Two tankers carrying Saudi crude oil destined for India exited the Red Sea by switching off their AIS transponders to avoid detection, amid heightened tensions with Yemen’s Houthi movement. This « going dark » tactic is part of a broader Red Sea shipping crisis, where Houthi threats have already prompted vessels to alter their courses. The Bab el-Mandeb Strait, a strategic passage for oil transportation to Asia, faces increasing closure risk, with markets pricing a 17% probability of effective closure by September 30. This situation is causing prolonged disruptions to commercial shipping routes, with potential consequences for oil supply costs and delivery timelines.
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