INTELLIGENCE WINDOW: 11 August 2026 – 14 August 2026
Executive Summary
- On 12 August, citing Pakistani government sources, Turkish state-run media reported that the US and Iran had agreed to extend the 60-day ceasefire agreed in the Memorandum of Understanding (MoU) ahead of its expiry on 17 August. However, after this report was published, a senior Iranian source said that no talks on extending the ceasefire have taken place.
- The conflict has likely now entered a lower-intensity phase in which neither party currently assesses that renewed large-scale operations are in their interests. The US is highly likely militarily constrained by munitions shortages and is prioritising economic pressure through the blockade, while Iran is almost certainly exploiting the pause to regenerate capability and retains the closure of the SoH as its principal source of leverage.
- A formal lapse of the 60-day truce period on 17 August is unlikely in itself to trigger an immediate resumption of large-scale strikes, and a de facto pause would likely persist without any publicly declared extension. However, the situation almost certainly remains fragile with multiple triggers for rapid escalation, particularly the ongoing maritime blockades.
- On 13 August, Houthi-affiliated Yemeni media reported that the Houthis successfully targeted an Aramco refinery in the Jazan region with two drones. Saudi authorities or Aramco have not confirmed the attack as of 14 August.
- An intensification in conflict between Yemen’s Saudi-backed internationally recognised government (IRG) forces and the Houthis is almost certainly the most significant escalation in the Yemeni civil war since the 2022 truce. The launching of a Saudi-backed ground offensive against the Houthis or a Houthi ground offensive against the IRG would highly likely trigger a substantial escalation in cross-border missile and attack drone strikes against Saudi Arabia.
- As of 14 August, the airspaces of Jordan, Saudi Arabia, Kuwait, Bahrain, Qatar, the UAE, and Oman are open.









