Skip to content
Welcome, thoughtbot's Giant Robots listeners!Start here
Russia-Ukraine War 2026
17OCT

Radio warnings close a second strait

3 min read
17:43UTC

Yahya Sarea declared Bab al-Mandab shut to Saudi shipping on Monday. Six vessels, among them the Chinese supertanker Xin Long Yang, had turned round inside 48 hours without a shot fired.

ConflictDeveloping
Key takeaway

A radio broadcast closed Bab al-Mandab to Saudi shipping inside 48 hours, with no shot fired.

Yahya Sarea, military spokesman for Yemen's Houthis, announced a full maritime embargo on Saudi Arabia on Monday 20 July, effective immediately⁠1. Houthi forces began hailing vessels on open maritime frequencies near Yemen the same day, telling them the Bab al-Mandab was closed to Saudi traffic⁠2.

Bab al-Mandab is the strait between Yemen and Djibouti where the Red Sea meets the Gulf of Aden, and roughly a quarter of global container traffic passes through it. Six vessels had reversed course by Tuesday 21 July, according to Lloyd's List ship-tracking data. Among them was the Chinese Very Large Crude Carrier Xin Long Yang, which turned in the Red Sea rather than continue towards a Saudi port⁠3.

Houthi forces fired nothing, boarded nothing and stopped nothing. Rear Admiral Vasileios Gryparis commands Operation Aspides, the European Union's naval protection mission in the Red Sea. He said the Houthis "remain a threat to navigation despite not having attacked any merchant vessels since September 2025"⁠4. Holding the Strait of Hormuz shut has cost a great deal more: a naval blockade, Marine boarding parties putting armed personnel on foreign decks, and eleven consecutive nights of bombing.

Sarea framed the embargo as retaliation for Saudi Arabia's blockade of Yemeni ports and a Saudi strike on Sanaa airport. The Houthis say that strike was aimed at an Iranian aircraft carrying their leadership home from Ali Khamenei's funeral⁠5. Saudi Arabia's foreign ministry called the declaration false and a distraction from the group's "economic mismanagement and public discontent", and said The Kingdom would take "all necessary measures" to protect its ships⁠6.

Whether the six turnbacks answer the radio calls, the owners' own risk desks or both cannot be separated out from tracking data alone. No war-risk premium specific to Saudi-bound traffic has yet been established either. What can be said is that the traffic changed course within two days of a broadcast, and that nobody had to sail a warship to make it happen.

Deep Analysis

In plain English

The Houthis are an armed group that controls large parts of Yemen. On Monday they announced they would stop Saudi-bound ships from passing through the Bab al-Mandab Strait, a narrow sea gap near Yemen that a huge share of world shipping uses to reach the Suez Canal. They have not fired on or boarded any ship. Instead, Houthi forces have been radioing vessels over open radio channels and warning them to turn back. Six ships did, including the Chinese supertanker Xin Long Yang. No vessel has been attacked, boarded or stopped. Shipping companies are cautious because insurance for sailing through this region has already become far more expensive during the wider war, so a warning alone is often enough to make a captain choose the longer, safer route.

Deep Analysis
Root Causes

Rerouting on a radio warning only works because the insurance market had already primed shipowners to treat any new threat as decisive. War-risk premiums for the region were running at 3-10% of hull value before this declaration, against roughly 0.25% before the war, according to Lloyd's List reporting; the Lloyd's Market Association has said capacity technically remains available and it is price and crew willingness, not a shortage of cover, that is doing the suppressing.

That pre-existing cost structure means a six-figure premium swing, not a missile, is enough to turn a tanker around; the Houthis are exploiting a market that was already primed to divert rather than demonstrating new military reach.

What could happen next?
  • Risk

    If the Houthis follow the 2023 Galaxy Leader precedent and escalate from radio warnings to an actual boarding or strike, war-risk premiums for the wider Red Sea corridor would likely reprice sharply, compounding the existing Hormuz premium.

  • Precedent

    A second chokepoint closed by declaration rather than force lowers the bar for further non-kinetic threats against shipping elsewhere in the region.

First Reported In

Update #159 · A second strait closes by radio alone

The War Zone· 22 Jul 2026
Read original →
Different Perspectives
Bulgarian government
Bulgarian government
Bulgaria's Prime Minister, Rumen Radev, said the sinking of HS Dignity "benefits the Russian Federation" while saying Bulgaria lacked solid evidence to accuse anyone, and Defence Minister Dimitar Stoyanov asked NATO for air defence on 16 October. The request comes from a government that stopped state military aid to Ukraine in June.
Radoslaw Sikorski
Radoslaw Sikorski
Poland's foreign minister challenged Elon Musk on X after SpaceX capped Ukraine's Starshield terminals on 14 October. Poland pays about $50m a year for Ukraine's Starlink subscriptions, so Warsaw speaks as the paying customer as well as the ally.
Andy Burnham
Andy Burnham
Burnham fast-tracked £10m of a £45m air-defence missile delivery when Zelenskyy visited London on 14 October, and his ministers are lobbying allies to ban maritime services for Russian liquefied natural gas. The measure targets insurers and shipowners, many of them in London, rather than the gas itself.
Ministry of External Affairs (India)
Ministry of External Affairs (India)
India's foreign ministry said after the 16 September House vote that New Delhi would take all necessary measures to protect its trade.
European Council
European Council
EU leaders on 15-16 October rejected a US idea to hand Washington the roughly €200bn of frozen Russian assets held in Europe, and Kaja Kallas said the decision belongs to Europeans. The same summit put off a decision on financing Ukraine, saying leaders "will revert to the issue in a timely manner".
Donald Trump
Donald Trump
Trump signed the 16 October order that sets the Graham Act's duties and waives them under section 115(a), with a certification sent to Congress. He says the United States has not stopped sharing intelligence with Ukraine, and on 11 October he said both sides had agreed to halt attacks on energy infrastructure.

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