Overview

• The Houthi-affiliated Humanitarian Operations Coordination Center listed 13 U.S. companies, nine executives and two vessels as hostile entities open to confrontation.
• Exxon Mobil, Chevron and ConocoPhillips were among those named, with the HOCC saying the goal is to spur behavioral change rather than punish.
• The move cuts against a truce with Washington under which the group agreed not to target U.S.-linked ships in the Red Sea and Gulf of Aden, a deal mediated by Oman.
• Independent analyst Mohammed Albasha said it is unclear whether the announcement signals imminent attacks and noted any strike would risk violating the ceasefire.
• The escalation claim follows a Houthi cruise-missile strike on the Dutch cargo ship Minervagracht in the Gulf of Aden that injured two crew, while EIA data shows little impact to oil flows through the Strait of Hormuz.