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strikeApr 13, 2026

How a US blockade near the Strait of Hormuz could work and the impact ahead for the global economy

Summary

A blockade of Iranian ports that President Donald Trump said began Monday could further disrupt oil prices, has spurred questions about international law and leaves doubts about whether the pressure tactic will force Tehran to reopen the vital Strait of Hormuz. Trump threatened to impose the blockade after talks to further a fragile ceasefire ended without a deal this past weekend. Iran had previously halted nearly all tanker traffic through the key waterway, allowing only some ships perceived as friendly to pass while charging considerable fees. Enforcing the blockade is likely to demand significant resources from the U.S. Navy and could prompt concerns about military force and international law, experts say. Supply chain analysts, meanwhile, stress that the restrictions could undermine the flow of oil, fertilizer, food and other goods to consumers already facing higher prices. How the US could enforce a blockade of Iranian ports Successfully enforcing the blockade will require sustained commitment of U.S. Navy ships and personnel, as well as clear guidance from the Trump administration and the Navy’s legal department, experts say. From a military standpoint, the biggest challenge will be the enormous volume of shipping traffic transiting the Strait of Hormuz, where nearly 20% of the world's traded oil normally passes. A considerable number of ships may be needed to enforce the restrictions, according to Sidharth Kaushal, a naval power expert at the Royal United Services Institute, a defense and security think tank in London. “A lot depends on the early days of the blockade, how many vessels the Americans can seize, how much they can convince vessels attempting to slip through a cordon that they’re likely to be seized,” Kaushal said. “But in all likelihood, I’d say it will prove difficult for the U.S. to enforce.” The strait’s narrow confines at least will make the geographic area of concern a limited one, said Todd Huntley, director of Georgetown University Law Center’s National Security Law Program. Still, the amount of traffic that goes through “is going to be a challenge,” he said. The U.S. may have to consider whether to allow humanitarian aid to reach Iranian ports, Huntley said, a decision that could determine the blockade’s legality under international law. International rules also require that any nation enforcing a blockade do so impartially, after issuing an advisory to mariners. “How it is carried out will determine whether it is lawful or not,” said Huntley, a retired Navy captain and judge advocate general. “You can’t enact a blockade with the goal of starving the civilian population. Even the DOD law of war manual states that neutral vessels carrying relief supplies should be allowed to pass.” Few merchant vessels are likely to try to evade a blockade, according to Raul Pedrozo, professor of international law at the Naval War College and a retired Navy captain and JAG officer. They won’t want to take their chances against the U.S. Navy, he said. “They see a warship, and they’re going to heave to,” Pedrozo said. Naval blockades aren't a fix-all but can be a tool Blockades historically haven’t been enough on their own but have been used to exert pressure on other countries and their economies during conflicts, experts say. “There are always ways to economize, import, substitute, or just give up on certain things that you can no longer build for want of foreign inputs," Kaushal said. "It can make things a lot harder in a lot of ways, but it doesn’t necessarily achieve decisive outcomes.” A blockade alone can’t sever Iran’s economic ties with trading partners, including China and Russia, or cut off access to the Caspian Sea or Central Asia. The blockade also risks an Iranian response that could reignite the conflict, said Farzin Nadimi, who specializes in Iran and the Persian Gulf at the Washington Institute for Near East Policy. Iran could deploy naval mines, small fast-attack boats and missiles against shipping in response, further disrupting the global economy. “The U.S. wants this to be a short and sweet operation. I don’t think that it can be,” Nadimi said. Trump said Iran has some “fast attack ships” remaining and warned Tehran that any of them coming “anywhere close” to the U.S. blockade would be destroyed by a “quick and brutal” strike. Iran responded with its own threats on ports in the Persian Gulf and Gulf of Oman. Oil prices could keep rising With fears of attacks, experts say most ships won't want to take the risk. The waterway could effectively stay shut — and prices, particularly for oil and gasoline, could rise even more. Halting roughly 20% of the world’s flow of oil has already led to cuts from some major producers in the region, because their crude has nowhere to go. “The problem with a two-side blockade is that you know it’s going to take much longer for the strait to open up and for some kind of agreement to come about — and that’s what's going to send these prices further skyrocketing,” said Vidya Mani, a visiting associate professor at Cornell University whose research focuses on supply chains. Analysts warn that the longer the waterway is closed, the worse prices could get. Oil has swung on markets' quick reactions to announcements from Trump and others about the fate of the war, but they remain steep overall, with crude trading Monday above $100 a barrel, up from roughly $70 before the war. Households and businesses are paying the consequences — particularly in Asia, where countries rely more heavily on fuel imports from the Middle East. But oil is a globally traded commodity, and consumers worldwide are feeling a pinch in their wallets. American drivers, for example, have seen gas prices spike to an average of more than $4.12 a gallon — up from $2.98 before the war. Global supply chains also could see further disruptions The blockade also would hurt the transportation of food and fertilizer, said Patrick Penfield, professor of supply chain practice at Syracuse University. He said the United Arab Emirates, Qatar, Bahrain and other countries could especially see “dramatic food price increases,” as supplies will have to be flown in. Some 30% of the world's fertilizer also comes through the strait, potentially harming farmers and as a result worsening hunger worldwide. “Now you’re talking about impacting the global harvest,” Penfield said. Between these disruptions and oil shocks, he noted that such chaos and uncertainty “bleeds out throughout the whole world.” Mani said chemicals to make basic supplies like paint and metal, including aluminum, would see additional disruptions. She pointed to price pressures even before the U.S. and Israel launched their war against Iran — including new tariffs imposed by Trump, supply chain problems from the COVID-19 pandemic and other geopolitical conflicts. “We just have to be prepared for constant higher prices, irrespective of how this blockade turns out,” she said. “Each crisis has a lingering effect on the next one.” ____ AP Business Writer Mae Anderson contributed to this report in New York.

