Ash Oro @ashoro.co.uk · 08/06/20264/13 This is where the Houthis become strategically important. Not because they can "close" global trade. But because they can increase friction, uncertainty and cost at another critical maritime gateway. 191 0
Ash Oro @ashoro.co.uk · 08/06/20265/13 I've argued before that Bab al-Mandeb is the natural companion chokepoint to Hormuz. One affects Gulf exports. The other affects Suez-linked container and goods traffic moving between Europe and Asia. #BabAlMandeb 171 0
Ash Oro @ashoro.co.uk · 08/06/20266/13 If pressure is maintained in Hormuz while instability expands around Bab al-Mandeb, the problem changes. This stops being a single-route disruption. It becomes a regional transit system under stress. 181 0