
US military and international allies express confusion and opposition as oil prices surge following the president's announcement
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On Sunday, the president posted to social media: âThe United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz.â
Accusing Iran of âWORLD EXTORTIONâ, Trump threatened that any person who attacked the US vessels would be âBLOWN TO HELL!â
Trumpâs sweeping threat to blockade âany and allâ ships was later contradicted by his own military, which announced a more targeted blockade. The US Central Command (Centcom) said the blockade would be confined to vessels transiting through Iranian ports â and that it would permit passage of ships headed to ports belonging to the USâs Gulf allies. Centcom said the blockade would come into effect at 10am ET (3pm BST) and apply to the Gulf and the Gulf of Oman, which are connected by the thin strait of Hormuz.
Creating further confusion, the US military later sent a note to seafarers saying the blockade would only be enforced in waters east of the strait of Hormuz, according to Reuters.
Trump told Fox News that allies, many of whom he has criticised for failing to back the war, wanted to help with the operation in the strait. The British prime minister, Keir Starmer, said London would not support the blockade and that despite âconsiderable pressureâ, he would not get âdragged into the warâ. The Australian prime minister, Anthony Albanese, said his country was not asked to participate, while the Spanish defence minister, Margarita Robles, said a US blockade âmakes no senseâ.
Reports indicate that the reopening of the strait â which was open before the war â was one of the big sticking points in the weekend negotiations between the US and Iran. Tehran has indicated that it would like to retain control of the waterway after the war has ended, and has floated a plan to charge a fee of up to $2m for each ship that passes through the waterway. Trump and other world leaders have rejected such a plan as an attack on âfreedom of navigationâ.
Despite Trumpâs claims that reopening the waterway is not his responsibility, the president is under pressure to resolve the issue before the continued closure of the strait unleashes an even greater crisis for the global economy. Trumpâs envoys failed to negotiate effectively with Tehran to reopen the waterway.
The US military has not offered many details yet, including how many warships will enforce it, whether warplanes will be used and whether any Gulf allies will assist in the effort.
Experts say it is unlikely the US military would fire missiles or other weapons at tankers, given the risk of an environmental disaster. The most likely option is the US navy will try to force vessels to change course through threats, and if that doesnât work, they will launch armed boarding parties to take physical control of the ships, experts say.
âTrump wants a quick fix. The reality is, this mission is difficult to execute alone and likely unsustainable over the medium to long term,â said Dana Stroul, a former senior Pentagon official during the Biden administration now at the Washington Institute for Near East Policy.
Any US naval presence in areas close to Iran would also expose the military to potential attacks.
Experts say the blockade could lead to higher oil prices but much depends on its âscope and implementation.â
Kevin Book, the managing director of research at the research firm ClearView Energy Partners, said that leaner volumes generally mean tighter markets and higher prices. âHow Tehran responds matters, too. Iranian and/or Houthi reprisals against Gulf producersâ alternative routes could drive prices still higher,â Book said.
By closing the strait to vessels carrying Iranian oil, Trump could cut off one of the regimeâs major sources of funding â but it could also have a negative effect on global prices.
About 100 tankers have transited the strait since the US and Israel started bombing Iran, most of them carrying Iranian oil products bound for China and India. The US has allowed Iran to continue these exports â and even lifted sanctions on Iranian oil at sea â in a move to ease supply pressures.
After Trumpâs announcement, the price of US crude increased 8% to $104.24 a barrel and Brent crude oil rose 7% to $102.29. Brent crude, the international standard, has gone from roughly $70 a barrel before the war in late February to as high as $119 over the course of the conflict.
Iranâs Revolutionary Guards have said any warships that approach the strait to enforce a blockade will be considered in breach of the current ceasefire and be dealt with strongly. They said the strait remained under Iranian control.
Trump floated the possibility on Sunday of a resumption of US strikes inside Iran, citing missile factories as one possible target.

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