https://www.cnn.com/2026/09/12/middleeast/yemen-houthi-saudi-us-blame-intl

‘A f***-up of epic proportions’: Blame game begins after Iran-backed Houthis’ lightning advance down Red Sea coast

https://www.al-monitor.com/originals/2026/09/centcom-chief-saudi-arabia-yemens-houthis-seize-bab-al-mandeb

US Navy Adm. Brad Cooper flew to the kingdom overnight Thursday as Yemen’s Riyadh-backed forces crumbled in the face of a lightning Houthi offensive

Houthis took critical chokepoint out of red sea that they couldn’t do for many years and now can effectively close it just like Iran closed other one- with very little effort needed. That effectively controls Suez passage

https://www.aljazeera.com/economy/2026/9/13/red-sea-nations-watch-as-houthis-seize-bab-al-mandeb-strait

https://yescontainers.com/the-impact-of-houthi-attacks-on-red-sea-shipping-and-the-suez-canal/

Rerouting via the Cape: The Scale of the Impact

A Shanghai–Rotterdam voyage via the Suez Canal typically covers approximately 10,500–10,600 nautical miles, taking three to four weeks depending on vessel speed and port scheduling. The Cape of Good Hope alternative adds roughly 3,200 nautical miles and seven or more days at typical liner service speeds — which is a meaningful addition to round-trip voyage time.

That extra week per voyage doesn’t just delay individual shipments. It removes vessel capacity from circulation systemically: a ship spending an extra week in transit is a ship that can’t load the next cargo that’s waiting for it. Across dozens of Asia–Europe services each rerouting simultaneously, the aggregate effect is a significant tightening of effective global vessel capacity — which translates directly into higher freight rates and, with a lag, into tighter domestic used container supply in the US secondary market.

The hothis came through. Saudis begged Trump for help but he wouldn’t give it, now the whole world is fucked.