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Houthi Blockade Threatens The Gulf’s Energy Lifelines – OpEd

2 0
22.07.2026

Houthi Blockade Threatens Red Sea Shipping: Ansarallah’s declaration to target Saudi-linked vessels in the Red Sea, following disruptions in the Strait of Hormuz, risks further pressure on global energy markets and could affect key chokepoints for oil transport to Asia.

Significant Economic Impact on Major Importers: Saudi Arabia has redirected oil exports via the Red Sea route; prolonged disruption would raise costs and supply risks for China (nearly 20% of imports), India (13–14.5%), and Pakistan (nearly half its crude imports), exacerbating inflation, freight, and energy security concerns.

Diplomatic and Geopolitical Ramifications: China has urged restraint and diplomatic solutions, while Pakistan faces potential strain on its defense pact with Saudi Arabia. The blockade could serve as coercive leverage, but escalation risks broader conflict, highlighting the need for mediation to protect freedom of navigation.

When Yemen’s Ansarallah (Houthi) declared a naval blockade against Saudi Arabia this was more than a flash in the pan. It is a head-to-head competition with energy security in the region at a time when the Gulf’s traditional export system is already in terrible straits. The Houthis declared the measures on the 20th of July and Riyadh pledged to take strong action. Whether Ansarallah will limit its efforts to attacks on Saudi shipping companies or broaden the campaign to include a wider effort to disrupt shipping through the Bab el-Mandeb is the crux of the issue.

That has significance as Bab el-Mandeb is the Red Sea’s southern access route, linking the Arabian Sea and the Suez Canal and Mediterranean markets. A limited harassment campaign would still cause delays in cargo and........

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