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  • WYATTE GRANTHAM-PHILIPS, DAVID KLEPPER and JOHN LEICESTER, Associated PressBy WYATTE GRANTHAM-PHILIPS, DAVID KLEPPER and JOHN LEICESTER, Associated Press

    A blockade of Iranian ports that President Donald Trump said began Monday could further disrupt oil prices, has spurred questions about international law and leaves doubts about whether the pressure tactic will force Tehran to reopen the vital Strait of Hormuz. Trump

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DUBAI, United Arab Emirates (AP) — Iran attacked a tanker in the Strait of Hormuz early Tuesday, forcing its crew to abandon the ship, while the United States conducted yet another round of airstrikes targeting the Islamic Republic as they struggle over control of the key waterway.

The 10 consecutive nights of U.S. airstrikes haven’t compelled Tehran to loosen its grip on the strait, through which about a fifth of all crude oil and natural gas traded once passed in peacetime. Even as the U.S. and Iran inch closer to all-out war again, Iran’s interior minister traveled to Pakistan, a key mediator in the conflict, for talks.

However, it remains unclear just what new deal could be reached to end the fighting. The interim deal signed last month that was meant to end the fighting has crumbled. Shipping through the Strait of Hormuz has largely stalled. And as fighting intensifies, both sides have targeted civilian infrastructure relied on by millions of people.

“Iran and groups supportive of Iran may target other U.S. interests overseas or at locations associated with the United States and Americans throughout the world,” the U.S. State Department said in a new warning to Americans. The escalation has pushed oil prices higher in recent weeks.

Benchmark Brent crude traded Tuesday above $88 a barrel and regular gasoline in the U.S. climbed to an average of $4 a gallon, keeping pressure on Americans’ wallets ahead of midterm elections this fall. Meanwhile, the U.S. military identified two soldiers who were killed in Jordan in attacks that left a third person missing.

Separately, the military confirmed another death in Iraq on Saturday during the “controlled detonation” of a downed Iranian drone. President Donald Trump took to social media on Monday to warn that “Every time Iran kills an American Soldier they will pay for that killing many times over!

” Trump was planning to attend a ceremony on Tuesday evening at Dover Air Force Base, where at least one service member’s remains were due to arrive. US strikes come as ships attacked The U.S. military’s Central Command said Tuesday it targeted “Iranian military command centers, maritime capabilities, missile and drone launch sites and air defense systems.

” It released more footage of bombings that targeted sites in Iran. “American forces remain postured and prepared to hold Iran accountable for unwarranted aggression toward civilian mariners seeking to freely and openly transit the strait,” the command said.

