10APR

Houthis threaten second chokepoint

1 min read

08:05UTC

Three days of sustained attacks on Israel establish that Ansar Allah can maintain tempo. The question is whether they close the strait.

← Back to Islamabad talks open already cracked Jump to analysis ↓

ConflictDeveloping

Key takeaway

The Houthi front is calibrated escalation, not symbolic gestures.

Ansar Allah struck Israel for a third consecutive day on 30 March . All projectiles were intercepted. Deputy Information Minister Mohammed Mansour described Bab al-Mandeb closure as "among our options" in a staged escalation, contingent on Israeli or US ground movement. ¹

No formal blockade has been imposed. All vessels, including US- and Israeli-linked ships, continue to transit. But three days of attacks confirm sustainable operational tempo. Combined with near-total Hormuz closure, a formal Bab al-Mandeb blockade would place simultaneous pressure on the world's two most critical oil transit routes for the first time since the 1973 oil crisis. MARAD and UKMTO have already confirmed deliberate GNSS denial spanning both chokepoints .

Deep Analysis

In plain English

The Houthis control much of northern Yemen and have been attacking ships in the Red Sea since 2024. They are also allied with Iran. For three days running, they have fired missiles and drones toward Israel; all were intercepted. Bab al-Mandeb is a narrow strait between Yemen and Djibouti. About 10% of all world trade and a large share of oil from the Gulf to Europe passes through it. If the Houthis block it, combined with Iran blocking the Strait of Hormuz, two of the world's main oil routes would be shut simultaneously. That last happened in 1973 during the Arab oil embargo. It triggered a global recession. The Houthis have not closed Bab al-Mandeb yet, but their deputy minister said it is an option.

Sources:Al Jazeera

Mentions:UKMTO →Strait of Hormuz →Mohammed Mansour →Bab al-Mandeb →Houthis →

First Reported In

Update #53 · Trump drops Hormuz goal; toll becomes law

Al Jazeera· 31 Mar 2026

Read original →

Causes and effects

Caused by

Houthis strike Israel for third day

A third consecutive Houthi attack on Israel builds on the first two barrages of 28-30 March, establishing sustainable operational tempo.

Occurred 30 Mar 2026

Read story →

GPS blacked out across Gulf chokepoints

GNSS denial across both chokepoints supports the coordinated Houthi-Iran electronic warfare enabling the sustained missile campaign against Israel.

Occurred 29 Mar 2026

Read story →

This Event

Houthis threaten second chokepoint

A formal Bab al-Mandeb blockade combined with Hormuz closure would simultaneously shut the world's two most critical oil transit routes for the first time since 1973.

Different Perspectives

Qatar (mediator)

Qatari negotiators flew to Tehran on Sunday morning to close remaining gaps between the parties, operating as the primary shuttle channel. Qatar's role is to bridge the civilian-track gap the IRGC veto has left.

IAEA / Rafael Grossi

Grossi replied to Araghchi's 13 June protection-of-materials letter the same day, citing Iran's NPT Safeguards Agreement obligation to declare any nuclear material transfer. With 97 days of lost inspector access and approximately 240 kg unaccounted, Grossi has treaty text and no inspectors on the ground to enforce it.

United Arab Emirates

The UAE state oil company assessed full Hormuz flows will not resume until 2027 even with a fast deal, citing demining, inspection, and insurance timelines. The UAE ambassador to Washington said a simple ceasefire is not enough.

Islamic Revolutionary Guard Corps (IRGC)

The IRGC ran naval exercises in Hormuz during Geneva talks and its political deputy declared Iran was negotiating from a position of strength. The corps has not endorsed the MoU; by amplifying Mashhad protests through Fars, it is framing any deal as conditions it imposed rather than a concession it accepted.

Iran Foreign Ministry / Araghchi

Araghchi's dilute-in-Iran red line was met by the US concession, but his foreign ministry spokesman said Tehran had not taken a final decision and a signing might come in days, not Sunday. Araghchi separately wrote to the IAEA pledging to protect nuclear materials as dilution negotiations advanced.

White House / US negotiating team

Washington accepted dilution inside Iran rather than ship-out, its first substantive material concession in 106 days, the New York Times reported. With the White House register blank and the ceremony slipped a third weekend, the administration has moved its negotiating position without yet producing a document.