Trump closes the Strait of Hormuz: the energy standoff escalates
With 10,000 US personnel, more than a dozen warships and over 100 aircraft, Washington has imposed a naval blockade in the Strait of Hormuz against any vessel that has paid Iran to cross. The measure, announced after the failure of negotiations, raises tensions in a conflict now five weeks old.
An unprecedented naval force for a controversial blockade
The deployment, coordinated by CENTCOM, aims to intercept tankers paying tolls to Tehran, a practice that had become widespread after earlier attempts at pressure. The move, described by some analysts as clever in the short term, raises doubts about the real capacity to maintain the cordon in the face of possible escorts of Chinese or Indian ships. The prevailing view is that attrition favours Iran, which can rely on low-cost missiles against high-value vessels.
Who can hold out longer? The battle over oil
While the United States hopes to profit from its own production, the blockade directly affects the main buyers of Iranian crude: China, India and Pakistan. Beijing has already warned that the strait must remain open to its vessels, and some argue this standoff will accelerate the construction of alternative pipelines to bypass the bottleneck, some destined for Israel. The irony is hard to miss: the same measure intended to hurt Iran could end up weakening the dominance of the petrodollar.
A brief respite: ten minutes of opening
Iran's first response was to give in: after just a few days, Tehran peine the passage, but the truce lasted about as long as a press statement. Immediately afterwards, strict controls were reimposed, showing that the dispute is far from settled. The open question is whether this escalation will push into open conflict or, as on other occasions, dissolve into strategic ambiguity.
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