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Iran Conflict 2026
12AUG

Houthis take all of Yemen's Red Sea coast

3 min read
14:52UTC

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.

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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
Sources:Gulf News·NPR
Mentions:Cape of Good Hope →SUMED →Houthis →Bab al-Mandeb →Yemen →Red Sea →Iran →Saudi Arabia →Suez Canal →Ain Sokhna →Mokha →Yanbu →NPR →Gulf News →Mediterranean →Indian Ocean →Riyadh →Djibouti →Gulf of Aden →Egypt →Tehran →Iraq →
First Reported In

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

Gulf News· 13 Sept 2026
Read original →
Causes and effects
Caused by
Saudi crude abandons its Red Sea route
Saudi crude stopped loading through Bab al-Mandeb in July; the eastern shore has now changed hands.
Occurred 24 Jul 2026
Read story →
Med refiners face a thinner backfill
Ain Sokhna absorbs part of the Saudi volume rerouted north once the southern exit shut.
Occurred 24 Jul 2026
Read story →
This Event
Houthis take all of Yemen's Red Sea coast
One party now controls the eastern shore of the strait through which roughly 12 per cent of world seaborne trade passes.
Different Perspectives
Russia
Russia
Russia vetoed the same renewal on 17 September, arguing that Britain, France and Germany never validly triggered the snapback that reimposed the pre-2015 UN resolutions. No panel was ever seated under that mandate, so the UN list decays fastest for states that screen against it rather than against the American one.
China
China
China vetoed renewal of the UN sanctions monitoring mandate on 17 September, arguing that Resolution 2231 terminated on 18 October 2025 and that the Security Council should drop Iran's nuclear file altogether. On that reading there is nothing to monitor, so the sanctions survive and their enforcement does not.
Iraq
Iraq
Baghdad saw the last American counter-Islamic State troops leave its territory on 30 September, completing a timetable it agreed with Washington in September 2024. Iraqi airspace deconfliction passes to Baghdad, which still has an open inquiry into the Maysan drone launches that has named nobody.
Pakistan
Pakistan
Treasury names Waseem Pasha Tajammal of Rawalpindi as the Cavalier group's chairman and places one of the designated incorporations in Islamabad. QatarEnergy separately told Pakistan that liquefied natural gas cargo cancellations would run through November, so Islamabad carries an enforcement question and a supply gap at once.
Turkey
Turkey
Treasury named a Cavalier Dynamics company incorporated in Istanbul among the ten nodes it designated on 29 September, and Ankara has published no response. Turkey imported a record 120,000 barrels a day of Indian diesel in August, cutting Russia's share of its diesel imports to 20 per cent.
India
India
Suraj Yadav, a wiper from Uttar Pradesh, was killed aboard the Cape Dao on 23 September, and 19 of the ship's 20 Indian crew were taken off alive. India's September imports ran at 575,000 barrels a day from Iraq and 566,000 from Saudi Arabia, back to pre-conflict rates.