Skip to content
Welcome, thoughtbot's Giant Robots listeners!Start here
European Tech Sovereignty
22OCT

Yemen's front began with a blocked flight

2 min read
17:24UTC

SABA reports at least 17 soldiers killed at Saudi-backed camps in eastern Yemen, and Kpler data shows tankers thinning out of the Bab el-Mandeb.

TechnologyDeveloping
Key takeaway

Both of the war's shipping chokepoints are tightening at the same time.

SABA (Yemen News Agency), the wire of the internationally recognised government in Aden, reported at least 17 soldiers killed at Saudi-backed camps in eastern Yemen⁠1. Kpler tracking data relayed by the Associated Press shows fewer tankers using the Bab el-Mandeb, the strait between Yemen and Djibouti that carries Red Sea traffic towards the Suez Canal, after the week's attacks.

AP dates the current escalation to Monday 13 July, when a Saudi strike on Sanaa airport stopped an Iranian Mahan Air flight carrying a senior delegation from the Houthis, the Iran-aligned armed movement that has held northern Yemen since 2014; the coalition later let the aircraft land at Hodeida instead⁠2. Since then the Houthis have struck Abha airport, Saudi shipping and Saudi oil facilities, Saudi-led forces have hit Hodeida and Kamaran, missiles and drones have landed on Yemeni military camps, and Mokha port has been damaged.

Shipping that left the Gulf had been running this way instead. Vessels now avoiding the Bab el-Mandeb have no third route to take, so the two straits tighten together rather than one relieving the other. The 2022 UN-brokered truce that held Yemen's war at a simmer for four years is at risk on AP's account.

Several operational details in that reporting rest on anonymous Yemeni, Gulf and Houthi officials. This movement has also claimed more than has been shown: on 5 August it announced two tanker strikes when UKMTO logged a single explosion, and its July claim against crude transport infrastructure was never independently verified.

Deep Analysis

In plain English

The Houthis are an armed movement that controls much of northern Yemen. Bab el-Mandeb is a narrow waterway between Yemen and Djibouti, used by ships travelling between Asia, Europe and the Red Sea. SABA reported 17 soldiers killed, while shipping data showed fewer tankers using the route. Violence in Yemen can therefore affect trade far beyond the country.

What could happen next?
  • Consequence

    Traffic disruption at Bab el-Mandeb removes part of the alternative route available to Gulf-bound shipping.

  • Risk

    Unverified claims and counter-claims may prompt ships to divert before authorities establish what happened.

First Reported In

Update #168 · Iran replaces the man who set its terms

Associated Press· 11 Aug 2026
Read original →
Causes and effects
Different Perspectives
European Centre for International Political Economy
European Centre for International Political Economy
ECIPE found nine states gave about 97% of awarded cloud lots to home providers from 2018 to 2025, and every sovereignty-framed lot went to a domestic supplier. The think tank reads sovereignty clauses as a home-bias tool that narrows competition, with a 46% sole-bidder rate on a small sample.
Mistral AI
Mistral AI
Mistral opened a Munich industrial AI hub on 28 September with BMW and Siemens Energy work, and Germany's digital minister Karsten Wildberger praised it on the launch page. The French lab gains a German ministerial endorsement while its 21 October Nvidia partnership ties the work to US accelerators.
AWS European Sovereign Cloud
AWS European Sovereign Cloud
AWS will run its Brandenburg region for several hours on 24 October cut off from the AWS global backbone, with an EU-resident team. AWS says the test follows BSI's C3A criteria and will give regulators and customers verifiable evidence of separation.
Greenland government
Greenland government
Greenland signed a joint declaration with the EU and Denmark in September and received Virkkunen on 24 and 25 September. The Arctic Strategy now backs a cable linking Greenland directly to Europe, an alternative to Greenland Connect, which lands in Canada and Iceland.
Greek government
Greek government
Kyriakos Mitsotakis inaugurated DAEDALUS at Lavrion on 19 October, a €36m machine on Nvidia GH200 chips that anchors the PHAROS AI Factory. Athens paid 65% through Greece 2.0, making national recovery money the main funder of an EU AI Factory.
ASML
ASML
ASML reported record quarterly sales of €11.66bn and said planned supply for 2027 and 2028 will not fully meet demand. It plans about 30% more capacity in 2027, and some customers want to book for 2029 and 2030.

Written with AI from Lowdown's published reporting. Not individually reviewed by an editor. Editorial standards.