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Analytical NoteIran–Gulf

The Makkah Agreement under pressure: what the Houthi escalation actually tests

Saudi Arabia, Türkiye and Pakistan have made a real collective-defence commitment and begun building institutions around it. The attacks of the last week test the part that is still missing — what turns the commitment into an identifiable response.

Published
2026-09-12
As of
2026-09-12
Frame
Strategic context
Confidence: Moderate

The shore at Mokha, 8 October 2025. A fishing boat on the Red Sea coast north of Bab el-Mandeb, photographed eleven months before the town changed hands. The frame shows the coastline, not the events of September 2026.Fuad Al-Qrize · CC BY 4.0Image: A wooden fishing boat drawn up on a sandy shore at dusk, with calm sea and a low horizon under an overcast sky.

Key findings The note's claims, in the order the argument makes them.

  1. 01

    The commitment is real and it is official. The three governments' own summit statement says an armed attack against any one of the three shall be regarded as an attack against them all. That is not a leak, an analyst's reading or a secondary report — and the module's earlier "secondary-only" wording has been corrected.

  2. 02

    The machinery is not finished. The Agreement's committee has met at ministerial and chief-of-staff level and a Secretariat has been agreed; Pakistan's foreign ministry called it an umbrella agreement under which subsequent mechanisms still have to be established. Nothing published says what a response is, who decides it, or when.

  3. 03

    Pakistani forces were already in Saudi Arabia, under a different treaty. The Saudi Ministry of Defense announced their arrival on 11 April 2026 under the 2025 bilateral agreement — four months before Makkah existed. A presence that predates an agreement cannot evidence that agreement's activation.

  4. 04

    This escalation tests attribution as much as resolve. Türkiye condemned the attacks without naming the Agreement; Pakistan said no military response was under discussion; Washington is reported to have expanded targeting support. None of that is a Makkah act, and calling it one would make the Agreement unfalsifiable.

  5. 05

    Saudi territorial defence and Saudi maritime access converged in one week. The Houthi movement took the last government-held stretch of Yemen's Red Sea coast and reached Bab el-Mandeb, the outlet of the kingdom's Hormuz alternative, on the same morning the pipeline that feeds it was struck and shut. The route is now under pressure at its middle and at its mouth.

From commitment to mechanism Four layers between a signature and a military response, each read against what is actually in public. The middle column is the load-bearing one: it is where a collective-defence agreement either acquires a procedure or does not.

DimensionWhat exists in publicOfficial statements and announced institutionsWhat has not been published or builtAs of 12 September 2026Vigil's readingThe layer's condition, not a forecast
Collective-defence commitmentThe summit joint statement of 7 August 2026, published by all three governments, says the Agreement strengthens collective deterrence against any act of aggression and stipulates that any armed attack against any one of the three states shall be regarded as an attack against them all.The Agreement text. Nothing states what the undertaking requires of a signatory, on what threshold, or with what legal effect in domestic law.Established. The undertaking is the parties' own published words and is not in doubt; what follows from it is not established by anything read.
Political and defence machineryA Strategic Political and Defence Committee that met in Istanbul on 31 August 2026 with the foreign ministers, defence ministers and chiefs of general staff of all three states.Any consultation procedure, ordinary or emergency. The Istanbul joint statement names no way for a member to convene the others.Established as a body, undemonstrated as a procedure. A committee that has met once is an institution; it is not yet a mechanism.
SecretariatAgreed on 31 August — headquartered in Saudi Arabia, headed by a Secretary General, with Pakistan providing the first holder for a three-year term.A seat, a staff, a named Secretary General, a first act. Turkish officials have separately described a NATO-like design of ministerial, political and military committees above it.In formation. A decision to create a body is not the body.
Military coordinationCommitments in the Istanbul statement to defence-industry cooperation, joint technology development and production, interoperability and cohesion between the three armed forces.A joint command, rules of engagement, standing force allocation or response procedure. None appears in any published document.Not demonstrated. Interoperability is a programme; a response is a decision, and no decision machinery is public.
Pakistan's contributionAn air contingent announced by the Saudi Ministry of Defense on 11 April 2026, at King Abdulaziz Air Base, expressly under the bilateral Strategic Mutual Defence Agreement of September 2025. Pakistan's foreign ministry said on 10 September that its forces in the kingdom are there for training and logistics.Any activity ordered or described as made under the Makkah Agreement. On 10 September the spokesperson said no military response was under discussion and that Pakistan would act "when time comes".Pre-existing support; no Makkah contribution demonstrated. The two instruments are eleven months apart and only one has a public deployment attached.
Türkiye's contributionMembership, participation in the Istanbul committee, and a foreign ministry statement of 8 September condemning the attacks in the strongest terms and reaffirming support for Saudi sovereignty and territorial integrity.Any military, intelligence or logistic contribution. The 8 September statement does not mention the Agreement at all.Political commitment; operational role not demonstrated. A condemnation is a position, and this one was issued without reference to the instrument.
Response to an armed attackThe heaviest attacks on Saudi territory since this round reopened in July, on 8 September, which Saudi Arabia says wounded 73 people and halted operations at southern energy facilities.Any formal invocation, any trilateral consultation announced under the Agreement, any act attributed to it by any signatory.Not demonstrated. This is the layer the escalation actually tests, and after four days it is empty in public.

