IMMEDIATE ANALYSIS: With Hormuz Shut, the World Watches Yemen's Second Chokepoint — and a New Saudi-Led Alliance
The reported fall of Mokha is not just another battlefield reversal in Yemen's long war. It is a move on a global chessboard. If Houthi control is confirmed, the strategic geometry of the US-Iran war shifts fundamentally. With the Strait of Hormuz effectively closed to routine commercial shipping since early July, Mokha would hand Tehran's most effective proxy the lever over the world's only other major Gulf energy corridor — the Bab el-Mandeb. Iran would then hold effective veto power over both chokepoints simultaneously, tightening an economic stranglehold already battering Gulf exporters and driving up global fuel costs. For Washington, the math is stark: ignoring Mokha risks losing the war's maritime logic; striking it opens a second front. Analysts expect renewed US-Saudi air operations over Yemen within weeks, transforming a contained Gulf conflict into a two-front maritime war. All eyes, meanwhile, turn to Mecca — the city, and the agreement. Last month's tri...