President Trump's vow to use the US Navy to shut off Iran's access to the Strait of Hormuz is pushing the six-week war into a more dangerous phase with major economic stakes, the Wall Street Journal reports. After US-Iran peace talks in Pakistan collapsed over Tehran's nuclear program, Trump said the Navy will on Monday begin blockading the narrow waterway, inspecting ships that have paid Iran for passage, and clearing sea mines; he warned that any Iranian forces firing on US or commercial vessels would be "BLOWN TO HELL." US Central Command says the blockade, which will begin at 10am Eastern time Monday, will be "enforced impartially against vessels of all nations," but that ships will be allowed to transit the strait if they are traveling between non-Iranian ports—a step back from Trump's initial threat of a full blockade, the AP reports.
The Pentagon says the operation is feasible, but current and former officials who spoke to the Journal caution that keeping control of the strait—bordered by Iran and vital to global oil flows—will be far more complicated than launching the blockade. Iran's regular navy has taken heavy losses, but the Revolutionary Guard still fields a large fleet of fast boats, drones, and mines that can harass or threaten US ships. Retired Rear Adm. Mark Montgomery calls the effort "militarily manageable" but said Washington will likely need partners.
The economic fallout is already spreading. With Iran having previously choked traffic through Hormuz, factories in parts of Asia are cutting output, some gas stations there are rationing fuel, and some airports in Europe and Asia are running low on jet fuel. Analysts estimate about 13 million barrels a day of Gulf oil—or roughly 12% of global supply—has been knocked offline; a successful effort to halt Iran's remaining exports could remove another 2 million barrels daily.
Trump and his advisers argue the blockade is needed to end what they call Iranian "extortion" and to prevent Tehran from ever obtaining a nuclear weapon. The White House says "numerous countries" will join the effort, though key European and Gulf governments have signaled their participation may depend on a broader ceasefire and an international mandate. Iran, buoyed by recent oil revenue, still holds leverage: it could target Saudi and UAE pipelines that bypass Hormuz or use allied groups to threaten other chokepoints, such as the Bab al-Mandeb off Yemen—raising the possibility of a drawn-out test of endurance between Tehran and a global economy already under strain. Experts who spoke to Reuters echoed those who spoke to the Journal, noting a blockade of the strait is an act of war that could bring retaliation from Iran, and is unlikely to help with US gas prices.
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