Houthi missile threat and Saudi defenses: Saudi Arabia’s coalition says it intercepted and destroyed six Houthi ballistic missiles aimed at Taif and the Red Sea port of Yanbu, after emergency civil-defence alerts in Mecca, Jeddah and Tabuk; no casualties were reported. Red Sea shipping and oil pressure: The attacks revived fears for Saudi export routes and helped push crude higher, as markets also watched US-Iran talks over reopening Hormuz. Houthi “missile and drone” supply chain: Bloomberg reports Yemeni authorities seized Chinese-origin dual-use cargo at Aden destined for Hodeida, including industrial machinery, chemicals and missile/drone components (such as stabilizers and heat-resistant resin), suggesting a growing local weapons-manufacturing capability. Yemen state-building push: Yemen’s Presidential Leadership Council head Rashad al-Alimi told Britain’s ambassador that supporting Yemen’s armed forces is key to restoring state institutions and protecting trade and energy security, warning against “containment” that only enables rearmament. Diplomacy and escalation risk: Iran threatened to expand the conflict toward the Indian Ocean if the US or Israel strikes again, while Reuters says about 80 countries at the UN urged reopening Hormuz and condemned Houthi attacks on Saudi Arabia and Red Sea shipping.