
III Kinetic Conflicts & Defence·Analysis·Middle East and North Africa
Makkah pact moves off paper, tying Türkiye to the Red Sea front
On 5 October a rapid deployment arrangement was approved in Riyadh and the first secretary-general appointed. The same day Yemen's government launched its Sanaa offensive with Saudi air support. For the first time, Türkiye has signed up to an implementation commitment.
Defence & Conflict Desk · 6 October 2026 · 6 min read · 11 sources
Why it matters
Noise: Türkiye is entering the Yemen war and 40,000 troops are in the kingdom. Islamabad dismissed as speculative on 6 October the Reuters claim of 30,000–40,000 Pakistani troops, and no Turkish contribution has been disclosed. Signal: the pact went from signature to implementation in 59 days, with a secretary-general appointed and rapid deployment approved. Washington's decision on 21 September to hold back from striking Yemen accelerated this core. The Red Sea route now carries the risk of the Yemeni ground war.
Implications
- On 5 October the Makkah pact approved rapid force deployment arrangements and appointed its first secretary-general for three years; Türkiye has put into effect a second collective defence commitment outside NATO.
- Bab el-Mandeb transits rose from 31 to 42 on 3–4 October, but explosions were reported near a tanker off Mokha on 4 October; the alternative route depends on the ground war along the coast.
- About 56% of Türkiye's annual defence exports of more than $11 billion go to NATO countries; demand within the pact targets the same air defence and drone capacity as domestic programmes.
Noise
Türkiye is entering the Yemen war, and 40,000 troops are in the kingdom.
Signal
The pact has moved from paper to an implementation mechanism.
The noise is troop numbers; the signal is the institution
The headline number is 30,000–40,000. According to the Express Tribune, Reuters reported on 2 October that Pakistan had deployed between 30,000 and 40,000 troops to Saudi Arabia, there to guard the land border and intercept drones and missiles. Pakistan's Information Ministry called the report speculative on 6 October, said its sources were unclear and stated that implementation details remain classified. The figure could not be verified. Nor is there any record of Türkiye entering combat in Yemen.
According to Dawn, Pakistani Defence Minister Khawaja Asif said on 5 October that both countries have a presence in the region, but that Turkish and Pakistani forces remain in a supporting role. Saudi troops are doing the fighting. The real story, then, is not troop numbers but how fast the commitment is turning into an institution.
The signal lies in the extraordinary Riyadh meeting of 5 October. According to Dawn, the three countries agreed to put their joint defence commitments into immediate effect and approved arrangements for rapid force deployment to the kingdom. Retired Lieutenant General Nauman Mahmood became the alliance's first secretary-general for a three-year term. The pact was signed on 7 August, and a meeting in Istanbul on 31 August decided to locate the secretariat in Saudi Arabia. The move from signature to an implementation mechanism took 59 days. For the first time, Türkiye has tied a paper commitment to a deployment arrangement with a timetable.
Why now, and which constraint tightened
The constraint here is tightening, not easing: Washington's willingness to protect Riyadh against the Houthis. According to Gulf News on 21 September, a US strike prepared at Crown Prince Mohammed bin Salman's request was called off after targets had been selected and bombs loaded onto aircraft. The reasons cited included the strain the Iran war was placing on military resources and an understanding that the Houthis would avoid conflict with the US. Fourteen days after that decision, Riyadh summoned Ankara and Islamabad to an extraordinary meeting.
A policy brief from the Al Jazeera Centre for Studies published on 4 October names this gap. It argues that the American security umbrella has eroded and sees the Saudi–Pakistan–Türkiye agreement as a first step towards regional self-reliance. For a lasting system, it sets three further conditions: defining the relationship with the US, broadening membership and bringing Iran into the order. The brief contains no figures or capacity data. Its value lies in an institution looking out from Doha stating plainly that the Gulf is seeking a security core outside the US.
