On March 16, multiple U.S. officials reaffirmed Washington’s commitment to extended airstrikes against the Houthis, signaling a prolonged military engagement. In response, the Houthis have pledged retaliatory measures, including targeting U.S. warships and commercial vessels in the Red Sea. As both parties escalate their positions, the region faces heightened instability, with risks extending beyond Yemen.
Key insights from our analysis:
The scope of the U.S. aerial campaign and its strategic objectives.
Houthi retaliation scenarios and potential attacks on Israel, Saudi Arabia, and the UAE.
The impact of maritime insecurity on Red Sea shipping and global trade.
The risk of regional spillover, including collateral damage in Egypt and Jordan.
Forecasts on prolonged escalation and its geopolitical consequences.
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