Houthi forces threaten: Considering closing the Strait of Mandeb~

12% of global trade passes through here. Plus, 20% of the world's oil from the Strait of Hormuz, now the two most critical maritime chokepoints in the world, both under threat of being cut off~
If the Strait of Mandeb is closed, the Suez Canal route will be directly cut off—cargo ships between Europe and Asia will have to detour around the Cape of Good Hope, adding two weeks to shipping time and doubling transportation costs. This is not just about rising freight rates; it’s a global supply chain re-pricing event~
Let’s walk through the logic chain: Shipping disruption → Longer delivery times → Increased inventory costs → Resurgence of inflation → Reduced room for Fed rate cuts → Pressure on risk assets~
The most ironic part: The U.S. military has been fighting for so long, but the Houthis are still here. An armed group in flip-flops is causing sleepless nights for global supply chain managers~
Two straits, one lock. No central bank model on Earth can predict this variable in advance~
#曼德海峡 #Houthi forces #航运 #Supply Chain #Macro Trading