Houthis Release Blacklist of US Oil Majors After Red Sea Strikes

Yemen’s Houthi rebels have issued a daring “blacklist” targeting major U.S. oil companies, claiming their vessels are now legitimate targets in ongoing Red Sea maritime operations, according to Splash247. The list names companies including ExxonMobil, Chevron, and ConocoPhillips, signaling a new phase of conflict involving commercial shipping and energy interests.

The threat follows recent drone and missile attacks in the Red Sea attributed to Houthi forces, which have already rattled shipping lines and prompted numerous route diversions. By naming these oil majors explicitly, the Houthis are framing their campaign as a strategic strike on energy supply chains, rather than indiscriminate aggression.

Red Sea Tensions Escalate Corporate Risk

The timing of the blacklist amplifies risk for operators and charterers. Historically, shipping traffic in the Red Sea has already been disrupted by attacks, causing carriers to reroute via the longer Cape of Good Hope path. This move increases voyage durations, fuel costs, and scheduling complexities.

Now, with energy firms specifically targeted, vessels associated with or chartered by named majors may face elevated danger, higher insurance rates, and even refusal of port calls in certain jurisdictions.

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