarari's remarks that the western strikes will strengthen the Houthi position and claim they are confronting Israel and the West.

What is actually happening really serves Israel, the Houthis and Iran, all of whom are opposed by the Yemeni people, he told Asharq Al-Awsat.

Ultimately, all these developments will severely harm the Yemeni people themselves, their state and political and economic future, he lamented.

Alhaqab said the western strikes will not impact the Houthis’ military capabilities unless they are carried out over a prolonged campaign.

He said defeating the Houthis demands a military solution on the ground and support to the Yemenis from the international community. The Houthis have the means to develop their capabilities, make up for their losses and recruit more fighters, he warned.

Meanwhile, a Yemeni government official said the Houthis’ intransigence will push them to expand the confrontation, which may escalate the situation and incur greater dangers, disasters and tragedies in Yemen and the region, and allow them to shirk their responsibilities towards peace.

Speaking to Asharq Al-Awsat on condition of anonymity, he criticized the international community for dealing with the Red Sea tensions without consulting the legitimate Yemeni government.

He noted that the international community’s pressure on Yemen had allowed the Houthis to expand their influence over the war-torn country over the years. It is now time for it to realize that its interests cannot be secured without ending the Houthi coup and their deployment at Yemeni ports and coastal regions.

Limited impact

The Houthis have vowed to retaliate to the western strikes by attacking American and British vessels in the Red Sea. The militias’ leaders warned the two powers that they will not be the ones who decide how the fight ends.

Yemeni political researchers Salah Ali Salah said the western strikes will have a “very limited” impact on the Houthis.

Politically, the militias can escalate their tone to underscore their claims that they are confronting foreign powers, and in return, they will gain more local support and recruit more fighters, he explained.

Moreover, he said the West lost the element of surprise when it warned that it would carry out attacks in response to the Houthi attacks. The warning allowed the militias to take precautions.

Furthermore, he revealed that the strikes actually hit positions the Arab coalition had previously attacked. He speculated that the attacks could not have been aimed at weakening the Houthis’ military capabilities, but simply delivering a message.

Weakening the Houthis’ military capabilities demands operations on the ground, he went on to say.

Another political analyst warned that the Houthis will exploit the strikes to garner Arab support, including financial donations and even recruit fighters. This will only bolster Iran’s position in the region.

Tehran wants to sow division among Arabs, which will favor Israel, he told Asharq Al-Awsat from Sanaa on condition of anonymity.

The Houthis believe that the US and its allies don’t want to wage an open confrontation with them. Rather, the militias are carrying out the attacks in the Red Sea to improve their position at any negotiations table.

The days will tell what sort of confrontation is in store for the Houthis, he said, noting the fate of ISIS in Iraq which may be in wait for the militias if they continue with their intransigence and hostile behavior.



How Far Will He Go? Trump’s Options for US Action Against Iran

An Iranian woman walks next to an anti-US mural in Tehran, Iran, 29 January 2026. (EPA)
An Iranian woman walks next to an anti-US mural in Tehran, Iran, 29 January 2026. (EPA)
TT

How Far Will He Go? Trump’s Options for US Action Against Iran

An Iranian woman walks next to an anti-US mural in Tehran, Iran, 29 January 2026. (EPA)
An Iranian woman walks next to an anti-US mural in Tehran, Iran, 29 January 2026. (EPA)

US President Donald Trump has threatened military action against Iran over its crackdown on protesters, while still for now appearing to leave the door open for negotiations over the country’s controversial nuclear program.

But should Trump, after weeks of American threats and counter-threats from Tehran, finally decide to order military action after already sending a US aircraft carrier to the region, he faces another dilemma over what form the intervention should take.

Such action could replicate American strikes during Israel's June war against the country, enforce economic strangulation by targeting the energy sector or amount to a bid to replace the theocratic system under supreme leader Ali Khamenei.

- Venezuela economic pressure scenario

Trump's relatively cautious stance so far has sparked speculation he could target Iranian energy infrastructure and squeeze its oil exports, mimicking a strategy Washington used over Venezuela.

This policy earlier this month led to the capture of Venezuelan leader Nicolas Maduro, with Trump then working with the remnants of his former administration.

The US naval group in Middle East waters could look to block "dark fleet vessels" carrying Iranian oil and put pressure on Iran's oil exports, said Farzan Sabet, managing researcher of the Sanctions and Sustainable Peace Hub at the Geneva Graduate Institute.

"And that pressure can be gradual, similar to what we saw in Venezuela. It could play out over days, weeks, months, it's hard to foresee, but possibly longer," he said, while acknowledging that Trump was playing "his cards very close to his chest".

The naval group, repeatedly described as an "armada" by Trump, consists of the aircraft carrier USS Abraham Lincoln and its more than 80 aircraft, as well as its escort of three destroyers, equipped with anti-missile capabilities and Tomahawk cruise missiles.

- Strikes on military and IRGC targets

If Trump decides on a course of military action, prime targets would be bases of the Iranian Revolutionary Guards Corps (IRGC) and its youth militia, the Basij, which are accused by rights groups of taking a frontline role in the deadly crackdown on the protests that according to rights groups left thousands dead.

