The Financial Times reported that Houthi forces in Yemen have seized islands in the Red Sea from Saudi-backed forces, describing the advance as a ‘lightning offensive.’ According to the FT’s headline and subheadline, the move cements the Iran-aligned group’s grip on a vital shipping route and has unsettled energy markets.

The specific details of this reported operation, including which islands were taken, when the offensive occurred, and the scale of any fighting, were not available beyond the FT’s published headline and subheadline. Other news organisations had not corroborated the account at the time of writing, and readers should treat the report as developing rather than fully confirmed.

Background: a long-running conflict

The Houthi movement, formally known as Ansar Allah, has controlled Yemen’s capital Sana’a and large parts of northern Yemen since 2014 and 2015. A Saudi Arabia and United Arab Emirates-led coalition has for years backed Yemen’s internationally recognised government in its fight against the group, in one of the region’s most protracted and destructive conflicts.

Since late 2023, the Houthis have repeatedly attacked commercial and military vessels passing through the Red Sea and the Bab-el-Mandeb strait, saying the strikes are in solidarity with Palestinians during the war in Gaza. Those attacks have forced many shipping companies to reroute vessels around the southern tip of Africa, adding weeks to journey times and pushing up insurance costs for operators.

Why the Red Sea corridor matters

The Bab-el-Mandeb strait, alongside the wider Red Sea route, is one of the world’s most important maritime chokepoints. It links Asia, the Gulf and Europe, carrying a significant share of global oil, gas and container traffic each year. Any expansion of Houthi territorial control in this area has the potential to further disrupt shipping and energy markets already sensitive to instability in the region.

The FT’s subheadline states the advance ‘cements Yemeni rebels’ control over vital shipping artery and roils energy markets.’

Given the significance of the claim, wire services including Reuters, AP and AFP, along with Gulf-based outlets, would be expected to confirm or add detail to the report in the coming hours. The Saudi-led coalition, Yemen’s internationally recognised government and Iran, the Houthis’ principal external backer, have not been quoted in connection with this specific report.

This article will be updated as further verified details become available.

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