—TASI · Monday, Oct. 12 close not confirmed by two sources

DailyDrop.

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Saudi Arabia · SecurityPress ✓ 8 outlets · attribution of the attacks to the Houthis comes from the coalition and from their own claim

The coalition destroys a ballistic missile the Houthis launched toward Riyadh on Monday evening; the group announces it targeted King Khalid Airport, and the airport closure is extended

We found no official announcement of damage or casualties in Monday’s attack. According to the General Authority of Civil Aviation, the toll of Saturday’s strike, October 10, stands at 12 dead and 309 wounded, and 13 dead according to CNN.

Financial Juice reported a warning issued in Riyadh of a possible threat on the evening of Monday, October 12, after which a witness heard three explosions in the capital. The Saudi-led coalition said in a statement that it destroyed a ballistic missile launched by the Houthis toward Riyadh, according to Sabq and Financial Juice, and Saudi Civil Defense announced that the danger to the city had passed, according to Al Arabiya. The Houthis said they targeted Riyadh airport with ballistic missiles on Monday, and their forces warned airlines, workers and travelers that Saudi airspace and airports are unsafe, except Mecca and Medina, according to Financial Juice citing the Fars news agency. We found no confirmation of damage or casualties in this attack.

During Monday the General Authority of Civil Aviation extended the suspension of operations at King Khalid International Airport, according to Okaz, Asharq Al-Awsat and Financial Juice. Asharq Al-Awsat reported that the coalition intercepted two missiles and a drone that targeted the airport, and Financial Juice quoted the coalition as saying it is dealing with drones and missiles heading for the kingdom, while Saudi Gazette said it detected threats from drones and cruise missiles. Reuters said the capital’s skies appeared largely empty and that airlines canceled their flights to Saudi Arabia, and Delta announced the postponement of its direct flight from Atlanta to Riyadh, according to Bloomberg and The Hill.

As for Saturday’s strike on the airport, October 10, the Authority announced on Sunday that it resulted in 12 dead and 309 wounded, while Al Jazeera cites 12 dead and about 300 wounded, and CNN says it killed at least 13 and was the most violent on the kingdom in more than a decade. Asharq Al-Awsat reported that 400 medical staff rescued the wounded and performed 25 surgeries. In its live coverage Al Jazeera reports that Sunday’s strike, October 11, killed one person and wounded 11, and CNN says he was a resident Pakistani; we found no Saudi confirmation of that. The Associated Press reported that the Saudis are investigating why the defense systems failed to stop Saturday’s attack.

In official positions, the Mufti of the kingdom said, according to Al-Watan and Asharq Al-Awsat, that the Houthis’ targeting of the holy sites and of those heading to the Two Holy Mosques is a crime whose consequences are grave, and the Minister of Information said that targeting the Two Holy Mosques is terrorist conduct and that life is normal, according to Asharq Al-Awsat. We found no report documenting an attack on Mecca or Medina. The Energy Minister said, according to Financial Juice and the BBC, that the events of recent weeks are serious and that the response must be serious. The Financial Times said in a headline that the attack on the airports strikes the Crown Prince’s economic vision.

In DailyDrop’s reading, the danger has shifted from a documented strike to a continuing threat of missiles and drones over the capital, so aviation safety and airline confidence remain the first test. Today, Tuesday, we are following: when Riyadh airport will reopen, the response of the coalition and Washington, and Monday’s TASI close, which we have not yet confirmed.

Open the story and DailyDrop’s take
By the numbers
12dead on Saturday according to the Authority (13 according to CNN)
309wounded according to the Authority (about 300 according to Al Jazeera)
3explosions heard by a witness in Riyadh on Monday evening
Saudi Arabia · DiplomacyPress ✓ 5 outlets · statements attributed to those who made them

Solidarity calls from Jordan’s king and the British and Bahraini foreign ministers, Erdogan condemns, and the British prime minister: ready to consider requests for support

Jordan’s King Abdullah called the Crown Prince and affirmed his country’s full support for the kingdom, according to Saudi Gazette and Asharq Al-Awsat. The foreign ministers of Britain and Bahrain called Prince Faisal bin Farhan in solidarity, according to Saudi Gazette. Turkish President Erdogan said his country condemns the Houthi attacks and stands with the kingdom, according to Okaz.