Nothing in this table grades intentions, capability or willingness to fight. Every row asks one question — is there a published, attributable thing here — and an empty cell in the middle column means no source read contains one, not that nothing exists.

Four arrangements, not one Saudi Arabia is defended through four separate instruments with different memberships, different functions and different machinery, and only one of them is reported to have produced anything during the escalation week itself. Collapsing them into "the Makkah alliance" is the single most common error in coverage of this crisis.

DimensionMakkah Joint Defence AgreementSigned 7 August 2026Saudi–Pakistan bilateralSigned 17 September 2025Multinational Maritime Defense AllianceDeclared 30 July 2026Saudi–US defence relationshipStrategic Defense Agreement, November 2025
ParticipantsSaudi Arabia, Türkiye, Pakistan. Pakistan said on 10 September that expansion is not under discussion.Saudi Arabia and Pakistan.Fourteen founding states including Saudi Arabia, Türkiye, Pakistan, Egypt, Jordan, the Gulf states, Djibouti, Somalia, Sudan and the Yemeni government. Chiefs of staff or representatives of 43 countries and the EU delegation attended the founding meeting, of 51 invited.Saudi Arabia and the United States.
Primary functionCollective deterrence and defence cooperation. An attack on one is to be regarded as an attack on all.Mutual defence — aggression against either is to be considered aggression against both — plus long-standing training and logistics cooperation.Keeping the Red Sea, Bab el-Mandeb and the Gulf of Aden open to international traffic.A defence agreement short of a mutual-defence commitment, with major non-NATO ally designation.
Machinery in existenceA political and defence committee that has met once; a Secretariat agreed and not yet stood up.No published machinery. It did not need any to be used.A named commander appointed on 6 August 2026 — Rear Admiral Abdullah bin Salem Alshehri — with the founding states describing a command structure being completed.Basing and access arrangements, and a standing regional command relationship.
What it has produced since July 2026Nothing publicly attributable. No invocation, no announced consultation, no named contribution.The one announced foreign military deployment to the kingdom in this war — Pakistan Air Force fighter and support aircraft, 11 April 2026. The announcement states coordination and readiness; it states no combat role.A coalition, a commander and a stated remit. No operation in the strait has been announced.Expanded intelligence and geospatial targeting support, reported on 10 September on the account of unnamed United States officials; direct strikes on the Houthis declined; the CENTCOM commander travelled to the kingdom the same week. Neither government has published an account of any of it.
Why it must stay separateBecause it is the only one of the four whose operational content is unresolved, and treating the others' activity as its own would make that question unanswerable.Because the presence it produced predates the trilateral agreement by four months and is regularly cited as evidence for it.Because Türkiye and Pakistan belong to both this and the Makkah Agreement, so maritime activity by either could be misread as a collective-defence act.Because Saudi reliance on Washington is not evidence about Makkah in either direction. Multiple security relationships coexist, and Saudi officials said the Agreement does not come at the expense of ties with other allies.

This table names no force, holding or readiness state. Membership and function are taken from the founding documents and official announcements; nothing here describes what any participant would do.

Nine weeks, four architectures The chronology of this escalation, with each dated act assigned to the arrangement it actually belongs to. The right-hand column is the note's argument in one line per row: almost nothing here is a Makkah act.

