Expectations for the rapid resumption of the Red Sea route are rising as U.S. President Donald Trump claimed that Yemen's Houthi rebels have promised to halt attacks on commercial vessels, effectively indicating their surrender. President Trump made this statement to reporters ahead of a meeting with Canadian Prime Minister Mark Carney at the White House on the 6th local time, and declared that the U.S. military would immediately cease airstrikes against the Houthi rebels.

President Trump emphasized, "The Houthis have conveyed to the United States that they no longer wish to fight. They said they will no longer blow up ships. I will take their word for it, and we will immediately stop bombing the Houthis." His remarks suggest hope that the ongoing disruptions to international maritime transport, caused by Houthi rebel attacks on commercial vessels in the Red Sea since the outbreak of the Israel-Hamas war in October 2023, could soon be resolved.

The Iran-backed Houthi rebels have indiscriminately attacked international commercial vessels and U.S. warships passing through the Red Sea, citing support for Hamas. In response, the U.S., under the previous Biden administration, conducted airstrikes on Houthi military strongholds, and these exchanges continued under the Trump administration. Particularly in mid-March, the U.S. redesignated the Houthis as a "foreign terrorist organization" and carried out large-scale airstrikes, hitting over 1,000 targets in Yemen until recently. In this context, President Trump's sudden declaration of a halt to airstrikes is expected to have a significant impact on the political situation in the Middle East.

Meanwhile, the Omani government officially announced on the same day that it had mediated a ceasefire agreement between the U.S. and the Houthi rebels, reinforcing President Trump's claims. Omani Foreign Minister Badr Albusaidi stated in a press release, "Neither side will target the other to ensure freedom of navigation and smooth operation of international commercial vessels in the Red Sea." The ceasefire agreement mediated by Oman is expected to contribute to easing military tensions surrounding the Red Sea and stabilizing international trade routes.

However, contrary to President Trump's optimistic outlook, the official response from the Houthi rebels has been somewhat mixed. The Houthi Political Bureau released a statement condemning the Israeli military's attack on Sana'a International Airport, stating, "They will be held accountable." Additionally, a member of the Houthi Political Committee stated, "Operations against the Red Sea and Israel will not stop until the invasion of the Gaza Strip ends," suggesting that the ceasefire agreement may not include a halt to attacks on Israel.

Muhammad Ali al-Houthi, Chairman of the Houthi Supreme Revolutionary Committee, also commented on the possibility of a U.S. halt to attacks via X (formerly Twitter), while continuing to express support for ending the Gaza war. This can be interpreted as the Houthi rebels showing a willingness to yield to direct U.S. attacks, but maintaining their intention to continue hostile actions against Israel. Reuters reported, based on these Houthi responses, that the ceasefire with the U.S. may not imply a cessation of attacks on Israel.

Amid these mixed expectations and concerns about the resumption of the Red Sea route, President Trump announced plans for a Middle East tour starting on the 12th night, with visits to Saudi Arabia, the United Arab Emirates (UAE), and Qatar. He also teased a "very big announcement" on a "very important topic" on the 8th or 9th, before his Middle East tour, without disclosing specific details, leading to various speculations. Some speculate that President Trump's Middle East tour and the imminent announcement may be related to the recent agreement with the Houthi rebels.

The Strategic Importance of the Red Sea Route and the Houthi Threat

The Red Sea is a crucial maritime route connecting the Suez Canal and the Bab-el-Mandeb Strait, accounting for a significant portion of global maritime trade. As the shortest route connecting Europe and Asia, it is essential for the transport of various goods, including oil, gas, and container cargo. The Houthi rebels' continued attacks on commercial vessels have severely disrupted this international trade flow, leading to increased maritime transport costs and supply chain instability.

The Houthi rebels are a major party in the Yemeni civil war, maintaining strong military capabilities with Iranian support. They have occupied the Yemeni capital Sana'a since 2014 and have been engaged in fierce battles with government forces. They have maintained an aggressive stance since the intervention of the Arab coalition led by Saudi Arabia in 2015. The Houthi rebels have strategically used the Red Sea to assert their military influence and increase pressure on Israel and its allies.

Changes in U.S. Middle East Policy and the Possibility of Negotiations with the Houthis

The Trump administration has pursued a hardline sanctions policy against Iran since its inauguration and has intensified military pressure on the Iran-backed Houthi rebels. However, President Trump's recent remarks and the Omani government's disclosure of mediation suggest potential changes in U.S. Middle East policy. Some analysts speculate that the Trump administration may have engaged in direct negotiations with the Houthi rebels to resolve regional instability and minimize the negative impact on the international economy, such as rising energy prices.

Furthermore, President Trump's Middle East tour plans and the teaser of a "very important announcement" lend more weight to this analysis. Given that his tour destinations are all major oil-producing countries and politically influential nations in the Middle East, it is possible that this tour is part of a broader diplomatic effort to stabilize the region, beyond just resolving the Red Sea route issue.

Sustainability of the Ceasefire Agreement and Future Prospects

Whether the ceasefire agreement between the U.S. and the Houthi rebels will lead to actual maritime safety and lasting peace remains uncertain. As seen from the mixed responses of the Houthi rebels, while they may respond to direct U.S. military threats, they are unlikely to easily abandon their hostility towards Israel. Especially with the ongoing Gaza war, it is unclear whether the Houthi rebels will completely cease military activities in the Red Sea.

The international community is closely monitoring this ceasefire agreement and hopes for practical measures to ensure the safe resumption of the Red Sea route. However, the complex political dynamics in the Middle East and the presence of various stakeholders suggest that many challenges remain in resolving the Red Sea issue. The future direction of U.S. Middle East policy, the actual changes in the Houthi rebels' behavior, and the diplomatic efforts of neighboring countries will be crucial variables determining the future of the Red Sea route. Attention is focused on whether President Trump's imminent "very big announcement" can resolve these uncertainties and create a new turning point for peace in the Middle East.