AEIs Critical Threats posted on 23 July 2026 an analysis titled "Houthi Blockade in the Red Sea" by Michael DeAngelo, Liam Karr, and Alexsandar Wiebler.
The Iranian-backed Houthi blockade of the south end of the Red Sea has already disrupted shipping in the Red Sea, causing increased costs and transit delays. The Houthi blockade will further increase fuel shortages, negatively impact African countries that rely on Saudi fuel shipments, and strain the global economy.
The Hill published on 23 July 2026 an article titled "Houthis Say 2 Saudi Oil Tankers Attacked in Red Sea" by Max Rego.
Iran-backed Houthi rebels in Yemen say they struck two Saudi oil tankers, named Encelia and Layla, using ballistic and cruise missiles in the Red Sea earlier this week. So far, they have forced at least 10 other ships to turn around rather than pass through the Bab el-Mandeb choke point.
The Indian Express published on 22 July 2026 an article titled "India-bound Oil Tanker Takes U-turn in Red Sea after Houthi Threat."
Two oil tankers headed south for India and one for China toward the Bab el-Mandeb choke point from the Saudi oil terminal of Yanbu in the Red Sea turned around and headed north through the Suez Canal following threats from the Iran-backed Houthis in Yemen.
The tankers must now transit the Mediterranean Sea, sail around Africa, and pass the Cape of Good Hope before reaching India or China, adding significantly to shipping costs. These are the first Saudi oil laden tankers to respond to the Houthi threat.
Another oil tanker scheduled to load Saudi crude at Yanbu by entering the Red Sea through the Bab el-Mandeb choke point turned back off the coast of Oman.
The Council on Foreign Relations published on 20 July 2026 a background piece titled "Another Hormuz? What to Know About the Houthi Threat to the Red Sea" by Diana Roy.
The Yemen-based and Iranian-backed Houthis' decision to impose a naval blockade on Saudi Arabia opens a new front in the U.S.-Iran war and threatens to choke off the Red Sea's 20-mile-wide Bab el-Mandeb Strait, with potentially major consequences for the global economy.
Al-Monitor published on 20 July 2026 an article titled "As Houthis Declare Red Sea Blockade on Saudi Arabia, Oil Markets Brace for Impact" by Jack Dutton.
Yemen's Iran-backed Houthi rebels said on 20 July that it was imposing a naval blockade on Saudi Arabia, as the regional war widens to threaten another key route for global oil supplies following disruption in the Strait of Hormuz. Because of the problems in the Strait of Hormuz, Saudi Arabia has redirected much of its crude exports by pipeline through its Red Sea terminal at Yanbu.
Ships sailing north of Yanbu for Europe through the Suez Canal will not be impacted by this Houthi action. Those headed south for Asia through the Bab el-Mandeb choke point will be impacted and the Saudis may put at risk a large percentage of current crude exports. If the Houthis successfully prevent the Saudis from passing through Bab el-Mandeb, global supplies could fall by as much as 7 percent.
Reuters published on 14 July 2026 an article titled "After Hormuz, Iran Turns to Red Sea Gateway as New Pressure Point" by Samia Nakhoul.
Depending on US and Saudi actions related to the Strait of Hormuz, Iran may ask its Houthi allies in Yemen to shut down the Bab el-Mandeb choke point, which controls international shipping through the Red Sea and Suez Canal.
The Independent published on 14 April 2026 an article titled "What Is the 'Gate of Tears'? Key Shipping Route that Could Be Attacked by Houthis and Disrupt Global Economy" by Bryony Gooch and Harry Cockburn.
The authors speculate on the possibility of Yemen's Iran-backed Houthis attacking international shipping in the Red Sea following a US blockade of the Strait of Hormuz between Iran and Oman.
The House of Saud published on 27 March 2026 an analysis titled "The Houthis Could End Saudi Arabia's War in Forty-Eight Hours" by Abdul Mohammed.
Yemen's Iran-backed Houthis have not resumed attacks on international shipping in the Red Sea since the United States and Israel began bombing Iran. The Houthis did recently resume attacks, however, against Israel. The question is why the Houthis have not supported Iran by resuming the disruption of shipping through the Red Sea and Bab el-Mandeb choke point, putting even greater pressure on oil prices.
The reasons why the Houthis have held back so far include (1) they may be holding fire in order to serve as a strategic card to be played later by Iran; (2) they experienced earlier bombing by the United States that resulted in significant damage and don't want to deal with that situation again; (3) they see value in maintaining the detente they have with Saudi Arabia; and (4) they control a large civilian population which they don't want to endanger by attacks from Saudi Arabia or the United States.
The author also identifies four possible triggers that could lead to a resumption of Houthi attacks on international shipping in the Red Sea and Gulf of Aden.
The Times of Israel published on 28 March 2026 an article titled "Houthi Missile Attack on Israel Stokes Fears of Renewed Strikes on Red Sea Shipping."
Iranian-backed Houthi rebels in Yemen launched missile and drone attacks on Israel on 28 March, marking the first Houthi response since the United States and Israel began bombing Iran. The strikes raise the specter of renewed Houthi attacks to disrupt international shipping in the Red Sea. About 12 percent of world trade passes through the Suez Canal and Red Sea.
The Hause of Saud, a Saudi Royal Family news and information platform, posted on 6 March 2026 an analysis titled "The Houthi Trigger--Why Yemen's Decision Could Be More Dangerous Than the Iran War Itself" by Abdul Mohammed.
In an excellent and timely analysis, the author explains that the Iranian-backed Houthis in Yemen are debating whether to join the Iran war. If they resume attacks on Red Sea international shipping alongside the Hormuz closure, 28 percent of global oil trade faces simultaneous disruption.
The Houthis are engaged in the single most important strategic decision facing any non-state actor in the current conflict. Their choice to enter or abstain from the Iran war will determine whether the world faces an unprecedented dual-chokepoint crisis, whether Saudi Arabia's $500 billion NEOM megaproject becomes a frontline target, and whether the global economy tips from disruption into recession.
The Houthis must decide whether to join Iran in opposing Operation Epic Fury or abandon Iran. There are apparently sharp disagreements among Houthi factions over how to respond.
