The IRG and human rights groups have pressed the Houthis to open 
vital roads around Taiz, Yemen’s third-largest city, which have been 
closed since 2015 by Houthi forces
To start with the IRG, its reluctance to extend the truce for more 
than two months was due to the lack of past achievements. Its main 
demand focused on the opening of roads primarily around Taiz and was a 
basic element of the original truce which made very little progress 
during the six months it lasted. This left the IRG with little to show 
for its agreement. Other than the vastly reduced military casualties,  
and “the longest period of calm,” Grundberg’s list of achievements of the truce
 provided more benefits for the population living under Houthi control 
and  for the Houthis themselves. That’s not surprising as most of the 
country’s 30 million people are under Houthi rule. Grundberg’s list 
included “no major military operations and a 60 per cent decrease in 
casualties; the reopening of Sana’a airport with 56 commercial roundtrip
 flights to date, transporting more than 29 000 passengers …; over 1.4 
million metric tonnes of fuel products delivered to Hudaydah ports, more
 than three times the amount of fuel products entering in 2021; and 
face-to-face meetings of the parties under UN auspices on military 
de-escalation and road openings in Taiz and other governorates.”
In addition to the limited political achievements of the truce for 
the IRG, its new leadership format, the Presidential Leadership Council 
(PLC) formed in April in Riyadh is riven by dissention and ineffective, 
not even meeting in person, leading the Saudis to summon its members to 
Riyadh in September. Not only have neither its governance nor its 
cohesion improved but the Saudis and Emiratis are still delaying their 
promised US$ 2 billion financial support to the central bank, essential 
to establishing PLC authority. As a result, the overall humanitarian 
situation has continued to deteriorate, funded at a mere 49% of the 
annual requirement on 20 October. Politically, the PLC started 
unravelling with internal fighting between its factions focused in 
recent months on control of Shabwa and Abyan governorates, with threats 
to Hadhramaut and al Mahra. This internal strife encourages Houthi 
intransigence, as it reduces the likelihood of an effective assault on 
their forces in Marib and elsewhere.
From the point of view of the two states most deeply involved in the 
Yemeni conflict, Saudi Arabia and the UAE, the ending of the truce would
 only become an urgent problem if Houthi drone and missile cross-border 
attacks were to resume. For the Saudis, refraining from airstrikes on 
Yemen serves a double purpose: it proves to its citizens that for them, 
the war is over. It is also a minor concession to the US when, on other 
fronts, the Saudis are not merely ignoring US pressure but actively 
acting against US interests, as in the case of recent OPEC + reduced oil
 output announcements.
Similarly, while the Saudis have been remarkably passive in the face 
of STC [Southern Transitional Council] attacks against the elements they
 support in the PLC, a bilateral Saudi-Houthi agreement could well lead 
them to leave the Yemeni quagmire and mess to their Emirati allies [or 
is it rivals?] This is by no means as far-fetched as it might seem: 
recent weeks have witnessed what could be very significant progress for 
the Houthis who often claim that the war is between Yemen and Saudi 
Arabia: in mid-October, mutual delegations of Saudis and Houthis visited
 each other’s countries, purportedly to verify lists of prisoners
 due to be released under the 2018 Stockholm Agreement. However, the 
size and identity of the delegations indicate that discussions were far 
broader. This demonstrates two points: possible long-awaited progress in
 the saga of the release of prisoners [see our posting of 23 August]
 but, politically, it is the first open and public acknowledgement of 
direct Saudi-Houthi negotiations. While no immediate final peace 
agreement between the Houthis and the Kingdom should be expected, 
something of the sort is clearly on the cards in the foreseeable future.
It is not in their interest  for the Houthis to relaunch strikes 
against the KSA or UAE, though they have made a point of displaying 
their improved weaponry at a number of military parades on recent 
historical anniversaries. While, incidentally, the multiplicity of 
parades suggests rivalries within the Houthi movement, the most 
important factor is that they openly displayed advanced weaponry clearly
 identifiable as close, if not identical, to Iranian materiel. They have
 also threatened oil companies to desist from exporting oil from Yemen, 
something which is clearly related to their demand that salaries of 
their personnel should be paid from oil revenues; this has caused 
serious concern internationally and for the IRG.
As long as full-scale fighting and cross-border attacks are not 
renewed, the negotiating processes can proceed and may eventually lead 
to some agreements. Progress on the release of prisoners would be a very
 welcome step forward for all sides and might be an incentive for other 
concessions.  But for the population at large, the worsening 
humanitarian situation shows no sign of relief and the lack of funding 
for the UN’s humanitarian plan by the Saudis and the Emiratis are the 
main cause of this year’s low funding, a mechanism these states are 
using to put pressure on Yemeni politicians though, in practice, as in 
all similar cases, those who suffer are the citizens, not the 
war-mongering elites.