Skip to content
Welcome, thoughtbot's Giant Robots listeners!Start here
Iran Conflict 2026
22JUN

Houthis take all of Yemen's Red Sea coast

3 min read
09:56UTC

Yemeni government officers and a Houthi official say the Houthis now hold the entire Yemeni Red Sea coastline, including Mayun island inside Bab al-Mandeb and the Hanish islands, after a week-long offensive.

ConflictDeveloping

Yemeni government military officials said the Houthis hold the entirety of Yemen's Red Sea coastline after a week-long offensive, including the Yemeni side of Bab al-Mandeb and the Greater and Lesser Hanish Islands⁠1. A senior officer in Yemen's internationally recognised government and a Houthi official separately confirmed the capture of Mayun, the island inside the strait, in reporting published on Saturday 12 September 2026⁠2. The Houthis took the port of Mocha on 10 September in the same push⁠3.

Bab al-Mandeb separates Yemen, on the eastern shore, from Djibouti and Eritrea on the western, and links the Red Sea to the Indian Ocean. Roughly 12 per cent of world seaborne trade moves through it⁠4. This week's gains drew no naval response, and Saudi Arabia announced a 43-nation maritime defence coalition covering the Red Sea, Bab al-Mandeb and The Gulf of Aden on 30 July, with thirteen founding members and no start date.

The crude that Saudi Arabia's overland pipeline delivers to the Red Sea has already stopped using this exit. Riyadh has loaded no crude for export through the strait since the Houthis declared their embargo on 23 July, sending Yanbu barrels north into the Suez Canal instead, and Egypt's Ain Sokhna terminal, the Red Sea inlet of the Suez-Mediterranean Pipeline, takes part of that rerouted volume. The drones hit the feed into Yanbu in the same week the southern exit changed hands, leaving one working route out of the Red Sea and a pipeline that is not pumping into it.

The analysts quoted by NPR read the Red Sea gains as fitting Iran's strategy of using allied pressure to keep oil and gas prices elevated⁠5. No source claims the two operations were coordinated, and the militias in Maysan and the Houthi forces on the coast answer to different commands.

Deep Analysis

In plain English

The Red Sea runs long and narrow, with a door at each end. The Suez Canal sits at the northern one. The southern door is Bab al-Mandeb, a strait about 30 kilometres wide between Yemen on one side and Djibouti and Eritrea on the other. The Houthis are an armed movement that controls much of northern Yemen. Yemeni government officers now say the Houthis have taken the whole of Yemen's Red Sea coastline, including the island of Mayun which sits in the middle of that southern door, and the port of Mocha. Roughly 12 per cent of everything shipped by sea travels through this strait. A single armed group now watches one entire side of it.

Deep Analysis
Root Causes

The Red Sea has two exits and no others. Ships leave north through the Suez Canal or south through Bab al-Mandeb, and a cargo that can use neither goes the long way round the Cape of Good Hope.

That geometry is what makes the southern strait worth taking. Yemen holds the eastern shore, Djibouti and Eritrea the western, and the island of Mayun sits in the passage between them.

Saudi Arabia's Red Sea export plan already lost the southern exit before the ground changed hands. Riyadh stopped loading crude for export through the strait when the Houthis declared their embargo on 23 July, which left Yanbu barrels dependent on the northern exit through Suez.

Escalation

Up. Saudi Arabia announced a 43-nation maritime coalition for this water on 30 July with no start date, and the week-long offensive drew no naval response from it.

What could happen next?
  • Consequence

    Shore-based observation and fires now cover the Yemeni side of the strait along its whole length, rather than from a handful of coastal positions.

    Immediate · Assessed
  • Risk

    A flag state routing through Bab al-Mandeb is now negotiating with a single armed group rather than with a divided coastline.

    Short term · Assessed
  • Meaning

    A 43-nation coalition announced for this water in July has still not produced a naval response to the largest territorial change on the strait in years.

    Medium term · Assessed
First Reported In

Update #178 · Saudi bypass hit, and Riyadh holds fire

Gulf News· 13 Sept 2026
Read original →
Different Perspectives
Office for Budget Responsibility
Office for Budget Responsibility
The OBR's 28 October forecast assumed $82 oil for 2026 and 2027, from market prices for the ten working days to 19 August, and blamed dearer wholesale energy on the war without naming Iran. It expects CPI inflation close to 4% in early 2027 even at that price.
Hengaw, Kurdish rights group
Hengaw, Kurdish rights group
Hengaw reported the 3 November hangings of Amirhossein Maleki and Amirhossein Ebrahimi in Isfahan, saying Ebrahimi was tortured into confessing and that nine of 12 people sentenced to death in the case have now been hanged. Iran's judiciary holds that the defendants killed members of the security forces.
FINTRAC, Canada's financial intelligence unit
FINTRAC, Canada's financial intelligence unit
FINTRAC worked with the US Treasury on the 6 November designation of eight money services businesses in British Columbia, Ontario and Quebec. Treasury says the businesses still operate, some under new names, so closing them falls to Ottawa.
Abdul Qadir al-Dakhil, Governor of Nineveh
Abdul Qadir al-Dakhil, Governor of Nineveh
Al-Dakhil cancelled three Mosul International Airport contracts on 7 November over alleged links to armed groups, after meeting Prime Minister Ali al-Zaidi in Baghdad. He named no group or company, and said the contracts will go to international companies.
Kuwait
Kuwait
Kuwait condemned the Houthi missile fired towards the Madinah region on 5 November and restated its support for Saudi Arabia, the Qatar News Agency reported. Its state tanker company, Kuwait Oil Tankers Company, is among the Gulf state fleets on Iran's expanded Hormuz list.
Scott Bessent, US Treasury Secretary
Scott Bessent, US Treasury Secretary
Treasury designated an alleged Chandigarh false-flag network on 4 November and eight Canadian exchangers on 6 November, while State sanctioned alleged MANPADS intermediaries. None of the actions touches an oil buyer; they target the paper, cash and procurement around Iran's trade.

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