Yemen warns Houthis imposing 'new reality' in Red Sea; UN urges arms embargo enforcement

Yemen's UN envoy warned the Security Council that Houthi forces are attempting to impose a 'new reality' in the Red Sea, threatening navigation through the Bab al-Mandeb Strait. The UN called for enforcing the arms embargo, but no concrete action was announced. This signals continued escalation risk in a key maritime chokepoint, though the immediate market impact is limited as it is a diplomatic warning rather than a new attack.