Energy Security in Europe and North America Amid Red Sea Disruptions

The agency warns that EU states could face a gas shortage if the Houthis press their maritime campaign in the Red Sea and keep disrupting one of the critical energy trade arteries that Europe relies on. The risk is not theoretical: it directly touches the flow of LNG and natural gas that power factories, heat homes, and keep lights on across the continent. The disruption could tighten an already fragile energy balance, and the consequences would ripple through households, industries, and public services, especially in times of peak demand and ongoing market volatility. In short, the Red Sea convoy route remains a pivotal choke point whose stability matters far beyond the ships that sail within sight of its shores, touching energy security and price stability for many North American markets as well. [cited reporting]