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Iran’s second "strike" – After Hormuz, the strategic Bab el-Mandeb will also close, a humiliation for Trump

Iran’s second
 Threat of a global energy shock… Tehran warns Donald Trump of a closure at Bab el-Mandeb
 

Iran is preparing the absolute entrapment of the American president, strangling the American—and by extension the global—economy drop by drop. According to data available so far, Tehran has one more strong card up its sleeve: to close a second strategically significant maritime passage, the Bab el-Mandeb, in response to Donald Trump’s decision for a naval blockade of the Strait of Hormuz. The warning was issued via a post on the X platform by the spokesperson for the Islamic Revolutionary Guard Corps (IRGC), Colonel Ebrahim Zolfaghari, emphasizing that "if the US proceeds with actions in the Strait of Hormuz, the next step may be the Bab el-Mandeb."

Coordinated action

In the same vein, the Speaker of the Iranian Parliament, Mohammad Bagher Ghalibaf, warned of severe consequences for energy prices, noting mockingly: "Enjoy today's gasoline prices. Soon you will remember $4-$5 with nostalgia." The Bab el-Mandeb is one of the most critical maritime passages for global trade, as it is located between Yemen and Eritrea, connecting the Gulf of Aden to the Red Sea and, by extension, the Suez Canal. A significant volume of international shipping passes through this point. It is recalled that the Houthi rebels in Yemen have previously threatened to block this specific sea route, intensifying concerns about disruptions to the global supply chain. These developments follow Donald Trump's announcement of a naval blockade of the Strait of Hormuz after failed negotiations with Iran. In response, Tehran warned that it would attack American ships if the implementation of the blockade is attempted.

Jews left speechless... Iran operates South Pars again in the midst of war

Restoration work has begun at the South Pars energy facilities following attacks attributed to the US and Israel, according to Iranian media. As the Tasnim agency reports from the Asaluyeh region, during a critical phase of the war, the country's strategic energy infrastructure was targeted, with the South Pars special economic zone—a pillar of Iran's energy supply—taking heavy hits. Despite the attacks, no human casualties were recorded, a fact attributed to the high level of readiness, the implementation of passive defense measures, and crisis management by the companies operating in the area. According to the report, the immediate mobilization of energy workers was decisive in preventing the interruption of production, ensuring continuity in the country's supply.

Effective response

Iranian authorities attribute the effective response to both operational readiness and the organizational cohesion and coordination of the involved bodies, pointing out that critical infrastructure was protected despite the pressure. At the same time, damage restoration has already begun, with the aim of quickly returning the facilities to their maximum productive capacity. The work is being carried out with an emphasis on domestic capabilities and under the guidance of the management of the National Iranian Oil Company. As noted, continuing production without interruption is considered critical for ensuring the country's energy sufficiency, while restoration efforts are part of a broader plan to enhance the resilience of strategic infrastructure.

At 17:00 (Greek Time) the American blockade of Iranian ports begins

At 17:00 (Greek Time), the US blockade of all Iranian ports will begin, as announced by the American president. In a brief post on the Truth Social platform, Trump wrote: "The United States will proceed with a blockade of ships entering or leaving Iranian ports on April 13, at 10:00 a.m. Eastern Time. Thank you for your attention to this matter!" Essentially, the US Navy is attempting to prevent the entry and exit of Iranian and Iranian-approved ships from the Strait, while Tehran blocks all other navigation. In practice, only Iranian or "approved" ships pass, following a unilaterally imposed transit system that directs them into Iranian territorial waters in exchange for financial compensation. The USPresident, Donald Trump, stated that the American Navy will proceed to obstruct any ship that has paid Iran for passage. Tehran has characterized almost the entire Strait of Hormuz as a "danger zone," using threats and a limited number of mines, effectively allowing safe passage only through its own waters.

Deadlock in US–Iran talks

The talks between the United States and Iran held in Islamabad on April 11 and 12 did not result in an agreement. According to Iranian officials, the main points of disagreement included:

  • the stockpile of highly enriched uranium (HEU),

  • control of the Strait of Hormuz,

  • and the release of $27 billion in frozen revenues. The US demanded the immediate reopening of the Strait for international shipping, while Iran insisted that this would only happen after a comprehensive peace agreement.Donald Trump emphasized that the Iranian side did not make compromises on its nuclear program, expressing the assessment, however, that Tehran will return to the negotiating table. On the Iranian side, Parliament Speaker Mohammad Bagher Ghalibaf blamed the US, arguing that Washington must "earn" Tehran's trust.

