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2026 Strait of Hormuz crisis
Part of the 2026 Iran war
Hormuz map.png
The Strait of Hormuz highlighted by a red box, at the entrance to the Persian Gulf
Date 28 February 2026 (2026-02-28) – present
(3 months and 5 days)
Location Strait of Hormuz, Persian Gulf, and Gulf of Oman
Cause 2026 Iran war
Participants Iran, United States, Israel, and shipping companies
Outcome
  • Global fuel shortages
  • US-led air attacks on Iranian targets near the strait
  • US naval blockade of Iran
  • US naval escort operation
  • Formation of Persian Gulf Strait Authority
Casualties
1 tugboat sunk
At least 17 merchant ships damaged, of which 7 abandoned
2 merchant ships captured
12 seafarers killed or missing
1 port worker killed and 2 wounded in Bahrain

The Strait of Hormuz is a narrow waterway important for world trade. It connects the Persian Gulf to the open ocean. Since February 28, 2026, shipping traffic through this strait has been largely blocked by Iran. This happened after the United States and Israel began an air war against Iran. During this conflict, Iran's leader, Ali Khamenei, was killed.

In response, Iran launched missile and drone attacks on Israel, US military bases, and US-allied countries in the Persian Gulf. The Iranian Revolutionary Guard Corps (IRGC) warned ships not to pass through the strait. They also boarded and attacked merchant ships and placed sea mines in the water. Since April 13, the US has also blockaded Iranian ports. Before these events, the Strait of Hormuz was open. About 25% of the world's oil and 20% of its liquefied natural gas (LNG) traveled through it.

The warnings and attacks made shipping companies stop their operations in the strait. This caused a big drop in maritime traffic. Tanker traffic first fell by about 70%. Over 150 ships waited outside the strait to avoid danger. Soon, almost no ships were passing through. On March 27, the IRGC announced that the strait was closed to any vessel going to or from ports in the US, Israel, and their allies. By April 21, about 20,000 sailors and 2,000 ships were stuck in the Persian Gulf because of the closure.

Fears of long-lasting supply shortages caused oil prices to rise very quickly. Brent crude oil prices went above US$100 per barrel on March 8. This was the first time in four years. Prices reached a peak of US$126 per barrel. March 2026 saw the biggest monthly increase in oil prices ever. The strait's closure became the largest disruption to world energy supply since the 1970s energy crisis. It was also the biggest in the history of the world oil market. Other goods like aluminum, fertilizer, and helium also faced supply problems and price increases.

On March 9, US President Donald Trump said that Iran's military was destroyed and the strait was open. He also said the US might take control of it. On March 15, he asked NATO members and China to help reopen the strait. In late March and early April, Trump threatened to destroy Iran's infrastructure if it did not reopen the strait. A temporary ceasefire between Iran and the US was agreed on April 8. This agreement was supposed to include reopening the strait. However, Iran started controlling traffic and charging high tolls for ships. After peace talks failed, the US Navy began blockading Iranian ports from April 13. This situation was called a "dual blockade." The US Navy blocked Iran, and Iran blocked the Gulf.

On April 17, Iran announced the Strait of Hormuz would be open for commercial shipping during a ceasefire between Israel and Lebanon. But the US continued its blockade of Iran. As a result, Iran put its restrictions back in place. On May 4, Trump started Operation Project Freedom. This was a US Navy mission to escort merchant ships out of the Gulf. This happened as many commercial vessels were delayed or could not use the route. The Iranian military warned that this mission was a ceasefire violation. On May 6, Trump paused Project Freedom, saying there was "great progress" toward a possible agreement.

Effects of the Crisis

How Shipping Was Affected

Strait of Hormuz Transits.webp
Shipping traffic through the Strait of Hormuz from February to April 2026

In late February, many ships left the Strait of Hormuz, but few entered. At least three tankers were hit near the strait. On March 1 and 2, almost no ships appeared in the strait. Major container shipping companies like Maersk and CMA CGM stopped using the strait. They also stopped using related routes like the Red Sea. This meant ships had to go around Africa, adding weeks to travel times and increasing costs. The crisis disrupted global energy supplies and left many tankers stuck in the Persian Gulf.

Cruise ships also stopped using the strait. This left 15,000 passengers stranded on at least six major cruise ships. On March 15, an Iranian commander said Iran would continue to use the strait as a way to put pressure on others. Some ships, mostly carrying oil for China and India, did manage to pass. Iran set up its own shipping channel north of Larak Island. One ship paid $2 million to use this channel.

On April 9, there was no sign that an agreement to lift the Iranian blockade was being followed. Ships were still being stopped. The CEO of Abu Dhabi National Oil Company said the strait was not open because Iran was restricting traffic. He added that 230 loaded oil tankers were waiting inside the Gulf.

Around April 18, during a short period when both Iran and the US said the strait was open, all six stranded cruise ships sailed out.

By April 20, traffic through the strait had dropped sharply again. On April 21, the International Maritime Organization reported that about 20,000 sailors and 2,000 ships were still stuck in the Persian Gulf. On May 11, the Saudi Aramco CEO said over 600 tankers were stuck inside the Persian Gulf, and another 240 were waiting outside. While large ship traffic was limited, small boats, especially speedboats, continued to cross the strait for trade.

Impact on the Global Economy

Oil prices.webp
Changes in oil prices during the crisis
Oil shortages in Thailand - "out of diesel" at a petrol station (2026-03-22) - img 02
A petrol station in Thailand showing "out of diesel" on March 22, 2026, due to fuel shortages.

