According to CBS News, US officials discussed Iran and Yemen at Camp David on Friday.
Axios reports that Secretary of State Marco Rubio subsequently acknowledged the meeting, describing it as strategic planning.
Iraq Business Desk assessment — A planning discussion should not be treated as an order to launch operations. For Baghdad, the consequential evidence would be an announced policy, a specific request involving Iraq or a documented change in regional operations.
The EIA’s Iraq country analysis identifies the importance of southern seaborne oil exports, which depend on passage through Hormuz to reach markets beyond the Gulf. This provides a concrete reason to follow Washington’s regional decisions without assuming that a meeting has already changed Iraqi shipping conditions.