Deeper causes of the impasse

Two main factors make achieving an agreement extremely difficult: Iran seeks a comprehensive deal that will radically change relations with the US, while the American side focuses on specific issues, such as freedom of navigation and the nuclear program. Internal disagreements within the Iranian delegation. According to information, a hardline group of the IRGC under Ahmad Vahidi clashed with more pragmatic voices, such as Mohammad Bagher Ghalibaf and Foreign Minister Abbas Araghchi.

Reduction in Iranian attacks

Since April 11 onwards, Iran has not carried out attacks against Gulf states, while a significant reduction in missiles and drones has been observed since the start of the ceasefire on April 8. On April 11, only one drone attack against Bahrain was recorded, while on April 12, no attacks were detected.

US–Israel air operations

Satellite images confirm strikes on internal security facilities in Kurdistan and an IRGC ground forces base in Alborz province before the ceasefire. Among others, a Basij base in Qorveh, the police post in Adinan, the police station in Sonateh, and an IRGC training base in Karaj were hit.

Escalation on the Israel–Hezbollah front

Hezbollah announced 17 attacks with rockets and drones against targets in northern Israel within 24 hours, although the rate of attacks appears reduced. According to Israeli sources, there were no casualties or successful strikes on targets. Particular weight is given to the city of Bint Jbeil in southern Lebanon, where fierce clashes continue. The Israeli army is attempting to control the area, which has strategic importance due to its position on key road axes. The area also has strong symbolism for Hezbollah, as a "victory" had been declared there after Israel's withdrawal in 2000 by its former leader, Hassan Nasrallah. The Israeli army continues operations in various parts of southern Lebanon, with airstrikes and ground clashes. Dozens of strikes against Hezbollah infrastructure are reported, including rocket launchers.

Reaction of other powers

Saudi Arabia summoned the Iraqi ambassador following drone attacks by pro-Iranian militias from Iraq against targets in Saudi Arabia and other Gulf countries. These groups have also claimed attacks against US bases in the region since the start of the war.

How a 21-mile strait, Hormuz, is a terrible strategic advantage for Iran – 50,000 ships pass every year

After 40 days of decisive reaction to an unprovoked war of aggression, the Islamic Republic of Iran has turned the world's most vital energy bottleneck into a means of strategic pressure. Just three days after the ceasefire stopped the joint American-Israeli aggression that began on February 28, 2026, the Strait of Hormuz remains under effective Iranian management, a fact that international political commentators have widely characterized as a sweeping victory for Iran. This narrow waterway, which at its narrowest point is just 21 nautical miles wide, is not just a sea passage, but the structural heart of the global energy system; on an annual basis, 50,000 ships pass through... It should be noted that Iran's maritime borders—those the Americans want to control—are 123 kilometers long, while Iran's total coastline amounts to 2,450 kilometers.

20% of oil internationally through Hormuz or 20.9 million barrels

Daily, under normal conditions, about 20.9 million barrels of oil—one-fifth of global consumption—and over 20% of the world's liquefied natural gas trade flow through its narrow channels. For Iran, the strait is neither a bargaining chip nor a threat, but an unalterable geographical privilege: a permanent source of leverage rooted in 1,600 kilometers of northern coastline, strategically placed islands acting as unsinkable platforms, and an asymmetric military doctrine that makes conventional naval superiority irrelevant.

The time has come for the big change in Hormuz

As the Leader of the Islamic Revolution, Khamenei, stated, Iran will now lead the management of this waterway into an entirely new phase—a phase that will transform geographical destiny into lasting economic and strategic power.

Geography of permanence: An unsinkable advantage

The Strait of Hormuz is not a canal that can be bypassed nor a route that can be replaced. At its narrowest navigable point, the strategically important waterway is only 21 nautical miles wide—about 39 kilometers—with shipping lanes reduced to just two miles per direction. Iran's coastline stretches more than 1,600 kilometers along the northern arc of the Persian Gulf and the Sea of Oman, giving the Islamic Republic an unbroken line of territorial oversight.

Unsinkable aircraft carriers

Strategically placed islands—Qeshm, Hormuz, Larak, Abu Musa, and the Tunbs—serve as forward operating platforms, what military analysts call "unsinkable aircraft carriers." From these sovereign outposts, the Navy of the Islamic Revolutionary Guard Corps (IRGC) deploys continuous surveillance drones, coastal missile grids, and fast attack craft.