DimensionWhat happened13 July – 12 September 2026Which arrangement it belongs toAttribution, not association
13 JulSanaa airport struck as an Iranian aircraft is expected to return a Houthi delegation from the Iranian Supreme Leader's funeral. Yemen's recognised government claims responsibility; reporting also attributes it to Saudi Arabia. The Houthi movement declares its de-escalation phase over and strikes Abha airport.None. The round opens four and a half months into the wider war and three and a half weeks before the Makkah Agreement exists.
20 JulThe Houthi movement declares a blockade on vessels calling at Saudi ports. Traffic through Bab el-Mandeb falls by about a quarter in the following week; Saudi Arabia reroutes Asia-bound crude via Suez.None. A declaration by a non-state belligerent against a state, at the outlet of that state's Hormuz alternative.
30 JulFounding states sign the declaration establishing the Multinational Maritime Defense Alliance in Riyadh, to keep the Red Sea, Bab el-Mandeb and the Gulf of Aden open to international traffic.The maritime coalition. Fourteen founding states, Türkiye and Pakistan among them — and eight days before the Makkah Agreement.
6 AugSaudi Arabia names Rear Admiral Abdullah bin Salem Alshehri as the maritime coalition's commander.The maritime coalition. The only one of the four arrangements with a named operational commander.
7 AugThe Makkah Joint Defence Agreement is signed at Al-Safa Palace. The summit joint statement says an armed attack against any one of the three shall be regarded as an attack against them all.The Makkah Agreement. Commitment established; text not published.
9 AugFire at the Aramco refinery at Jazan, which the Houthi movement claims it struck with a drone. Further claims against the same facility follow on 13 and 18 August.None. Saudi statements record the fire; damage is not established and no external partner acts.
31 AugThe Agreement's Strategic Political and Defence Committee meets in Istanbul at foreign minister, defence minister and chief-of-staff level. A Secretariat in Saudi Arabia is agreed, with a Pakistani Secretary General for three years.The Makkah Agreement. Its institutional layer, and the high-water mark of what it has publicly produced.
8 SepThe heaviest Houthi wave on Saudi territory since this round reopened in July. Saudi Arabia says 73 were wounded at Abha, Khamis Mushait, Jazan and Najran and that operations at southern energy facilities were suspended. Türkiye condemns the attacks the same day.The test. The Turkish statement does not mention the Agreement.
9–10 SepPakistan's defence minister says aggression against Saudi Arabia "will definitely make this agreement operational". The next day the foreign ministry says no military response is under discussion, calls the Agreement an umbrella under which mechanisms still have to be established, and says Pakistan will act "when time comes".The Makkah Agreement, described by a signatory. Commitment affirmed, machinery stated to be incomplete.
10 SepThe United States is reported to expand intelligence and geospatial targeting support to Saudi Arabia while declining direct strikes on the Houthis; the Crown Prince raises direct intervention with the American President twice. The CENTCOM commander travels to the kingdom.The United States relationship. Not a Makkah act, and not evidence about Makkah in either direction.
10 SepThe east–west pipeline is struck in the Riyadh and Medina areas on Thursday morning and shut as a precautionary measure; Saudi Arabia states the following day that the drones originated from Iraq and that it will not respond at this stage, at Baghdad's request. Iraq says the drones came from Maysan province and dismisses the local operations commander.None. The first attack on Saudi territory in this war launched from Iraq, and unclaimed.
10–11 SepThe Houthi movement takes Mokha, then Dhubab, the villages beyond it, Perim island and Zuqar — the last government-held stretch of Yemen's Red Sea coast. The Presidential Leadership Council's vice chairman says he ordered a strategic retreat and an alternative command centre to regroup; field commanders say they intend to return to Mokha.None. Physical access to the Yemeni side of the strait changes; no closure, and no counteroffensive or territorial reversal, is established.
12 SepNo public invocation of the Makkah Agreement by any signatory. No announced trilateral consultation. No act attributed to it by any of the three governments. No restart of the pipeline announced, and no counteroffensive on the Red Sea coast reported.The Makkah Agreement — by absence. This is the state of the record at the note's cutoff.

"None" in the right-hand column means no arrangement in the comparison above claimed or was credited with the act; it is not a claim that the act was unrelated to any of them. Every attribution here rests on a government naming an instrument, which is the standard the whole note applies.

Both sides of the peninsula The physical system this note describes: the Strait of Hormuz, the east–west pipeline that exists to avoid it, and the Red Sea outlet the pipeline delivers to. Markers are places, not positions, control zones or strengths. No route, pipeline geometry, strike radius, attack vector or area of control is drawn anywhere on this frame, and none is implied. Perim lies inside Bab el-Mandeb; presence on the Yemeni side of the strait is not closure of it, and the Djiboutian and Eritrean shores are opposite.Open the interactive map

Both sides of the peninsulaStrait of HormuzRas TanuraAbqaiqEast–west pipelineYanbuJazanMokhaPerim (Mayyun)
  • Confirmed — official statement
  • Reported
  • As of 2026-09-12
  • Strait of HormuzConfirmedThe exposure the whole system exists to reduce. Declared closed by Iran in February 2026; commercial access has not recovered.
  • Ras TanuraConfirmedThe eastern outlet, inside the strait. Halted in March 2026 after an attack whose attribution remains disputed.
  • AbqaiqConfirmedThe Eastern Province processing complex where the westward route begins.
  • East–West pipeline corridor (Petroline)ConfirmedOne marker for the whole system; no route is drawn. Struck on 10 September 2026 by drones Saudi Arabia says came from Iraq, and shut as a precautionary measure.
  • YanbuConfirmedThe western outlet. The constraint on the bypass is here and in Red Sea refinery offtake, not in the pipeline's design ceiling.
  • JazanConfirmedThe southern Red Sea refining and industrial complex, within reach from Yemen. Repeatedly claimed as a target from August 2026; operations temporarily suspended on 8 September.
  • MokhaReportedTaken by the Houthi movement at dawn on 10 September 2026, about 75km north of the strait, opening the coastal advance south. Government field commanders have stated an intention to return to it.
  • Perim (Mayyun)ReportedReached on 11 September after government forces withdrew. The island divides the strait; the wider channel lies west of it.