British Prime Minister Andy Burnham said his country is ready to consider additional requests for support from Saudi Arabia, according to Financial Juice, and we found no details on the form the support would take. Reuters had reported that Saudi Arabia, Turkey, Pakistan and Egypt condemned the attacks on Riyadh airport.

Mauritania condemned the targeting of the airport, and Yemeni Information Minister Muammar al-Eryani described the attack as a terrorist assault and called for international action to hold the Houthis accountable, according to Okaz. In DailyDrop’s reading, the condemnations have been repeating for days, and the yardstick now is whether they turn into declared defensive support and Gulf and Arab coordination; we await a statement from the Gulf Cooperation Council.

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Word of the day
SolidarityPolitics

A declared political position supporting a country under attack; it may not mean military support.


Energy · RiyadhPress ✓ 5 sources · statements attributed to those who made them

Abdulaziz bin Salman: “fear” does not exist in the Saudi dictionary, and his ministry sees two to three years to raise pipeline capacity to 10 million barrels a day

Energy Minister Prince Abdulaziz bin Salman said at the energy conference in Riyadh that the word “fear” has no place in the Saudi dictionary and that Riyadh is the “capital of energy security”, according to Okaz, Saudi Gazette and Asharq Al-Awsat. He said the kingdom is seeking international participation in a pipeline alternative to Hormuz, that the idea is to widen ownership, operation and financing, and that the ministry sees a window of two to three years to raise pipeline capacity to 10 million barrels a day, according to Financial Juice and Al Jazeera Net.

Reuters said senior oil officials were dropped from the event’s schedule after the Riyadh attacks; the reasons are not clear to us. OPEC+ ministers who met on the sidelines of the conference issued a statement saying the disruption of energy flows has pushed shipping and insurance costs to unprecedented levels, and stressed protecting maritime lanes, according to Financial Juice. Okaz quoted OPEC as saying global demand is growing by 1.7 million barrels a day. At the same time, Aramco chief Amin Nasser said the company aims to raise its sales gas production capacity by about 80% by 2030 compared with 2021 levels, according to Financial Juice.

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Russia · Ukraine · EnergyPress ✓ 7 outlets · the announcement is Trump’s, with no confirmation from Moscow

Kyiv: Russia keeps hitting energy facilities despite the “energy truce” Trump announced, and Trump defends the diesel deal amid criticism from both parties

Ukrainian President Volodymyr Zelensky said Russia is not complying with the ceasefire in the energy sector announced by President Trump, according to PBS, the Associated Press and Reuters, which also reported that the European Union imposed new sanctions. European foreign policy chief Kaja Kallas said she welcomes the truce but has not yet seen Russian compliance, according to Financial Juice. NBC reported that energy prices rose because the truce moved neither Moscow nor Kyiv.

Trump defended the “diesel deal” with Russia amid complaints from lawmakers of both parties, according to Reuters and USA Today, and US envoy Jared Kushner said it is an attempt to soften Moscow’s position, according to Financial Juice. Russian Deputy Prime Minister Alexander Novak said Russia may reach 3 to 3.5 million tonnes of diesel exports a month by the end of the year, according to Financial Juice and SABC. In DailyDrop’s reading, the truce matters to Saudi Arabia because it touches fuel prices at a time when supplies are disrupted, but it remains an announcement until Moscow confirms it.

