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strikeMay 12, 2026

OPINION | The Iran conflict shifts to a high-stakes battle for control over Hormuz

Summary

The Strait of Hormuz has emerged as the central battleground of the Iran conflict. The passage of a handful of oil and gas tankers in recent days, apparently with Tehran’s consent, hints at tacit acceptance of its control. This foreshadows a more dangerous phase in what is fast turning into a Hormuz war. Tehran’s near-complete closure of the vital trade artery since the joint Israeli-US airstrikes on February 28 and the reciprocal US naval blockade imposed last month have sent shockwaves through global energy markets. Countries, particularly in Asia, have struggled with the sudden loss of more than 13 per cent of global oil supply and roughly a fifth of liquefied natural gas flows. Thus, many welcomed the news that three very large crude carriers (VLCC), each hauling around two million barrels of Iraqi oil headed for Asia, slipped through last week with their tracking systems switched off, according to Kpler shipping data, with some indications the transits were coordinated with Tehran. Qatar also shipped its first two LNG cargoes since the war began. The LNG is being sold to Pakistan - the primary mediator in US-Iran negotiations - under a government-to-government deal, according to sources familiar with the matter. They said Iran had approved the shipment to help build confidence with Qatar and Pakistan. There are also signs that other vessels, including oil tankers, have transited the strait in recent weeks with their transponders switched off. It remains unclear whether those passages were sanctioned by Iran or whether shipowners paid informal tolls to secure safe passage. Several, however, appeared to have travelled along shipping lanes close to Iran's coastline. While this trickle of cargoes offers badly needed relief to import-dependent economies, it is not a signal that the global energy system is returning to normal – quite the opposite. The movements represent a mere fraction of the roughly 140 vessels that crossed Hormuz daily before the conflict, meaning global markets remain tight and vulnerable. More importantly, they point to an emerging new order. Iran is beginning to dictate not whether Hormuz is open or closed, but who gets to use it - an arrangement that could outlast the current conflict and sow the seeds of the next. Persian Gulf exporters like Saudi Arabia, the United Arab Emirates, Qatar, Kuwait, Bahrain and Iraq - whose economies depend on the unhindered flow of hydrocarbons - will be alarmed by any system in which Tehran determines which cargoes reach global markets and on what terms. Buyers will be equally uneasy. Asian importers, already reeling from supply disruptions, will likely resist any framework that gives Tehran a direct lever over their energy security and economic stability. Above all, the US is unlikely to tolerate a settlement that cedes Tehran such sweeping political and economic leverage. President Donald Trump has insisted that transit return to its pre-war status as a condition for any permanent ceasefire. Allowing Iran to manage access to the strait would undermine Washington’s stated war aims and make any claim of victory hollow. Iran, for its part, will not be eager to relinquish its control over the chokepoint – and, by extension, the global economy. It is by far Tehran's most powerful weapon. With the US blockade having reportedly cost Iran roughly $3 billion so far, it will also need the revenue that selective transit fees can generate. The logic points to a bleak conclusion. If this selective, Iran-mediated transit pattern becomes entrenched, it risks hardening into a new normal that may persist even if a ceasefire is hammered out. Tehran may agree to reopen the strait to secure US concessions, but restoring full, unconditional freedom of navigation looks unlikely. Such a stasis would be inherently unstable - institutionalising disruption rather than resolving it. Renewed confrontation between Tehran and Washington - and potentially with gulf states - would become increasingly likely, as all sides tested the limits of who controls the flow of energy through the strait. US war aims have shifted repeatedly in recent months. Yet the conflict has essentially coalesced around a single defining question: who controls the Strait of Hormuz? That answer will likely shape the future of the gulf. (Reporting by Ron Bousso; Editing by Marguerita Choy)

Perspectives

Iranian Official

The Islamic Republic of Iran has asserted its sovereign control over the Strait of Hormuz in legitimate defense against foreign aggression, closing the vital artery following the joint Israeli-US airstrikes of February 28 and the unlawful US naval blockade. This act of resistance has exposed the vulnerability of global energy supplies to such provocations. Selective transits by certain tankers, approved by Tehran, reflect Iran's measured exercise of authority rather than any concession to external pressure.

Israeli

Iran's near-total closure of the Strait of Hormuz after joint Israeli-US defensive strikes on February 28 exposes Tehran's strategy of leveraging proxy networks and maritime control to choke global energy supplies, directly threatening Israel's survival amid existential Iranian aggression. Selective tanker transits coordinated with Tehran, including Iraqi oil and Qatari LNG routed via Pakistan, reveal manipulative tactics to sustain pressure while evading accountability. These developments underscore the necessity of sustained Israeli actions to neutralize Iran's expanding threats.

Neutral

Reports indicate that tanker transits through the Strait of Hormuz have included three VLCCs carrying Iraqi crude to Asia last week, with tracking systems disabled according to Kpler data, as well as initial Qatari LNG shipments to Pakistan under a government-to-government arrangement. Iranian approval for these movements has been cited by unnamed sources as a confidence-building measure, though such coordination remains unverified. These transits occurred amid restrictions on the strait following Israeli-US airstrikes on February 28 and a subsequent US naval blockade, which have reduced global oil and LNG flows.

Western

The Strait of Hormuz has become the focal point of efforts to neutralize Iranian threats to global energy transit following joint US-Israeli precision strikes on February 28 and the subsequent naval blockade. Limited transits by VLCCs carrying Iraqi crude and Qatari LNG shipments to Pakistan, executed with disabled transponders, reflect Tehran’s constrained concessions under sustained pressure to reopen the vital artery. These operations prioritize strategic objectives of securing maritime access and mitigating the disruption of over 13% of global oil and 20% of LNG supplies.

Pro-Peace

The US-Israeli airstrikes and subsequent naval blockade have triggered a near-total closure of the Strait of Hormuz, slashing global oil and LNG supplies and inflicting severe energy shortages on civilians across Asia, where households and essential services face rising costs and potential blackouts. These military moves risk further escalation and humanitarian fallout, even as limited tanker transits and Qatar’s LNG shipments to Pakistan—facilitated with Iranian approval—signal tentative confidence-building. Such steps underscore the urgent need for sustained diplomatic mediation by Pakistan and others to avert wider suffering and restore safe passage without violence.

Global South

Iran’s sovereign assertion of control over the Strait of Hormuz, in response to joint Israeli-US airstrikes and a subsequent American naval blockade, exposes the neo-colonial pattern of Western powers weaponizing energy routes against the Global South. The resulting cutoff of over 13% of global oil and a fifth of LNG flows has inflicted acute hardship on Asian economies, while selective tanker transits—including Iraqi crude to Asia and Qatari LNG routed via Pakistan—reveal how Tehran navigates these pressures through bilateral understandings rather than deference to ineffective multilateral institutions. Such dynamics underscore the failure of global governance to shield developing nations from externally imposed supply shocks.

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  • ReutersBy Reuters

    The Strait of Hormuz has emerged as the central battleground of the Iran conflict. The passage of a handful of oil and gas tankers in recent days, apparently with Tehran’s consent, hints at tacit acceptance of its control. This foreshadows a more dangerous phase in what is fast t

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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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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.