Slow structural indicators (World Bank, UNHCR) that calibrate how event activity is interpreted. Descriptive, not a forecast.
Fragility: severe · 76/100Unemployment 17.32% · Population under 15 41.02% · Displaced (refugees + IDPs) 11.62%
Population · 2025
41.8M
Unemployment · 2025
17.3%
Refugees (origin) · 2025
57,327
Internally displaced · 2025
4.8M
Market & economic exposure
Structural channels through which escalation in Yemen has historically moved global markets. Direction/strength are typical historical reactions, not a forecast or investment advice.
Red Sea / Bab-el-Mandeb / Suez
✈ 5 aircraft · 36% of normal ⚠🌐 100% connectivity
▼Suez transit volumehighShips reroute around the Cape of Good Hope → +10–14 days.
▲Container freight (Asia–Europe)highRerouting raises freight rates and delivery times.
▲Brent crudemediumPart of oil/LNG flows transit Bab-el-Mandeb.
Historically (45 escalation days): median +3.94% over 5d · matched the expected direction 64% of the time