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Iran · EnergyPress ✓ 5 outlets · statements attributed to those who made them

Iran says it will respond to the US reply on Hormuz after reviewing it, Rezaei: the reply is “insufficient”, and Britain’s navy reports an oil tanker hit by a projectile

Iran said it will respond to the US reply to its proposal on the Strait of Hormuz once the review is finished, according to Reuters. Financial Juice quoted Maj. Gen. Mohsen Rezaei as saying that the US reply to Iran’s conditions for ending the war is “insufficient” and that his country will not return to the earlier diplomatic approach. The British navy reported a crude oil tanker hit by an unidentified projectile in Hormuz, and UK Maritime Trade Operations received a late report of a container ship hit by an unidentified projectile while transiting the strait on October 11, according to Financial Juice.

India condemned the attacks on commercial ships near Hormuz, and Indian National Security Adviser Ajit Doval spoke with Rezaei, according to The Hindu, Mint and Antara. The British prime minister said the incident at the Fairford air base was likely coordinated by Iran and directed by the Revolutionary Guards, according to Reuters, Deutsche Welle and Haaretz, while Iran’s ambassador to London denied it, according to Financial Juice. The details of the incident remain unclear to us.

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In brief
  • The S&P 500 closed on Friday, October 9, at 7,811.54 points (+0.59%), the Nasdaq at 27,366.17 (+0.64%) and the Dow Jones at 51,654.95 (+0.83%) · no confirmed close for MondayAssociated Press
  • International Monetary Fund: AI investment keeps global growth near 3% despite the energy shockReuters, Yonhap, Japan Times
  • Delta postpones its direct flight from Atlanta to Saudi ArabiaBloomberg, The Hill
  • Gargash (UAE): urgent need to revive joint Gulf action on security and defense (one source)Financial Juice
  • Seoul: North Korea launched several ballistic missiles toward the Sea of Japanseveral sources
  • Saudi Arabia’s Al-Ahli beat the UAE’s Al Wasl 3-0 in the AFC Champions League EliteAsharq Al-Awsat
  • Thunderstorms across the kingdom’s regions from Tuesday to Saturday (one source)Okaz
  • Saudi venture capital deals fall 35% (headline only, one source)Bloomberg
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Unverified — what we could not confirm

“The Houthis hit Riyadh airport on Monday.” This is what the group said, according to Financial Juice. The coalition said it destroyed a ballistic missile, and we found no announcement of damage.
“No Saudi airspace or airports are safe except Mecca and Medina.” This is a warning attributed to the Houthi forces according to Fars via Financial Juice, not an independent security assessment.
“Russia and Ukraine agreed to a ceasefire in energy.” This is Trump’s announcement. Kyiv says Moscow keeps striking, and we found no confirmation from the Kremlin.

Influencer watch

  • فولوديمير زيلينسكي Telegram · 10/12Said he spoke with Chancellor Merz about how Russia is reacting to Trump's energy-ceasefire announcement.
  • فولوديمير زيلينسكي Telegram · 10/12Wrote that Russia keeps terrorising civilians and hit a Kyiv high-rise with a Shahed drone that evening.

Statements as posted, not fact-checked.

Glossary · dotted words — economic, security and political terms explained in the context of the story. The list grows every day.
INSIDEThe coalition destroys a ballistic missile the Houthis launched toward Riyadh on Monday evening; the group announces it targeted King Khalid Airport, and the airport closure is extendedSaudi Arabia · SecuritySolidarity calls from Jordan’s king and the British and Bahraini foreign ministers, Erdogan condemns, and the British prime minister: ready to consider requests for supportSaudi Arabia · DiplomacyAbdulaziz bin Salman: “fear” does not exist in the Saudi dictionary, and his ministry sees two to three years to raise pipeline capacity to 10 million barrels a dayEnergy · RiyadhKyiv: Russia keeps hitting energy facilities despite the “energy truce” Trump announced, and Trump defends the diesel deal amid criticism from both partiesRussia · Ukraine · EnergyIran says it will respond to the US reply on Hormuz after reviewing it, Rezaei: the reply is “insufficient”, and Britain’s navy reports an oil tanker hit by a projectileIran · Energy