How Iran defied Trump threats to emerge as Strait of Hormuz gatekeeper

Trump has called on other navies to help open the strait, but countries are instead striking deals with Iran.

As United States President Donald Trump tries to build a coalition of navies willing to open the Strait of Hormuz, some countries are negotiating safe passage directly with Iran, underscoring a new de facto reality, analysts say: Regardless of military results, Tehran is calling the shots on who gets to use the world’s most important energy waterway.

After US-Israeli strikes on Iran began on February 28 and killed Supreme Leader Ali Khamenei, the Iranian military leadership responded by focusing on its most potent form of leverage – Iran’s geography. The country controls the northern shore of the Strait of Hormuz, through which 20 percent of global crude oil and natural gas supplies pass. It is 33km (20 miles) wide at its narrowest point, so any naval force that wants to cross it becomes easy prey for Iranian attacks coming from the mainland.

Considering insurance companies’ low appetite for risk, it took relatively few attacks on vessels in the strait – or just the threat of them – to undermine market confidence and send insurance premiums shooting up, causing a near paralysis in maritime traffic. About 20 vessels have been attacked since the start of the war.

“Iran has effectively proven that it dictates the terms of passage through the strait. They have now shown they are the gatekeeper of this important chokepoint. This will elevate the status of Iran in the geography of the Gulf,” said Andreas Krieg, an associate professor in Security Studies at King’s College London and a fellow at King’s Institute of Middle Eastern Studies. This will be the new reality for the foreseeable future, he added.

Meanwhile, crude prices have risen above $100 a barrel, more than 20 percent higher than pre-war prices, forcing countries to make the biggest releases of emergency reserves in history. Gas prices have risen by more than 40 percent since the war began.