Using Tomahawk missiles and combat aircraft, the United States could strike positions of the Basij and the IRGC forces, "particularly those forces that participated and continue to participate in targeting Iranian protesters", said independent military researcher Eva J. Koulouriotis.

She said US intelligence, helped by Israel's Mossad spy agency, has "a clear picture" of those forces and their location nationwide.

"Such a strike would serve as a direct warning to the Iranian regime," she said.

During its June war against Tehran, Israel showed its deep intelligence penetration of Iran by killing senior security officials including the IRGC's chief and the armed forces chief of staff in targeted strikes based on location intelligence.

In a "harsh but measured strike", the United States could target "operations command and senior officers involved in mass killings carried out by the Iranian regime", she said.

- Massive strikes and regime change bid -

Iran's theocratic system has been in place since the 1979 revolution led by Khomeini that ousted the largely pro-Western shah.

Relations with the United States were cut in the wake of the hostage siege of the US embassy in Tehran that began that year and have remained severed ever since.

Under Khomeini, the revolution survived the war with Iraq in the 1980s. Since Khamenei took over in 1989, he has managed to keep the system in place despite economic sanctions and repeated protests.

As well as the so-called "armada", Washington already has a heavy deployment of military resources in the region with dozens of aircraft deployed at the air bases of Al Udeid in Qatar and Al Dhafra in the United Arab Emirates.

"The American objective is to destabilize the regime," said David Khalfa, co-founder of the Atlantic Middle East Forum (AMEF) think-tank.

"So there is really a strategy that will aim to paralyze it, to disrupt the chain of command" marked by the physical "elimination" of Khamenei, his close advisors and senior IRGC generals, he added.

But he said: "The regime is still relatively solid and resilient, it will not be an easy task", especially as "the Guards have anticipated this scenario".

Sabet said it would appear for now that Washington "would prefer something limited, where they can continue the process of weakening the system while minimizing the country's desire -- and to some extent its ability, but mostly its desire -- to carry out larger-scale retaliation".


Deal or Strike: Is Military Action Against Iran Drawing Closer?

Military equipment, including helicopters, on board the aircraft carrier Abraham Lincoln (AP)
Military equipment, including helicopters, on board the aircraft carrier Abraham Lincoln (AP)
TT

Deal or Strike: Is Military Action Against Iran Drawing Closer?

Military equipment, including helicopters, on board the aircraft carrier Abraham Lincoln (AP)
Military equipment, including helicopters, on board the aircraft carrier Abraham Lincoln (AP)

Despite reports of mediation and back-channel exchanges between Washington and Tehran, what is being described as “negotiations” so far looks more like a bid to keep tensions from boiling over than a diplomatic process.

Signals emerging from Western officials and media indicate the two sides have yet to engage in direct, substantive talks, with the dispute over the very terms of entry itself carrying a political message.

US President Donald Trump’s administration is pressing for an agreement that encompasses Iran’s nuclear program, ballistic missiles, and regional influence. At the same time, Tehran insists that any dialogue be confined strictly to the nuclear file.

That gap has reinforced suspicions in Tehran that Trump’s offer of a deal is little more than a tactical feint, masking serious preparations for military action. This scenario would echo the US strikes on Iranian nuclear facilities in June 2025.

As Trump sharpens his rhetoric, the stalemate revives a central question: Is diplomacy becoming a pretext for war, or a narrowing window to avert it?

A different escalation

The key difference this time lies in the scale and nature of the military posture.

It is not a mere show of force, but a combined offensive-defensive package signaling readiness for multiple scenarios, following the arrival of the aircraft carrier Abraham Lincoln and its strike group in the US Central Command area of operations, enabling support for strikes or protection of allies against retaliatory attacks.

This has been accompanied by strengthened air defenses, including Patriot and THAAD systems, as well as air drills focused on deployment, operations, and sortie generation under challenging conditions, according to US Central Command.

Such a pattern is typically associated with raising readiness for potential reciprocal responses.

At the same time, Washington is aware that any operation against Iran would not be a “precision operation” like what occurred in Venezuela, where the US previously amassed large forces in the Caribbean in a campaign that ended with the arrest of President Nicolas Maduro in early January 2026.

Iran’s geography is more complex, and its missile capabilities and layered defenses make a “decisive strike” more complicated, even if the US enjoys overwhelming superiority.

Trump’s options

Earlier leaks pointed to the end of this month as a possible date for a US strike, though this remains unconfirmed publicly.

The danger in circulating such reports lies in the political-military dynamic they create. When a force of this size is mobilized, internal and external pressure on the White House grows to justify the cost by achieving some result, even if limited.

At the same time, the leaks may be part of psychological warfare aimed at forcing Tehran to make concessions before the window for de-escalation “closes.”

Accordingly, the practical rule is that absent a clear political decision, the scenario remains open to three graduated possibilities: a limited strike to impose new rules of engagement; a broader campaign targeting nuclear and missile infrastructure and security nodes; or continued military pressure as a negotiating lever without opening fire.

