Iran's Red Sea Actions Create Dilemma for Trump Ahead of Elections
The Houthi successes in the Bab el-Mandeb Strait have provided Iran with a new leverage point against the United States, according to former Israeli National Security Council head Meir Ben-Shabat. This development places U.S. President Donald Trump in a difficult position as his administration seeks to counter Tehran without engaging in a large-scale Middle East war. Ben-Shabat suggests that Iran can benefit from the situation regardless of its direct involvement in the Houthi actions.
The strategic importance of the Bab el-Mandeb Strait, connecting the Red Sea to the Gulf of Aden and a vital global trade route, is central to the issue. Disruptions there force shipping companies onto longer, more expensive routes around Africa. If combined with threats in the Strait of Hormuz, the consequences could extend globally, impacting energy and goods supplies, increasing shipping costs, and potentially raising oil prices and inflation in Western countries, including the U.S.
Ben-Shabat believes Iran aims to exploit these economic repercussions to pressure Trump, particularly with U.S. midterm elections approaching. Rising fuel costs and voter dissatisfaction could create domestic challenges for the White House. While Iranian President Hassan Rouhani has distanced Tehran from the conflict, the analysis suggests the Islamic Revolutionary Guard Corps remains deeply involved.
Trump's strategy of containing Iran without direct military intervention in Yemen is challenged by the escalating Houthi threat. A significant danger to shipping could force the U.S. to choose between maintaining its current cautious approach or intervening more actively. Options include increased intelligence support for Saudi Arabia and anti-Houthi forces, or more active naval protection of shipping lanes.
Saudi Arabia, facing Houthi attacks on its territory and threats from Iran-backed groups in Iraq, is also under pressure. Crown Prince Mohammed bin Salman recently met with U.S. Central Command chief Admiral Brad Cooper in Jeddah, though details were not disclosed.
The situation could also elevate Israel's regional security role. If Saudi Arabia seeks Israeli military or intelligence aid, directly or via the U.S., Jerusalem would need to decide its terms, prioritizing its own interests. Such cooperation could also provide Israel an opportunity to advance normalization talks with Riyadh.