也门胡塞武装攻占红海战略港口摩卡与曼德海峡关键岛屿Yemen Houthis Seize Strategic Red Sea Port of Mokha and Key Islands

在也门西南部塔伊兹省发动地面攻势后，胡塞武装武装人员星期四进入港口城市摩卡。当地居民与亲也门政府的国民抵抗军指挥官艾哈迈德·巴什证实了摩卡的易手。在胡塞武装推进过程中，该组织还夺取了控制南荷台达补给线的阿尔沙奇拉地区，促使也门政府军盟军向南撤退。国民抵抗军领导人塔里克·萨利赫随后表示，已将西海岸的指挥中心转移至安全地点。

Houthi fighters entered the strategic port city of Mokha on Thursday following ground advances across southwestern Yemen's Taiz province. The takeover was confirmed by local residents and Ahmed Baash, a commander with the pro-government National Resistance Forces. The rebel push followed the capture of the al-Shaqira area in Taiz, an essential supply corridor for Yemeni forces in southern Hodeida, which pressured government-aligned units to withdraw. Pro-government National Resistance Forces leader Tarek Salah confirmed he had relocated his west coast command center to a safe position.

在控制摩卡陆上要道的同时，胡塞武装通过火箭弹齐射配合乘船地面突击，夺取了位于摩卡西北约80公里的红海祖卡尔岛。星期五，也门政府军撤离曼德海峡的佩里姆岛（又名马云岛）后，载有胡塞武装人员的船只随即进驻该岛。地方官员向法新社证实，胡塞武装已完成对曼德海峡区域及马云岛的控制，直接掌握了红海南部咽喉通道的沿岸与岛屿阵地。

Complementing their mainland gains, Houthi fighters seized Zuqar Island in the Red Sea, situated roughly 80 kilometers northwest of Mokha, deploying rocket barrages followed by boat-borne assaults. On Friday, government troops evacuated Perim Island—also known as Mayyun—in the Bab el-Mandeb Strait, after which Houthi forces landed by boat. A local official told AFP that the group completed its takeover of the Bab el-Mandeb area and Mayyun Island, securing fortified positions across critical littoral points in the southern Red Sea.

摩卡城内的激烈冲突令当地公共服务与商业活动迅速陷入停顿。多名当地居民向媒体反映，胡塞武装进入市区后封锁了通往西海岸的主要道路，政府机关、各类店铺与集市均已关闭。三名因安全顾虑而要求匿名的医生向美联社表示，在胡塞武装人员占领摩卡的一家医院后，医护人员被迫弃馆逃离。目击者称，交火导致伤员滞留街头而无法得到及时救助，整个区域笼罩在恐慌之中。

Intense fighting inside Mokha rapidly paralyzed public infrastructure and commercial life. Residents told reporters that Houthi fighters sealed off major access roads along the western coast while government offices, local shops, and public markets shuttered. Three local doctors, speaking to The Associated Press on condition of anonymity due to personal security concerns, stated that medical staff fled a Mokha hospital after Houthi forces seized the facility. Witnesses described scenes of panic and injured civilians left lying in streets without immediate assistance.

战火促使大批平民家庭向东部和南部撤离，前往也门总统领导委员会及国际公认政府所在地的亚丁。联合国国际移民组织报告显示，西海岸及摩卡周边的致命冲突已造成至少18500人流离失所。该机构指出，逃难家庭几乎未能随身携带任何生活物资，而沿途与接收地的人道救援点已面临应急粮食储备短缺和避难物资匮乏的困境。

The hostilities pushed civilian families to flee toward the southern port city of Aden, where Yemen's internationally recognized Presidential Leadership Council and government are based. Data from the United Nations International Organization for Migration indicates that recent fighting along Yemen's western coast and around Mokha has displaced at least 18,500 people. The UN agency reported that fleeing families arrived with virtually no belongings at humanitarian sites that already suffer from depleted emergency food stocks and severe shelter shortages.

