The Strait of Hormuz crisis and the continuing crisis in the Bab al-Mandab Strait have shown that narrow maritime passages can and will be used as political weapons in future conflicts. The state actors in Tehran and the non-state actors in Sanaa, however, may not be the only ones that may leverage these choke points in future. For example, Oman’s ports could present an essential part of any land route alternatives like the India-Middle East-Europe Economic Corridor (IMEC) that avoid both the Gulf of Aden and the Strait of Hormuz. However, they have also faced drone attacks in the current war and will likely face political instabilities in future. An alternative that has come into greater focus is the North Sea Route (NSR) or the Arctic route. Surprisingly, recent reductions in Arctic ice levels have increased the feasibility of using the NSR, now potentially facilitating the movement of goods. 

Iran asserts its right to regulate shipping in the Strait of Hormuz. Under its 1993 law, innocent passage is subject to prior authorization based on Iran’s national security. The present crisis created by the Iran war has highlighted how the food security of many countries is connected to oil through fertilizer prices, which have witnessed a price surge. Before the war, around 30% of global fertilizers were exported by gulf countries through the Strait of Hormuz. Additionally, 20% of global liquified natural gas is used as the feedstock for making fertilizers and much traveled through the Suez Canal before the Houthis disrupted trade. While the rest of the world will face higher food prices, the Gulf countries, which import up to 85% of their food, are still affected. Asian countries like China, India, Philippines, Thailand, Vietnam, and Singapore are highly dependent on oil imports from the Middle East and must now find alternatives. In the present crisis, increased imports from the U.S. have provided relief to these countries, but the Cape of Good Hope route, needed for this transport, is time-consuming and increases costs.  

The NSR is also not without its share of complex legal matters. Russia has established laws and codes for regulating passage through NSR. Russia classifies the NSR as its internal waters and does not recognize the international right of innocent passage through it. All ships need prior authorization while foreign warships must notify their intended passage 90 days in advance. Ships may be required to use the services of Russian icebreaker escorts and pilots. Russia justifies its claim under article 234 of the United Nations Convention on the Law of the Sea (UNCLOS). Known as the “Arctic Exception,” it applies to all “Ice-covered areas.” It grants coastal states the right to enforce non-discriminatory laws in their Exclusive Economic Zones (EEZ) to prevent marine pollution in the ice-covered areas. The U.S. and other countries argue that UNCLOS protects innocent passage through territorial seas and hence the Russian law is contrary to the provisions of UNCLOS. 

Unlike the Middle East shipping passages, however, the NSR has been in conflict and has not had any kinetic combat or active armed conflict. The free navigation operations may operate here because the U.S. may be reluctant to indulge in hostilities against and may not be equipped to do so. Simultaneously, there may be U.S. interest in selling its oil to East, Southeast, and South Asia through this route. Russia may also find advantage in developing this route and is seeking partners to develop it. Several countries have already reached agreements with Russia to take advantage of the NSR. 

Russia is already using its Arctic coast seasonally to deliver LNG from its Yamal project to Europe and Asia. With increasing arctic warming and higher investment in icebreakers, this may change to round-the-year operations. The present bonhomie between Putin and Xi Jinping had already led to the October 2025 Harbin agreement to make NSR a strategic Arctic trade corridor. NSR suits China for another reason. It reduces heavy Chinese dependence on transit through the Malacca Strait, where India is developing an island base with potential to choke that passage. 

India is diplomatically very heavily invested in the Middle East and has been seeking a route to Europe through Iran and through IMEC. If India were to shift to oil and gas imports through NSR it could face strong pushback and heavy geopolitical pressure. The shift will come with another risk; the conflict zone in the Middle East will be swapped for the possible U.S.-Russian tensions in the narrow Bering Strait and make India dependent on a Sino-Russian architecture beyond its control. Even so, that scenario may still be a long way off. A positive aspect is India’s long-standing trade and military engagement with Russia that has proved its strength in crises. In December 2025, Russia and India signed an agreement formalizing Indian military access to Russia’s Arctic naval ports. Long-term contracts for oil and gas and equity participation in the Arctic infrastructure and shipping capacity may follow. 

