Strait of Hormuz is once again at the centre of geopolitical tensions as the United States seeks to increase control over shipping. President Donald Trump has indicated that the US Navy will monitor and possibly stop ships, with the aim of bringing the strategic strait back under international control.
The announcement follows failed negotiations between the US and Iran. The situation creates great uncertainty in the logistics sector as the Strait of Hormuz is a crucial route for oil, gas and raw materials.
According to Trump, the US Navy will be ordered to monitor and possibly block ships seeking to cross the strait. This would include stopping ships that have previously paid tolls to Iran.
In addition, the US wants to clear mines to make the route safe again. The intention is to eventually create a situation where ships are free to sail again, but for now this just means additional monitoring and delays.
Iran reacts vehemently, claiming to be in full control of the strait. The Iranian Revolutionary Guard warns that intervention by foreign navies could lead to escalation.
About 20 per cent of global oil is transported through the Strait of Hormuz, so any disruption directly affects energy prices worldwide.
Before the war, more than 100 ships passed through the Strait of Hormuz daily. With the current tensions, this number has fallen sharply, leading to disruptions in global energy and goods flows.
US plans could further complicate the situation. Analysts point out that a blockade or intensive control would be difficult to implement and pose major risks to international trade.
At the same time, several countries are trying to get involved in the situation. According to Trump, several countries would be willing to provide support, for instance with minesweepers. Which countries are actually participating remains unclear for now.
For logistics parties, this means uncertainty will remain for the coming period. Routes may suddenly change and costs remain volatile. Read more about international transport flows on the sea freight page.
The situation around the Strait of Hormuz shows how quickly geopolitical tensions can affect logistics. As long as there is no stable solution, the impact will continue to be felt in transport costs, availability and planning worldwide.