Gulf oil risk widened on Tuesday beyond the Strait of Hormuz. Yemen's Houthi movement fired dozens of ballistic missiles and drones into southern Saudi Arabia, igniting fires at oil facilities and utilities and wounding 73 people, including women and children [1]. Saudi Arabia's energy ministry said operations at the affected facilities and utilities were temporarily suspended and that firefighters were still working the blazes Tuesday morning [1].

The targets named by both sides are energy infrastructure. Houthi military spokesman Brig. Gen. Yahya Saree said the rebels struck Jazan City for Primary and Downstream Industries on the Red Sea coast, Aramco facilities in Najran and Abha, and King Khalid Air Base in Khamis Mushait [1]. The southern region also holds a 400,000-barrel-per-day refinery at Jazan, one of the kingdom's largest [1]. Coalition spokesman Maj. Gen. Turki al-Malki called the attacks a serious escalation and a flagrant violation of sovereignty, and vowed that the coalition would take all necessary operational measures in response [1].

Riyadh has already retaliated. Houthi-run Al Masirah TV reported Saudi air strikes across Marib, al-Jawf and Taiz governorates, including five in the Khab wa Sha'af district of al-Jawf and ten in Sirwah district of Marib [2]. The Houthis claimed responsibility and said they were responding to recent Saudi attacks, among them an airstrike on a prison in Jawf that they say killed at least seven people [1].

There is a Hormuz-shaped consequence. AP notes the Saudi-Houthi fighting threatens traffic through Bab al-Mandeb, the other Arabian Peninsula chokepoint, at the same time as the Iran war has nearly halted shipments through Hormuz [1]. Inside the strait, Reuters cited Kpler counting six commodity vessels on Tuesday against a ten-day average of about twelve [2]. Separately, CENTCOM says it destroyed five Iranian crude carriers after the IRGC twice targeted a US warship, while Iran's claim of damage to two American vessels and eight tankers remains uncorroborated [2].