For India and Southeast Asian countries, the year-round availability of the NSR will increase overall energy resilience by creating an alternative route that will dampen price surges during the frequent Middle East crises. It will make it more feasible for these countries to tap into multiple oil and gas sources including Russia and the U.S. and, in addition, provide a faster sea route to Europe. There is also the feasibility of synergy between the energy needs of India, the ship-building capacity of South Korea, and the NSR. While the Arctic route will not be a silver bullet for Asian countries to have risk-free access to oil and gas, the shift of focus from the tropics to the North Pole shall reduce the historic leverage by the Middle East and will help keep prices and access stable even during the recurring Middle East flare-ups. 

R.N. Prasher is a retired member from Indian Administrative Service (IAS). His primary expertise is in geopolitics where he has published in RealClear Defense, Asia Times, and The National Maritime Foundation. He has published the book “Geopolitics: Impact on Energy Transition and Energy Security” and has an upcoming publication “Revisiting the Chinese Screen” The views are the author’s own.

The North Sea Route as an Alternative to the Hormuz-Red Sea Conundrum was originally published on Global Security Review.

Current responses, ranging from US, UK, and Israeli airstrikes to maritime task forces, aim to degrade the Houthis’ operational capabilities. Except for recent American bombing efforts, they have fallen short of effectively neutralizing the group’s capacity to pose a critical threat to maritime trade in the Red Sea as well as the wider threat of destabilizing the region.

What it would truly take to dismantle the Houthi threat, in a sustainable and strategic manner, requires a multi-dimensional, coalition-led effort that combines kinetic force, strategic isolation, regional realignment, and political recalibration. Many of these key strategic components are still missing in the current response to the Houthis’ actions.

The Houthi Threat: Tactical Capabilities, Strategic Leverage

Beginning in 2023, the Houthis began escalating their attacks against civilian and military vessels in the Red Sea, the Bab el-Mandeb Strait, and even the Gulf of Aden—utilizing Iranian-supplied drones, cruise missiles, and unmanned suicide boats. These attacks achieved several objectives for the group and its backers in Tehran. First, the attacks successfully disrupted global shipping, raising insurance rates and negatively impacting Egypt’s Suez Canal, which saw a decrease of almost 60 percent of its annual revenue from $10.3 billion in 2023 to $4 billion in 2024. Second, the Houthis’ attacks provided a clear projection of Iranian deterrence without a confrontation with the US. Third, the attacks repositioned the Houthis as a pan-regional “resistance” actor, not merely a Yemeni faction.

Despite Israel’s effective strike on Yemen’s sea port of Hudaydah followed by another set of strikes a day later, including ones on the main airport in Sanaa, which probably prompted the Houthis to inform the US that they “don’t want to fight anymore,” the Houthi leadership still exists and their armed capabilities are far from degraded.

If anything is beneficial out of such ceasefire, it is only for the Houthis as it would ultimately allow them to reorganize their resistance and offensive capabilities. Furthermore, the Houthis’ obvious ballistic missile and drone capabilities pose a threat to Israel more than ever before.

The Inadequacy of Current Approaches

Western-led responses include airstrikes on Houthi launch sites, naval deployments like Operation Prosperity Guardian, and diplomatic pressure via the UN Security Council. Yet, these actions failed to produce long-term deterrence for four main reasons.

First, Arab states, especially Saudi Arabia, the United Arab Emirates (UAE), and Egypt, lack strategic unity regarding Yemen. Conflicting Arab views on how to engage the Houthi threat, along with differing opinions on the alignment of the US military response to the Houthis, are significantly limiting the effectiveness of the US efforts to degrade Houthi capabilities.

