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Policy geopoliticsSaudi ArabiaVerified brief

Houthis seize Bab al‑Mandeb (13 Sep 2026), reviving Red Sea chokepoint and shipping disruption

On 13 September 2026 Houthi forces completed a takeover of Yemen's Red Sea coastline and positioned near the Bab al‑Mandeb strait, reviving a chokepoint that has sharply reduced Red Sea traffic and forced shipping reroutes, raising freight and insurance costs that pressure Suez revenues and import bills for countries such as Egypt.

On 13 September 2026 Houthi forces completed a takeover of Yemen's Red Sea coastline and positioned near the Bab al‑Mandeb strait, reviving a chokepoint that has sharply reduced Red Sea traffic and forced shipping reroutes, raising freight and insurance costs that pressure Suez revenues and import bills for countries such as Egypt.

Control of the Bab al‑Mandeb increases the risk of Red Sea transit disruption. Shipowners have rerouted via the Cape of Good Hope, adding 10–20+ days per voyage and higher freight and insurance; that raises landed fuel and import bills, strains foreign‑currency receipts (eg Suez tolls), and can widen sovereign and corporate USD spreads in import‑dependent African economies, conditional on the duration and intensity of attacks.

Whether major carriers continue scheduled transits (eg Hapag‑Lloyd SE1 voyage on Oct. 27, 2026) and if shipping volumes through the Red Sea recover.

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