The blocking of shipments, which reduced oil flow by over 90%, raised energy and agricultural costs worldwide. About 20% of the world's oil and LNG usually passes through the strait. The disruptions caused Brent crude oil prices to jump by 10–13% early on. Experts warned prices could go even higher. This price increase was especially hard for Asian countries like China and India. Natural gas prices in Europe also surged. The shipping problems added to price changes in the United Kingdom's energy markets. Experts warned this could increase household energy bills.

This crisis was called the biggest disruption to energy supply since the 1970s oil crises. It was also the largest in the history of the global oil market. Experts from banks like Barclays and Goldman Sachs warned of continued high oil prices if the strait remained restricted. The disruptions also raised worries about inflation and possible economic slowdowns in countries that import oil.

OPEC+ promised to increase oil production to help with shortages. Japan, which gets most of its oil from the Middle East through the strait, asked its government to release oil from reserves. Pakistan, which relies on imported oil, asked Saudi Arabia to send oil through a different port. Saudi Arabia also diverted some of its own oil exports.

On March 3, Iraq started shutting down operations at the Rumaila oil field because there was no space to store oil. On March 6, Qatar's Energy Minister warned that if the conflict continued, other Gulf energy producers might have to stop exports. This would harm world economies. QatarEnergy had already stopped gas production. On March 7, the Kuwait Petroleum Corporation announced it would cut oil production. Bahrain and the UAE also reduced their oil production. By March 8, oil production in southern Iraq had dropped by 70%. By March 12, Gulf Arab states had cut their production by at least 10 million barrels per day. On March 13, Saudi Arabia reduced its oil production by 20%.

Oil Deliveries From Hormuz
Oil delivery routes and approximate travel times from the Strait of Hormuz.

On March 8, crude oil prices went above US$100 per barrel for the first time in four years. Prices reached a high of $126. This price surge was faster than during any other recent conflict. On March 11, 32 countries in the International Energy Agency agreed to release 400 million barrels of oil from their emergency reserves. The US temporarily lifted its ban on Russian oil for some tankers. In the second week of March, gasoline prices in California went over $5 per gallon. On March 19, Dubai crude oil prices reached a record high of US$166. On March 23, Brent crude prices fell after President Trump's comments on negotiations. However, on March 27, Brent crude increased again after negotiations failed. March 2026 saw the largest monthly increase in oil prices ever.

Effects on European Energy

The crisis led to more European imports of Russian liquefied natural gas (LNG). Between January and April 2026, the European Union imported a record amount of LNG from Russia. This happened because of worries about disruptions to Middle Eastern energy routes.

Experts noted that the tensions around the Strait of Hormuz highlighted Europe's continued reliance on Russian LNG. This was despite efforts to reduce imports after the Russian invasion of Ukraine.

Impact on Industries

The US defense industry faced major problems getting critical minerals like sulfur through the strait. A lack of sulfuric acid led China to ban exports, affecting things like copper production in Chile. Aluminum prices also increased slightly. This is because Gulf states produce a lot of raw aluminum. About one-third of the world's helium production was affected. This was due to problems with LNG production in Qatar and the difficulty of transporting helium quickly. Helium suppliers started limiting deliveries.

The Gulf region also produces nearly half of the world's urea and 30% of ammonia. About one-third of the world's fertilizer passes through the strait. Urea prices increased by 50% by late March 2026. Other fertilizer prices also rose. The LNG disruption also affected fertilizer production, impacting farming in the Northern Hemisphere. This could reduce corn planting and harvests in the US. This might lead to higher global food prices into 2027. Unlike oil, there are no international reserves for fertilizer. This makes supply problems harder to manage. Experts estimated that global fertilizer prices could be 15–20% higher in the first half of 2026 if the crisis continues.

International Law and the Strait

Strait of hormuz full
International borders in the Strait of Hormuz (2004).

Some experts believe that closing the Strait of Hormuz goes against international law. They say Iran is violating the United Nations Convention on the Law of the Sea (UNCLOS). Iran has signed this treaty but has not officially agreed to it, so it doesn't fully apply to Iran. Placing sea mines in the strait is also seen as a violation of sea law.

UNCLOS allows ships to pass freely through territorial waters without paying a fee, unless they receive specific services. However, UNCLOS also says that countries can set the width of their territorial sea up to 12 nautical miles.

Iran's New Definition of the Strait

In May 2026, the Islamic Revolutionary Guard Corps Navy announced a new definition for the Strait of Hormuz. Officials described it as a "vast operational area." According to an IRGC official, the strait was no longer just the narrow passage around Hormuz and Hengam islands. It was now a wider strategic zone stretching from the Iranian port city of Jask to Siri Island.

Attempts to Reopen the Strait

On April 17, Iran's foreign minister announced that the Strait of Hormuz was open to all shipping traffic. Iran said it would stay open during the ceasefire in Lebanon. After this announcement, oil prices dropped sharply by 11%. Even though the strait was declared open, commercial traffic was not expected to return to normal immediately. Soon after, President Trump said the strait was completely open. But he added that the US naval blockade would remain until negotiations with Iran were finished. On April 18, Iran said it closed the Strait of Hormuz again. This was in response to the US refusing to lift its naval blockade.

Islands Near the Strait of Hormuz

  • Qeshm
  • Hormuz
  • Hengam
  • Larak
  • Siri Island
  • Faror Island
  • Abu Musa (Administered by Iran, claimed by Iran and the United Arab Emirates)
  • Greater and Lesser Tunbs (Administered by Iran, claimed by Iran and the United Arab Emirates)
  • Quoin Islands (claimed by Oman)
  • Umm al-Fayyarin (claimed by Oman)
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