Iranian state media reported that explosions were heard in Fars, Hormozgan, Ilam, Kerman and Sistan and Baluchistan provinces. However, traffic through the strait has slowed to a crawl during the latest violence. Lloyd's List Intelligence said only three ships transited the strait on Sunday.

The British military’s United Kingdom Maritime Trade Operations center said a tanker came under attack early Tuesday in the strait off Oman, forcing the crew to abandon the vessel. Iran’s paramilitary Revolutionary Guard claimed the attack, as well as two other attacks on ships Monday in the waterway.

The route around Oman has been the one the U.S. military has encouraged ships to travel to avoid Iran’s control. The UKMTO separately reported Tuesday that another previously unknown attack on a ship took place early the previous day. Tehran also hit U.

S.-allied countries throughout the Middle East. Jordan military's said Tuesday that Iran targeted it with five drones and three missiles, all of which were shot down. Bahrain sounded its missile alert sirens Tuesday afternoon as another Iranian barrage targeted the island kingdom, which is home to the U.

S. Navy's 5th Fleet. Nearly 100 US injuries since early July The Pentagon’s chief spokesperson said nearly 100 U.S. service members have been injured since the U.S. restarted strikes on July 7, and 96% of them have returned to duty.

“The vast majority of injuries experienced were minor concussions,” Sean Parnell posted Monday on X in response to a New York Times report that the Pentagon has withheld information about troop injuries from Iranian strikes. He denied that the Pentagon was hiding data about injuries.

However, the Defense Casualty Analysis System, the military’s clearinghouse for reporting deaths and injuries in conflict, has not been updated as of Monday night with the latest attacks. Yemen rebels threaten attacks on other Mideast waterway Yemen’s Houthi rebels announced a maritime embargo against Saudi Arabia on Monday.

The Houthis, who are backed by Iran, said they would block shipping between the Red Sea and the Gulf of Aden by targeting the Bab el-Mandeb, a maritime chokepoint like the Strait of Hormuz, in response to an attack on Sanaa International Airport last week that they blamed on Saudi Arabia.

With the Strait of Hormuz blocked, Saudi Arabia has been relying on a pipeline to the Red Sea to get millions of barrels of oil out to market. The Houthis earlier demonstrated their ability to disrupt shipping there when they targeted ships for months over the Israel-Hamas war in Gaza, with over 100 vessels attacked.

Saudi Arabia’s military said it would keep the waterway open. “All Houthi threats against transiting vessels will be dealt with swiftly and firmly, as such threats are a blatant violation of international law and fall under acts of maritime piracy,” said Maj.

Gen, Turki al-Malki, a Saudi military spokesman. A glimmer of hope for diplomacy Pakistan has intensified diplomatic efforts in recent days to resuscitate the interim deal. Iranian Interior Minister Eskandar Momeni arrived in Islamabad on Monday for two days of talks with Prime Minister Shehbaz Sharif and others.

On Sunday, U.S. Secretary of State Marco Rubio told reporters that the U.S. is still open to negotiating with Iran but that “it has to be real.” “If the door opens to diplomacy — if the guys that want to do something productive for Iran win and take control of that system, or take control of the negotiations — that’ll be a very positive development,” Rubio said.

“That’s not where we are tonight, unfortunately.” Iranian authorities on Sunday said at least 50 people have been killed and 517 wounded in the latest rounds of U.S. strikes. Since the war began on Feb. 28, 17 U.S. service members have been killed.

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US Secretary of War Pete Hegseth posted social media images showing damage to a maritime control tower at Iran’s Chabahar port following reported US military strikes, accompanied by the caption “Iran does not control the Strait of Hormuz.” India’s Ministry of External Affairs stated that the Shahid Beheshti terminal operated by India at the port sustained no damage.

The ministry reiterated its position that civilian infrastructure should not be targeted during conflicts.

Location: Iran
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The U.S. Central Command reported conducting strikes on Iranian military command centers, missile and drone sites, and air defense systems on Monday evening. Iran attacked a tanker in the Strait of Hormuz early Tuesday, and Houthi forces declared a maritime embargo against Saudi Arabia.

Reports indicate that mediators have proposed a 10-day ceasefire, while Rystad Energy noted risks of higher oil prices.

Location: Iran
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Yemen's Iran-aligned Houthis announced Monday they would impose a maritime blockade on Saudi Arabia, further throttling a global energy market already greatly restricted by Iran's closure of the Strait of Hormuz. This is why it matters and what it means for the Iran war and the global energy crisis.