The core is not being built from scratch. According to the Express Tribune, Pakistan and Saudi Arabia signed a bilateral strategic mutual defence agreement in September 2025; on 7 August 2026 the Makkah pact made that link trilateral by bringing in Türkiye. The same report notes that Houthi drone attacks in September 2019 temporarily halted more than half of Saudi crude output. Seven years on, what Riyadh wants is to ensure that the vulnerability exposed then no longer rests on a single ally.
The ground front carries the sea route's risk
On the same day as the meeting, Yemen's recognised government launched Operation Dawn of Yemen to retake Sanaa. According to The National, the Saudi-led coalition provided support with 100 combat aircraft and said it had destroyed 324 high-value targets. The government said it had taken the Bab el-Mandeb coast, Dhubab and the port of Mokha 45 km to the north; the Houthis denied this. The same report says fighting since 6 August has caused more than 5,000 casualties, 959 of them fatal.
According to CBS News, the Houthis claimed on 5 October to have struck King Khalid International Airport in Riyadh and Aramco's Rabigh refinery. Saudi officials confirmed the airport attacks but reported only three people lightly injured. The refinery claim was not confirmed. Brent fell below $100 the same day; the market priced the offensive as an effort to clear the Red Sea route.
Maritime data only half support that optimism. According to Windward's 5 October assessment, Bab el-Mandeb transits rose from 31 on 3 October to 42 on 4 October. Lloyd's List Intelligence puts weekly transits at 290 for 21–27 September, up from 264 the week before. But according to gCaptain, multiple explosions were seen near a tanker about 60 nautical miles south of Mokha on 4 October. With Hormuz closed, the alternative route depends on who holds the coast. That coast is now changing hands through a ground offensive.
What is new for Türkiye is an implementation commitment
According to Dawn, Türkiye was represented at the 5 October meeting by its foreign and defence ministers and its chief of the general staff. It has not been disclosed which forces or capabilities Türkiye will deploy. The pact treats an armed attack on one member as an attack on all. A NATO member is thus bound, through a second collective defence link, to a front that the US declined to strike on 21 September. NATO's collective defence clause does not cover the Red Sea; Ankara is now managing two commitments with two different threat definitions at once.
The economic channel of the link is the defence industry. Data cited by the Defence Industry Agency (SSB) on 8 July show Türkiye's defence and aerospace exports over the previous 12 months topped $11 billion, about 56% of which went to NATO countries. TİM data cited by Ekonomi Gazetesi put exports for January–July 2026 at $5.787 billion, up 26.2%. According to AA, ASELSAN signed a 1.0085 billion euro extended-range air defence contract for the domestic market on 1 October. Demand within the pact will most likely target air defence and drones, the same production lines as the domestic programme.
What would refute this reading
Our thesis: the pact keeps institutionalising, and Türkiye stays with a non-combat, low-visibility contribution. We see this as the most likely path, at 55%. The thesis weakens if a combat mission for Turkish units on Yemeni soil is officially announced, or if the secretariat fails to convene a second joint meeting by 31 December.
If the US gives Saudi Arabia a new, explicit security guarantee by the end of 2026, the urgency of the search for a core fades. If daily Bab el-Mandeb transits fall from 42 on 4 October to below 25, Red Sea route risk returns to prices. In that case the ground front would also turn Türkiye's commitment into a visible military burden.
Probabilities
Scenarios
| Scenario | Probability | Trigger | Market impact |
|---|---|---|---|
| H1Institutional deepening, limited Turkish role | 55% | The secretariat functions, Türkiye stays with non-combat contributions such as air defence, reconnaissance or training, and the Sanaa offensive advances slowly. | The pact settles in as the Gulf's non-US security core; Türkiye's burden is invisible but lasting. |
| H2The ground front closes the route | 30% | The Houthis retake the coast or heavily damage a tanker in the Red Sea, and damage to Saudi energy facilities is confirmed. | Bab el-Mandeb transits fall, pact partners are drawn into visible force contributions, and a debate over a parliamentary mandate begins in Türkiye. |
| H3US guarantee or ceasefire | 15% | Washington gives Riyadh a new explicit guarantee, or a Saudi–Houthi ceasefire is reached through Oman or the UN. | The pact retreats to a deterrent, symbolic role, and Türkiye's commitment stays on paper. |
Module A
Constraints Matrix
STRUCTURAL AVG 4.3 · TACTICAL AVG 2.5Structural constraints dominate: the outcome is set more by these limits than by the actors' preferences.