Second, Houthi adaptability and decentralized operations make targeting difficult. Houthi leadership, in several interviews, praised their unique structure and claimed it is different from that of Hamas and Hezbollah in terms of not relying on any communication technologies within the group and yet having a decentralized distribution in the mountains in Yemen.

Third, Iranian support continues uninterrupted through land and maritime smuggling. Reports from 2024 revealed that UN mechanisms failed to inspect most ships heading to Houthi-controlled ports.

Fourth, the proximity of civilian infrastructure to military targets limits the rules of engagement for Western forces. Furthermore, there is no insufficient political strategy to undercut Houthi legitimacy among Yemenis, and still, many of the Yemeni population appeal to the Houthi group. Based on the above, an effective strategy for neutralizing the Houthis’ capabilities requires escalation dominance across the military, economic, information, and political domains.

A Multi-Domain Campaign to Neutralize the Houthis

A shift to precision airstrikes by the United States was necessary, but more is needed. This includes high-value targeting of command-and-control (C2) nodes, drone operation sites, missile production sites, and technical assembly sites. Covert special operations strikes by Arab and American forces, to sabotage radar arrays, smuggling depots, and launchpads in areas like Al-Hudaydah and Sa’ada, is also needed.

Furthermore, border security cooperation from Oman is crucial in addition to placing an effective security cooperation framework with Eastern African states, where much of the Iranian weapons smuggling is taking place. Enforcement of naval dominance will occur through the establishment of exclusion zones in the Red Sea, supported by AEGIS destroyers and Gulf-based airpower.

Although the US Navy is taking the lead role in such functions, establishing a regional US-Arab naval cooperation is a key factor in eliminating the threats posed by the Houthis as well as further preventing the smuggling of weapons, missile components, and unmanned aerial vehicle (UAV) components to the Houthis via the sea. Cyber disruptions targeting the Houthis’ satellite navigation, drone-control networks, and internal communications is needed. This function is far more complex than it may appear, given that reports indicate that Russia supports the Houthis with targeting data.

Furthermore, it is also reported that the Houthi leadership coordinates directly with Chinese officials regarding safe passage for Chinese vessels. In addition to US sanctions against Chinese satellite and shipping firms, providing evidence that China’s technological support strengthens Houthi capabilities is needed.

Accordingly, effective US-Arab intelligence cooperation should be further enhanced to isolate Houthi access to foreign powers. This military approach must be continuous, not episodic, and paired with intelligence fusion centers involving the US, UAE, Saudi Arabia, and Egyptians.

Strategic Isolation of the Houthis from Iran

Without eliminating the Houthi connection to Tehran, no solution can succeed. This requires the interdiction of Islamic Revolutionary Guard Corps maritime routes, especially between the Bandar Abbas–Socotra–Horn of Africa corridor. Hence, the situation ultimately requires enhanced maritime domain awareness, including the use of satellites to ensure effective monitoring of vessels coming to Yemen, not to mention the essential need for regional security cooperation among all the nations surrounding these locations.

The financial isolation of the Houthis and associated members by pressuring banking entities and crypto exchanges that facilitate Iranian transfers to Houthis requires improvement. Continuously drying up the cash sources provided to the Houthis is a key factor in dismantling their operational capabilities. Additionally, increasing regional pressure on Oman to improve its border monitoring and security efforts is crucial for reducing overland routes used for arms and cash smuggling.

Overall, Iran’s support for the Houthis is part of its “ring of fire” doctrine. To dismantle this arc, the Houthis must be made a liability, not an asset, for Tehran.

Recalibrating the Regional Arab Response

Arab unity is a missing ingredient in the fight against the Houthis. A new Red Sea Defense Compact is required, comprising a joint command structure involving the US, UAE, Saudi Arabia, Egypt, Jordan, Bahrain, and, ultimately, Oman. Having a regional naval and airbase integration with a primary role for Egypt and Saudi Arabia would provide a forward-operating presence across the Red Sea. Given that Houthi disruption of Red Sea commerce and maritime passage directly threatens Egypt’s economic security, strategic re-engagement is particularly important. Such an arrangement would also create a strategic opportunity for a further deepening of US-Egypt defense cooperation and alignment of mutual regional interests.

