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Hormuz disruption has forced global trade to reroute via Bab el-Mandeb — now a critical chokepoint:
🌍 ~12% of global trade
🛢️ ~10% of seaborne oil
🔗 Key link via Suez between Asia, Africa & Europe
Saudi exports already shifting west to Yanbu through the East-West Pipeline.
One chokepoint crisis has turned into a fragile chain.
If Bab el-Mandeb is hit next:
⏳ +10–15 days per voyage
💰 Surge in shipping costs
📦 Global repricing of cargo
With incidents rising and routes stretched, there are no real backups left.
Read my latest article for the full breakdown.