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Thursday, June 25, 2026

Yemen: Houthi positioning during Iran-U.S. MoU periodnote

U.S. President Trump and Iranian President Pezeshkian signed a Memorandum of Understanding (MoU) on 17/6/2026 to halt military hostilities on all fronts, and establish a 60-day framework for a comprehensive peace deal.

This MoU forces a pivot in the Houthis’ operational planning as the group is positioning itself within this new U.S.-Iran framework.

Unlock the following note to further explore the Houthis’:

- Reaction to the Iran-U.S. MoU and ongoing talks;

- Stance during the 60-day negotiation window, especially concerning navigation in the Red Sea;

- Assessment of Hormuz re-opening; and

- Communication channels with Tehran.

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