Hard structural constraintspersistent · beyond the actors' will
US restraint in Yemen · United States
5/5A US strike was called off on 21 September with bombs already loaded; the reasons were the resource strain of the Iran war and an understanding with the Houthis to avoid conflict.
Collective defence clause · Türkiye
4/5The pact treats an attack on one member as an attack on all; a rapid deployment arrangement was approved on 5 October, but the scope of Türkiye's contribution was not disclosed.
Houthi control of the coast · Iran
4/5The Bab el-Mandeb coast has been changing hands in a ground offensive since 5 October; on 4 October explosions were reported near a tanker 60 nautical miles south of Mokha.
Hormuz still closed · Iran
4/5With Hormuz closed, the Red Sea is the alternative for Gulf exports; route risk spreading to both straits at once removes the buffer.
Tactical frictiontemporary · eases over time
Unverified claims of gains days
3/5The Houthis have not confirmed the government's claims on Mokha and Dhubab, and Saudi authorities have not confirmed the Houthi claim on the Rabigh refinery.
Domestic approval weeks
3/5The scope and legal basis of the Turkish force contribution have not been made public; a visible deployment would trigger a domestic debate over approval.
Troop numbers unclear days
2/5The Reuters claim on 2 October of 30,000–40,000 Pakistani troops was dismissed by Pakistan as speculative on 6 October; details are classified.
Defence production capacity months
2/5ASELSAN won a 1.0085 billion euro domestic air defence order on 1 October; Gulf demand would compete for the same lines.
Module B
Signal vs Noise
SIGNAL 67% · NOISE 33%
- NOISE
Türkiye is entering the Yemen war, and 40,000 troops are in the kingdom.
The 30,000–40,000 figure is the Reuters claim of 2 October about Pakistani troops; Islamabad dismissed it as speculative on 6 October, and no Turkish contribution has been disclosed.
Express Tribune — Information ministry rejects Reuters report on Makkah defence pact as speculative
- SIGNAL
The pact has moved from paper to an implementation mechanism.
Rapid force deployment arrangements were approved on 5 October and the first secretary-general appointed for three years, 59 days after signature.
- SIGNAL
The gap under the American umbrella accelerated the core.
A US strike on Yemen was called off on 21 September with bombs already loaded; 14 days later the pact held an extraordinary meeting.
Gulf News — Bombs loaded, targets picked: why Trump pulled back from striking Houthis
- NOISE
The Houthis hit the Rabigh refinery, and Saudi supply is in danger.
Saudi authorities confirmed the airport attacks with three lightly injured but did not confirm the refinery claim; Brent fell below $100 on 5 October.
Data: Brent crude oil (spot) ›CBS News — Live updates: Houthis deny losing ground in Yemen as oil prices ease
- SIGNAL
Red Sea traffic is rising, but its risk depends on the ground war on the coast.
Weekly Bab el-Mandeb transits rose from 264 to 290 in 21–27 September; explosions were reported near a tanker off Mokha on 4 October.
Data: Bab el-Mandeb transits ›Lloyd's List Intelligence — Red Sea Brief, 1 October 2026
- SIGNAL
Institutions looking out from the Gulf see the pact as the core of a post-US order.
AJCS's 4 October brief calls the trilateral agreement a first step towards regional self-reliance, but makes it conditional on defining ties with the US and including Iran.
