# [FLASH] Houthis gain full Bab el‑Mandeb coast control, Red Sea flows at risk

*Monday, September 14, 2026 at 6:19 PM UTC — Hamer Intelligence Services Desk*

**Detected**: 2026-09-14T18:19:57.965Z (3h ago)
**Tags**: MARKET, energy, oil, shipping, Red Sea, Bab-el-Mandeb, risk-premium, geopolitics
**Sources**: OSINT
**Permalink**: https://hamerintel.com/data/alerts/22631.md
**Source**: https://hamerintel.com/summaries

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**Summary**: Reports indicate Houthi forces now control the entire Yemeni Red Sea coast, effectively giving them leverage over the Bab el‑Mandeb Strait, a chokepoint that has handled over 9 mb/d of crude flows at peak (~9% of global demand). This significantly raises disruption risk for Red Sea/Suez oil and product shipments, compounding the impact of the Saudi East‑West pipeline shutdown and lifting Brent and freight.

## Detail

New intelligence suggests Houthi forces have consolidated control over the full Yemeni Red Sea coastline, effectively allowing them to threaten or interdict traffic through the Bab el‑Mandeb Strait. Historically, more than 9 million barrels per day of crude and condensate have transited this chokepoint, equivalent to roughly 9% of current global oil demand, alongside substantial refined products and LNG volumes. This comes on top of the confirmed shutdown of Saudi’s 4–5 mb/d East‑West pipeline, eliminating a key overland alternative route that connected Gulf production to the Red Sea and Suez.

**AFFECTED ASSETS:** Brent Crude, WTI Crude, Dubai Crude, Oman Crude, Gasoil futures, Fuel oil futures, LNG spot Asia, Tanker rates – Suezmax/VLCC Red Sea, Egyptian pound (EGP), Egypt Eurobonds, Suez Canal–linked shipping equities, Gold
