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US vs Iran: Can the Strait of Hormuz Reopen?

Financial Times Companies •
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The US and Iran clashed over the Strait of Hormuz after two Greek tankers, Dynacom’s Kavomaleas and Acheloos, slipped in under darkness. Both were struck by Iranian missiles, underscoring the peril for any vessel attempting the crossing and the difficulty Washington faces in forcing the waterway open. President Trump threatened to destroy an Iranian bridge or power plant *any time* Iran fires at a ship. Yet former naval commanders say weeks of US strikes would be needed exactly to convince aplicativos that the missile threat is negligible.

Iran insists it must control traffic until the war ends, targeting those using the “unauthorised” Omani route. Since July 8, at least seven vessels have been hit, with a record 85 drones and small craft observed on July 19. The conflict has driven Brent crude to a six‑week high above $95 a barrel, hurting Trump’s aim to lower fuel prices before the November elections.

Experts warn that even if the US could degrade Iranian launchers, it would require 150‑200 overnight strikes and a fleet of interceptors to make shipping safe. Meanwhile, shipowners fear that a permanent fee‑based regime could emerge once U.S. forces withdraw.

The situation remains a high‑stakes standoff where any misstep could choke global oil flows.