Maritime Risk Intelligence Blog

What attacks on shipping mean for the global maritime order

Written by Atlantic Council | September 9, 2024 at 7:00 AM

The landscape of maritime security has shifted dramatically in recent years as traditional protections for merchant vessels are increasingly challenged by non-state actors and geopolitical maneuvers. 

Historical efforts to shield merchant shipping from state-led aggression have largely succeeded since the 20th century, thanks to treaties such as the Hague Conventions and the United Nations Convention on the Law of the Sea (UNCLOS). However, recent developments have tested these protections.

From the late 2010s, a resurgence of state-linked harassment has emerged, notably involving Iran, Israel, and China. Iran and Israel have engaged in a covert maritime conflict, particularly in the Strait of Hormuz, while China has used aggressive tactics to assert its claims in the South China Sea. The situation intensified in late 2023 with the Yemeni Houthi militia escalating their attacks on commercial shipping in the Red Sea. These attacks, purportedly in retaliation for Israeli actions in Gaza, have disrupted global shipping, particularly affecting vessels not linked to Israel.

The Houthis, backed by Iran, have utilized drones and missiles to target international shipping lanes, causing significant disruption. Despite the formation of Operation Prosperity Guardian, a naval task force involving 20 countries led by the United States, the Houthis’ low-cost, high-impact tactics have persisted into 2024. Their aggressive stance has led to a nearly 20% reduction in shipping through the Red Sea, compelling many companies to reroute their vessels and contributing to rising costs and logistical challenges.

Western navies, struggling to counter the Houthis' unconventional methods, face a mismatch between the cost of advanced defensive systems and the low-cost nature of the militia’s weapons. The Biden administration has explored diplomatic avenues, including potential shifts in the Houthis' terrorist designation to encourage a ceasefire. Meanwhile, the shipping industry grapples with increased insurance premiums and congested alternative routes like the Cape of Good Hope.

The Houthis' campaign exemplifies "gray zone" warfare, where non-state actors disrupt global systems without traditional military engagement. Their success in targeting maritime trade routes underscores vulnerabilities in international maritime security, inspiring potential imitators and threatening global trade stability.

To address these evolving threats, several strategies are proposed:

  1. Preemptive Diversion of Shipping: A coordinated effort by Western governments and shipping companies to reroute traffic away from high-risk areas, such as the Red Sea, could mitigate the Houthis' impact. This would require substantial international collaboration but could reduce their operational effectiveness.

  2. Intra-Industry Risk Updates: Implementing real-time risk assessment systems, potentially enhanced by AI, could provide ships with timely information on emerging threats, helping them navigate more safely.

  3. Directed-Energy Weapons: Developing and deploying directed-energy weapons, such as high-energy lasers, could offer a cost-effective means of defense against low-cost attacks, improving maritime security.

  4. Selective Protection Based on Flag Registration: Western navies could prioritize the protection of vessels flagged by their countries, similar to past practices but with limitations due to the prevalence of flags of convenience.

  5. Freedom of Navigation Operations (FONOPs): Although less effective against non-state actors, FONOPs could reaffirm international maritime laws and deter state-backed inspection flotillas.

  6. Disrupting Weapon Deliveries: Intensifying efforts to interdict arms supplies to groups like the Houthis could hinder their capacity to launch attacks, with potential support from AI and private sector collaborations.

  7. Armed Guards and Embarked Officers: While traditional armed guards have limitations, embedding law enforcement officers on ships could enhance protection against militia attacks.

Addressing these threats necessitates a multifaceted approach, blending technological innovation with strategic and diplomatic efforts. The ongoing challenges posed by the Houthis highlight the need for adaptive and collaborative responses to safeguard global maritime trade and security.

 

Source: Atlantic Council