Regarding the economic impact of the blockade imposed by the armed forces on the Israeli enemy, the Humanitarian Coordination Center announced the inclusion of 64 shipping companies on the sanctions and maritime embargo list due to their dealings with Israeli ports. This makes all of these companies' vessels vulnerable to targeting anywhere Sana'a forces reach.

The center said in an official statement: "Since the start of the implementation of the naval blockade on the "Israeli" enemy, the companies that own the ships that violated the naval blockade decision have been contacted and informed that, as a result of their ships' failure to comply with the decision despite sending pre-sanction notices before entering Israeli ports, sanctions have been imposed on them for violating the naval blockade decision by entering the ports of the occupying entity."

It stated that sanctions notices were sent to 64 companies that violated the ban, noting that this "makes the entire fleets of these companies prohibited from transiting the Red Sea, Bab al-Mandab Strait, the Gulf of Aden, and the Arabian Sea, and these fleets will be vulnerable to targeting in any area within the reach of the Yemeni armed forces."

Maersk, a Danish shipping company, one of the world's largest, announced a new, temporary increase in the emergency surcharge imposed on each container due to the ongoing tensions in the Red Sea, the Arabian Sea, and the Gulf of Aden. The company explained that the ongoing unrest has caused shipping bottlenecks and widespread delays in supply chains, along with equipment shortages and increased direct and indirect operating costs. This has forced it to adjust the surcharges on shipments bound for various regions around the world, with the exception of exports from the Far East to Asia, according to the company.

 

Ticket Prices Soar

The Hebrew economic newspaper Calcalist revealed that airfares to and from "Israel" have seen a significant increase due to the crises facing the "Israeli" aviation sector as a result of the repercussions of the war, including the Yemeni army's attacks on Ben Gurion Airport.

The newspaper stated in a report that "since the outbreak of the war, the "Israeli" aviation industry has struggled to maintain stability. Every security event, such as assassinations, the arrival of a missile from Yemen at Ben Gurion Airport, or a war with Iran, has led to a wave of flight cancellations. Even when airlines resumed operations, they insisted on raising prices."

The newspaper published a list of airlines whose prices have increased since the start of the war (from the summer of 2023 to this summer).

The list showed that the average flight price between "Israel" and Rome increased by 119%, while the average flight price to Berlin and Amsterdam increased by 90%, to Bucharest by 83%, to Budapest by 75%, to Barcelona by 72%, to Prague by 70%, to London by 66%, and to Bangkok by 57%.

The newspaper explained that "there have been significant increases in flight prices to all popular destinations for Israelis."

The newspaper noted that the "anti-Israel" protests in Greece at the end of July led to a 19% drop in the number of daily requests to Greece.

The Hebrew economic newspaper Globes stated that the blockade imposed by the Yemeni armed forces on "Israeli" shipping and the oversight exercised by many countries are complicating the movement of defense supplies to Israel. It added that there is a growing trend toward tightening controls on defense products arriving in "Israel" by countries party to the Wassenaar Arrangement, which aims to monitor the transfer of conventional weapons and dual-use goods and technologies.

It added, "At the airports and ports of an increasing number of agreement countries, customs are detaining shipments that may be destined for "Israeli" defense industries. If they confirm that this is indeed their destination, they are confiscated."

It noted that this situation causes significant problems and delays, adding that "the solution to prevent delays and the confiscation of these shipments may be to send the goods through countries that are not signatories to the agreement."

However, this solution faces shipping complications caused by the blockade imposed by Sana'a forces. The newspaper noted that "Houthi attacks have effectively added at least two weeks to sea voyages, meaning that shipments that require docking en route for resupply will now need to designate ports in countries that are not signatories to the agreement, potentially exacerbating supply chain disruptions."

According to the newspaper, the complexity increased after Belgium (a member of the Wassenaar Arrangement) recently informed shipping companies that any transfer of defense goods to "Israel" through its ports requires prior customs approval. The newspaper said this move "significantly restricts the transport of goods to "Israel", as the port of Antwerp is the second busiest in Europe."

 

US Stockpile Depletion

The Quincy Institute, a research institute in the United States, revealed that the US Navy's standard air defense missiles (SM-2, SM-3, and SM-6) have been severely depleted, some by as much as 33% of their stockpiles, during the Red Sea battle and attempts to counter Iranian attacks on "Israel, since October 2023. The report noted that this depletion raises concerns about the United States' ability to withstand a confrontation with a more heavily armed adversary like China.

“Air defense missiles have been deployed by U.S. Navy ships at historic levels in the Middle East in defense of "Israel" and in the Red Sea since October 2023,” the institute’s Responsible Statecraft website reported. “This prompted Admiral James Kilby, acting chief of naval operations, to testify in June that SM-3 ship-launched air defense interceptors are being used at an alarming rate in defense of Israel.”

The report cited US Navy data indicating that in the confrontation with the Yemeni army in the Red Sea until mid-2025, 168 SM-2 missiles, 17 SM-3 missiles, and 112 SM-6 missiles were used.

The report estimated that US Navy ships launched at least 12 SM-3 missiles and 12 SM-6 missiles to defend Israel against Iranian attacks in 2024.

It added that during the 12-day war between Israel and Iran, the US Navy fired a total of 130 SM-3 missiles to counter Iranian attacks, 150 SM-6 missiles, and 100 SM-2 missiles.

The report indicated that the total number of defensive missiles launched to counter Iranian attacks since the beginning of the war is estimated at 100 SM-3 missiles. (SM-2), 142 SM-3, and 168 SM-6 missiles, according to the report.

Adding this to the number of missiles fired in the Red Sea confrontation, the total becomes 268 SM-2, 159 SM-3, and 280 SM-6 missiles from October 2023 to the end of June 2025.

 

US Munitions Stockpile and Production

The report cited data published by the American research foundation, Heritage, that US stockpiles in October 2023 included 9,100 SM-2, 400 SM-3, and 1,500 SM-6 missiles.

The report indicated that "estimates of the number of SM-2 missiles may be optimistic, given that some of the missiles in the inventory are very old." Such that they cannot be upgraded at a reasonable cost.”

Regarding the level of production of these missiles, the report explained that the Pentagon focused on modernizing the SM-2 missiles in stock rather than renewing them. 51 SM-3 missiles were scheduled to be delivered in 2024, 71 of the same model in 2025 (36 missiles as of the end of June), and 66 missiles in 2026. For the SM-6 missiles, the average annual production is 125 missiles, with plans to increase annual production to 300 units by 2028.

According to the report, this means that the defensive missiles produced for use from the beginning of 2024 until the end of last July were 87 SM-3 missiles and approximately 187 SM-6 missiles.

 

Scale of Attrition

Based on the previous figures, the report estimated the total attrition of these munitions in the Red Sea and for the defense of Israel as It represents 3% of SM-2 missiles, 33% of SM-3 missiles, and 17% of SM-6 missiles as of October 2023.

The report stated, "These are alarming numbers, and they could become even more alarming if it turns out that we spent more missiles defending Israel last June than previously estimated."

Regarding costs, the report stated, "The value of an SM-3 missile ranges from $12.5 million to $28.7 million, depending on the model, while the value of an SM-2 missile exceeds $2.5 million, and the value of an SM-6 missile is approximately $4.3 million."

According to the figures cited in the report, costs range from more than $3.8 billion to more than $6.4 billion, depending on the cost of the SM-3 missiles used.