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Saudi Arabia has faced a major threat from Yemeni illegal immigration, smuggling, and hostile terrorist and political forces for decades. These not only include hundreds of thousands of illegal immigrants from Yemen, but other illegal immigrants and extremists from unstable countries like Somalia, who move into the other Arab Gulf states. Saudi Arabia already had to try to expel them from the Kingdom when Yemen supported Iraq in the Gulf War in 1990 and 1991, and instability in Yemen may well now pose a more immediate threat to Saudi Arabia and the other Arab Gulf petroleum exporting states than the instability in Syria and Iraq.

The Houthi, Iran, and the Bab el Mandab

At the same time, the growing ties between Yemen's Houthi Shi'ites and Iran poses another threat to both Saudi Arabia and the United States. It potentially could allow Iran to outflank the Gulf, and deploy air and naval forces to Yemen. This threat still seems limited, but it is important to note that Yemen's territory and islands play a critical role in the security of another global chokepoint at the southeastern end of the Red Sea called the Bab el Mandab or "gate of tears."

It is critical to note that far more is involved than energy: the cost and security of every cargo that goes through the Suez canal, the security of U.S. and other allied combat ships moving through the canal, the economic stability of Egypt, and the security of Saudi Arabia's key port at Jeddah and major petroleum export facility outside the Gulf. The EIA describes the energy impact of importance of this chokepoint as follows:

  • -The Bab el-Mandeb Strait is a chokepoint between the Horn of Africa and the Middle East, and it is a strategic link between the Mediterranean Sea and the Indian Ocean. The strait is located between Yemen, Djibouti, and Eritrea, and connects the Red Sea with the Gulf of Aden and the Arabian Sea. Most exports from the Persian Gulf that transit the Suez Canal and SUMED Pipeline also pass through Bab el-Mandeb.
  • -An estimated 3.8 million bbl/d of crude oil and refined petroleum products flowed through this waterway in 2013 toward Europe, the United States, and Asia, an increase from 2.9 million bbl/d in 2009. Oil shipped through the strait decreased by almost one-third in 2009 because of the global economic downturn and the decline in northbound oil shipments to Europe. Northbound oil shipments increased through Bab el-Mandeb Strait in 2013, and more than half of the traffic, about 2.1 million bbl/d, moved northbound to the Suez Canal and SUMED Pipeline.
  • -The Bab el-Mandeb Strait is 18 miles wide at its narrowest point, limiting tanker traffic to two 2-mile-wide channels for inbound and outbound shipments. Closure of the Bab el-Mandeb could keep tankers from the Persian Gulf from reaching the Suez Canal or SUMED Pipeline, diverting them around the southern tip of Africa, adding to transit time and cost. In addition, European and North African southbound oil flows could no longer take the most direct route to Asian markets via the Suez Canal and Bab el-Mandeb.