A Houthi missile attack on Israel stokes fears of renewed Red Sea shipping strikes

When asked about the Houthis, Israeli military spokesperson Brig. Gen. Effie Defrin replied: "We are preparing for a multifront war.”

The Houthis are a key Iranian ally

The Houthis are a crucial part of Iran’s so-called “Axis of Resistance," which includes militant groups in Lebanon, Iraq and the Palestinian territories. They control the Yemeni capital of Sanaa and much of the country’s north, and since 2014 have fought a civil war against the internationally recognized government that is backed by a Saudi-led coalition.

Unlike Lebanon’s Hezbollah and militant groups in Iraq, the Houthis in Yemen had held back for a month since the U.S. and Israel launched attacks on Iran on Feb. 28.

Red Sea shipping attacks would further disrupt the global economy

Now that they have entered the war with a missile attack on Israel, there are growing concerns that they could start attacking shipping in the Red Sea. Such a move would further disrupt the maritime industry and the global economy since the closure of the Strait of Hormuz has shaken markets and energy prices. The rebels also have the capability of striking oil facilities in the Persian Gulf as they did previously during the Yemen civil war.

The Houthis said they won’t allow the U.S. and Israel to use the Red Sea for attacks on Iran. “Our fingers are on the trigger,” Brig. Gen. Yahya Saree, a military spokesman for the Houthis, said in a statement Friday.

The Houthi attacks on vessels would not only further push up oil prices but destabilize “all of maritime security,” said Ahmed Nagi, a senior Yemen analyst at the International Crisis Group. “The impact would not be limited to the energy market.”

Since the closure of the Strait of Hormuz, Saudi Arabia has been sending millions of barrels of crude oil a day through Bab el-Mandeb, at the southern tip of the Arabian Peninsula.

The 32-kilometer (20-mile)-wide strait is one of the busiest for global oil trade. A fourth of global container trade also transits through the strait on its way to and from the Suez Canal. Disrupting transit through Bab al-Madab forces shipping firms to route their vessels around the Cape of Good Hope, as they did in 2024 and 2025, significantly increasing costs.

About 12% of the world’s trade typically passes through Suez, including oil, natural gas, grain and everything from toys to electronics.

“It would be devastating for so many countries,” Nagi said. “If we see more pressure on the Iranians, or there’s any escalation, the Houthis will jump in harshly."

Red Sea is a critical corridor for Europe's natural gas

Such attacks will add more pressure on energy supplies for the 27-nation European Union, which relies on imported natural gas to power factories, generate electricity and heat homes. Tankers carrying liquefied natural gas — which is supercooled to travel by ship instead of pipeline — routinely pass through the Red Sea.

The Houthis attacked over 100 merchant vessels with missiles and drones, sinking two vessels and killing four sailors, from November 2023 until January 2025, and also launched projectiles at Israel. They said their attacks were in support of Hamas during the war in Gaza.

The U.S. and Israel responded with a punishing air campaign across the Houthi-held areas in Yemen, which killed many people, including most of the Houthi-allied Cabinet in Sanaa. President Donald Trump halted U.S. strikes on the Houthis after a deal that saw the rebels stopping their attacks on ships in the Red Sea.

Associated Press writer Isabel DeBre in Beirut contributed to this report.