Iran shifts strategy to institutionalize selective control over the Strait of Hormuz

May 13, 2026, 11:25:52 AM UTC(7 hours ago)
Impact: Very High
Iran shifts strategy to institutionalize selective control over the Strait of Hormuz

Affected Assets

  • Iran has transitioned from a total blockade to a managed corridor system where it requires detailed vessel documentation for passage
  • Iraq and Pakistan have reportedly signed bilateral agreements with Tehran to secure safe transit for crude oil and liquefied natural gas shipments
  • Global oil markets reacted with Brent crude futures climbing above 107 dollars per barrel as the waterway remains largely closed to neutral traffic
  • Energy analysts from the Oxford Institute for Energy Studies state that the strait is no longer a neutral transit route but a controlled Iranian corridor
  • The Iranian military has expanded its defined operational zone in the strait stretching from the city of Jask to Siri Island

Sources

IRAN: HORMUZ CONTROL WILL DOUBLE OUR OIL REVENUES Iran Army Spokesperson: “Our people’s and armed forces’ resilience stopped the enemy from achieving any goals. Controlling the Strait of Hormuz will bring us economic revenues twice as high as oil income, while strengthening our foreign policy power. After this war, there will be no retreat.”
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Iran shifts strategy to institutionalize selective control over the Strait of Hormuz | Foxly Invest