TREE NEWS update: A US diplomat met with a senior Houthi official and received assurances that the armed group does not intend to blockade the Bab el-Mandeb strait. The meeting and the guarantee were reported by Israel’s N12 News. No further details on the timing or location of the talks were given.
US diplomat meets senior Houthi official, receives assurance group does not intend to block Bab el-Mandeb
If the reported assurance holds, it would remove a key tail risk for shipping through Bab el-Mandeb, a chokepoint that has been central to Red Sea disruption. The signal matters most for freight and insurance markets that price in transit risk. The open question is whether a verbal guarantee from a non-state actor, reported by one outlet with no details on timing or location, is treated as durable by the market or discounted until verified.
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