Still with me? Because we're going to the first hot take.
One thing I want to make clear - the general assumption that the Houthis are proxies for Iran is just plain wrong. In Yemen, they are the most grassroots group. Their relationship with Tehran is completely unlike what is implied. The Houthis are self-funding (through extorting their own people). They don't take orders, but they do take suggestions. Tehran has influence over them - not control. Let's review.
The Houthis came to our attention in 2023/2024 when they announced a blockade of Israel bound ships. This involved actually striking shipping vessels and even boarding and capturing the Galaxy Leader. The Houthis were the only group outside Palestine that was taking up arms in defense of Gaza. And yet what was Iran doing at this time? Trying to normalize relations with the House of Saud - the Houthis main nemesis, responsible for Gaza-esque air strikes on Houthi territories.
I don't want to imply that they are fully independent. I think a lot of Houthis travelled to Iran to learn from the IRGC in the early days. I also think that this training vector now flows both ways and the IRGC is learning a lot from Ansar Allah. Also, Iran is providing weapons and weapon technology. Iran is almost certainly a major part of the arms smuggling network that keeps the Houthis as deadly as they are.
But this is cooperation or mutual aid. It is not a proxy arrangement.
By contrast, the Yemeni government under the PLC gets payroll from Saudi Arabia. This explains the "ghost soldier" phenomenon you might have been hearing about - Saudi pays salaries for soldiers - whether they exist or not, so an enterprising militia commander can make a little extra on the side.
Even the southern forces created and funded by the STC - with the UAE kicked out, someone had to pay the salaries of the Southern Giants Brigade. An elite brigade of mercenary fighters with UAE supplied hardware and already based where Saudi Arabia has a lot of "interests"? The same goes for Saleh's National Resistance forces. Meaning that Ansar Allah is the only truly domestic militia. Aligned with Tehran in the Axis of Resistance, but that alignment only goes so far.
Here's the hot take - people who think the Houthis attacked the Saudi pipeline are off their rockers. It was in fact Tehran that ordered the pipeline hit, and specifically to reduce the influence of the Houthis.
Let me explain. The Houthis rush for the coast started on September 3. They abandoned positions around Taiz in a strategy of "lose the desert, gain the coast". By September 10, Mocha had fallen and the Houthis were essentially in full control of Bab Al Mandeb.
Now you might think that Iran was loving this - it made their blockade of Hormuz much more effective being a double blockade that Saudi Arabia could not bypass. And yet on September 11, the east west pipeline through Saudi Arabia was hit (from Iraq). What's the point of this? The Houthis were already blockading Bab Al Mandeb. This was the least important time to hit the pipeline.
UNLESS - Iran did this explicitly to reduce the Houthis ability to bargain. Iran already had all the leverage it wanted at the time - capturing Bab Al Mandeb was gilding the lily - only the Iranian blockade had turned into a double blockade, meaning that Tehran had to share the leverage over the world economy. But if the pipeline was hit - control over Bab Al Mandeb only impacts the few days of oil in storage on the Red Sea coast. IOW, Tehran activated their Iraqi proxy militia groups to strike the pipeline with the expectation that this would reduce Houthi leverage and Iran would be the sole negotiator for Middle East peace.
This theory discards the lazy Tehran proxy framing and considers the Axis forces as independent if aligned actors. And it explains the nonsensical timing of it all - striking the pipeline when it was the least necessary time to do so.
To be clear - this was not to hurt the Houthis. Tehran remains highly aligned with Sana'a. This was Iran acting to protect its monopoly on negotiating a way out of the current energy crisis. Hitting the pipeline means the only escape hatch for Saudi oil is Hormuz, where Tehran calls the shots.