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.

Trump initially floated the idea of ordering the US Navy to escort vessels through the waterway. He then appealed to some countries to send warships and warned NATO members they would face “a very bad” future if these allies failed to help in opening the strait. But the appeal was either turned down or received noncommittal responses. Japan said it had no plans to deploy naval vessels. Australia ruled out sending ships. The United Kingdom said it would not be drawn into the wider war. Germany sent a clear message: “This is not our war”.

Others decided to take action – but not of the kind that Trump asked for. On Saturday, two India-flagged gas tankers passed through the strait after days of negotiations between New Delhi and Tehran, including a phone call between Indian Prime Minister Narendra Modi and Iranian President Masoud Pezeshkian. Ships from Pakistan, Turkiye and China also have transited through the Strait of Hormuz. The Financial Times has reported that Italy and France have also reached out to Iran for deals although Italian authorities have rejected making such an overture.

Meanwhile, Windward, a maritime intelligence tracking group, said that while traffic in the strait on Tuesday remained 97 percent below average, a growing number of ships have been passing through Iran’s territorial waters, suggesting that Tehran is allowing “permission-based transit”.

‘It is up to us to decide’

There is a precedent for US naval forces to escort convoys through the strait dating back to the Iran-Iraq War in the 1980s. But today’s scenario is different, experts said. Back then, the US, while it was backing Iraqi leader Saddam Hussein, was not a direct party to the conflict. Iran was still in a post-revolutionary process of consolidating power, and its Islamic Revolutionary Guard Corps was nowhere near as organised as it is today.

Today, Iran has drones that its factories are capable of producing on a large scale and has been using them. Iranian forces could also use small boats to assault tankers, deploy mines and engage in other guerrilla-style tactics. While there are conflicting reports on whether Iran has placed mines in the strait, experts said it would be a counterproductive move for Tehran because it would disrupt the passage for any ships – Iranian vessels included – and it would take away from Tehran the power to choose who may pass.

Iranian officials are aware of their geographic advantage. “This is up to our military to decide,” Iranian Foreign Minister Abbas Araghchi said on Sunday, referring to who will be allowed to use the strait.

Pro-government figures increasingly frame the Strait of Hormuz as a strategic bargaining tool beyond the war itself, suggesting the waterway could be used to extract compensation, sanctions relief or broader economic concessions after the war, Hamidreza Azizi, an expert on Iran and visiting fellow with the German Institute for International and Security Affairs, commented on X.

Recent attacks seem to suggest that Iran wants to increase its pressure on the energy market.

On Tuesday, a drone attack caused a fire at the port of Fujairah, the United Arab Emirates’s only crude export terminal. It is located outside the eastern entrance of the Strait of Hormuz, allowing its exports to circumvent it. The Iran-backed Houthis in Yemen could also further squeeze oil prices by disrupting the Bab al-Mandeb strait. That would force the US to operate across multiple maritime theatres. So far, the Houthis have not carried out such attacks, but this month, they said they were ready to strike at any ‌moment.

Still, the US is focused on applying maximum pressure on Tehran and forcing it to open the Strait of Hormuz. The US Central Command, the US military’s combat command responsible for operations in the Middle East, said early on Wednesday that its forces had used 2,270kg (5,000lb) bunker-busting munitions against antiship missile sites along Iran’s coastline near the Strait of Hormuz.

Trump has also ordered amphibious ships carrying thousands of US Marines to move to the Middle East, and some experts believe the US might try to seize Kharg Island, a tiny piece of land in the northern Gulf where 90 percent of Iranian crude oil is exported from. The US has already bombed what it said were military sites on the island.

Such an operation, however, might do little to force Iran into opening the Strait of Hormuz, Krieg said. The island is 500km 310 miles) from the strait, and should the US take control of it, it would expose US Marines to Iranian fire. Should Iran see its key terminal being seized, it could also opt to mine the strait outright, having fewer reasons to allow some vessels to pass through.

“The issue with the Strait of Hormuz is really not a military one. … It’s a market issue, and confidence cannot be restored by the military. Confidence can be restored through diplomacy only,” Krieg said. (Al Jazeera)

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