Once touted as a relative success story among Arab uprisings, the internationally backed transition process in Yemen has unravelled in the wake of the Sept. 21 Houthi takeover of Sana. Nominally there is still a political process in place, but events on the ground are moving in a different direction and the country appears poised for yet another round of upheaval, possibly more transformative than the events of 2011.
In the north, the balance of power has tipped sharply in favor of the Houthis, a predominantly Zaydi-Shi’i movement that took control of the capital in September and has since consolidated and expanded southward and along the Red Sea coast. Supporters of the movement see the Houthis as correcting the wrongs of the country’s 2011 transition agreement, which preserved the power and corruption of old regime elites. They praise the movement’s willingness to confront corruption, combat al-Qa’ida, and fill a security vacuum left by a feckless government.
Opponents see things differently. They view the Houthis as an Iranian-backed militia and accuse them of aligning with former President Ali Abdullah Saleh in a marriage of convenience to gain power. They are convinced that the Houthis harbor a discriminatory agenda aimed at preserving the political dominance of the northern, Zaydi highlands and, more specifically, of reviving the privileged political status of Hashemites, descendants of the Prophet Muhammad who ruled north Yemen for over a millennia before the republican revolution of 1962.
Undoubtedly, the Houthis have shaken a moribund transition process and opened new opportunities to upend the corrupt political economy. But they are also polarizing politics and compounding political and economic challenges. Saudi Arabia increasingly views them as Iranian proxies and has reportedly suspended the bulk of its financial assistance to Yemen. Support from the Kingdom has kept the country’s economy afloat to the tune of at least $4 billion since 2012. If they do pull the plug, it will almost certainly increase hardship for average Yemenis, undermine the new technocratic government formed in November, and raise the prospect of fiscal collapse in early 2015.
Inside the country, the Houthi takeover is galvanizing calls for southern independence. Separatists argue that recent events are further evidence that they cannot tie their political future to the north. They are betting that Saudi Arabia will eventually change its stance on unity and support their independence bid as a bulwark to a Houthi-dominated north. Most worrisome, by taking the lead in the fight against al-Qa’ida, the Houthis are opening the door to a sectarian conflict that the country has never experienced. Yemen does not have a history of Shi’i-Sunni violence—Zaydis, Shi’i Muslims who form the majority in the far north, and Shafais, Sunnis who are the majority in the rest of the country, are close in religious practice and have lived relatively peacefully for centuries. Al-Qa’ida, however, is explicitly framing the battle in sectarian terms and is using it as a recruitment tool. This dynamic is overlapping with historically grounded political tensions between the Zaydi highlands and the Shafai south in ways that could open new conflict dynamics.
The political and economic situation is increasingly grim, but Yemen’s post-Saleh transition has been in trouble for some time. The November 2011 Gulf Corporation Council (GCC) Initiative and UN-backed implementation mechanisms removed the long-time autocrat from power and temporarily avoided a civil war, but they failed to resolve intra-elite rivalries or to fundamentally change the corrupt political economy in which these fights are played out. Instead, over the course of three years, a shuffled deck of old regime elites belatedly ticked off a transition to-do list and fought over state spoils, while economic and security conditions for average Yemenis deteriorated, giving way to frustration with the political process and those leading it.
For a time, widespread conflict was held at bay by the National Dialogue Conference (NDC), a ten-month negotiation intended to lay the groundwork for a new constitution. The NDC succeeded in bringing together diverse political stakeholders and producing a set of principles for building a democratic, federal state. Yet results were often vague and the conference failed to produce a clear consensus on pre-election power sharing arrangements or on the contentious issue of state structure, particularly the future of the south, where the desire for independence is widespread and growing.
The conference ended in January 2014, but six months later core political agreements, such as the formation of a more inclusive and capable government, remained unmet. Worse still, a poorly-timed decision by the government to lift fuel subsidies in July proved too much for the system to bear. The Houthis took quick advantage of the national discord, organizing demonstrations demanding a reinstatement of subsidies, a new government, and a swift implementation of NDC agreements. Their demands resonated widely and far beyond their core support base.
Even before protests came to Sana, the Houthis had been gaining strength. They succeeded in attenuating the power of their political rivals in the far north through a series of battles in which they aligned with disgruntled tribesmen and Saleh loyalists against common enemies, including Salafis, the Sunni Islamist party Islah, the Ahmar family, and General Ali Mohsin al-Ahmar, a powerful commander under Saleh who defected during the 2011 uprising.
A similar dynamic played out in the capital. As peaceful protests degenerated into battles between the Houthis and fighters loyal to their arch rival, Ali Mohsin, large parts of the security forces, many with connections to Saleh, sided with or at least refused to fight the Houthis. When President Abdu Rabbu Mansour Hadi declined to issue public orders for the military to oppose Houthi advances, thousands of Sunni militiamen affiliated with Islah chose not to enter the fray. The result was a swift Houthi victory and a virtual surrendering of the city, the implications of which are still unfolding.
Continue reading this article at the Middle East Institute. Republished with permission from the Middle East Institute.
 “Yemen Faces Economic Crisis as Saudi Mulls Pulling the Plug,” IRIN, Dec. 1, 2014.
April Longley Alley is the senior Arabian Peninsula analyst for the International Crisis Group. She holds an M.A. in Arab studies and a Ph.D. in government from Georgetown University. A former Fulbright fellow, Dr. Alley has written extensively on Yemen for a variety of publications. She has conducted fieldwork in Yemen since 2004 and currently resides in Dubai.
Views expressed in this article are the opinions of the author and do not necessarily reflect the views of The Epoch Times.