Iran has asked Yemen's Houthi group to stand ready to close the Red Sea oil route if the United States targets Iranian power infrastructure, three sources told Reuters on Thursday, raising the prospect of fresh disruption to global energy supplies.

Houthis closed the Bab el-Mandeb Strait, threatening 60% of Middle East oil exports. Closure by September 30 at 17.5% YES.

Iran shifts focus to the Red Sea, leveraging Houthi rebels amid US tensions. Strait of Hormuz traffic returns to normal by August 31 at 12.5% YES.