Basis: Sources: Congressional Research Service — Iran, the Gulf and the Strait of Hormuz · Gulf state official government sources · Reuters · Al Jazeera English · Established international media reporting

Objects in this note The canonical records the argument rests on. Each opens the record, with its own sources, dates and grade.View all in Explore

Key judgment

The Makkah Joint Defence Agreement is not a summit gesture. Its collective-defence undertaking appears in the three governments' own published statement, its political and defence committee has met at the level of foreign ministers, defence ministers and chiefs of general staff, and a Secretariat has been agreed. What has not been published is the layer between the commitment and a response: no agreement text, no implementing instrument, no consultation procedure, no threshold, no command arrangement. The heaviest Houthi attacks on Saudi territory since this round reopened in July, on 8 September, produced a Turkish condemnation that did not mention the Agreement and a Pakistani statement that no military response was under discussion. Meanwhile Saudi Arabia is defended through three other arrangements — a bilateral Pakistani agreement under which an air contingent was announced in April, a maritime coalition declared in July with a commander named in August, and a United States relationship reported to be supplying targeting intelligence. This note does not conclude that Makkah failed. It sets out what would demonstrate that it had become a mechanism, and finds that nothing yet has.

The finding

A collective-defence commitment and an operational defence mechanism are two different things, and the Makkah Joint Defence Agreement currently has the first without publicly having the second.

The commitment is not in doubt. On 7 August 2026 the Saudi Crown Prince and Prime Minister, the President of Türkiye and the Prime Minister of Pakistan signed the Agreement at Al-Safa Palace in Makkah, and the summit joint statement — published by the Saudi Press Agency, by Pakistan’s foreign ministry and through the OIC’s news agency — says that the Agreement is intended to strengthen collective deterrence against any act of aggression, that any armed attack against any one of the three states shall be regarded as an attack against them all, and that it provides for developing all aspects of defence cooperation between them. That is the three governments’ own language about their own instrument. Vigil’s earlier record of this event described the collective-defence clause as secondary-only reporting; that was wrong, and it has been corrected.

Nor is this a summit that produced nothing but a photograph. On 31 August the foreign ministers, the defence ministers and the chiefs of general staff of all three states met in Istanbul as the Agreement’s Strategic Political and Defence Committee. Their joint statement records an intention to institutionalise cooperation further, the establishment of a Secretariat headquartered in Saudi Arabia under a Secretary General, with Pakistan providing the first holder for a three-year term, and commitments on defence-industry cooperation, joint technology development and production, interoperability and cohesion between the three armed forces. Twenty-four days into its existence the Agreement had a standing political-military body and an agreed permanent staff. That is more than most new security arrangements acquire in a year.

What the Agreement does not have in public is the layer between the commitment and a response. The Agreement text has not been released. No implementing protocol has been published. The Istanbul statement names no consultation procedure, no threshold, no command arrangement and no allocation of forces. Türkiye’s foreign minister has said that the degree, form and format of any response would be settled by consultation — which describes an obligation whose content is decided when it arises, not one that follows from a rule.

Eight days after the Istanbul meeting, that gap stopped being theoretical. On 8 September the Houthi movement mounted the heaviest attack on Saudi territory since this round of the war reopened in July. Four days later, no signatory has publicly invoked the Agreement, none has announced a consultation under it, and no act by anyone has been attributed to it by any of the three governments. This note is about what would change that, and why almost everything currently being described as the Agreement’s first test is in fact something else.

What the Makkah Agreement actually established

The Agreement binds three of the largest military establishments in the Muslim world into one defensive formula. Its published undertaking is strong: not consultation, not assistance as each state sees fit, but that an armed attack on one is to be regarded as an attack on all. Read on its own that is Article 5 language, and the comparison is made constantly.

The comparison is also incomplete in a way that matters. NATO’s Article 5 is published, and so is the machinery beneath it: a Council that meets on request, a defined procedure for invocation, a standing command structure and agreed force arrangements. What follows an invocation is still a national decision — the Treaty says each party will take “such action as it deems necessary” — but the route from attack to decision is written down and has been exercised. For the Makkah Agreement none of that route is public. Turkish officials have described a design that resembles it: a ministerial committee, political and military committees, and a permanent secretariat. Describing a design is not the same as publishing a procedure, and the design was described before any of it was built.

Two further characterisations from the parties belong in the record. Turkish officials stated at signature that the pact is not directed at any specific party and is open to other states. Pakistan’s foreign ministry said on 10 September that it is purely defensive, aimed at regional security primarily through deterrence, and that expansion is not currently on the cards because the three states must first consolidate the organisation itself.

Institutions arrived before a tested procedure

The Istanbul meeting is the strongest evidence available in either direction, and it cuts both ways.

It is evidence that the Agreement is being built. Foreign ministers, defence ministers and chiefs of general staff do not meet in the same room by accident, and agreeing a permanent Secretariat with a host state and a named first term is a commitment of budget, staff and prestige. Defence-industrial cooperation and joint technology production are long-horizon programmes that no one begins as a gesture.

It is also evidence of what is missing. Read the Istanbul statement for what it does not contain and the absence is specific: no consultation procedure for an attack on a member, no threshold, no standing command, no force allocation. The Agreement acquired a forum before it acquired a fuse.