The need for a Saudi-UAE reconciliation over Yemen’s future is essential, possibly via American mediation. Otherwise, even after neutralizing the Houthi threat, the region risks a politically unstable Yemen. If Arab states continue to act independently, they risk being played against each other, benefiting Iran and prolonging the conflict.

Dr. Mohamed ELDoh is a business development and consulting professional in the defense and security sector.

What It Takes to Neutralize the Houthi Threat was originally published on Global Security Review.

The core of Iran’s strategy is its desire to build two major corridors of influence. The first stretches west to the Mediterranean via Iraq, Syria, and Lebanon, where Iran’s alliance with Hezbollah plays a central role. This “Shia Crescent” provides Tehran with a direct line of influence and military capability near Israel’s borders.

The second strategic corridor runs through Yemen to the southern Red Sea, where Iran’s support for the Houthi rebels positions it to disrupt maritime traffic and challenge Saudi Arabia’s influence in the region. Both corridors are critical to Iran’s broader objective of positioning itself as a dominant power in the region, capable of challenging Israel, the Kingdom of Saudi Arabia (KSA), and Western interests.

In the current conflict with Israel, both the West Bank, bordering Jordan, and Gaza, bordering Egypt, serve as crucial strategic pressure points for Israel. Iran views Gaza as a key element in its wider strategy to surround Israel with hostile forces. Although Iran does not directly control the armed Palestinian groups in Gaza, their shared objectives make them natural allies.

This presents Iran with the opportunity to capitalize on such a situation and continue to provide support to groups like Hamas, despite their current ineffectiveness and only increasing the likelihood of a wider-scale war in the region. For years, Egypt, with an emphasis on regional stability and peace, indirectly managed Gaza’s political agenda. However, in recent years, Hamas increasingly aligned itself with Iran, a country primarily focused on regional destabilization and triggering armed confrontations.

Iran’s increased backing for Hamas in Gaza in recent years reflects a comprehensive strategy aimed at surrounding Israel from multiple fronts. Hezbollah, supported by Iran, projects influence from both Lebanon and Syria. Iran’s engagement in Yemen strategically places it adjacent the Red Sea, positioning Iran as a potential threat to international maritime routes as well as to most of the nations in Yemen’s vicinity.

Gaza, situated along Israel’s southwestern border, forms a crucial point in this intricate web of tension. While Egypt exercises stringent oversight of its border with Gaza and consistently opposes Iranian influence, Tehran’s backing of Palestinian groups aligns with its overarching strategy to apply pressure on Israel from multiple fronts. However, the relationship between Egypt and Iran is strained—since the 1970s—particularly given the enduring peace treaty between Egypt and Israel.

The current conflict between Israel and Palestinian factions illustrates a significant shift in the behavior of non-state armed groups. In Syria, various rebel factions fought against the government, which is supported by Iran, but often harboured animosity toward one another, as their objectives and alliances are/were not unified. By contrast, in the context of the Israeli-Palestinian conflict, the non-state actors—Hamas, Islamic Jihad, and other factions—share a common enemy (Israel) and a broadly unified goal: weakening of Israeli military and political control.

This alignment of interests made Iran’s role in supporting these groups more influential and effective, even if Tehran does not have direct command over them. However, the regional threat posed by this situation stems from Iran’s lack of genuine concern for the Palestinian cause and its failure to support the Palestinians in achieving a peaceful resolution with Israel, including the two-state solution that most Western and Arab nations proposed over the past decades. This further supports the claim that Iran’s main objective is to disseminate its ideology and expand its regional power through persistent destabilization tactics.

