The Strait of Hormuz is not just another sea lane — it is arguably the most consequential chokepoint in global energy geography. At its narrowest, the strait squeezes to just over 21 nautical miles, with segments falling within what Iran views — and much of the world recognizes — as its territorial waters. Yet, Washington, despite a policy of “maximum pressure” against Tehran, insists its vessels must transit unimpeded through these waters. This contradiction lies at the heart of the current impasse.
Under
international law, coastal states exercise sovereignty over territorial waters,
typically extending twelve nautical miles from their shorelines. While the
regime of “transit passage” over straits used for international navigation
exists, it is not absolute — especially when strategic maritime access is
leveraged amid acute political tensions. Iran asserts that a combination of
sanctions, military threats, and economic strangulation amounts to coercion,
undermining the spirit of norms meant to protect freedom of navigation.
The US
“maximum pressure” policy — a blend of sweeping sanctions, tariffs on Iran’s
trading partners, asset freezes, and diplomatic isolation — aims to squeeze
Tehran’s economy and force it back to the negotiating table on Washington’s
terms. It has undoubtedly inflicted economic pain: deep currency depreciation,
elevated inflation, and a contraction in trade with global partners. Yet, the
policy has not delivered the strategic outcomes Washington seeks.
Iran has not
fully capitulated on its nuclear ambitions, nor has it ceased support for
networks that counter US influence in the region. Indeed, analysts argue that
the policy’s unrelenting coercion without a clear diplomatic exit has hardened
Tehran’s posture rather than moderated it.
Critically,
this pressure campaign has complicated the very objective it claims to uphold —
ensuring stable maritime traffic. Rather than diminishing Iran’s leverage,
sustained economic and military posturing risks escalating incidents around the
strait. Maritime advisories urging US-flagged vessels to stay as far as safely
possible from Iranian waters reflect this unease.
If the
United States wants unrestricted passage for its vessels, it must reckon with
the paradox of demanding rights while applying relentless pressure that invites
resistance. A sustainable solution demands not just naval escorts and
sanctions, but a calibrated diplomatic engagement that acknowledges Iran’s
legitimate security concerns without compromising global trade imperatives.
In a narrow
channel where diplomacy and deterrence meet, rigidity will only make a
bottleneck worse.

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