Pakistan’s foreign ministry described the condition itself on 10 September, more precisely than any outside analyst could. The spokesperson, Sajjad Haider Khan, called the Makkah Joint Defence Agreement an umbrella agreement, said that under it “we will have to establish subsequent mechanisms to move forward”, observed that when such multilateral organisations are formed “it takes a little while to establish operational details”, and said that significant work lies ahead to finalise the organisation’s structure, mechanisms and procedures. He also said the Agreement is already in force, and that on a military response “there is no such thing under discussion right now”; asked what Pakistan would do, he said “when time comes we will act under the agreement”.

That is the central evidence chain of this note, and it is worth being precise about what it shows. It does not show reluctance. Pakistan’s defence minister, Khawaja Asif, had said the day before that unprovoked aggression against Saudi Arabia, or a spillover from Yemen into the kingdom, “will definitely make this agreement operational”. A government that intended to distance itself from the undertaking would not say that. What the two statements together show is a signatory that accepts the commitment and says, publicly, that the machinery to execute it still has to be established. That is a statement about implementation, not about will — and it is exactly the distinction this note is built on.

Pakistan was already inside Saudi defence

The most common inference in commentary this week has been that Pakistani forces in Saudi Arabia demonstrate that the Makkah Agreement has been activated. The record does not support it, and the reason is a date.

Saudi Arabia and Pakistan signed a bilateral Strategic Mutual Defence Agreement in Riyadh on 17 September 2025, eleven months before Makkah; the governments’ statement said that aggression against either country would be considered aggression against both. On 11 April 2026 the Saudi Ministry of Defense announced the arrival of a military force from Pakistan, including fighter and support aircraft of the Pakistan Air Force, at King Abdulaziz Air Base in the Eastern Sector — and named the instrument: the deployment was made in accordance with the Strategic Mutual Defence Agreement. That is the one foreign military deployment to the kingdom in this war that a government has announced, it happened four months before the Makkah Agreement existed, and it rests on a different treaty. The announcement describes a purpose of joint coordination and operational readiness; it states no combat role, and none is asserted here.

Beneath both instruments sits a defence relationship older than either. Pakistan has trained Saudi personnel for decades and has maintained a military presence in the kingdom across several periods. Pakistan’s foreign ministry said on 10 September that its forces are currently in Saudi Arabia for training and logistical purposes. Figures circulating in reporting for the scale of the present deployment, and for a ceiling in the tens of thousands said to be contemplated under the bilateral pact, are attributed to unnamed officials; this note does not carry them as established and neither does the module.

The analytical consequence is the opposite of the common inference. Because Pakistani forces were already there, on a different legal basis, their presence cannot serve as evidence for the trilateral agreement. It makes attribution harder, not easier — and it means that any claim that Makkah has become operational has to point at something that would not have happened anyway.

One thing is genuinely unresolved here, and the note flags rather than settles it: whether the Makkah Agreement supersedes the 2025 bilateral agreement, incorporates it, or stands alongside it. Different accounts say different things. Pakistan’s foreign ministry said on 10 September that the Makkah Agreement is already in force; it said nothing about the bilateral instrument’s status. Until that is clarified, the April deployment’s attribution stands as the ministry stated it at the time.

Türkiye has shown solidarity, not a Makkah military role

Türkiye’s public position is a single document and it is short. Statement No. 173 of 8 September condemns in the strongest terms the recent attacks carried out by the Houthis against Saudi Arabia, which disregard the safety of civilians and escalate tensions in the region; reaffirms support for Saudi Arabia’s sovereignty and territorial integrity; observes that the attacks undermine diplomatic efforts to end the conflict in Yemen through a lasting political solution; and calls on the Houthis to cease their aggressive actions immediately.

That is political solidarity of a clear and unqualified kind. It is also noticeable for what it omits: the statement does not mention the Makkah Joint Defence Agreement, the instrument under which Türkiye had undertaken a month earlier to regard an attack on Saudi Arabia as an attack on itself. A condemnation issued without reference to a collective-defence agreement, four weeks after signing it, is not a violation of anything — but it is the observable, and it points the same way as the Pakistani briefing.

Turkish diplomacy has been active in the days since: the Pakistani and Turkish foreign ministers spoke on 10 September and reviewed regional developments. No readout of that call describes a Makkah consultation. This note makes no prediction about future Turkish action, and nothing in the evidence supports one in either direction.

Four arrangements, not one

The reason attribution is difficult here is that Saudi Arabia is not waiting for one architecture to mature. It is operating through four at once. Only one of them is reported to have produced anything during the escalation week itself; another had already produced the only announced foreign deployment of this war, five months earlier; a third has a commander and a remit but no announced operation; and the Makkah Agreement produced nothing publicly attributable at all.

