American Foreign Policy Council

Iran Democracy Monitor No. 258

October 29, 2026 Calla O’Neil, Davin Khan
Related Categories: Intelligence and Counterintelligence; Warfare; Border Security; Iran; Middle East; Saudi Arabia; Russia

A HELPING HAND FOR THE HOUTHIS
The latest attacks on Saudi Arabia by Yemen's Houthi rebels are reportedly being backed by Iranian training and resources. The Wall Street Journal reports that the tactics of the most recent Houthi offensive, which has combined infantry assaults with missile and drone strikes, point to training by the Islamic Republic. Regional officials have also indicated that IRGC officers were on the front lines alongside Houthi leaders, helping to direct drone and missile attacks. Recent battlefield successes by the Houthis have threatened Saudi Arabia and helped to raise global oil prices — two developments that directly serve Tehran's interests in its ongoing conflict with the United States and Israel. (Wall Street Journal, October 16, 2026)

THE MECCA PACT COURTS TEHRAN
Senior officials from Saudi Arabia, Turkey, and Pakistan met in late October with Iranian regime leaders in Tehran. The meeting marked the first time members of the Mecca Joint Defense Agreement — a trilateral pact under which the three nations pledged to jointly counter threats to each other's sovereignty and territorial integrity — have engaged Tehran collectively. A Pakistani official said the talks focused on building "a regional non-aggression network," while Iranian officials ruled out any discussion of Iran's nuclear program. Saudi Arabia, for its part, is seeking to address the ongoing Houthi attacks and may see the initiative as an avenue for at least a limited compromise with Tehran. (Reuters, October 25, 2026)

DOMESTIC INSTABILITY IS ON THE RISE
In Iran's southeastern province of Sistan-Baluchistan, separatist groups from Iran's marginalized ethnic Baluch minority are increasingly coordinating against Iranian state security forces. Iran's Baluch, who make up around 5 percent of the national population, have historically suffered disproportionate state violence, accounting for 20 percent of all executions in Iran. Recently, Baluch groups have stepped up operations against Iranian officials, claiming responsibility for hit-and-run attacks, roadside bombs, and shootings targeting IRGC officials in the region. The insurgency reflects a dangerous trend for the regime: armed groups are banding together and expanding operations to take advantage of a state already facing mounting military and economic pressure. (Radio Free Europe/Radio Liberty, October 15, 2026)

MOSCOW EXPANDS MILITARY SUPPORT FOR TEHRAN
Russia and Iran are continuing to deepen their military cooperation. In the wake of Russia's full-scale invasion of Ukraine in February 2022, the Islamic Republic supplied the Kremlin with Shahed-class drones – and subsequently with the blueprints to enable their serial production within the Russian Federation. Russian engineers have since modified the Iranian-designed drones with improved propulsion systems, communications equipment, air-to-air missiles, and other capabilities, some of which are reportedly being transferred back to Tehran. In addition, a Financial Times investigation revealed that, since 2023, Russian experts have been helping Iran with the development of supersonic and hypersonic cruise missiles through a covert program. In turn, Russia's provision of technical and targeting assistance could improve the accuracy and sophistication of Iranian strikes, increasing the threat to U.S. military personnel and assets across the region. (Defense News, September 15, 2026)

INCREASED IRANIAN THREATS AGAINST U.S. PERSONNEL
A recent memo sent by Director of National Intelligence Jay Clayton to Secretary of State Marco Rubio warned that Iran has significantly increased efforts to target U.S. personnel and citizens in both the Middle East and beyond. The warning comes as the State Department ordered non-emergency government employees and family members to leave Saudi Arabia and planned to withdraw family members from other missions in the region. In addition, the State Department recently updated travel advisories for more than a dozen nations across the Middle East, due to the increasing threat from the Iran-backed Houthis. (Reuters, October 24, 2026)

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