Photovoltaic energy storage stocks suddenly became red, which turned out to be the credit of Yemen s

Mondo Military Updated on 2024-01-30

Yemen's Houthi rivalry with the United States is now in danger in the Red Sea. The suspension of services on the Red Sea route by the four major shipping giants has led to a sharp jump in ICE natural gas** in recent days.

Text: Ne-Salon New Energy Gathering Group

Today,Photovoltaics, energy storage and other new energy tracks are strong, Oujing Technology, Yabo Shares, Deye Shares, Tongli Risen, Zhongke Cloud Network, Cresda, NorthGlass, etcMulti-share limitTongling shares rose by more than 19%, King Kong Photovoltaic rose by more than 12%, GoodWe, Yubang New Materials, Hoymiles shares rose by more than 10%, and Jinlang Technology rose by more than 9%.

In response to today's sharp rise in the photovoltaic energy storage sector, China Securities Construction Investment analyzed that mainly due to the Houthi forces in Yemen, the four major shipping giants suspended the Red Sea route service, resulting in a sharp jump in ICE natural gas ** in recent days.

So what exactly is the situation of the "reasons for the Houthis in Yemen"?

According to a number of foreign media sourcesAfter the outbreak of the current round of the Palestinian-Israeli conflictYemen's Houthi rebels have repeatedly claimed to have used missiles, drones, and other strikes against targets in Israel. Since mid-November, the Houthis have also expanded their attacks to include "Israeli-linked vessels" in the Red Sea. Since mid-November, the Houthis have repeatedly attacked targets in and around the Red Sea in support of Hamas. Recently, a number of merchant ships have been attacked in the Red Sea, and these attacks have worried shipping companies, many of which have chosen to let merchant ships goAvoid the Red Sea route for the time being to stay safe. The Houthis currently control much of Yemen's Red Sea coast.

In response to this situation,U.S. Secretary of Defense Lloyd Austin announced on December 18 local time the establishment of a U.S.-led multinational escort force in the southern Red Sea and the Gulf of Aden to carry out patrol missions to address security challenges. However, the Houthis have said that their attacks have only targeted targets linked to Israel and accused the U.S. escort of militarizing the Red Sea region. They claim that the attacks will cease only when Israel ceases fire and allows humanitarian supplies to enter the Gaza Strip without any problems. In response to the U.S. announcement of the formation of a so-called Red Sea escort alliance, Yemen's Houthi leader Abdul Malik Houthi said on December 20 that if the U.S. escalates further and attacks the Houthis, they will use missiles and drones to retaliate against U.S. ** and other targets in the Gulf region. Abdul Malik Houthi warned that if the United States sent troops to Yemen, the United States would suffer a worse defeat than it did in Vietnam and Afghanistan. He also warned other countries not to participate in the so-called escort coalition formed by the United States, so as not to get involved in the conflict.

Also on December 20, Bloomberg reported that multiple sources revealed that the United States and its allies believe that the so-called "Red Sea Escort Alliance" previously announced by the United States is not enough to eliminate the threat of the Houthis to the Red Sea shipping lanes. They are considering a military strike on Houthi bases in Yemen to weaken the Houthi threat to the Red Sea shipping lanes at its source.

According to CCTV News, recently, Maersk, Hapag-Lloyd, Mediterranean Shipping, and CMA CGM, the four major European shipping giants, have successively announced the suspension of the "Bab el-Mandeb Strait-Red Sea-Suez Canal" section of the route service. According to the information of the "Live World" of the global information broadcast of ** Radio and Television, the Suez Canal-Red Sea is an international shipping artery, holding the transportation arteries of Asia, Africa and Europe, connecting the Red Sea and the Mediterranean, and is one of the busiest waterways in the world. Located at the southern end of the Red Sea, connecting the Red Sea to the Gulf of Aden, the Bab el-Mandeb Strait is strategically important for ships traveling between the Indian and Atlantic Oceans.

In addition, according to the Times,The Suez Canal and the Sumad Pipeline are strategic routes for oil and gas from the Persian Gulf to markets in Europe and North America. European natural gas** soared after the four major international shipping companies and a number of other multinationals announced the suspension of Red Sea sailings, with ICE UK gas** rising more than 8%. According to the research report of China Securities Construction Investment, in the first half of 2023, the oil volume of the channel will be about 9.2 million barrels per day, accounting for about 12% of the total global volumeAmong them, Russian oil exports account for about 74% of southbound oil shipments, and European oil imports account for more than 70% of northbound oil shipments.

It is also worth paying attention to, on December 20, the Russian Satellite News Agency reported that YemenHouthi Politburo member Huzam al-AssadIt was revealed that the Houthis are conducting a full mobilization in the areas under their control to train fighters and prepare to go to the Gaza Strip to support the Palestinian Islamic Resistance Movement (Hamas). Training camps have been set up in many places, tens of thousands of young people have volunteered to learn military technology, and some have graduated. He said that the people of Gaza are"Genocide by the Israeli occupation forces supported by the United States"., the Houthis hope to support their resistance through military training and mobilization. He also said the Houthis also plan to send troops to Gaza if the situation allows. **NE-SALON

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