Renewed Houthi missile/drone campaign raises Red Sea/Bab el‑Mandeb shipping risk (12 Nov 2026)

On 12 November 2026 maritime operators and conflict monitors reported renewed Houthi missile, drone and related attacks in the Red Sea / Bab el‑Mandeb corridor. Major carrier Maersk posted operational contingency measures and booking suspensions while WarMonit rated the Red Sea / Yemen threat as ‘high’ and rising on 12 Nov 2026.

If attacks continue, shipping lines may reroute around the Cape of Good Hope, extend voyage times by one–two weeks and raise freight and insurance costs. That would increase supply-chain lead times and fuel demand for longer voyages, with knock‑on effects for container schedules and Suez Canal revenues. The direct market impact will depend on the frequency and location of incidents and naval escort levels.

UKMTO/coalition naval advisories and major carrier route decisions in the next 72 hours.