The Makkah Joint Defence Agreement is the newest and the one whose operational content is unresolved. The Saudi–Pakistan bilateral agreement is older, has no published machinery, and has already been used. The Multinational Maritime Defense Alliance, declared in Riyadh on 30 July 2026 by fourteen founding states — Saudi Arabia, Türkiye, Pakistan, Egypt, Jordan, Kuwait, Qatar, Bahrain, Sudan, Djibouti, Somalia, the Comoros, Bangladesh and the Yemeni government — exists to keep the Red Sea, Bab el-Mandeb and the Gulf of Aden open to international traffic, and had a named commander, Rear Admiral Abdullah bin Salem Alshehri, appointed on 6 August, the day before the Makkah summit. The United States relationship, resting on the Strategic Defense Agreement of November 2025 and on basing arrangements far older, is the one reported to be supplying targeting intelligence.

Türkiye and Pakistan belong to two of these. That is precisely why a Turkish frigate or a Pakistani aircraft appearing in the Red Sea would not, on its own, be evidence about the Makkah Agreement. The attribution has to be stated by a government, or it is not established — and if every act by a Makkah signatory counts as a Makkah act, the question of whether the Agreement works becomes unfalsifiable.

The Yemen front met Saudi Arabia’s maritime problem

The second half of this story is geographic, and it converged with the first in the space of one week.

This round of the Saudi–Houthi war began on 13 July 2026, when Sanaa International Airport was struck as an Iranian aircraft was expected to return a Houthi delegation from the funeral of the Iranian Supreme Leader. Yemen’s internationally recognised government claimed responsibility; reporting also attributed the strike to Saudi Arabia. The Houthi movement declared its de-escalation phase over and struck Abha airport. On 20 July it declared a blockade on vessels calling at Saudi ports; traffic through Bab el-Mandeb fell by about a quarter in the week that followed, and Saudi Arabia began routing Asia-bound crude through Suez, turning a voyage from Yanbu to South Korea of roughly twenty-four days into one of about fifty-four. From 9 August the Aramco refinery at Jazan was claimed as a target repeatedly.

Then, on 8 September, came the wave. The spokesman of the Saudi-led coalition, Major-General Turki al-Maliki, said attacks on civilian and economic sites at Abha, Khamis Mushait, Jazan and Najran had wounded 73 people including women and children, and that fires had broken out at oil facilities and utilities in the southern region, where operations were temporarily suspended. The Houthi movement said it had struck Aramco facilities and King Khalid air base with dozens of ballistic missiles and drones, in answer to more than a hundred Saudi air strikes in Yemen over three days.

Two days later the ground moved. The Houthi movement took the port of Mokha — about 75 kilometres north of Bab el-Mandeb — at dawn on 10 September and, over the following day, Dhubab some 46 kilometres further south, the coastal villages beyond it, Perim island in the strait and Zuqar in the Hanish group. That is the last stretch of Yemen’s Red Sea coast the internationally recognised government held; several outlets, and a Yemeni security official quoted by one of them, described the result as the whole of that coastline passing into Houthi hands, and no independently verified control line has been published. The movement claims six districts and 5,400 square kilometres. Reporting places a remaining government force on the Hanish islands.

The Yemeni government’s side of this needs four things kept apart, because coverage has run them together. There is a STATED INTENTION: field commanders in Taiz and on the western coast have said they mean to return to Mokha and retake it, and the government has said it will fight the movement until it is eradicated. There is an OPERATIONAL PREPARATION: the Presidential Leadership Council’s vice chairman, Tareq Saleh, whose National Resistance Forces held the coast, said he had ordered a strategic retreat and the formation of an alternative command centre in a safe location to regroup the forces, in consultation with the Arab coalition command. There is no reported COUNTEROFFENSIVE. And there is no TERRITORIAL REVERSAL: nothing taken since 10 September has been reported recovered. An intention is not a preparation, a preparation is not an offensive, and an offensive is not ground regained. This note records the first two and states the absence of the second two.

What that does and does not mean requires care, because the coverage has not taken it. Bab el-Mandeb has two shores; the other belongs to Djibouti and Eritrea, and the wider of the strait’s two channels lies west of Perim. A Houthi politburo member stated that freedom of navigation and international trade in the Red Sea and Bab el-Mandeb are safe and orderly, and that the exception remains Saudi shipping — a belligerent’s declaration, recorded as such. A Houthi commander said that with the fall of Mokha the strait could be considered under the movement’s administration, which is a claim of the same kind. Al Jazeera reported no official Houthi announcement of control over the strait. Andreas Krieg of King’s College London, quoted on the day, put the military reading plainly: the western littoral remains outside Yemen, so the positions do not confer full control, though they do confer a stronger ability to contest and threaten the waterway — and he judged the movement unlikely to sustain a blockade of it.

Shipping has nonetheless moved. One count put transits through the strait at twelve on the evening of 10 September against twenty-nine or thirty on a normal day, and traffic had already fallen by about a quarter after the July blockade declaration. That is a change in what shipowners and underwriters choose to do, and it is the thing that actually constrains a route; it is not evidence of an act against a vessel. No independently observed interference with non-Saudi shipping from the new positions has been read. What has changed is physical access to the Yemeni side of the strait, and the risk that access implies. What has not been established is interdiction.

