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Writer's pictureRishi Suri

Securing the Red Sea and the global supply chain

Drone attacks in recent days on merchant ships in the Red Sea represent a significant threat to global supply chains, impacting not just the immediate region but economies and consumers worldwide. To understand the gravity of this issue, it's essential to explore the strategic importance of the Red Sea, the implications of such attacks on global trade, the potential for escalation, and the broader geopolitical ramifications.



The Red Sea is a crucial maritime route that connects the Mediterranean Sea to the Indian Ocean via the Suez Canal, one of the world's most vital waterways. This canal is a key conduit for international trade, especially for Europe, Asia, and the Middle East. A significant portion of the world's maritime trade, including oil, natural gas, and various commodities, passes through this region. Any disruption in the Red Sea can lead to substantial delays and rerouting of shipping, which has a domino effect on global supply chains.


Drone attacks on merchant ships can lead to immediate and severe disruptions in shipping routes. These attacks increase the risk to cargo ships, prompting higher insurance premiums and additional security measures, which in turn raise the cost of shipping. Consequently, these increased costs are often passed on to consumers in the form of higher prices for goods. Furthermore, such attacks can lead to the temporary closure of crucial shipping lanes, causing delays in the delivery of goods. In an era where many industries operate on a just-in-time basis, these delays can disrupt manufacturing processes worldwide.


The use of drones in maritime conflicts represents a new and worrying trend in asymmetric warfare. Drones are relatively inexpensive and can be operated from a distance, making them an attractive option for non-state actors or nations engaged in proxy wars. The escalation of such attacks could lead to more severe incidents, potentially involving loss of human life and significant environmental damage in the case of oil spills or other hazardous cargo incidents.


The recent Houthi attacks on merchant ships in the Red Sea are rooted in the broader context of the Yemeni Civil War and regional geopolitical conflicts. To understand their motivations, several key factors need to be considered:


The Houthi movement, also known as Ansar Allah, is a predominantly Zaidi Shia group based in Yemen. Their initial uprising in the early 2000s was against the Yemeni government, which they accused of corruption and marginalization of the Zaidi Shia community. In 2015, a coalition led by Saudi Arabia intervened in Yemen in support of the Yemeni government against the Houthis. This intervention escalated the conflict into a devastating war, drawing in regional and international powers.


By targeting maritime routes, the Houthis aim to disrupt the economic interests of their adversaries, particularly Saudi Arabia. The Red Sea is a vital route for Saudi oil exports and other commercial shipping. Disrupting this route can have significant economic implications. Such attacks can be seen as a means to gain leverage in political negotiations. By demonstrating their capability to impact regional trade, the Houthis might seek concessions in peace talks or relief from blockades and sanctions.


The Houthis often frame these attacks as retaliatory measures against the Saudi-led coalition's airstrikes and blockade, which have had a catastrophic impact on Yemen's population and infrastructure. Demonstrating the ability to strike at maritime targets is also a way for the Houthis to showcase their military capabilities, thereby boosting morale among their supporters and potentially attracting more recruits.


The Houthis are often alleged to be backed by Iran, a claim that Iran and the Houthis deny or downplay. Nonetheless, the conflict is part of the larger Saudi-Iranian proxy conflict in the Middle East. The attacks raise concerns about the security of critical maritime routes in the Red Sea, prompting international attention and potentially international naval responses. Yemen's civil war has led to one of the world's worst humanitarian crises. The conflict over maritime routes can exacerbate the situation by hindering aid and commercial shipments to Yemen.


The Houthi attacks on merchant ships in the Red Sea are driven by a combination of strategic, political, and retaliatory motives, deeply entwined with the complexities of the Yemeni Civil War and the regional power dynamics. These actions highlight the broader implications of local conflicts on international trade and security. It's imperative for the international community to address this issue through diplomatic efforts, enhanced maritime security, and cooperation among nations to ensure the safety and reliability of this critical maritime route. Failure to do so could lead to far-reaching consequences for global trade and economic stability.

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