Recent market intelligence indicates that Iran has requested Yemen's Houthi rebels to prepare fully to block Red Sea oil shipping lanes immediately should the United States launch strikes against Iran's power infrastructure. This development suggests the global energy supply network is facing a new significant threat. According to multiple sources close to Iran's leadership and regional affairs, the Iranian leadership has internally discussed this strategy and conveyed relevant instructions to its ally, the Houthis. Although the specific method of communication remains unclear, and it cannot be confirmed whether this instruction is a direct response to recent remarks by the US President regarding attacks on Iran's power facilities, Tehran's intentions are becoming increasingly clear.

It is reported that the Houthis have recently received relevant requirements from Iran, which had not been publicly disclosed before. Sources close to the Houthi movement indicate that the organization has completed attack preparations against shipping targets. Missiles and drones are deployed in the Yemeni highlands, positioned near the Bab el-Mandeb Strait, the gateway to the Red Sea, covering the direction of Hodeidah Port and the Gulf of Aden, and are currently awaiting orders. Any substantial threat to the Red Sea and the Bab el-Mandeb Strait could further exacerbate the global energy crisis triggered by Iran's closure of the Strait of Hormuz, highlighting the enormous risks brought by a new round of war escalation.

Currently, the Strait of Hormuz is already in a closed state. If the Houthis further attack Red Sea shipping or ports, it will result in both major Middle East oil export channels being affected simultaneously. This means the global energy crisis could enter a new phase and will also open a new front in the expanding conflict between Iran and the United States. Reports suggest that Iranian Islamic Revolutionary Guard Corps personnel currently stationed in Yemen will hold the authority to decide when to close the Bab el-Mandeb Strait. Meanwhile, regional tensions are escalating rapidly. The Houthis recently launched missiles at Saudi Arabia, accusing Riyadh of bombing an airport under their control, an event that broke the four-year ceasefire between the two sides.

Market risk analysis points out that the new round of conflict between the Houthis and Saudi Arabia is occurring at a very dangerous timing. If the fighting further escalates and spreads to Red Sea export infrastructure and shipping sectors, it will threaten the region's only significant alternative route for oil exports. Regional sources close to the Saudi government indicate that Riyadh is highly valuing the threats from Iran and the Houthis and has realized that the Houthis are currently coordinating more closely with Iran regarding the Red Sea situation. This conflict began in late February, when Israel and the United States launched attacks on Iran, followed by Tehran closing the Strait of Hormuz. Before the outbreak of war, this channel, one of the world's most important energy passages, accounted for about one-fifth of global energy supply transportation. Since the fragile ceasefire agreement between Iran and the United States broke in June, regional tensions have continued to heat up. The outside world is once again concerned about the outbreak of a full-scale war, while energy transportation has also been severely disrupted.