Yemen’s offensive near Mokha puts Red Sea shipping, Saudi energy infrastructure and regional risk premiums back in focus for investors.
Yemen’s mobilization call adds to investor concerns over Red Sea shipping, Gulf oil exports, energy prices and regional market risk.
Saudi Arabia said it intercepted a Houthi missile aimed at Riyadh, heightening investor concern over Aramco assets and Red Sea oil routes.
A Saudi pipeline shutdown could threaten 4% of global oil supply, raising risks for crude prices, energy stocks and bond markets.
Russia is expected at next week’s G20 energy talks in Houston, putting energy security and sanctions risk back in focus for investors.
Houthi forces captured Mocha, strengthening their position near Bab el-Mandeb and raising investor concerns over oil supply and market volatility.