While the current Palestinian factions in Gaza and the West Bank share common goals with Iran, they were neither previously nor currently formal proxies to it, unlike Hezbollah in Lebanon or the Houthis in Yemen. However, Iran’s ability to support and influence these groups through financial and military aid allows it to project power in the region indirectly. For Iran, Gaza serves as a crucial point in its strategy of regional influence, even though the Palestinian factions maintain their independence from direct Iranian control.

Egypt, on the other hand, is a strategically more complicated case for Iran given the fact that Cairo has always perceived any Iranian presence near its borders as a direct threat to its national security. This has led to a long-standing Egyptian policy of limiting Iranian influence in Gaza and rejecting any Iranian foothold in its immediate vicinity.

However, Iran has sought to circumvent this by expanding its influence in Libya and Sudan. By supporting and arming militias and armed groups present in Egypt’s neighbouring countries, Iran would ultimately aim to surround Egypt with allies or proxies, potentially allowing it to exert pressure on Cairo from multiple fronts. This strategy could eventually create openings for Iran to influence Egypt’s policies regarding Gaza and its relations with Israel.

Despite that Iran’s regional ambitions have always been clear to Egypt, the unprecedented level of war risk presented to the Middle East region further presents Egypt with increasing challenges concerning Iran’s regionally backed groups.

Iran’s possible sway in Libya and Sudan places Tehran in a strategic position to constrict Egypt from the west and south, resulting in a geopolitical pressure point. Nevertheless, the circumstances in Sudan demand greater attention. While Egypt and Iran back the Sudanese Armed Forces (SAF), Iran’s unrestrained backing of the SAF presents a potential risk to Egypt, as it may result in a rise in Iranian influence and connections within Sudan, ultimately advancing Tehran’s objectives.

The recent attacks by Yemen’s Houthis in the Red Sea have profoundly affected Egypt’s revenue from the Suez Canal over the past 10 months, presenting an ongoing danger to global shipping routes that traverse the Bab al-Mandeb Strait followed by the Red Sea then the Suez Canal. Consequently, Tehran has the potential to exert greater control or cause disturbances in maritime traffic through this vital passage, particularly during periods of increased tension, due to Iran’s expanding presence in Sudan, which is also situated close to the southern gateway of the Red Sea.

In parallel, Iran has pursued diplomatic engagement with Egypt, recognizing the potential benefits of normalized relations. Iran’s foreign minister recently visited Egypt to discuss Gaza-related regional tensions. Tehran apparently hopes to use soft power tools to build ties with Egypt.

A clear goal for Iran would be to create a network of influence with Egypt that complements its broader regional strategy in the Middle East. Should Iran succeed in building a stronger relationship with Egypt, it would be better positioned to influence events in Gaza, Libya, and Sudan, further consolidating its regional presence.

In contrast, Iran’s prospects of success in Jordan appears to be more limited. The Jordanian government’s strong ties with the United States and its historical enmity with Iran make Amman a more difficult target for Iranian influence. However, Iran may still view the sizable Palestinian population in Jordan as a potential pressure point.

By appealing to Palestinian nationalist sentiments and leveraging its support for Palestinian groups in Gaza and the West Bank, Iran could attempt to destabilize Jordan or at least pressure its government into altering its policies regarding Israel and the Palestinians. While this is a more challenging front for Iran, it remains a part of its broader geostrategic calculus.

Iran’s regional strategy capitalizes on building and supporting a complex web of alliances, proxy forces, non-state actors, and soft power tools, all aimed at expanding its influence and challenging its adversaries. Through direct military backing for entities such as Hezbollah and the Houthis, as well as indirect sway over Palestinian groups and diplomatic interactions with regional players like Egypt and the KSA, Iran persistently seeks to establish itself as a pivotal force in the geopolitics of the Middle East, while simultaneously exacerbating regional tensions and engaging in destabilizing activities.

Dr. Mohamed ElDoh is a business development and consulting professional in the defense and security sector.

The Geostrategic Mind of Iran was originally published on Global Security Review.