Iran Announces the Strait of Hormuz Is Closed to the US & Israel | For Everyone Else, $2M Please!

What’s Going on With Shipping? (Sal Mercogliano)
What’s Going on With Shipping? (Sal Mercogliano)Mar 25, 2026

Why It Matters

By constricting a vital oil conduit and imposing steep fees, Iran is pressuring global energy markets and testing the limits of international maritime law, with immediate repercussions for fuel prices and geopolitical stability.

Key Takeaways

  • Iran declared Hormuz closed to US, Israel, and aggressors.
  • Vessels rerouted through Iranian territorial waters, indicating informal agreements.
  • Hormuz closure throttles ~20 million barrels daily, raising global oil prices.
  • Iran imposes ad‑hoc $2 million transit fees, challenging international law.
  • Shipping delays force longer routes, straining tanker capacity and markets.

Summary

Iran announced to the United Nations that the Strait of Hormuz is officially closed to vessels belonging to the United States, Israel, and any nation it deems an aggressor. The declaration follows a series of maritime attacks since early March and reflects Tehran’s broader strategy of leveraging the chokepoint after what it describes as U.S. and Israeli aggression.

Marine‑traffic data show ships now hugging Iran’s territorial waters north of Larak and Kish islands, bypassing the central traffic separation scheme. Over the past 24 hours, six tankers and four cargo vessels have transited, but overall flow has dropped dramatically from the usual 20 million barrels per day to roughly one million, forcing oil to be rerouted through longer Red Sea and African passages.

Iran’s UN statement cites the right of self‑defence and demands coordination with Iranian authorities, even threatening to deny “innocent passage” to non‑hostile vessels. A container ship bound for Pakistan was forced to reverse course after Iranian forces intervened, and Bloomberg reports that Tehran is extracting up to $2 million per voyage as an ad‑hoc toll—an action that contravenes the 1982 UNCLOS provisions on free navigation.

The combined effect is tighter global oil supplies, higher freight costs, and a surge in gasoline and diesel prices in the United States and elsewhere. The move also raises legal questions about the legitimacy of Iran’s control over an international waterway, potentially prompting diplomatic disputes and prompting other powers to reassess naval deployments in the region.

Original Description

A trickle of ships is flowing through the Strait of Hormuz under the auspices of the Iranians, with charges that they are paying $2 million apiece; meanwhile US and Israeli ships are excluded from the Strait, and it is not clear how the US and Israel will end this conflict.
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00:00 Introduction
00:37 Hormuz Update
02:14 Global Context of Persian Gulf Tankers
07:47 Iran's Announcement on the Strait of Hormuz
15:29 How does this end?
Marine Traffic
www.marinetraffic.com
UKMTO JMIC Advisories
EIA Gas Prices
Iran Tells UN ‘Non-Hostile’ Ships Can Transit Hormuz, If They Coordinate With Tehran
IRGC Commander: Iran Turns Back Containership in Hormuz as ‘Permission to Transit’ Policy Emerges
Iran Imposes $2M ‘Toll’ on Ships Transiting Strait of Hormuz

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