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Iran has presented a new demand as part of efforts to end the conflict with the United States and Israel: recognition of its sovereignty over the Strait of Hormuz, one of the world's most important energy transport routes.
According to CNN, the strait, through which about a fifth of the world's oil and liquefied natural gas supply passes, has become a key strategic tool for Tehran. Iranian authorities aim to use it not only as a means of geopolitical pressure, but also as a sustainable source of income.
Recent disruptions to shipping, as a result of Iranian actions, have shaken global energy markets and forced countries in the region to take emergency measures to secure supplies. Experts estimate that the impact of this strategy has exceeded Iran's own initial expectations.
Dina Esfandiary of Bloomberg Economics notes that Tehran has understood the potential of this leverage and may seek to institutionalize it. In this context, Iranian lawmakers are considering imposing tariffs on ships passing through the strait, while leadership advisers have spoken of creating a “new regime” in Hormuz.
On the other hand, the United States and the G7 countries have opposed this idea. US Secretary of State Marco Rubio described the imposition of taxes as illegal and dangerous for the global economy, demanding the guarantee of free navigation.
International law experts point out that under the UN Convention on the Law of the Sea, international straits like Hormuz must remain open to free transit passage. However, Iran may seek to challenge this interpretation, citing the fact that it is not a party to the convention.
According to estimates cited by CNN, if Iran succeeds in imposing tariffs, monthly revenues could reach up to $800 million, a level comparable to the revenues of the Suez Canal. This would constitute a significant financial source for a country facing extensive international sanctions.
Meanwhile, shipping industry data suggests that some ships have begun using Iranian-controlled corridors, and unconfirmed reports suggest that payments have been made for safe passage. However, no country or company has publicly acknowledged such a practice.
The situation remains unclear and future developments will depend on the progress of international negotiations and the global community's response to Iran's efforts to increase control over this key strategic point.
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