It is not clear how the Houthis would carry out a maritime blockade of Saudi Arabia, its northern neighbor along the Red Sea coast, or whether it would include a return to attacks on shipping. Yemen sits on the Bab el-Mandeb strait – the southern gateway to the Red Sea – and closing that would open up a new front in the energy crisis and Iran's overarching conflict with the U.

S. With the Strait of Hormuz already disrupted, the Red Sea has become a critical alternative outlet for Gulf oil and other products. A serious disruption would mean both of the Middle East's major oil export routes are shut simultaneously. Iran's partial blockade of the Strait of Hormuz after Israel and the U.

S. attacked it on Feb. 28 disrupted most oil and other exports from the Gulf, raising prices and delivering a global energy shock. Saudi Arabia responded by diverting more than 70% of its normal daily crude exports to the Red Sea port of Yanbu. Ships from Yanbu bound for Europe go north through the Suez Canal.

Those heading to Asia go south through Bab el-Mandeb. Shipments from Yanbu averaged 4 million barrels per day in recent weeks according to data from Kpler and Signal Ocean, up from around 973,000 bpd a year earlier. Total petroleum volumes transiting Bab el-Mandeb amounted to 7.

4 million bpd in June, or about 7% of global oil output, according to Kpler data, up from 4.2 million bpd last year. That has provided a lifeline for the energy market, helping to keep down global oil prices. Saudi Arabia is considering an expansion of its crude oil pipeline to the Red Sea coast, Reuters reported last week.

When the Houthis launched attacks on Red Sea shipping in November 2023, Gulf oil exports were flowing freely. The Houthis have been in a civil war against the Saudi-backed, internationally recognized government for more than a decade and have attacked Gulf neighbors with missiles and drones.

However, a 2022 truce between the country's warring sides largely held until last week, when Yemen's internationally recognized government said it had struck Sanaa airport to stop an Iranian plane landing. The Houthis said Saudi Arabia was responsible and, in response, fired missiles at Abha airport in the kingdom's mountainous southwest.

A senior Houthi official, politburo member Mohammad al-Farah, then warned in an interview on Iran's Press TV website that if the situation kept escalating, Bab el-Mandeb would be closed. The U.S. says Iran has armed, funded and trained the Houthis with help from Hezbollah.

The Houthis deny being an Iranian proxy and say they develop their own weapons. It is not clear how far the group's stance on Bab el-Mandeb and the Red Sea stems from its own strategic priorities or is being made on Iran's behalf. After Israel's genocidal campaign in Gaza, the Houthis began firing at Israel and on shipping in the Red Sea, saying they were doing so in support of Palestinians.

The attacks severely disrupted global shipping, prompting Maersk, Hapag-Lloyd and other major companies to divert around Africa – a far longer, more expensive route. Red Sea traffic has not recovered since, with traffic through the Suez Canal down 52% in 2025 versus 2023 levels and at its lowest in at least 50 years, Suez Canal Authority data shows.

A U.S.-led mission to restore free navigation in the Red Sea involved repeated strikes on Houthi targets and a campaign that shot down hundreds of drones and missiles. But some Houthi attacks continued until last summer, only ending completely with the Gaza cease-fire in October.

Last month, the Houthis said they would ban ships linked to Israel from the Red Sea after Israel renewed military attacks on Iran. However, that threat was never acted on and shipping groups Maersk and Hapag-Lloyd are resuming some Red Sea routes that they had abandoned during the Houthi attacks last year, Maersk said this month.

While Hezbollah and the Iraqi groups joined the war early with rocket and drone fire after the first U.S. and Israeli strikes on Iran, the Houthis had been comparatively quiet. The group's leader Abdul Malik al-Houthi said on March 5: "Our fingers are on the trigger at any moment should developments warrant it.

" Iranian commanders have repeatedly warned that the Houthis could join the war. The Houthis launched a few missile and drone attacks on Israel in late March and early April. Revolutionary Guards Quds Force commander Esmaeil Qaani said on June 1 they could choke off the Red Sea.

That may now have changed with their announcement of the blockade on Monday against Saudi Arabia in retaliation for what they called the kingdom's siege of its ports and airports, including last week's strike.