Kevin Zhang
Foreign policy analysts increasingly refer to the "axis of upheaval" to describe the growing cooperation among anti-Western powers—Russia, China, North Korea, and Iranian-backed groups. While much of the focus has been on the strategic partnership between Russia and China, the threat posed by Iranian-backed terrorist groups like the Houthis should not be overlooked. Multiple intelligence sources indicate that Iran is facilitating talks between the Houthi rebels and Russia to secure Russian P-800 Oniks anti-ship cruise missiles, significantly boosting the Houthis' capacity to target vessels in the Red Sea. The Houthis are also reportedly granting Chinese cargo ships safe passage, given China's strong diplomatic ties with Iran.
The Red Sea is a critical artery for global commerce. Yet the United States has largely failed to effectively address the growing Houthi threat. Responsible for 10-15% of global maritime trade, the Red Sea has seen a dramatic decline in container shipping—down over 90% since December 2023. Houthi attacks on vessels have forced companies to reroute ships around the southern tip of Africa, adding 1-2 weeks to travel times and increasing fuel costs by $1 million per trip. These disruptions have intensified pressure on already strained global supply chains, amplifying the economic impact on international trade. The U.S. must develop a clear policy toward the Red Sea to address this escalating crisis.
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