Iran Asks Houthis to Stand Ready To Block Red Sea Shipping If US Hits Power Infrastructure

The proposal has been discussed within Iran’s leadership and the message has been passed to the Houthis, according to two senior Iranian sources and a regional source familiar with the matter.

The sources, who spoke on condition of anonymity, did not say how the message was conveyed or whether it followed U.S. President Donald Trump’s threat on Tuesday to strike Iran’s power infrastructure.       The Strait of Hormuz remains closed after Iran shut the waterway following the conflict that began on Feb. 28, when Israel and the United States attacked Iran.   Before the conflict, the Strait of Hormuz carried around one-fifth of global energy supplies. A disruption at Bab el-Mandeb would put pressure on the Middle East’s second major oil export route, adding fresh risks for global shipping and energy markets.

A source close to the Houthis said the group has completed preparations to attack shipping by deploying missiles and drones near the Bab el-Mandeb Strait.

The weapons have been positioned in Yemen’s highlands overlooking Hodeidah and the Gulf of Aden, and the group is waiting for orders to begin operations.   The source added that representatives of Iran’s Islamic Revolutionary Guard Corps (IRGC), who are already in Yemen, would decide when to move to close the Bab el-Mandeb Strait.   Tensions between the Houthis and Saudi Arabia have risen sharply. On Monday, the Houthis fired missiles at Saudi Arabia after accusing the kingdom of bombing an airport under their control, breaking a four-year truce between the two sides.      Torbjorn Solvedt, principal Middle East analyst at risk intelligence firm Verisk Maplecroft, said the renewed tensions come at a difficult time for regional energy exports. “If fighting intensifies and spills over into Red Sea export infrastructure and shipping, it will threaten the only major alternative route for oil exports from the region,” he said.   Two regional sources close to Riyadh said Saudi Arabia was taking threats from Iran and the Houthis seriously and believed the Yemeni group was now closely coordinating with Tehran over the Red Sea.   Since the closure of the Strait of Hormuz, a significant share of Gulf oil exports has been diverted through a Saudi pipeline to the Red Sea. The route now carries about 7% of global energy supplies.      During previous Houthi attacks on commercial shipping linked to the Gaza war, major shipping companies diverted vessels around southern Africa, increasing voyage times and transport costs.      Saudi Arabia has also redirected about 70% of its energy exports through its Red Sea port of Yanbu, making the route increasingly important for regional oil exports.   Any attacks on shipping or export infrastructure in the Red Sea could further disrupt global energy supplies.

One regional source said Iran’s leadership was seeking to increase pressure on the United States by raising the potential economic costs through threats to Red Sea shipping and Saudi oil exports.

“Anybody with a firing rifle can interrupt the shipping. You don’t have to have sophisticated missiles to interrupt the shipping,” the source said.   Iran considers the Houthis part of its regional “Axis of Resistance”, which also includes Lebanon’s Hezbollah and Iraqi Shi’ite armed groups. While those groups have already become involved in the wider confrontation between Tehran and Washington, the Houthis have not formally entered the conflict.   The United States has long accused Iran of providing the Houthis with weapons, funding and training, including support channelled through Hezbollah. Tehran has denied those accusations.