Al Jazeera Centre for Studies — How can the Mashriq overcome its escalating security disorder
Module C
Asset-Class and Positioning Implications
| Asset class | Exposure | Transmission channel | H1 | H2 | H3 | Expected | Conviction | Horizon | What to watch |
|---|---|---|---|---|---|---|---|---|---|
| Freight & insurance | Red Sea war risk insurance | The ground offensive on the Bab el-Mandeb coast and attacks near tankers | + | ++ | −− | +0.85 | ●●● | 0–3 months | Daily Bab el-Mandeb transits against the 25-ship threshold |
| Commodities | Crude oil risk premium | Houthi attacks on Saudi energy infrastructure and the security of the alternative route | 0 | ++ | − | +0.45 | ●●● | 0–3 months | Brent's position relative to the $105 threshold |
| Equities | Turkish defence industry sector | Air defence and drone demand within the pact | + | + | − | +0.70 | ●●● | 3–12 months | Monthly TİM defence and aerospace exports |
| Sovereign debt | Saudi sovereign credit spread | Duration of the Yemen front and the risk of attacks on energy facilities | 0 | −− | + | −0.45 | ●●● | 0–3 months | Saudi Arabia 5-year CDS |
Second-order effects
And then what?
Starting point
On 5 October the Makkah pact approved rapid force deployment arrangements and appointed its first secretary-general. With the US having held back from striking Yemen on 21 September, Riyadh is leaning on its pact partners for air defence.
- 1
Defence procurementwithin weeks
While Houthi missile and drone attacks continue, Saudi Arabia's air defence and drone needs flow into procurement within the pact, and new Gulf-sourced contracts for Turkish systems come onto the agenda.
Watch: Air defence or drone export contracts disclosed on KAP or by the SSB with a Gulf country as buyer
- 2
Defence exports and capacitywithin months
Gulf orders compete for the same capacity as air defence lines that won a new 1.0085 billion euro domestic order on 1 October. The roughly 56% NATO share of defence exports begins to tilt towards the Gulf.
Watch: Monthly TİM defence and aerospace exports and the 12-month total against the $11 billion threshold
- 3
Intra-NATO export licensingwithin months
Sales to the Gulf of systems with foreign components turn export licensing and technology transfer talks with NATO allies into a new point of friction, widening Ankara's bargaining agenda within the alliance.
Watch: An official statement that a US or EU export licence has been delayed over a sale to the Gulf
What breaks the chain
If Washington gives Saudi Arabia a new, explicit security guarantee, or a Saudi–Houthi ceasefire halts the attacks, procurement demand within the pact weakens at the first step.
Triggers
Thresholds to watch
| Indicator | Threshold | Today | What it means |
|---|---|---|---|
| Bab el-Mandeb transits | < 25 ships/day | 42 | Daily Bab el-Mandeb transits falling below 25 from 42 on 4 October would show the risk of the Yemeni ground front shifting back onto the sea route. |
| Brent crude oil (spot) | > $105 | 113.96 | Brent climbing back above $105 from below $100 on 5 October would show the market starting to read the Sanaa offensive as escalation rather than route clearance. |
Sources
- Dawn — Pakistan, Turkiye, Saudi Arabia agree to rapid force deployment in the kingdom under Makkah pact
- Express Tribune — Information ministry rejects Reuters report on Makkah defence pact as speculative
- The National — Yemeni forces claim control of Bab Al Mandeb strait and Mokha in major offensive against Houthis
- CBS News — Live updates: Houthis deny losing ground in Yemen as oil prices ease
- Al Jazeera Centre for Studies — How can the Mashriq overcome its escalating security disorder
- Gulf News — Bombs loaded, targets picked: why Trump pulled back from striking Houthis
- gCaptain — More Tankers Hit in Hormuz as IRGC Orders Ship to Turn Back
- Lloyd's List Intelligence — Red Sea Brief, 1 October 2026
- Uzmanpara — SSB: 56% of our defence and aerospace exports went to NATO countries
- Ekonomi Gazetesi — Defence settles in the 10 billion dollar band (TİM data)
- AA — ASELSAN and the Defence Industry Agency sign contracts worth 1 billion euros
Sourcing and verification rules: methodology · Report an error: contact
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