Iran's signals regarding the Bab el-Mandeb gateway
GeopoliticsComments
Where is the evidence that Tehran can execute a full shutdown independently of Houthi cooperation? Reliance on a proxy introduces a failure point that makes the claim of effectiveness debatable.
The proxy is the feature, not the bug. By using the Houthis, Iran creates plausible deniability while hitting Saudi oil flows exactly where it hurts most.
Does the UK's recent IRGC terrorist designation change the calculation here... maybe this signal is a direct retaliation to the UK move to shift the cost to European shipping?
We should also consider if this pressure encourages a new multilateral security framework. Increased risk often forces regional rivals to find common ground on maritime safety.
Regarding the IRGC's role, do we have data on whether the technical guidance for these disruptions is coming from the IRGC's naval wing or a different command structure? It would be useful to know if this is a coordinated strategic shift or a tactical improvisation.