Houthi militants in Yemen targeted energy infrastructure in Saudi Arabia, sending oil prices higher on concerns over Persian Gulf oil supplies already strained due to the Iran war.

Saudi Arabia's Energy Ministry said several energy-sector facilities and installations in the kingdom's southern region were targeted Tuesday morning, but its initial statement didn't say who carried out the attacks. The Saudi-led coalition in Yemen said Tuesday that Iran-allied Houthi militant attacks targeted civilian and economic sites in southern Saudi Arabia.

Oil prices climbed after the attacks temporarily halted some operations. Brent crude oil, the global oil benchmark, rose to $99.20 a barrel, while West Texas Intermediate prices climbed to $94.50 a barrel.

The attacks come as the U.S.-Iran war, now in its seventh month, continues to disrupt energy flows through the Strait of Hormuz, while fighting in Yemen has intensified.

A spate of tit-for-tat attacks between Saudi Arabia and Iran-allied Houthi militants in Yemen shows how the war in Iran is fueling instability throughout the Middle East and risks further disruption to global energy flows. That is after Iran's closure of the Strait of Hormuz, which caused the worst oil supply disruption in recent history.

Tuesday's attacks caused fires at several locations and led to a temporary halt in some operations, while specialized teams worked to contain the fires and assess the damage, the Saudi energy ministry said. It didn't identify the facilities involved or quantify any impact on oil production or exports. It said authorities were taking measures to ensure the continuity of operations.

Saudi Aramco's oil facilities in Jazan, which includes one of the country's largest refineries, came under fresh attacks Monday, two people familiar with the matter said. Aramco is still assessing the damage, they said.

Aramco didn't respond to a request for comment. It hasn't publicly commented on the attack, which was reported by other media Monday.

"The recent escalation of the Middle East conflict has increased the likelihood of a prolonged standoff, punctuated by calibrated military action by the U.S. and Iran," analysts at ANZ Research said. "This could see Persian Gulf supply remain constrained through the rest of 2026."

Jazan is home to Aramco's integrated refinery complex, which is designed to process as many as 400,000 barrels of crude a day and produce fuels including gasoline and ultra-low-sulfur diesel. The Saudi ministry's statement didn't say whether the refinery itself was among the facilities affected.

Supply from Iran is meanwhile becoming increasingly restricted. No Iranian crude has crossed the U.S. blockade since mid-July, while the amount of Iranian crude already aboard vessels outside the blockade has fallen to about 29 million barrels from roughly 90 million barrels in mid-July, according to Kpler.

The dwindling availability of Iranian barrels is also reshaping regional trade, with China increasingly turning to alternative suppliers including Saudi Arabia and Iraq. That adds to the market's focus on whether Gulf producers can maintain output and exports as attacks spread to energy infrastructure.