**Ongoing Houthi control over Bab el-Mandeb approaches, including September 2026 territorial gains near key ports and islands, sustains elevated attack risks and selective routing, yet daily transits remain at 25–30 vessels.** IMF PortWatch data show a recent 7-day average near 30 ships, with container crossings through the strait hitting post-2023 highs in September as carriers double offered Red Sea capacity to roughly 448,000 TEU weekly—still below 2023 peaks but accelerating due to the 10–14 day and roughly $1 million cost penalty of Cape of Good Hope diversions. Tanker traffic averages 8–12 per day, supporting Saudi crude flows near 1.5 million bpd, while overall volumes reflect a partial recovery amid war-risk premiums and insurance dynamics. No single-day zero-transit events have occurred, and the trajectory points to sustained activity barring a sharp escalation. Key near-term catalysts include carrier service announcements and any shifts in Houthi enforcement or international naval presence.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · ActualizadoView resolved

Cuidado con los enlaces externos.
Cuidado con los enlaces externos.
Preguntas frecuentes