Access matters even so, because of what the strait is for. Saudi Arabia’s east–west pipeline exists to move crude away from the Strait of Hormuz and deliver it to the Red Sea; between March and mid-July 2026 Saudi seaborne exports through Bab el-Mandeb ran at eight times the level of the same period a year earlier. The bypass had become the route.

And then, on the same morning Mokha fell, the bypass itself was hit. The pipeline was struck in the Riyadh and Medina areas on Thursday 10 September. The Ministry of Energy said the line had been shut down as a precautionary measure after multiple attacks, and that there were injuries requiring medical care; no restart has been announced. The foreign ministry said the following day that the drones had originated from Iraq, that Saudi Arabia would not respond at this stage at the request of the Iraqi prime minister, and that it reserved the right to take all necessary measures to protect its sovereignty, security and critical facilities. Baghdad said its investigations showed the drones were launched from Maysan province, dismissed the commander of the Maysan Operations Command and ordered an investigative council. No group claimed the attack. Satellite-based analysis published the same week reported substantial impacts at two pumping stations and extensive fire damage at one; no operator assessment of the damage has been published, and this note does not state how long the line will be down. Crude traded above $100 through the week.

The analytical point is not that one actor now controls both chokepoints. That claim would outrun the evidence badly in both directions — Hormuz and Bab el-Mandeb are contested by different parties on different terms, and neither is closed. The point is narrower and better supported: pressure is accumulating against every route Saudi Arabia uses to reduce its dependence on Hormuz, and within forty-eight hours — the same Thursday morning, and the Friday after it — it arrived at the middle of that route and at its mouth.

Iran’s role requires careful attribution

The temptation to write “Iran closed the second strait” is strong and should be resisted.

What this module holds as established is a long-reported material-support relationship between Iran and the Houthi movement, whose current content it cannot verify and whose degree of direction it does not assert. That record was written before this week precisely because the movement’s 2026 conduct is evidence against reading the relationship as control.

What was added this week is reported, not established. United States officials are reported to believe that hundreds of Islamic Revolutionary Guard Corps officers are in Yemen, helping coordinate operations aimed at the strait. Five military sources from the internationally recognised Yemeni government told reporters that the IRGC had directed the Red Sea coastal campaign, citing intercepted communications and captured prisoners, and named a senior commander, Abdolreza Shahlaei. Those sources are a belligerent government’s; the assessment is an allied government’s; neither is independent verification.

Iran’s position is a denial. Its foreign ministry spokesman, Esmail Baqaei, rejected the characterisation of the movement as an Iranian proxy on 10 September, saying that Ansar Allah is an independent Yemeni actor that takes orders from no one.

Vigil’s grading is therefore unchanged by the week’s reporting: support is reported, direction is unestablished, control is not asserted. “Iran-aligned” and “Iran-commanded” are different claims and only the first is carried here.

Why Saudi reliance on Washington does not answer the Makkah question

Saudi Arabia asked the United States for direct military help against the Houthi movement and did not get it. The Crown Prince was reported to have raised the question with the American President twice on 10 September. The administration’s answer, according to reporting the same day that rests on unnamed United States officials rather than on any published statement, was expanded intelligence and geospatial targeting support for Saudi strikes, but no direct American strikes, and no refuelling of Saudi aircraft. The CENTCOM commander travelled to the kingdom that week.

It is tempting to read this as a verdict on Makkah — either that Saudi Arabia turned to Washington because the Agreement is empty, or that the American refusal is what makes the Agreement necessary. Neither inference survives contact with the evidence. Saudi Arabia has run its defence through the United States for decades and through a bilateral Pakistani agreement since 2025; using both during an attack is what a state with overlapping arrangements does, and Saudi officials said at the Agreement’s signature that it does not come at the expense of ties with other allies. What the American episode shows is that the security architecture around the kingdom is layered. It shows nothing, in either direction, about whether the Makkah Agreement has a mechanism — and the evidence for that has to come from the Agreement’s own signatories.

What would settle it

The question this note leaves open is not “will they fight”. It is narrower, testable, and belongs in the module’s standing coverage rather than in an article: what would demonstrate that the Makkah Agreement has moved from a collective-defence commitment to an operational defence mechanism.

The answers are institutional and attributional, not military. A signatory formally invoking the Agreement after an attack. Publication of an implementing protocol, or of the Agreement text. The Saudi-based Secretariat standing up, with a seat, a staff and a named Secretary General. A joint command or coordination cell stated to exist under this Agreement rather than under the maritime coalition. A Turkish or Pakistani contribution that a government says is made under the Agreement. A signatory defining what constitutes an armed attack for its purposes.

None of those has happened. Several of them could happen without any shot being fired, and one of them — publication of the text — would settle more than a year of operations. Until one does, the honest description of the Makkah Joint Defence Agreement is the one its own signatory gave on 10 September: an umbrella, under which the mechanisms still have to be built.