美以对伊冲突导致霍尔木兹海峡航运受阻后，沙特阿拉伯启用东西输油管道，将原油转运至红海港口装船以维持向亚洲等市场的输送。然而，胡塞武装控制也门西海岸港口及海峡岛屿后，重申将继续袭击沙特油轮与货船。受红海水运风险上升影响，沙特油轮被迫改道经由苏伊士运河、地中海并绕行非洲好望角，大幅增加了运输里程与航运成本。航运数据分析机构Kpler的数据显示，沙特上月日均原油出口量已跌至320万桶，创下十多年来的最低水平。

Following shipping disruptions across the Strait of Hormuz during the conflict involving the United States, Israel, and Iran, Saudi Arabia rerouted crude through its East-West pipeline to Red Sea ports as an alternative conduit for Asian markets. However, the Houthi rebel group's advances along Yemen's coastline and the Bab el-Mandeb waterway have renewed targeting threats against Saudi oil tankers. These maritime threats have forced Saudi vessels to adopt longer, costlier detours through the Suez Canal, the Mediterranean Sea, and around Africa. Maritime analytics firm Kpler reported that Saudi crude exports dropped to 3.2 million barrels per day last month, reaching their lowest level in more than a decade.

除海上航线受限外，胡塞武装日前向沙特西南部四个地区发射导弹与无人机，沙特能源部确认境内石油设施遇袭起火并于周二暂停运营，袭击导致沙特境内70余人受伤。虽然胡塞武装公开声称不对国际正常航运构成威胁，但其对沙特能源资产与运输船只的持续打击，直接削弱了全球主要产油国的原油出口与供应调节能力。荷兰国际集团与Verisk Maplecroft等机构的分析师指出，阿拉伯半岛两侧关键海峡同时面临安全风险，正使沙特面临持续的财政赤字与出口运输瓶颈。

The logistical squeeze is compounded by direct strikes on Saudi domestic infrastructure. The Saudi Energy Ministry confirmed that recent Houthi missile and drone barrages across four southwestern regions ignited fires at oil facilities, temporarily halting operations and wounding more than 70 people. While the Houthis maintained they do not target general international shipping, their targeted operations against Saudi vessels and terminals restrict export flows from OPEC's key producer. Strategists at ING and risk intelligence firm Verisk Maplecroft noted that simultaneous friction across both the Strait of Hormuz and the Bab el-Mandeb leaves Saudi energy supply routes vulnerable to persistent bottlenecks.

中东关键海峡安全风险外溢直接波及全球能源交易。布伦特原油期货价格本周曾冲高至每桶近110美元，尽管周五上午有所回落，11月交割的布伦特合约仍报每桶105.37美元，10月交割的美国西得克萨斯中间基原油期货报每桶100.76美元，两大基准油价维持在5月中旬以来的首个全周百美元上方水平。美国汽车协会数据显示，美国国内汽油平均价格已达每加仑4.28美元，同比上涨34%，柴油价格同比上涨61%。多国正通过动用应急石油储备以填补供应缺口，伦敦调研机构凯投宏观表示，半岛两侧冲突推高了能源价格进一步走强的风险。

Spillover risks across critical Middle Eastern shipping chokepoints have directly rattled global energy markets. International benchmark Brent crude futures surged toward nearly $110 per barrel earlier in the week before easing slightly on Friday morning, with November contracts trading at $105.37 and U.S. West Texas Intermediate futures for October delivery standing at $100.76 per barrel, putting both benchmarks on course to settle above the $100 threshold for the first time since mid-May. AAA data shows that average U.S. retail gasoline prices reached $4.28 per gallon, representing a 34% increase from the prior year, while diesel prices rose 61%. As importing countries tap emergency petroleum reserves to cover supply gaps, London-based research firm Capital Economics noted that hostilities on both sides of the Arabian Peninsula increase the risk of additional energy price increases.

在地缘政治层面，华盛顿方面指出胡塞武装是接受武器和训练支持的伊朗地区代理人。分析人士认为，胡塞武装对红海要地的掌控为德黑兰在对美对抗中提供了新的筹码，通过对美方盟友施压以获取谈判平衡。伊朗外交部本周发表声明回应称，被称为“抵抗力量”的胡塞武装属于独立运作并依据自身职权做出决策。伦敦皇家联合军种研究所副研究员巴拉·希班指出，塔伊兹周边的山地地形使胡塞武装能够俯瞰也门西海岸，若其在水域布设水雷，红海航运环境可能面临进一步恶化。

On the broader geopolitical front, United States officials described the Houthis as an Iranian regional proxy backed by weapons and operational training. Analysts noted that controlling key Red Sea positions gives Tehran potential leverage against Washington by escalating pressure on an American-allied oil producer. Iran's Foreign Ministry countered in public statements this week that the Houthis, referred to by Iranian leaders as 'the resistance,' operate independently under their own authority. Baraa Shiban, an associate fellow at the Royal United Services Institute in London, observed that the mountainous terrain around Taiz gives Houthi forces elevated command over the western coast, creating the potential for more hazardous Red Sea shipping conditions if sea mines are deployed across littoral waters.