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US Agencies Warn of Impact from Yemen’s Red Sea Operations: Bab al-Mandab Threatens Global Oil Supplies

US warnings suggest escalating tensions in the Red Sea could worsen the global energy crisis, as Saudi Arabia increasingly relies on oil exports via the Port of Yanbu

NYN | Reports and Analyses 

American media outlets and agencies have warned of the potential fallout from rising tensions in the Red Sea, pointing out that any disruption to navigation through the Bab al-Mandab Strait could directly impact global energy markets amid ongoing repercussions from the military confrontation between the United States and Iran.

CBS News reported that a total closure of the Bab al-Mandab Strait—following the Sanaa government forces’ announcement of a naval blockade on Saudi Arabia—could reduce global oil supplies by approximately 7%. This would further intensify pressure on markets already grappling with mounting supply challenges.

Bloomberg: Red Sea Has Become a Linchpin for Saudi Oil Exports

In a related context, Bloomberg reported that Sanaa’s announcement imposing restrictions on Saudi-linked navigation introduces a new risk factor to oil flows from the Middle East. This comes as shipping traffic continues to decline through the Strait of Hormuz, which served as one of the world’s most vital oil export corridors prior to the outbreak of the war.

The agency explained that any navigational disruption in the Red Sea could deepen the crisis’s impact on international oil trade, particularly given Saudi Arabia’s increased reliance on crude exports through the Red Sea port of Yanbu following the drop in export volume via Hormuz.

Record Exports via Yanbu Amid Growing Risks

Bloomberg added that Saudi oil exports through the Port of Yanbu reached a record high last month at around 7 million barrels per day, helping to cushion global supply disruptions.

However, the agency noted that this route still faces security challenges, as tankers navigate the Red Sea—a zone that has recently seen operations targeting vessels amid ongoing escalation in maritime shipping lanes. This leaves this vital artery exposed to risks and fuels growing concerns over the stability of global energy supplies.

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