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Red Sea Tensions: Competing Interests in Yemen and Sudan

By Geopolitics Desk · 2026-09-17 · 2 min read
A wide expanse of deep blue sea water with a narrow strip of arid, rocky coastline in the distance
Illustration: Tradingbird

As global shipping routes shift toward the Red Sea, competing factions in Yemen and Sudan leverage instability to reshape political and economic dynamics across the region.

The strategic importance of the Red Sea has intensified as global trade routes realign, creating a complex web of security challenges in Yemen and Sudan. According to GN auto geopolitics/africa: Sudan conflict, recent developments highlight how armed factions in both countries are obstructing diplomatic efforts and prolonging conflict. This instability now extends beyond local borders, directly impacting international commerce and regional stability.

Experts indicate that political paralysis in Yemen and the ongoing civil war in Sudan have created opportunities for extremist groups to entrench their influence. These dynamics have drawn renewed attention from Western policymakers, who are increasingly focused on the broader implications for global energy security and trade continuity.

Political Stalemate in Sudan

Sudan’s civil war, which began in April 2023, continues to hinder the country’s democratic transition. Fernando Carvajal, executive director at The American Center for South Yemen Studies, notes that Islamist factions within the military establishment are working to preserve authoritarian structures. He points to recent allegations regarding the use of chemical weapons by the Sudanese Armed Forces, which have complicated international mediation efforts.

Despite a proposed humanitarian ceasefire by Egypt, Saudi Arabia, the UAE, and the United States, General Abdel Fattah al-Burhan has shifted his stance. According to Carvajal, this reversal was influenced by the rejection of foreign involvement by certain political groups. The resulting military-managed dialogue has excluded key civilian parties, further marginalizing civil society and deepening the political divide.

Yemen’s Fragmented Security Landscape

Across the Red Sea, Yemen remains a focal point of regional tension. Houthi forces continue to pose a significant threat to shipping and regional stability, while other factions struggle to maintain control. Abdul Galil Shaif, former Aden Free Zone Chair, describes Yemen as a "forgotten war" that only gains international attention when it threatens economic interests.

Shaif argues that the al-Islah party is using the conflict to rebuild its political influence through state institutions and civil society organizations. He views this as a long-term strategic danger to the secular traditions of southern Yemen. Meanwhile, local forces in cities like Hodeidah and Taiz bear the brunt of the fighting, as other groups hesitate to engage the Houthis directly.

Economic Risks for Global Trade

The geopolitical instability in the Red Sea region has significant economic implications. With the Strait of Hormuz facing disruptions, shipping companies have become more reliant on the Bab el-Mandeb Strait. This increased dependence gives the Houthis considerable leverage over international commerce, as any disruption could affect a substantial share of global trade.

In response, Saudi Arabia is exploring alternative energy routes, including a pipeline through Hadhramaut and Mahra, to bypass vulnerable maritime chokepoints. However, experts warn that the humanitarian suffering in Yemen remains under-addressed. The focus on energy security and trade costs has finally elevated the region’s instability to a priority for international policy, but the underlying political grievances remain unresolved.

Based on reporting by Fair Observer, compiled by the Tradingbird desk.

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