也门胡塞武装近日加强了对红海的战略掌控。该武装组织控制了莫哈港及沿岸战略岛屿，进一步强化了对曼德海峡这一全球海运咽喉的掌握，莫哈港距曼德海峡仅75公里1。与此同时，伊朗支持的武装组织使用无人机袭击了沙特东西向输油管道，造成严重损害，修复工作需要数周时间1。这条管道经由红海输出沙特石油的64%1。
胡塞武装与沙特之间的局势不断恶化。两国曾于2022年达成脆弱停火协议，但该协议已在2024年破裂1。根据联合国2025年贸易发展报告的预期，由此引发的供应链中断将至少持续到2030年1。2024年8月，胡塞武装曾袭击货轮，造成6人丧生1。
美国对胡塞武装的态度也出现变化。特朗普周六表示胡塞武装要求美国不要干预，同时拒绝了沙特王储加入针对胡塞武装军事行动的请求1。这一系列事件表明伊朗及其盟国正在为长期对抗做准备，将对全球石油市场和海运供应链造成重大冲击1。
Yemen's Houthi armed group has consolidated control over critical maritime chokepoints by seizing the port of Mocha and strategic islands in the Red Sea, positioning itself to dominate the Strait of Mandeb—one of the world's most vital shipping routes 1. The port of Mocha lies approximately 75 kilometers from the Strait of Mandeb 1. The takeover follows a drone attack on Saudi Arabia's east-west oil pipeline, which carries 64 percent of the kingdom's oil exports through the Red Sea and requires weeks to repair 1.
These escalating actions underscore Iran-backed forces' apparent preparation for prolonged confrontation, with potentially severe consequences for global energy markets and supply chains 1. A United Nations trade development report from 2025 anticipates that supply chain disruptions will persist at least until 2030 1. The situation reflects deteriorating regional stability since a fragile ceasefire agreement between Saudi Arabia and the Houthis collapsed in 2024, following its establishment in 2022 1. A Houthi attack on a cargo vessel in August 2024 killed six people 1. Meanwhile, President Trump stated on Saturday that the Houthis have demanded the United States not intervene, and he declined a request from Saudi Arabia's crown prince to join military operations against the group 1.
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