Houthi forces’ rapid September 2026 advances along Yemen’s Red Sea coast, including the seizure of Mocha port, Perim Island, and the Hanish Islands, have placed the group in direct control of positions overlooking the Bab el-Mandeb Strait. These gains followed a July maritime embargo targeting Saudi-linked vessels and coincide with broader regional disruptions tied to the Iran conflict and restrictions at the Strait of Hormuz. Daily transits have fallen sharply to roughly 15–24 vessels, well below pre-crisis norms, prompting widespread rerouting around the Cape of Good Hope, higher insurance costs, and reduced Saudi crude flows. The Houthis maintain that navigation remains open except for designated hostile traffic and have not declared a blanket closure. Trader consensus on an effective shutdown—defined by sustained low ship-arrival averages—reflects the heightened targeting risk and ongoing clashes, tempered by the absence of a full halt in commercial movements.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · ZaktualizowanoStrait of Hormuz remains closed by Iran; Bab el-Mandeb under Houthi control but open to non-Saudi vessels
As of September 18, Iran's closure of the Strait of Hormuz continued, while Houthis controlled Bab el-Mandeb, allowing navigation except for Saudi vessels. This selective blockade maintained transit above closure thresholds, influencing market pricing toward no full closure.
Strait of Hormuz closed by Iran, Bab el-Mandeb under Houthi control
December 31 drops to 13%5%
Iran’s closure of the Strait of Hormuz combined with Houthi control of Bab el-Mandeb created a dual blockade scenario, severely constraining global oil exports and elevating geopolitical risk premiums in energy markets.

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