Conclusion

What this means

  • The Makkah Agreement is institutionally more substantial than a summit declaration. Its collective-defence undertaking is official, its committee has met at ministerial and chief-of-staff level, and a Secretariat has been agreed with a named term for its first holder.
  • It has no publicly demonstrated response mechanism. No agreement text, implementing instrument, consultation procedure, threshold or command arrangement has been published, and Pakistan's own foreign ministry describes it as an umbrella under which mechanisms still have to be established.
  • The current escalation is therefore a test of implementation, not proof of activation or of failure. Four days after the heaviest attacks on a signatory's territory since this round reopened, no signatory has publicly invoked the Agreement and no act has been attributed to it by anyone.
  • Saudi Arabia is managing this crisis through overlapping architectures rather than one alliance — a bilateral Pakistani agreement that has already produced a deployment, a maritime coalition with a commander, a United States relationship reported to be supplying targeting intelligence, and the Makkah Agreement. Correct attribution between them is the whole analytical problem.
  • The issue is no longer a border-security question. Pressure now bears on the Saudi bypass of Hormuz at both ends within the same forty-eight hours — the pipeline struck in its middle on 10 September, the Yemeni shore of its Red Sea outlet taken on 10 and 11 September — which gives it maritime and energy weight beyond the Saudi–Yemeni frontier.

What this does not mean

  • It does not mean the Agreement has an automatic response procedure. Nothing published describes one, and Türkiye's foreign minister has said the degree, form and format of any response would be settled by consultation.
  • It does not mean Pakistan or Türkiye is at war with the Houthi movement, or with Iran. Neither has announced any military action in this crisis.
  • It does not mean Pakistani forces in Saudi Arabia demonstrate Makkah activation. They were announced in April 2026 under the 2025 bilateral agreement, four months before the Agreement was signed.
  • It does not mean every Turkish or Pakistani act supporting Saudi Arabia is a Makkah act. Attribution has to be stated by a signatory, or it is not established.
  • It does not mean the maritime coalition and the Makkah Agreement are one organisation. They have different memberships, different remits and different command arrangements, and were founded eight days apart.
  • It does not mean the Houthi movement has closed Bab el-Mandeb. Territorial presence on the Yemeni shore is not interdiction; the Djiboutian and Eritrean shores are opposite; and no independently observed interference with non-Saudi shipping has been read.
  • It does not mean the coastal position is settled. Government field commanders have stated an intention to retake Mokha and the Presidential Leadership Council's vice chairman has ordered forces regrouped under an alternative command — an intention and a preparation. No counteroffensive has been reported and no ground has been recovered.
  • It does not mean Iran commands Houthi decisions. Reported IRGC direction rests on a belligerent government's sources and an allied government's assessment; Iran denies it; and this module records support without recording control.
  • It does not mean Saudi Arabia's request for American help proves the Agreement failed. Multiple security relationships coexist, and the kingdom's own officials said Makkah does not come at the expense of ties with other allies.

What to watchWatch on Iran–Gulf

  • A formal invocation of the Agreement by any signatory, or publication of an implementing protocol or of the Agreement text itself.
  • Activation of the Saudi-based Secretariat, and the appointment and first public act of its Secretary General.
  • A Turkish or Pakistani contribution publicly stated by a government to be made under the Makkah Agreement, rather than under the bilateral agreement or the maritime coalition.
  • Any statement by a signatory defining what constitutes an armed attack for the Agreement's purposes.
  • Whether presence on the Yemeni shore of Bab el-Mandeb produces any independently observed interference with shipping, as distinct from the declared exception for Saudi vessels.
  • Whether the east–west pipeline returns to service, at what rate, and whether either government publishes a damage assessment.
  • Whether the stated intention to retake the Red Sea coast becomes a counteroffensive, and whether any ground changes hands back.

Explore Iran–Gulf

This note explains one development. The standing coverage holds the system it sits inside — the map, the actors, the forces, the history and the economic and humanitarian conditions — each with its own sources, dates and confidence.

Open Iran–GulfUnderstand this conflict in Explore

Sources and confidence

Confidence: Moderate The institutional spine of this note is official and high-confidence: the summit joint statement of 7 August, the Istanbul joint statement of 31 August, the Saudi Ministry of Defense announcement of 11 April, the Turkish statement of 8 September and the Pakistani spokesperson's briefing of 10 September are all published by the governments concerned or quoted directly. What is graded moderate is everything that depends on two unpublished treaty texts, on a battlefield that moved twice in forty-eight hours, and on claims about Iranian direction of Houthi operations that rest on a belligerent government's sources. The note's central finding is also an ABSENCE — no published mechanism, no invocation — and an absence cannot be graded above the visibility of the thing it concerns.

Sources: Gulf state official government sources · Pakistan — Ministry of Foreign Affairs · Republic of Türkiye — Ministry of Foreign Affairs · Official government statements · Reuters · Al Jazeera English · Associated Press · BBC News · Established international media reporting · Congressional Research Service — Iran, the Gulf and the Strait of Hormuz · UN Security Council and Panel of Experts reporting · Public market and insurance data

How Vigil grades and dates claims is set out in the methodology. Spotted an error? See the corrections log.

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