US Guidance Increases Shipping Traffic Through Strait of Hormuz

Shipping traffic through the Strait of Hormuz is increasing as the United States Central Command provides navigational advice to commercial vessels. Ship-tracking data indicates that at least 25% of non-Iranian ships stranded since the start of the conflict have exited the waterway. While military assets are not providing direct escorts, some vessels reported that helicopters intervened to turn away suspected Iranian fast boats.

The Federal government of the United States has issued conflicting messages regarding a potential truce with Iran. However, on May 29, the government affirmed that any deals with Iran to ensure safe passage, including those without tolls, are prohibited. This tension persists as the waterway remains a high-risk zone characterized by attacks on vessels.

Energy executives remain cautious. Mike Wirth of Chevron Corp. noted that some vessels transiting the strait have recently come under attack, and Patrick Pouyanné of TotalEnergies stated the company requires indications of lasting peace before resuming full operations in the Persian Gulf. In contrast, Gerasimos Kalogiratos of Capital Tankers Corp. predicted a "frenzy phase" of shipping once the strait fully reopens.