Has the Strait of Hormuz Chokepoint Become a Checkpoint for Iranian Shipping?

What’s Going on With Shipping? (Sal Mercogliano)
What’s Going on With Shipping? (Sal Mercogliano)Mar 18, 2026

Why It Matters

Control of the Strait of Hormuz directly affects 25% of global trade, so Iranian checkpointing could trigger widespread supply disruptions and price spikes unless a unified international response is mounted.

Key Takeaways

  • Iran reroutes vessels through its territorial waters, creating checkpoint.
  • Outbound traffic dominates, with 87% of recent transits leaving Gulf.
  • US lacks sufficient naval assets to contest Iranian control.
  • Potential economic impact: 25% of global trade at risk.
  • Allies reluctant to join US operation, weakening collective response.

Summary

The video examines how the Strait of Hormuz, long‑standing maritime choke point, is evolving into an Iranian‑controlled checkpoint. Recent vessel‑tracking data shows ships are being steered into Iran’s territorial waters for visual inspection before exiting the Gulf, effectively shifting the strait from a neutral passage to a regulated corridor.

Data from the International Maritime Organization, Winward analytics and MarineTraffic reveal a dramatic drop in overall transits – only 15 vessels in three days – with roughly 87% of those moving outbound. At least five bulk carriers were observed hugging Iran’s coast between Lar and Kish islands, deviating from the international traffic separation scheme. Iranian officials cite “dribbling” tankers as a sign of limited leverage, while U.S. adviser Ken Hassid remains optimistic about a short‑term resolution.

The host cites quotes from White House adviser Ken Hassid, maritime analyst Michelle Whis Bachmann, and former President Trump’s claim that NATO allies declined participation. Specific ship movements, such as the Star Gwenneth and Georgia Ta, illustrate the new routing pattern, and the discussion highlights Iran’s use of drones and unmanned surface vessels rather than traditional naval firepower.

If the checkpoint solidifies, the strait – conduit for roughly a quarter of global oil and gas shipments – could become a strategic lever for Tehran, driving up freight costs and fuel prices worldwide. The United States’ limited surface‑combat presence and the reluctance of allies to intervene raise concerns about the ability to keep this vital artery open, underscoring the need for coordinated diplomatic and naval strategies.

Original Description

This episode looks at the importance of maritime chokepoints over the past five years and how Iran has begun to control shipping egressing from the Strait of Hormuz by requiring sailing into Iranian waters and clear its passage. We also review the March 17, 2026 Joint Maritime INformation Center report, examine the latest attack on a Kuwaiti gas carrier in the Gulf of Oman, discuss President Trump's announcement to go it alone regarding escorts, and the impact the closure is having on mariners.
Patreon: www.patreon.com/wgowshipping
Twitter: @mercoglianos
Bluesky: @mercoglianos.bsky.social
Facebook: @wgowshipping
Email: mercoglianosal@gmail.com
UKMTO JMIC Advisory
Marine Traffic
www.marinetraffic.com
Kuwaiti gas carrier hit by projectile in Gulf of Oman
Oil Tankers ‘Starting to Dribble Through’ Strait of Hormuz, says White House
Ships Hug Iran’s Coast in Emerging Hormuz Workaround
Trump Declares U.S. ‘Doesn’t Need Anyone’ After Allies Balk at Hormuz Mission
UN Shipping Agency Says 3,200 Ships Trapped West of Hormuz as Emergency Council Meeting Called
Covert Shores
Anchor of Resolve

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