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Policy geopoliticsYemenDeveloping story

Houthis seize Bab al-Mandeb strait, tightening control over Red Sea shipping route

On 11 Sep 2026 Houthi forces seized Yemen's Red Sea coast and pushed onto islands in the Bab al-Mandeb strait, completing control of the gateway between the Gulf of Aden and the Red Sea and reasserting leverage over transit through this key shipping corridor.

On 11 Sep 2026 Houthi forces seized Yemen's Red Sea coast and pushed onto islands in the Bab al-Mandeb strait, completing control of the gateway between the Gulf of Aden and the Red Sea and reasserting leverage over transit through this key shipping corridor.

Control of Bab al-Mandeb raises the risk premium on Red Sea transits: shipping disruptions or attacks can lead operators to reroute via the Cape of Good Hope or demand higher war-risk and hull-and-machinery insurance, which would increase freight costs and import bills for East African importers dependent on Red Sea-Suez routes. Actual freight, insurance or FX outcomes will depend on the duration and severity of disruptions and any naval or diplomatic mitigation.

Reports on sustained Houthi interdiction of commercial traffic, international naval escort deployments, or formal shipping advisories affecting Suez transits over the next weeks.

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