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US, Israel war on Iran
This Week in AsiaPolitics

Iran war escalates as Houthis threaten to sever Saudi oil exports

Targets reportedly include a Saudi pipeline to the Red Sea, the Bab el-Mandeb Strait and a UAE export terminal at Fujairah, outside the Gulf

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Armed Houthi loyalists attend a rally in Yemen last month demanding a resumption of attacks against Red Sea shipping. Photo: Xinhua
Tom Hussain
Yemen’s Tehran-aligned Houthi movement has threatened to besiege a second key Middle East waterway as Iran launched drone attacks against US Navy vessels in the Strait of Hormuz over the weekend after a diplomatic effort to end the war appeared to collapse.
A closure of the Bab el-Mandeb Strait, which connects the Red Sea to the Indian Ocean, would effectively sever Saudi Arabia’s only remaining oil export route.

The kingdom has been shipping up to 7 million barrels of crude per day through the Red Sea port of Yanbu since its main Gulf export terminal at Ras Tanura – the world’s largest – was shut down by the Iran conflict.

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According to Arshin Adib-Moghaddam, co-director of the Centre for Iranian Studies at SOAS University of London, there should be “no doubt that the alliance system built up by Iran will continue to coordinate its tactics”.

A decisive inclusion of the Houthis “has been postponed, exactly because closing both the Strait of Hormuz and the Bab el-Mandeb could be a game changer, if the US and Israel do not deliver a persuasive peace deal to Iran that includes some of the demands of Iran’s allies”, said Adib-Moghaddam, a professor of global thought and comparative philosophies at SOAS.

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Brussels-based academic Guy Burton, author of China and Middle East Conflicts: Responding to War and Rivalry from the Cold War to the Present, noted that the Houthis had already shown their capability and willingness to target shipping in the Red Sea, following the outbreak of the Israel-Gaza war in 2023.

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