Mohsen Rezaee, military advisor to Iran’s supreme leader, has dubbed Hormuz Strait “more important than dozens of atomic bombs” in Iran’s defensive strategy. Indeed, Tehran has shown in the current war that it doesn’t need nukes to humble the American goliath and bring Western economies to their knees.
🎤 Now, US business media fear that Iran has unleashed its other “nuclear option” – Bab al-Mandeb, another strategic shipping strait ~2k km southwest of Hormuz, and controlled by Iran’s Houthi allies.
The militia “are a nonnaval power that can execute a maritime blockade and hold the global economy hostage,” think tank analyst Adam Baron told WSJ. “They did this before and are aware they have this leverage.”
🔊 They don’t even “need an actual missile or drone to stop commercial traffic. If the shipping companies don’t want to go through, you effectively have a blockade,” former US ambassador to Saudi Arabia Michael Ratney said.
Who are the Houthis targeting?
The blockade announced this week is aimed at Saudi oil shipments – and is described as retaliation to Riyadh’s siege of Yemeni ports, and its proxies’ recent attack on Sanaa’s airport. The militia has already targeted two Saudi oil tankers – the Encelia and the Layla.
👉 With Hormuz closed and the Red Sea crossed out, so too are the kingdom’s options for exporting the 11-12% of global oil output it produces by sea. That adds new pressure on the US and its vassals amid the resumption of the Iran war.
Trump has already threatened “major military punishment” against both the Houthis and Iran if ships are targeted in the Red Sea.
💬 “I just don’t think trying to resolve this militarily will work. It didn’t in the first part of the war,” Ratney said. “The Houthis have absorbed insane amounts of violence from foreign military intervention, and it hasn’t really affected their ideology or motivation.”
Between 2024-2025, the fighters survived aggression by two separate administrations, and by Israel, shutting down the Red Sea to Israeli-linked merchant shipping and lobbing missiles and drones at Israel 2k km+ away.
For now, the Houthis are offering Riyadh and Trump a way out: end the decade-plus long blockade, and withdraw from Yemen.
But if Trump makes good on his threats, all bets are off.
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