报道
关口失守：胡塞武装控制也门红海海岸，油价随之上涨
原语言视频
译自英文原文。
12%经曼德海峡运输的全球石油和货物 12
$105+穆哈失守后的布伦特原油价格 23
2769月3日至7日战斗死亡人数，ACLED统计 51
从宣布封锁到控制海岸
市场比外交官更早感受到冲击
战场之后，政治角力随之而来。萨利赫将失守称为一次战术撤退，目的是重整队伍，并在城南建立另一个指挥中心；他承认国家抵抗力量、“巨人旅”、“国盾”部队和塔伊兹部队均有人员伤亡和重大损失，并指责伊朗策划并提供支持。5253一段流传的音频中，有人用他的声音下令撤退；他的媒体团队称该音频是人工智能克隆伪造，相关说法仍有争议。52诺贝尔奖得主塔瓦库勒·卡尔曼公开要求委员会主席拉沙德·阿里米解除萨利赫的职务，并就穆哈不战而失守一事对他展开调查；这是政治指控，并非官方结论。48阿里米本人表示，穆哈和曼德海峡周边事态并非纯粹的也门事务，而是与全球贸易相关的地区和国际问题。48也门和沙特官员称此次攻势由伊朗指挥，伊朗武器助力胡塞武装夺取控制权；德黑兰否认控制胡塞武装；巴基斯坦则依据其与利雅得的防务协定，呼吁德黑兰约束该组织。3553
未知
- 尚无任何一方承诺夺回海峡也门一侧的控制权。
- 西海岸攻势造成的最终死亡人数和流离失所人数仍未得到核实。
后续
- 胡塞武装对佩里姆岛和哈尼什群岛的控制，是否会演变为实际封锁，还是仅构成迫在眉睫的威胁。
- 经好望角绕行的石油运输路线是否会成为秋季运往亚洲货物的常态。
来源40
The National
BBC News
- HeyDay News
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BBC Newsbbc.co.uk1
播出原貌
- Houthi fighters have taken the islands inside the Bab al-Mandeb Strait.
- That gate between the Red Sea and the Indian Ocean carries about a tenth of the world's seaborne trade — and oil is already above $100 a barrel.
- Whether anyone intends to push them back is the question now hanging over the water.
- The advance ran along Yemen's western coast. On Thursday, Houthi fighters entered the port city of Mocha after a day of clashes — the city that gave coffee its name, once the world's principal coffee port, and the internationally recognized government's last deep-water Red Sea harbour. By Friday they had pushed onto Dhubab, the final significant town facing the strait, then Perim Island, the volcanic land in the middle of the waterway that splits it into two shipping channels and carries an airstrip, then the Greater and Lesser Hanish and Zuqar Islands. Government military officials say the takeover of the Bab al-Mandeb area is complete — the coastal strip the government held is effectively gone.
- The strait is barely thirty kilometres wide at its narrowest — the southern gate of the Red Sea and the Suez Canal route. Roughly twelve percent of the world's oil and goods pass through it, about eight point seven million barrels of crude and petroleum a day, a tenth of global seaborne trade. Holding Mocha, Perim and the Hanish Islands puts Houthi forces directly on the approaches to that lane, extending the range at which they can stop, search or strike a ship.
- Markets have already answered. Brent crossed $100 a barrel on September 9, before Mocha even fell, then spiked above $105 after the port changed hands — some reports touching $108 to $109 before easing back to the low hundreds in thin weekend trade. WTI breached $100 for the first time since May 21, and oil jumped six percent in a single day as tanker attacks multiplied. Brent still sits below the year's high of $126 from April, but it has climbed roughly a quarter since early August.
- The disruption is more than a number. Ships bound for Asia now face detours of about a month, routing around the Cape of Good Hope while refiners hunt for alternatives and freight costs climb. The same lane is the one Saudi crude exports depend on — and the cost lands twice: on consumers through fuel and freight, and on Yemeni residents displaced from the towns that changed hands.
- The seizure landed inside a widening fight with Riyadh. Houthi missile and drone barrages on energy and civilian sites in southern Saudi Arabia — Aramco-linked facilities around Abha, Khamis Mushait, Jizan and Najran — wounded seventy-three people, including women and children, and fires disrupted energy operations. Saudi and coalition aircraft answered with intensified strikes across Houthi-held Yemen, including on Mocha airport after the port fell.
- The fighting has been expensive in lives. ACLED recorded at least 276 deaths in battle between Houthi and government-aligned forces from September 3 to 7; earlier tallies cited nearly 180 fighters killed in three days, and more than 120 dead in the first days of combat. A provisional compilation lists 278 killed on one side and 216 on the other, plus 29 civilians and tens of thousands displaced. Houthi military spokesman Yahya Saree claimed the offensive struck seven divisions and thirty-eight brigades. Residents of Mocha described people injured in the streets as families fled.
- Houthi spokesman Muhammad Abdul Salam insists navigation stays safe and uninterrupted, and says operations will stop when the attacks on Yemen stop. Yemeni military officials warn the takeover threatens freedom of maritime navigation, trade and energy supplies. The two statements describe the same stretch of water.
- This is the second theater of a war now in its seventh month. The Strait of Hormuz was shut down in March, after the United States and Israel opened the conflict with Operation Epic Fury on February 28. Houthi leaders declared a blockade of the Bab al-Mandeb in July — and the September assault turned that declaration into physical control of the ground. The same confrontation now presses two of the world's most important chokepoints at once.
- Tariq Saleh, vice-chair of the presidential council whose forces had held Mocha since 2017, called the loss a tactical withdrawal, ordered his units to regroup and moved his command centre south of the city, acknowledging heavy losses and blaming Iranian planning and support. A circulating audio clip in his voice ordering a withdrawal was denounced by his own media as an AI clone. Nobel laureate Tawakkol Karman publicly asked council head Rashad al-Alimi to dismiss Saleh and investigate him over Mocha falling without a fight — a political accusation, not an official finding. Al-Alimi called the events a regional and international issue tied to global trade. Yemeni and Saudi officials describe the offensive as Iranian-directed, with Iranian arms aiding the capture; Tehran denies controlling the group, and Pakistan, under its defence pact with Riyadh, called on Tehran to restrain it.
- The outcome is a shift in who can bleed the world's energy trade, and for how long. The Houthis now control the Yemeni side of the strait — the physical approaches to the Red Sea's southern gate — and no force in the region has yet committed to pushing them back. Whether the advance stops at the shore is the question that now decides the price of oil, and the freight bill on everything that moves east.
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