The Law of the Sea favors Iran

Because the entire waterway lies within 24 nautical miles of Iranian territory, the current legal regime under the United Nations Convention on the Law of the Sea is not free transit but innocent passage—a distinction that provides Iran with legal authority to regulate ship movement.

Numbers that define global dependence – 50,000 ships a year

Under normal conditions before the war, the Strait of Hormuz hosted a dense, predictable flow of global trade. Detailed maritime tracking data shows that approximately 130 to 140 ships crossed the strait daily, a number that translates to about 4,000 ships per month and the staggering figure of 48,000 to 50,000 ships annually. Among these, oil and gas tankers consistently dominated the composition, representing between 37 and 60% of total traffic depending on seasonal and market variables. Very Large Crude Carriers (VLCCs), each capable of carrying up to 2 million barrels of crude, accounted for about 35% of tanker movements, followed by Suezmax and Aframax tankers. Beyond oil, bulk carriers transporting iron ore, grain, and coal made up about 30 to 40% of daily transits, while LNG and LPG carriers—though a smaller share in number, with about 100 transits per month or 1,200 annually—represented a strategically critical layer, given that about 20% of global LNG trade flows through this same corridor.

20.9 million barrels pass daily or $1 billion per day

The strait carries approximately 20.9 million barrels of oil per day, equivalent to 20% of all oil consumed globally and 25 to 27% of global seaborne oil trade. From an economic standpoint, the energy value passing through the strait exceeds $1 billion per day in oil alone. These figures are not abstract; they are the structural foundation upon which Iran's strategic leverage rests.

Collapse of maritime traffic

The effectiveness of Iran's strategic doctrine was proven a few days after the start of the war of aggression. By early March 2026, an AIS-based observation snapshot recorded 978 ships within the chokepoint zone, including 342 tanker-class vessels—many of which had been blocked or held at anchorages as commercial traffic had stopped.

From 130 daily transits they were reduced almost to zero...

Maritime intelligence tracking confirmed that as of March 19, 1,290 foreign-flagged cargo ships and tankers remained within the Persian Gulf, unable to exit. The composition of this immobilized fleet revealed the true economic weight of the strait: bulk carriers made up the largest segment with 415 stranded ships, followed by 341 general cargo ships. The critical point is that 283 crude oil tankers and 226 petroleum product tankers were also trapped—representing a significant portion of global energy transport capacity. Even the specialized fleet of gas carriers was severely affected, with 51 LNG tankers stuck in the Persian Gulf at a time when the world was already facing gas supply pressures. Container shipping, which operates on just-in-time network logistics, also took a serious hit. 119 container ships—including 17 ultra-large container ships of over 100,000 deadweight tons—were effectively frozen, carrying over 270,000 TEU of cargo worth approximately $10 billion.

The world's most important energy artery froze

This did not represent just a simple disruption, but an almost complete immobilization of commercial shipping from the world's most important energy artery. Over 1,000 ships were stranded in the Persian Gulf, including 187 fully loaded tankers carrying a total of 172 million barrels of oil. Insurance premiums for shipping skyrocketed, carriers declared force majeure, and global energy markets experienced price shocks not seen in decades.

Iran doesn't need to sink any warship

The message was unmistakable: Iran does not need to sink a single warship to exert control. It simply needs to prove that the waters are not safe for commercial traffic—and the market does the rest.

Tanker economics: Record profits and cost of war

The economic impact of Iran's control over the Strait of Hormuz is most evident in the tanker market, where profits have broken every historical record. According to industry data, average weighted tanker earnings reached $133,735 per day in March 2026, over four times the 2025 average and the highest level ever recorded. Very Large Crude Carriers, each capable of carrying up to 2 million barrels, were earning about $200,000 per day by late March, while Suezmax tankers skyrocketed to $330,000 per day and Aframax to $280,000 per day—both at unprecedented high levels. More dramatic data emerged from the spot market, where some VLCCs fluctuated daily at prices between $400,000 and $420,000, not due to normal supply-demand dynamics but solely due to war risk hedging.

The crisis has radically changed global oil trade routes

With the Strait of Hormuz operating at just 1 to 5% of normal capacity, Asian and European refineries have sought alternative supplies from the US Gulf and West Africa, causing a 41% decrease in available VLCCs in the Gulf of Mexico in a single month. This rerouting has forced tankers into much longer journeys around the Cape of Good Hope in South Africa, effectively withdrawing additional fleet capacity from the market and ensuring that shipping costs—and by extension energy prices—will remain high in the immediate future.

www.bankingnews.gr

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