In a rapid, sweeping offensive in recent days, Houthi rebels in Yemen have seized control of the key port of Mocha and multiple strategic Red Sea islands positioned near the Bab el-Mandeb Strait, a critical maritime chokepoint linking the Mediterranean Sea and the Indian Ocean. This development has sent fresh ripples through global energy and trade networks, coming on the heels of repeated disruptions to another major Gulf waterway, the Strait of Hormuz, which has elevated Bab el-Mandeb’s status as a vital alternate route for oil, liquefied natural gas, and commercial cargo moving in and out of the region.
The strategic importance of the strait has grown dramatically for Saudi Arabia, which currently diverts as much as 64% of its crude oil exports through an overland east-west pipeline that delivers crude to the Red Sea port of Yanbu, from where tankers transit Bab el-Mandeb to global markets. Just days before the Houthi offensive, this critical Saudi pipeline suffered a drone attack that sent global oil prices soaring and caused damage that analysts estimate will take weeks to fully repair. The attack, widely attributed to an Iranian-backed militant faction operating from Iraqi territory, was the first major blow to Saudi energy infrastructure in recent weeks, with the Houthi advance marking the second.
Mocha’s geographic location just 75 kilometers north of the Bab el-Mandeb Strait puts Houthi forces within striking distance of all maritime traffic moving through the chokepoint. Analysts warn that the group can disrupt or even halt global shipping using low-cost asymmetric tactics, including weaponized drones, anti-ship missiles, and fast attack craft, giving it effective operational control over the waterway. While commercial shipping through the Red Sea has continued largely unimpeded in the immediate aftermath of the offensive, the broader strategic shift carries profound implications for global security and the world economy.
The Houthi push is a major escalation in Yemen’s years-long civil war, which pits the Iranian-backed Houthi movement against the Saudi-aligned Presidential Leadership Council. A fragile truce brokered in 2022 held largely intact until this year, ending a seven-year period of direct Saudi military involvement in the conflict that included air campaigns and limited ground operations. Though Iran has not been explicitly named as a direct party to the latest offensive, regional security analysts widely agree the Houthi advance would not have been possible without Iranian approval and backing. This move, experts note, places Iran and its regional allies in a position to control two of the world’s most critical maritime chokepoints – the Strait of Hormuz and Bab el-Mandeb – giving Tehran significant leverage to pressure the United States, the global economy, and its regional rivals.
Global supply chains, already strained by years of disruption, are facing a new era of heightened risk. A 2025 United Nations Conference on Trade and Development report predicted shipping disruptions would remain a persistent challenge through at least 2030, with frequent rerouting of vessels becoming the new normal. The Houthi advance also underscores a clear erosion of United States influence over key global shipping routes, a shift laid bare by recent political developments: US President Donald Trump has confirmed the Houthis have called for Washington to stay out of the conflict, and he has rejected a request from Saudi Arabia’s crown prince to join cross-border strikes on Houthi targets in Yemen.
Faced with growing risks to maritime traffic through Bab el-Mandeb, regional powers are expected to accelerate development of overland road and rail corridors to move cargo out of the region. But analysts warn these alternate land routes will take years to become fully operational, and will never be able to handle the same volume of goods as large-scale maritime shipping. In the interim, the global economy will face continued pressure from elevated energy prices and upward pressure on inflation.
A full closure of the Bab el-Mandeb Strait could also draw European powers, which have so far avoided direct involvement in the US-Iran confrontation, into open conflict. The European Union already maintains a defensive maritime operation in the Red Sea tasked with protecting freedom of navigation, and a prolonged crisis in the region would likely force Brussels to take more direct action against the Iranian-backed Houthi movement. This would mark a major escalation of the conflict, after European leaders previously refused to join US efforts to enforce a military blockade of the Strait of Hormuz or reopen the waterway by force, a decision that drew public criticism from President Trump.
The trajectory of the crisis in the coming weeks will depend heavily on the next moves of both Saudi Arabia and the Houthi movement. Houthi media confirms Saudi warplanes have already conducted air strikes on Mocha airport and other Houthi-held targets in recent days. If Saudi Arabia launches a full-scale bombing campaign, it will formally end the 2022 truce and open a new chapter of full-scale conflict. A key unknown remains how the Houthis will use their new strategic position: as recently as August, the group targeted a commercial cargo vessel in the Red Sea, killing six crew members. If the Houthis launch sustained attacks on commercial shipping through the strait, analysts widely expect a coordinated military response from Saudi Arabia, the European Union, and potentially the United States. The current moment marks a clear turning point, with the Houthis and their backers signaling they are prepared to sustain a long-term conflict to advance their regional goals.