According to the Financial Times, Trump’s options, should he decide to carry out military action, range from a limited punitive strike targeting missile sites, drones, or facilities linked to the Revolutionary Guard, aimed at raising the cost of Iranian refusal without seeking regime change.

Another option would expand the target bank to include nuclear facilities that are being hardened and rebuilt, particularly after Western talk of Iranian attempts to resume work at deeper underground sites.

There is also a set of non-traditional pressure options, such as tightening a maritime blockade or striking state infrastructure as a political message.

These options carry higher risks, as they raise the likelihood of retaliation outside established rules of engagement.

The decisive issue, however, is the “endgame.”

The US administration itself implicitly acknowledges that removing the regime's head does not guarantee its collapse, and that the question of “who comes next” has no ready answer.

This explains repeated warnings in assessments leaked to the media and in statements by US officials that the regime is weaker than ever, but that a decisive blow is not guaranteed.

How might Iran respond?

Tehran has warned in advance that any attack would mark the start of a war, and that retaliation could extend to Israel, particularly Tel Aviv, as well as anyone who supports the aggressor.

Operationally, Iran has a ladder of response, starting with strikes on US bases in the region using missiles or drones, moving through the activation of regional proxies, and culminating in threats to shipping in the Strait of Hormuz, the scenario with the most severe global impact.

The latter possibility may be among the main reasons regional states have sought to avoid war and continue diplomatic efforts while stressing neutrality.

This stance could increase US logistical demands in any large-scale operation and heighten reliance on distant naval platforms.

Markets, however, have already issued an early warning. Oil prices have risen for three consecutive sessions amid fears of supply disruptions, with Brent crude nearing the $ 70-a-barrel threshold and a rise in the geopolitical risk premium, while gold has climbed as a safe-haven asset.

If a strike does occur, the potential fallout would be threefold. Economically, a spike in oil prices, pressure on shipping and insurance, and volatility in Gulf markets. Security-wise, an expansion of theaters of engagement to include Iraq, Syria, the Gulf, and Israel, with heightened risks of miscalculation.

Politically, a narrowing of prospects for any near-term negotiations, or conversely, a limited strike used to force talks under harsher terms.


Unmentioned but Present, Trump is a Common Denominator in Efforts to Strengthen Asia-Europe Ties

US President Donald Trump waves as he walks upon arrival on the South Lawn of the White House in Washington, US, January 27, 2026. REUTERS/Annabelle Gordon
US President Donald Trump waves as he walks upon arrival on the South Lawn of the White House in Washington, US, January 27, 2026. REUTERS/Annabelle Gordon
TT

Unmentioned but Present, Trump is a Common Denominator in Efforts to Strengthen Asia-Europe Ties

US President Donald Trump waves as he walks upon arrival on the South Lawn of the White House in Washington, US, January 27, 2026. REUTERS/Annabelle Gordon
US President Donald Trump waves as he walks upon arrival on the South Lawn of the White House in Washington, US, January 27, 2026. REUTERS/Annabelle Gordon

Stability. Consistency. Ever-changing complexity.

With language like that, deployed in separate meetings in three Asian capitals this week, government leaders forged closer ties driven in part by a figure halfway around the world: the president of the United States. And much of the time, they didn't even mention Donald Trump's name.

IN BEIJING: The UK and Chinese leaders called Thursday for a “long-term, stable, and comprehensive strategic partnership” between their two countries. The important words are long-term and stable. The two countries committed a decade ago to building a comprehensive strategic partnership but progress has been halting at best.

IN HANOI: About 1,100 kilometers (700 miles) to the south, Vietnam and the European Union used the same phrasing on the same day. They upgraded ties to a comprehensive strategic partnership. The agreement places Vietnam on the same diplomatic footing with the EU as the United States, China and Russia.

IN NEW DELHI: Two days earlier, the EU and India reached a major free trade accord that had been mired in negotiations for years. It covers everything from textiles to medicines and will bring down India's high tariffs on European wine and cars.

Trump was not the only factor behind the agreements, but his shaking up of the global order is worrying friends and foes and driving them closer. From a purely economic perspective, his import tariffs have sent countries seeking new markets to reduce their dependency on the American consumer.

More broadly, all the agreements have been accompanied by words from the leaders referring to the uncertainty that Trump has introduced to global affairs, though mostly without mentioning his name. The systems they have relied on to manage the world since the end of the Cold War and, in some cases since World War II, appear at risk.

British Prime Minister Keir Starmer called for working with China on global stability “during challenging times for the world." Chinese leader Xi Jinping described the international situation as “complex and ever-changing.” In New Delhi, Prime Minister Narendra Modi said the partnership with the EU “will strengthen stability in the international system” at a time of ”turmoil in the global order.”

European Council President António Costa summed up the sentiment Thursday in the Vietnamese capital: “At a moment when the international rules-based order is under threat from multiple sides, we need to stand side by side as reliable and predictable partners.”